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About Us

We help financial advisors
provide family a office-like experience for clients.
Powered by people & technology.

Our Story

Like many others, CEO Zak Boca shifted his investment strategy to private markets after the 2008 recession hit. But with that also came major headaches & roadblocks for himself and his advisors alike. He quickly realized that existing advisor solutions weren’t built to handle the boom in alternative investments. Instead of accepting it, we built the solution.

Zak Boca CEO
Naru Muraleedharan CTO
Kareem Hamady COO
Clayton Brown Lead Architect
Jonathan Barney Solutions Architect
Ted Biderman General Counsel
Morgan Moench Alternative Asset Analyst
Jesse Weaver UX Designer
Jennifer Reardon Content Strategist

Your clients’ family office
experience is waiting.