portfolio-reporting
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Centricity keeps the human in wealthtech
The former private bankers behind Centricity are giving independent advisers a bigger toolkit and wealthy families a clearer view. Their bet: better software can make a relationship business travel further.
Advisor360° Spent 20 Years Learning the Advisor Workday. Now It Wants AI to Run the Busy Parts
The wealthtech company began as an internal system built for people who actually advise clients. Its next act is a bigger bet: unify the data first, then let AI handle the administrative drag.
Aspen Digital
Aspen Digital is an ADGM-regulated digital asset management platform built for private wealth. Founded in 2021 and co-incubated by Everest Ventures Group and TTB Partners, it gives family offices, external asset managers and ultra-high-net-worth investors a single regulated account to trade, custody, earn yield on and report across crypto - plus a white-label infrastructure stack that lets other wealth managers offer the same. It is backed by RIT Capital Partners (the Rothschild investment trust) and Liberty City Ventures.