Show Summary – Episode 6
Asora’s mission is to be the family office solution of choice for wealth owners globally and iownit is a platform powering digital transformation of private markets. This program will focus on options for making your back office operations more efficient and accurate.
About the Moderator
Raymond DiNunzio – Digital Family Office, Board Member & Tech Advisor
Introduction: Raymond DiNunzio spends his time focusing on digital transformation and technology applications for family offices. As one of the founders and overseers of TOS Advisors, he leads a firm that provides cutting-edge family office infrastructure services in a wholly digital environment as a service. With a background in the financial sector and expertise in emerging technologies, Raymond brings a depth of knowledge to his role as a board advisor and technology tester for various organizations.
Asora
Asora is a SAAS solution for single and multi-family offices to track and oversee assets, automating data capture and providing digital on-demand reporting on the web and mobile. Asora provides a single secure location for all the family’s data. The data is protected with always-on encryption and robust security protocols. Time-consuming manual handling of data and report creation are replaced with automated data feeds, comprehensive data cleansing and enrichment and digital on-demand reporting.
Represented by Adam Cleland, Founder & CEO
Adam is the founder and CEO of Asora. Asora was founded in 2021 as a software platform dedicated to meeting the needs of family offices. Adam’s diverse background of advising wealthy families for almost 2 decades as a qualified accountant, tax adviser and Chartered Financial Analyst helps shape Asora’s mission of being the operating platform of choice for family offices globally.
Before Asora, Adam co-founded and was COO of Argeau an MFO, Head of Wealth Advice at Davy and previously worked at PwC & Goldman Sachs.
Iownit
iownit is a modern, blockchain-based financial infrastructure and marketplace for investing and transacting in alternative investments, enabling sponsors, administrators, financial advisors and investors to achieve their goals conveniently, securely and efficiently, while remaining regulatory compliant.
Represented by Rashad Kurbanov, Co-Founder & CEO
Rashad is the CEO and Co-founder. Prior to founding iownit, Rashad had more than 20 years of professional experience in the capital markets and management consulting industry, having worked for the largest financial services firms. Rashad has an in-depth knowledge of complex Front-to-Back processing environments across all asset classes and comprehensive understanding of the market trends, technology impact on capital markets, and regulatory changes.
