Family Office Technology Hub

Tania Neild speaks with Dean Palmiter, Co-Founder and CEO of Asseta, about building a single platform for the family office back office — accounting, investments, banking, bill pay and reporting in one place rather than each in its own system.

The conversation covers why partnership accounting has stayed unsolved for so long and what changes once ownership structures live inside the ledger; where investment data stops agreeing with the general ledger; which accounting tasks suit AI and which don't; and the rebrand into the wider wealth market. Dean closes with a first look at what's coming next.

To see Asseta at our annual FOTechHub Virtual Conference on 18 - 19 November, register here.

See Asseta's past demos in our Demo Library

To connect with the participants, contact [email protected]. More at fotechhub.com.

Phil Strassler speaks with Austin Lowery, CEO of Eleven Systems, about building a single operating platform for the family office — one that connects property, financial, and family data instead of leaving each in its own silo.

The conversation covers how Eleven maps ownership from trusts through entities, investments, and bank accounts; how it competes and integrates with point tools for estate planning, legal structure, and property management; and how it's evolving to serve the RIA channel.

To see Eleven at our annual FOTechHub Virtual Conference on 18 - 19 November, register here.

See Eleven's past demos in our Demo Library 

To connect with the participants, contact [email protected]. More at fotechhub.com.

Tech-NEW-logy Institute returns on June 4 with a live interview session featuring Paul McKibbin and Asset Vantage. In this 45-minute discussion, Paul McKibbin (EY) speaks with Sunil Dalal (UNIDEL) and Nicole Eberhardt (Asset Vantage) about how family office systems evolve from solving one office's internal problems into platforms used across the wider market. The conversation will touch on AI, implementation realities, integration challenges, and the growing tension between founder-led businesses and private equity-backed growth in family office tech. Bringing together perspectives from an owner, operator and implementation expert, the session offers a rare look behind the scenes at how these systems are really being built and scaled. If you'd like to connect with the participants following the session, please contact [email protected]. Find more information on the program and recordings at fotechhub.com.

Part 6 of our Annual Conference miniseries, recorded live at FOTechHub (18–19 November 2025).

In this Tech-NEW-logy Institute session, Alejandro Nazario (TOS Advisors) speaks with Addepar’s Diana Turbayne (Alts & Data Management) and Kunal Gosar (Head of AI Platform, former Arcus CEO) about how Addepar is embedding AI across its platform — moving from aggregation toward applied intelligence for family offices.

SPEAKERS

Kunal Gosar

Head of AI Platform, Addepar 

Kunal leads the AI Platform org at Addepar, managing the overall engineering and product teams working on AI in Addepar's client-facing products and services. Prior to Addepar, Kunal was the founder and CEO of Arcus, an AI startup building agentic systems for complex data workflows, which Addepar acquired earlier in 2025.

Diana Turbayne

Sr. Manager, Alts Data Management, Addepar 

Diana is the product lead for Addepar’s Alternatives and Data Management solutions. Diana has held various positions at Addepar and formally led the data operations team overseeing custodial/online data in New York. Prior to Addepar, Diana worked in Economic Consulting on securities litigation and financial regulation cases. Diana holds a Bachelor’s degree from Princeton University and is a CFA charterholder.

MODERATOR

Alejandro Nazario

Partner, TOS Advisors

Alejandro has ten years of experience in wealth management. He joined TOS in 2017, starting as a senior financial analyst for a large single-family office, where he focused on investment reporting, forecasting, personal expense analysis, and art collection management. Previously, Alejandro spent four years at UBS Financial Services, working with over 100 financial advisors to build scalable, planning-based practices and support next-generation client engagement. He holds a BA in Economics from Vanderbilt University and is both a CFP® professional and a CFA charterholder.

For more info check out: ⁠⁠fotechhub.com

FOTechHub in collaboration with the Larry Kraus Family Office Tech-NEW-logy Institute: Natasha Pearl interviews Way2B1 - a platform that streamlines life management for families, and Nines - a household management platform.

FOTechHub in collaboration with the Larry Kraus Family Office Tech-NEW-logy Institute: Jon Carroll discusses various aspects with live audience polling, including investments in technology, innovation, automation, integration, AI, business continuity planning, and tools for supporting operations and data security.

Jon also interviews Eton Solutions, an integrated accounting platform leveraging generative AI for its Eton GPT tool, and Summitas, a secure, flexible collaboration tool for wealth management.

FOTechHub in collaboration with the Larry Kraus Family Office Tech-NEW-logy Institute: Michael Perez Interviews Collation.AI and SumItMichael Perez from F2 Strategy interviews Collation.AI - a data aggregation and reporting platform and SumIt - a new generation general ledger. Both startups leveraged our My Family Office Tech & Ops Conference in November 2023 as a launchpad to introduce themselves.

01:00 - Introductions

05:55 - Founder's journey: Alex

08:40 - Founder's journey: Tanmai

10:50 - Markets covered

12:35 - Relevant metrics: speed to market and time saved

16:30 - Client base and characteristics 

23:20 - Value prop & use cases

23:50 - Alex: simple & sophisticated accounting: access, visualisation, consolidation & integrations

26:25 - Tanmai: aspirin for your data headaches & consistency problems

29:40 - Room for improvement?

32:45 - Extracting information from PDFs

38:15 - Competition

41:45 - Workflow capabilities 

45:10 - Migrating data from Quickbooks 

47:20 - What’s next on the roadmap 

50:00 - Pricing 

51:30 - Implementation timescales

FOTechHub & the Larry Kraus Family Office Tech-NEW-Logy Institute present: Efrat Avigdor, a Family Office Advisor, interviews Luminary and K1x.This program focuses on managing and visualizing trust & estate strategies, and AI automation software for K-1s, K-3s and 990s.

Welcome to the inaugural episode of FOTechHub Podcast, where we delve into the world of technology solutions for modern family offices.

This interview is brought to you by FOTechHub and Phil Strassler from the esteemed Larry Kraus Tech-New-Logy Institute.

For over two years, the Tech-New-Logy Institute has been paving the way, and now, FOTechHub is expanding its horizons to reach a wider audience. Our aim, guided by top technology consultants, is to introduce cutting-edge tech solutions tailored for today's family offices.

In our latest episode, Andy Fox engages in insightful interviews with Trusted Family - communications and governance solution for families, boards and shareholders, and RSM - cloud-based tech platform centralizing data for family offices.

Dr. Tania Neild, CTO & Owner, InfoGrate

Dr. Tania Neild is the CTO and Owner of InfoGrate, a data strategy firm serving family offices and wealth advisors. With over 20 years of experience in data integration and secure technology infrastructure, she specializes in helping family offices turn complex, fragmented information into centralized, actionable intelligence. Tania holds a PhD in engineering and is widely recognized for her ability to translate sophisticated data environments into long-term operational value for multi-generational families.

Steven Petersen, Co-Founder, Stavtar Solutions
Richard Zazo, Co-Founder, Atomic Insights

Lucas Babbitt, Co-Founder & CEO, Atomic Insights

Stavtar is the premier provider of business spend management and expense allocation SaaS solutions built for the Office of the CFO in complex businesses like alternative asset management. Headquartered in New York, with a global footprint spanning Dallas, London, Mumbai, and Bengaluru, Stavtar was founded by seasoned professionals from the alternative asset management industry.
Our flagship business spend management and expense allocation platform, StavPay, empowers over 130 leading alternative asset managers, collectively overseeing more than $3.1 trillion in AUM. 

Atomic Insights revolutionizes payment workflow management for RIAs and family offices by offering a groundbreaking, centralized platform that leverages real-time API connectivity with banks and other custodians. This unified system provides instant cash position visibility, automates compliance checks, and streamlines payment request submissions, significantly enhancing transaction speed, accuracy, and security. By seamlessly integrating with existing CRM and portfolio management tools, Atomic Insights eliminates redundant data entry, offering a cohesive view of client information that streamlines relationship management and financial oversight. The platform's automation of key payment processing functions and enhanced reporting capabilities not only reduces administrative burdens, but also empowers RIAs and family offices to deliver more responsive and transparent service to their clients. Ultimately, this innovative approach saves time, ensures a more secure and scalable financial management framework, and transforms how firms handle financial operations.

If you'd like to connect with the participants, email [email protected]

Find more info on the program and recordings at fotechhub.com