Elenco della directory — fattuale e alfabetico. L'inclusione non costituisce una classifica, una valutazione né un'approvazione, e non è previsto alcun compenso. Le famiglie devono svolgere la propria due diligence.
Alternative-investment marketplace for independent advisers.
Link verificato August 25, 2026
Come valutare società come questa
Building an Advisory TeamBuilding an advisory team means assembling the core professionals a substantial family relies on — investment…
Evaluating Investment AdvisersEvaluating an investment adviser means looking beyond track record to examine fiduciary status, registration…
RIA vs. Broker-DealerRegistered investment advisers (RIAs) operate under a fiduciary duty, meaning they are legally required to…
How Advisers Are PaidFinancial advisers are compensated through several distinct models — asset-based fees, flat retainers, hourly…
Stessa categoria
AAddeparPortfolio-aggregation and reporting platform widely used by family offices and RIAs.CCanoe IntelligenceSoftware automating alternative-investment document and data workflows.EEton SolutionsFamily-office ERP platform (AtlasFive) for accounting, reporting, and workflow.MMasttroWealth-data platform for total-net-worth visualization including illiquids.iiCapitalAlternative-investment platform connecting advisers and private-markets funds.