Addepar
Software
Revenue automation for large insurance operations
"You basically be irresponsible to run like a big RA not using Addepar and you'd probably be irresponsible like to run a big title insurance office without using Qualia."
← All topics
1 creator
1 creator
1 creator
Search all family office matches →
Explore family office
Related products and practices, with creator experiences across different uses.
With use and recommendations from
Do Wealth
Other
Asset underwriting, background checks on sellers, deal verification, raising capital from other wealthy families
"I have a company I use — I don't get paid to affiliate with them — but the name of the company is Do Wealth. It's a fractional family office. You hire Do Wealth and they've got 200 other families they manage money for. Do Wealth is 11 grand a month flat fee..."
Wild Wealth
Other
Brokerage account management, insurance handling, car purchases, general financial administration for passive investors
"Wild Wealth — W-I-L-D — I don't get paid. I'm just telling you legitimately who I use. Wild Wealth is going to charge you 0.55% of your brokerage account and it's going to be a lot more passive. You go, 'I need a new insurance policy, they'll get it for you..."
About these recommendations
Products are related to this topic through catalog tags. Quotes describe the creator’s stated use; they are not necessarily recommendations for this topic.
Creator counts cover all uses and all dates. Each person counts once per product family. Paid promotions and passing mentions are excluded. Items are ordered by creator count, then name.