Four ways tech can help you build a better practice
Leveraging Technology to Build a Better Practice
Kevin Harper and James Judge founded Almanack Investment Partners, LLC in 2015, after working together at a boutique asset manager. The firm provides asset management, investment advisory, and consulting services to its clients. Their partner Dan Guy joined shortly thereafter. Located in Wayne, Pennsylvania, Almanack caters to family offices, pensions, endowments, and high-net-worth clients. Despite a support team of just five people, the firm’s advisor services platform has amassed AUM of over $730 million across more than 600 households, leveraging Addepar’s cutting-edge technology to fuel both recruited and organic AUM growth.
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