Basic info
Industry
financial services
Sectors
Wealth Management
Asset Management
Serves High-Net-Worth Clients
Illiquid Aggregation
Superior Client Experience
Ultra High Networth
Privacy
High-Quality Data Aggregation
Data Integration
Enterprise Data Management
Finance
Banking
Data Management
Real Estate Investment
Alternative Investments
Custom Performance Reporting
Venture Capital
Big Data
Held-Away Assets
FinTech
Business Intelligence
Data Privacy
Data Anonymization
Data Security
GDPR Compliance
Date founded
2002
Funding rounds raised
P
Private Client Resources raised undisclosed on June 7, 2019
Investors: PPC Enterprises LLC