Infograte
InfoGrate is a New York-based, founder-led boutique that provides technology and operations services — Applications, Workflow, Cybersecurity, AI, and Data — exclusively to ultra-high-net-worth family offices, multi-family offices, trust companies, and private banks on retainer and ASP contracts.
- Company typePrivate
- Founded1996
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Infograte does
InfoGrate is a privately held, boutique technology and operations services firm founded in 1996 and headquartered in New York that exclusively serves organizations advising, managing, and supporting ultra-high-net-worth clients. The firm's offering is organized into five core service areas: Applications (portfolio accounting, expense management, tax preparation, performance reporting, and billing), Workflow (operational support, reconciliation, and data feeds from custodians and brokers), Cybersecurity (storage, archiving, document management, and reporting infrastructure), AI (security, training, and development of AI capabilities), and Data (relationship master and asset master reference data management). The team curates and tracks more than 500 wealth-management products in the marketplace, including 125 AI-native tools, and selects, implements, integrates, or custom-develops solutions around them.
The business operates primarily on retainer and as an Application Service Provider (ASP), with multi-year contracts, fixed-fee scoping, and embedded delivery where the InfoGrate team acts as an extension of the client's internal department rather than a project consultancy. Distribution is relationship-based direct enterprise sales targeting single family offices, multi-family offices, trust companies, boutique RIAs, wealth management advisors, and private banks, supplemented by content marketing across LinkedIn, YouTube, Vimeo, podcasts, and industry panels. There is no external institutional funding, no parent company, and no public-market affiliation; the firm is founder-led by Dr. Tania Neild, with a stable core team of approximately 20 specialists drawn entirely from the ultra-high-net-worth marketplace and a 20+ year tenure. Strategic partnerships with Addepar, Private Client Resources (PCR), Dynamo, and NetDocuments anchor the firm's integration ecosystem.
Infograte firmographics
Firmographics- Name
- Infograte
- Legal name
- InfoGrate
- Website
- https://infograte.com
- Company type
- Private
- Founded year
- 1996
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- InfoGrate is a New York-based, founder-led boutique that provides technology and operations services — Applications, Workflow, Cybersecurity, AI, and Data — exclusively to ultra-high-net-worth family offices, multi-family offices, trust companies, and private banks on retainer and ASP contracts.
- Ownership category
- akta.pro rank
Infograte industry classification
Industry- Product category
- Family Office Technology Services
- NAICS
- Computer Systems Design and Related Services (54151), Custom Computer Programming Services (541511), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Programming Services (7371)
- akta.pro primary industry
- Cloud & Infrastructure Support (Servers, Storage, Virtualization) (BPAAACAE)
- akta.pro secondary industries
- Enterprise Work Management & Collaborative Workflow Platforms (HDAEAHAI), Core ERP Suites (Financials, Procurement, Projects) (HDAEAEAA)
Keywords
Where Infograte is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Infograte business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure, Others
Revenue model
- Retainer Services: InfoGrate works on a retainer basis for ongoing relationships with family offices, providing continuous technology and operations support. They also work as an Application Service Provider (ASP), providing flexibility depending on the breadth of service, on-going relationship, specific packages, and custom development needs.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom retainer and ASP arrangements |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Infograte product offering
Product offeringCore offering
InfoGrate provides technology and operations services to ultra-high-net-worth family offices, managing, selecting, integrating, or running Applications, Workflow, Cybersecurity, AI, and Reference Data. The firm works on retainer and as an Application Service Provider (ASP), breaking projects into small fixed-fee engagements, and also develops custom solutions, data warehouses, and wraparound tools across a tracked ecosystem of 500+ marketplace products.
Product overview
InfoGrate is a technology and operations services firm specializing in family office technology. Their offering is organized into five core service areas: Applications (portfolio accounting, expense management, tax preparation, performance reporting, billing), Workflow (operational support and data reconciliation), Cybersecurity (storage, archiving, and reporting infrastructure), AI (security, training, and development), and Data (relationship master and asset master management). They track over 500 products in the marketplace (125 of which are AI-native tools) and support implementations, integrations, and custom solution development including data warehouses and wraparound tools.
Differentiator
Problem solved
Functional benefit
Brands
- IGI: Abbreviated logo and branding used on the company website (IGI blue and grey logo).
Companies that use Infograte
Customer profileSegments6 records
Ideal customer profiles6 records
Infograte technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Infograte partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- Private Client Resources (PCR)coreInfoGrate partners with PCR, a market-leading data and technology provider. The partnership provides preferred support and development roadmaps for the benefit of InfoGrate clients. InfoGrate does not exchange or resell PCR products but maintains a deep relationship for client advantage.
- DynamocoreInfoGrate partners with Dynamo, a market-leading solution provider in the wealth management technology space. The partnership enhances the client experience through collaborative solution building.
- AddeparcoreInfoGrate partners with Addepar, a leading wealth management technology platform. The deep vendor relationship provides preferred support and development roadmap benefits for InfoGrate clients.
- NetDocumentscoreInfoGrate partners with NetDocuments, a document management platform provider. The partnership enables enhanced content management solutions for family office clients.
Scale indicators3 records
Recent moves5 records
Expansion highlights5 records
Infograte competitors and assessment
Company assessmentDirect peers
- Eton Solutions: Eton Solutions provides ERP and technology specifically for family offices, with end-to-end coverage of accounting, reporting, and operations. Most directly comparable to InfoGrate in target customer, vertical specialization, and full-stack coverage of the family office technology stack.
- Masttro: Masttro offers a wealth reporting and aggregation platform purpose-built for family offices and UHNW individuals. Comparable to InfoGrate in target segment (single and multi-family offices) and in providing consolidated technology and data solutions for UHNW portfolios.
Broad incumbents
- Addepar: Addepar is a leading wealth management technology platform serving family offices, RIAs, and private banks with portfolio analytics and reporting. It is a strategic partner of InfoGrate; the comparison is relevant because Addepar competes for the same technology budget and increasingly offers implementation and AI services that overlap with InfoGrate's offering.
- Envestnet (Tamarac): Envestnet, co-founded by InfoGrate's founder Dr. Tania Neild, provides wealth management technology including portfolio management, reporting, and practice management via its Tamarac suite. A broad incumbent serving a wider advisor base than InfoGrate's family office niche, with significant product overlap.
- SS&C Advent (Black Diamond): SS&C's Advent suite (including Black Diamond) provides portfolio management, reporting, and accounting platforms widely used by RIAs and family offices. A broad incumbent comparable to InfoGrate on the applications layer that InfoGrate implements and supports for clients.
- Orion Advisor Tech: Orion provides wealth management technology including portfolio accounting, reporting, and CRM for advisors and small family offices. Comparable to InfoGrate as another technology backbone option for the same buyer segments, though broader in scale and target market.
- Private Client Resources (PCR): PCR is a market-leading data aggregation and reporting provider for UHNW households and family offices, and a strategic partner of InfoGrate. Comparable because PCR provides the underlying data layer that InfoGrate integrates against, and the firms share multiple executive alumni including Dr. Neild.
Emerging players
- Canoe Intelligence: Canoe Intelligence automates alternative investment document and data management for family offices, endowments, and wealth managers. An emerging player with partial overlap to InfoGrate's data management and reference data services, especially for complex asset classes family offices hold.
- HiddenLevers: HiddenLevers provides financial planning, stress testing, and reporting tools targeted at RIAs and family offices. Comparable to InfoGrate as a specialist wealth tech provider targeting similar buyer segments, with overlap in reporting and analytics use cases.
- Practifi: Practifi is a CRM and client management platform designed for wealth management firms, including boutique RIAs and family offices. Comparable to InfoGrate as a purpose-built solution for the same buyer segments, particularly the boutique RIA segment InfoGrate identifies as underserved.
Market position
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Infograte social profiles
Digital presenceInfograte financial estimates
Financial estimateRevenue estimate
Valuation estimate
Infograte leadership team
Management profileNumber of profiles
Profiles3 records
Infograte funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Infograte M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Infograte
What does Infograte do?
InfoGrate provides technology and operations services to ultra-high-net-worth family offices, managing, selecting, integrating, or running Applications, Workflow, Cybersecurity, AI, and Reference Data. The firm works on retainer and as an Application Service Provider (ASP), breaking projects into small fixed-fee engagements, and also develops custom solutions, data warehouses, and wraparound tools across a tracked ecosystem of 500+ marketplace products.
Is Infograte a public or private company?
Infograte is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Infograte founded?
Infograte was founded in 1996. It employs 11 to 50 people.
Where is Infograte based?
Infograte is headquartered in New York, United States, in the North America region.
How does Infograte make money?
One revenue line is on record: retainer Services.
Who are Infograte's main competitors?
Direct peers on record are Eton Solutions and Masttro. Broad incumbents are Addepar, Envestnet (Tamarac), SS&C Advent (Black Diamond), Orion Advisor Tech and Private Client Resources (PCR). Emerging players are Canoe Intelligence, HiddenLevers and Practifi.
Does Infograte have an API?
No public API is recorded for Infograte.
What industry is Infograte in?
Infograte's product category is Family Office Technology Services. Its primary akta.pro industry code is BPAAACAE, Cloud & Infrastructure Support (Servers, Storage, Virtualization), with a secondary code of HDAEAHAI, Enterprise Work Management & Collaborative Workflow Platforms. Its NAICS code is 54151 and its SIC code is 7370.