Ipaladin, Llc

Description

• iPaladin - Digital Family Office platform. Managing family wealth is a complex, costly, and risky undertaking that can frustrate both families and the professionals serving them. The iPaladin digital platform addresses those concerns. The platform attends to the needs of family members, family office professionals, and advisors to share vital information in a secure virtual environment; to support governance, operations, and compliance; and to reduce the complexity, costs, and risks of managing family wealth. This single platform gives families easy access to what they want to know, and professionals the ability to handle issues ranging from governance to reporting in a timely, efficient manner. The key to iPaladin is the platform's specially-designed, patent-pending architecture for families and their private wealth. This brings families and professionals together, with complete control of privacy and security, and automates best practices and information storage in the same logical way that professionals have always worked to achieve family objectives. Additionally, iPaladin automatically generates a legacy record of decisions that provides families and professionals insight and protection for generations to come. The iPaladin platform has been deployed successfully in a proprietary multi-family office since 2010 with more than $1 billion under management. It is now being launched to the general family office market. For more information and to stay updated on developments.
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  Headquarters:202 South Rome Avenue Suite 150, Tampa, Florida, United States

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  Phone Number: +1 813-831-7220

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  Website: https://www.ipaladin.com

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  Employees:10

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  Revenue:$1 - 10M

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  Legal Name:Ipaladin, Llc

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• |  NAICS Code: 335129  |

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