What Deviate Consulting does

Deviate Consulting is a US-based, founder-owned software consulting firm specializing in wealth management technology for single and multi-family offices. Founded in 2015 by Erin Hulse and headquartered in Indianapolis, Indiana, the firm delivers three core professional services — software selection consulting, implementation and adoption, and ongoing accounting/back-office support — across a portfolio that includes enterprise wealth platforms such as SEI Archway, Addepar, SS&C Advent, Asset Vantage, and Eton Solutions.

The firm's principal proprietary asset is the Deviate Demo Collection (Vendor Showcase), an invite-only platform aggregating product demonstrations from 94+ wealth-technology vendors; access is exclusive to family offices embarking on a new technology search. Deviate does not build or license proprietary wealth management software; it operates as a technology-agnostic intermediary between family offices and third-party platforms, with structured implementation methodology and recurring monthly reporting and reconciliation services.

Commercially, Deviate runs an enterprise field-sales motion with nationwide on-site consultation, supported by top-of-funnel thought leadership (Forbes feature, FOXCast, Seraf Compass, Risclarity, FOTechHub), a monthly newsletter, and semi-annual networking events in New York City. The firm is privately held, bootstrapped with no disclosed institutional investment, holds Sage Implementation Certified Consultant status, and has approximately 20 employees serving US family offices through custom, quote-based engagements.

Name

Deviate Consulting

Legal name

Deviate Consulting

Website

https://deviateconsult.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

Deviate Consulting is a privately held, Indianapolis-based software consulting firm founded in 2015 that helps single and multi-family offices select, implement, and operate wealth management software, supported by an exclusive 94+ vendor demo showcase and around 20 employees serving US clients nationwide.

Ownership category

akta.pro rank

Product category

Wealth Management Software Consulting

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Business Process & Digital Transformation Consulting (BPAEAAAD)

Keywords

• Wealth management consulting
• Family office software
• Software implementation services
• Vendor selection advisory
• Back office support

Headquarters

HQ city

Indianapolis

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Software Consulting Services: Deviate Consulting generates revenue through professional consulting services for family offices, including software selection, implementation, and ongoing back-office support. Services are delivered through custom project engagements tailored to each family office's needs.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Deviate Consulting is a technology-agnostic software consulting firm that helps single and multi-family offices select, implement, and operate third-party wealth management platforms such as SEI Archway, Addepar, SS&C Advent, Asset Vantage, Eton Solutions, and 90+ other vendor solutions. Core service lines include software selection consulting (assessments, RFI creation, vendor qualification), implementation and adoption services, and ongoing accounting/back-office support including monthly reporting and data reconciliation. The firm also operates an exclusive invite-only Vendor Showcase and Deviate Demo Collection platform featuring product demonstrations from more than 94 wealth management technology vendors.

Product overview

Deviate Consulting is a software consulting firm offering specialized services for family offices and investment management professionals. The company provides three core consulting services: Software Selection Consulting (assessment, RFI creation, vendor qualification), Implementation & Adoption Services (system setup, integration, custom reports), and Accounting & Back Office Support (monthly reporting, data reconciliation, operations support). The firm also operates the Deviate Demo Collection (Vendor Demos) platform, an exclusive invite-only site featuring product demos from over 94 wealth management technology vendors, and a Vendor Showcase directory. The company is technology-agnostic, working with clients to find the best-fit solutions from leading platforms including SEI Archway, Addepar, SS&C Advent, Asset Vantage, Eton Solutions, and many others.

Differentiator

Problem solved

Functional benefit

Products and services

• Software Selection Consulting Consulting service that guides family offices through the wealth management software selection process, including comprehensive assessment of the family office, demo analysis, game plan development, RFI creation, vendor qualification, and contract support. Targeted at single and multi-family offices evaluating platform purchases or replacements.
• Implementation & Adoption Services Step-by-step implementation and adoption service covering detailed planning, data validation, project leadership, custom report building, system setup and integration, and establishment of comprehensive procedures for ongoing software management. Designed for family offices deploying wealth management platforms such as SEI Archway, Addepar, SS&C Advent, Asset Vantage, and Eton Solutions.
• Accounting & Back Office Support Ongoing outsourced back-office service for family offices including monthly reporting, data reconciliation, system support, operations support, and a proactive approach to portfolio management, effectively functioning as an extension of the client's internal team.
• Deviate Demo Collection (Vendor Demos) Private, invite-only online platform that aggregates product demonstrations from wealth management technology vendors, now featuring 94+ vendors including Addepar, SEI Archway, SS&C Advent, Asset Vantage, Eton Solutions, Canoe Intelligence, Sage, and others. Access is exclusive to family offices embarking on a new technology search, with no cost to vendors or participating family offices.
• Vendor Showcase Directory Online directory on the Deviate Consulting website showcasing vendor logos and information for family office technology solutions, with platforms organized across categories including portfolio accounting, reporting, and operational tools. Used as a reference resource by family offices evaluating technology options.

Quantifiable outcome

• Saves time through industry knowledge and streamlined processes
• +2 more outcomes

Named customers2 records

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Twelve partnerships are on record, tiered core, supporting and minor.

• Archway GroupcoreTechnology or Integration · 7 April 2026Archway Group is a leading provider of technology for family offices, private banks, wealth advisors, and alternative asset managers. They co-sponsored Deviate's spring happy hour event and are featured in Deviate's vendor showcase with their Archway platform.
• Automated Data Inc.supportingTechnology or Integration · 7 April 2026Automated Data Inc. provides data automation solutions. They co-sponsored Deviate's spring happy hour event alongside Archway and KnowLedger.
• KnowLedgersupportingTechnology or Integration · 7 April 2026KnowLedger provides data migration services, moving data from portfolio accounting systems to general ledgers. Featured as April 2026's vendor partner and co-sponsored the spring happy hour.
• AletasupportingTechnology or Integration · 1 April 2026Aleta is a next-generation platform for family offices that consolidates assets and multi-entity setups. Featured as May 2026's vendor partner with AI-driven intelligence and open architecture.
• Aurora (by Advyzon)supportingTechnology or Integration · 1 November 2025Auria is built on Advyzon's proven technology foundation, unified for ultra-high-net-worth family offices. Featured as December 2025's vendor partner in the Deviate Vendor Demos.
• Omega SystemssupportingTechnology or Integration · 1 October 2025Omega Systems co-sponsored Deviate's fall happy hour event in New York.
• SagesupportingTechnology or Integration · 1 October 2025Sage is a wealth management software provider. Deviate holds Sage Implementation Certified Consultant status and Sage co-sponsored Deviate's fall happy hour.
• Canoe IntelligencesupportingTechnology or Integration · 1 October 2025Canoe Intelligence is a financial technology company for alternative investment intelligence. Featured as October 2025's vendor partner and co-sponsored Deviate's fall happy hour. Their platform is featured in the Vendor Demos showcase.
• Give (TIFIN Company)supportingTechnology or Integration · 1 October 2025Give offers a technology-first philanthropy platform for donor-advised funds. Featured as November 2025's vendor partner.
• Family Office Exchange (FOX)supportingStrategic or Co-development PartnerFamily Office Exchange is a family office industry organization. Erin Hulse works with FOX to provide industry knowledge via articles, blogs, and panel discussions. FOXCast Tech Series featured Erin Hulse discussing tech consulting in the family office industry.
• Family Wealth Report (FWR)supportingStrategic or Co-development PartnerFamily Wealth Report is a leading industry publication and event organizer. Deviate participates in FWR's annual Family Office Fintech Summit and Awards. Erin Hulse speaks at FWR events.
• Latitude ExpeditionsminorOthersTravel company that curates cultural excursions for Deviate team members, including trips to Africa, Turkey, and India.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Withum: National accounting and advisory firm with a family office practice providing outsourced CFO, accounting, and technology consulting - comparable service mix to Deviate at much larger scale.
• Plante Moran: Large US accounting and advisory firm where Deviate's founder Erin Hulse worked as a tax accountant; Plante Moran has a dedicated family office practice offering accounting, tax, and technology implementation services that compete for the same family office clients.
• Bonadio Group: Top-100 US accounting firm with a dedicated Family Office Services practice providing accounting, tax, and wealth management technology implementation - comparable to Deviate at a larger scale and broader geographic footprint.
• Citrin Cooperman: Large national accounting and advisory firm with a notable family office services practice offering investment reporting, bill pay, and wealth management technology implementation - overlapping with Deviate's core service suite.
• Slalom Consulting: Large global consulting firm with a Financial Services practice that includes wealth and asset management technology implementation - competing for Deviate's mid-market family office clients with deeper bench and broader geographic reach.

Direct peers

• Concentric: Concentric provides outsourced back-office and accounting services specifically for family offices, including bill pay, financial reporting, and software support - directly overlapping with Deviate's Accounting & Back Office Support offering for the same primary customer segment.

Others

• SEI Family Office Services: Former Archway Technology Partners (where Deviate's founder worked), now part of SEI Investments - SEI is both a vendor Deviate partners with and a competing implementation services provider offering outsourced accounting and reporting for family offices.
• Family Office Exchange (FOX): Premier family office membership organization and media platform (publisher of FOXCast) where Deviate's founder is a featured contributor; not a direct consulting competitor but the central industry node whose partnerships and content drive Deviate's inbound demand.
• SS&C Advent: Major wealth management accounting and reporting software vendor (Geneva, Advent Portfolio Exchange) whose platform Deviate implements - simultaneously a partner and an indirect competitor when customers purchase vendor-bundled implementation.

Emerging players

• Canoe Intelligence: Alternative investment data automation platform for family offices and allocators - a vendor partner featured in Deviate's showcase that increasingly offers adjacent operational services overlapping with Deviate's back-office support value proposition.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/deviate-consulting

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Deviate Consulting