FOTechHub Bulletin #21 - Family Office Technology News Roundup

Published on 9 June 2025

Welcome to our latest family office tech & ops news update! If you're not yet receiving it via email, you can subscribe here. 

Upcoming Events:

📅 June 10, 9–10 AM ET – Tech-NEW-logy with Michael Perez, Advyzon, and Mantle – Register

📅 July 15, 1–2 PM ET – AI Co-Pilot for Family Offices: Where to Start and How to Do It Right – Register

🎉 Milestone: 4 Years of the Tech-NEW-logy Institute

This month marks four years since the launch of The Larry Kraus Tech-NEW-logy Institute, founded by our longtime collaborator Phil Strassler. The series, which highlights emerging technology solutions for the modern family office, debuted on June 8, 2021, building on the legacy of Phil’s Tax Institute. Since then, 62 technologies have been featured.

FOTechHub has proudly partnered with the Institute for over two years, providing a platform for its programs through our website and events portal. We’re also active members of the 34-member steering committee, which selects, vets, and interviews featured technologies.
Newest committee members include: Paul McKibbin, Danielle Klimek, David Sun, Greg Silverman and Dan Cole.

Now, onto the latest family office tech & ops news..

M&A and Strategic Moves

Addepar Accelerates AI Strategy with Arcus Acquisition and $230M Series G

Addepar has acquired Arcus (arcus.co), an enterprise AI workflow company, to strengthen its platform with smarter features like smarter data management, anomaly detection, automated reconciliation, and predictive insights. Arcus’s platform enhances automation across analytics, reporting, trading and billing, etc. As part of the acquisition, Arcus CEO and co-founder Kunal Gosar joins Addepar as Head of AI Platform, along with his founding team.

In parallel, HSBC UK — one of the country’s major banks — has adopted Addepar’s platform to enhance its client reporting. These updates follow the close of a $230 million Series G round, valuing the company at $3.25 billion. The round, originally reported in January, was co-led by Vitruvian Partners and WestCap, with participation from 8VC and other existing and new investors. This investment aims to provide liquidity for employees and early investors, while also supporting the company's ongoing product development and expansion efforts. 

Eton Showcases EtonAI at Inaugural Client Conference

Eton Solutions hosted its first Global Client Conference in late May, gathering 70+ clients in Durham over three days. The event featured the official debut of EtonAI, the successor to last year’s EtonGPT, along with a new brand identity (reflected in a new website). Sessions explored AI strategy, tax services, and performance reporting, highlighting Eton’s vision for the future of family office tech.

SUBSCRIBE has launched Altscape, a no-fee private fund marketplace designed to connect over 3,500 alternative fund managers with 600+ global wealth firms and 50,000+ advisors. The company highlights that the platform offers access to direct and feeder fund opportunities without placement or management fees, featuring curated managers, streamlined onboarding, and support for tax-advantaged structures. SUBSCRIBE also says it has partnered with Intapp to integrate its no-code subscription technology into DealCloud, enabling real-time data sync and eliminating duplicate entry—positioning the collaboration as a way to boost efficiency as private markets grow toward a projected $65 trillion AUM by 2032.

iCapital Acquires Citi’s Alternative Investments Feeder Platform

iCapital will acquire Citi Wealth’s alternative investments feeder platform, which supports over 180 funds, taking over its management while Citi remains a distributor and advisor. The move simplifies Citi’s wealth operations and brings iCapital’s automation and specialist support to its advisors—complementing the bank's broader strategy to streamline under CEO Jane Fraser.

Product Updates and Partnerships

Nines Launches On-Premise Household Management Solution

Nines has released a self-hosted, Docker-based version of its platform for clients that are highly focused on security and privacy, or who need to meet strict compliance standards. The new solution enables offline operation and integration with internal systems while continuing to receive regular updates and support.

Luminary Expands Estate Planning Integrations

Luminary now integrates with eMoney Advisor, enabling nightly syncs of client profiles, assets, liabilities, and cash flows—streamlining data entry and speeding up estate planning onboarding. eMoney also connects with other estate planning platforms like Vanilla and Wealth.com, and includes its own tools for tax, trust, and gifting analysis.

Addepar and OSYTE Announce Integration

Addepar has added OSYTE to its Integration Center. The integration allows users to connect Addepar with OSYTE’s multi-asset portfolio management platform for public and private investments. The connection enhances liquidity forecasting, risk, and compliance workflows for family offices, OCIOs, and fund managers.

Luminary and Vanilla Join Addepar as Premier Partners

Luminary and Vanilla are now Addepar Premier Partners, enabling real-time data sync, dynamic planning tied to live asset data, as well as special access to Addepar's product roadmap, developer tools, and enhanced support resources.

Vanilla Rolls Out New AI Tools for Estate Planning

Vanilla's new V/AI features automate estate summaries, flag issues, and support real-time Q&A. Advisors can now use custom prompts, auto-link provisions, and pre-fill profiles.

Wealth.com Expands with Wealth Advisory Partnerships

Wealth.com has been named the exclusive estate planning platform for OneDigital, while Commonwealth advisors now have access to its AI-powered, end-to-end solution.

Performativ Partners with Quantfolio to Streamline Advisory-to-Execution Workflow

Copenhagen-based Performativ, a wealth management platform for advisors, asset managers, and family offices, has integrated with Quantfolio, a Nordic SaaS provider of AI-driven investment advisory tools. The partnership embeds proposal generation, portfolio simulation, and execution workflows directly into Performativ.

UK-based firms Point and moneyinfo have partnered to deliver reconciled investment data directly into client portals. The integration aims to ensure that clients and advisors see the same validated figures

Leadership Moves

Emigrant Bank Appoints Larry Kraus Committee Members Rogozinski and Eyler to Lead Family Office Expansion

Mark Rogozinski and Kenneth Eyler, both former Cresset executives and members of the Larry Kraus Family Office Tech-New-Logy Institute, have joined Emigrant Bank to expand its family office services, working alongside Vice Chair Liz Nesvold. Rogozinski, now Managing Director and Head of Family Office Services, will oversee offerings across affiliates like Summitas, Fine Art Finance, and Emigrant’s trust companies. He brings 25+ years of experience, including roles at Pitcairn and Rockefeller & Co. Eyler, also appointed Managing Director, brings over 30 years in wealth management and was previously CEO of Aquilance.

Advyzon Appoints Clark Richards as VP of Client Success

Advyzon has appointed Clark Richards as VP of Client Success. With 14+ years in fintech—including leadership roles at Envestnet | Tamarac and Juniper Square—he’ll head support, onboarding, and relationship teams to enhance service quality for more than 2,100 RIA clients.

Bill.com Expands Executive Team to Accelerate AI-Driven SMB Solutions

Bill.com has appointed Rohini Jain (formerly of PayPal and Walmart) as Chief Financial Officer, effective July 7, and expanded President John Rettig’s role to include Chief Operating Officer. In parallel, Mike Cieri, a seasoned product leader from Gusto, Opendoor, and Square, joins as EVP & GM of Software Solutions. These moves support Bill.com’s push to scale its AI-powered platform serving nearly 500,000 small and midsize businesses.

Aleta Names Christian Andersen as CTO

Christian Andersen joins Aleta as CTO, following Co-founder Anders Viskum’s move to CEO Nordics. With 15+ years in financial tech, he’s working with the team on a new client-informed product roadmap.

Accelex Strengthens APAC Team with New Sales Hires

Accelex has appointed Brett Angwin as Head of Sales, APAC, and Kai Jebens as Sales Director for Southeast Asia, following the launch of its Sydney office. The hires mark a strategic push to expand Accelex’s footprint across Asia-Pacific. The London-based alts investment data startup also has offices in Paris, Luxembourg, New York and Toronto.

Companies Hiring

K1X, BlackCloak, OSYTE, Sage, Abbove, d1g1t, Trusted Family, First Rate, Dynamo Software