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Empaxis

Back-office operations outsourcing built around family office workflows.

Services-only
01 — Overview

What Empaxis does

Empaxis was founded out of a multi-family office, which shapes how it approaches client engagements. Rather than fitting family offices into a fixed service model, the firm customizes its back-office operations to match each client's workflows, reporting requirements, and investment strategies. That origin matters when evaluating fit: the firm already understands the operational texture of family office work before any engagement begins.

The core offering covers the back-office functions that consume disproportionate staff time at under-resourced family offices:

  • Daily account reconciliation covering transactions, positions, and cost basis
  • GIPS-compliant pre-tax and after-tax performance reporting
  • Customized consolidated reporting
  • Robotic process automation for private equity statement downloads, data extraction, and file management
  • Cloud-based data infrastructure capable of ingesting data from any source

The outsourcing model addresses a pattern Empaxis explicitly identifies: family offices that attempt to manage portfolio accounting software internally, cycle through experimental hires, or assign operational work to staff without the relevant expertise. By taking over those functions entirely, Empaxis positions itself as a substitute for an internal operations team rather than a software add-on. Staffing adjusts with client volume, which reduces fixed overhead during quieter periods.

The trade-off is control. Family offices that prefer to keep operations fully in-house, or that have already built a capable internal team, will find limited reason to engage. Pricing is not disclosed publicly, and the firm does not specify minimum account sizes or AUM thresholds, so cost comparisons require direct conversation. The service is best suited to single and multi-family offices that want to reduce operational complexity without building or maintaining a specialized back-office function themselves.

They understood and worked with our business model and vision, rather than trying to make our business fit into a box that best matched their service.

On Empaxis, from a family-office user
02 — Product & capabilities

What it covers

Core tasks
  • Daily account reconciliation
  • Consolidated performance reporting
  • GIPS-compliant pre-tax and after-tax performance reporting
  • Alternative investment process automation
  • Portfolio accounting management
  • Data aggregation and back-office operations outsourcing
Notable features
  • Daily reconciliation of transactions, positions, and cost basis
  • Customized consolidated reporting
  • GIPS-compliant performance reporting
  • Cost basis updates
  • Robotic process automation for private equity statement downloads
  • Automated file naming and storage
  • Data extraction from alternative investment documents
  • Cloud-based network hosting
  • Data ingestion from any source
  • Automated email notifications and report distribution
Assets supported
Private EquityAlternatives
Platform & technology
Custom ReportingData IngestionConsolidated View
03 — Company

The firm behind it

Ownership
Privately held
Software type
Services-only
Headquarters / markets
United States
Offices
El Segundo, India
Key people
AAimee HauffDirector, Investment Operations, Cornerstone Advisors (client reference)
04 — Clients & fit

Who it’s for

Built for Single Family Office (SFO), Multi Family Office (MFO), Finance / Accounting Teams.