InfoGrate

InfoGrate is a New York-based operations and technology specialist for organizations that advise, manage and support ultra-high-net-worth clients, including single family offices, multi-family offices, private trust companies, boutique RIAs and private banks. Its team comes from the UHNW market and works as an extension of a family office's own staff. It selects, implements, integrates and runs the systems a family office depends on.

What the firm does

• Applications: selects and implements family office software. InfoGrate says it tracks more than 500 products, 125 of them AI-native.
• Workflow and operations: designs and runs low-cost, scalable operating processes.
• Cybersecurity: security for family office infrastructure and data.
• AI: strategy, security, guardrails and development of AI tools.
• Data: reference data management, data warehouses and integrations that fill gaps between vendors.
• Custom development: wrap-around tools and forward-deployed engineers who build and support solutions inside the client's environment.

For family offices

InfoGrate suits family offices that lack an in-house technology team but run a complex stack of reporting, accounting and CRM tools. It typically scopes work in half a day, breaks projects into small fixed-fee pieces, and also works on retainer or as an application service provider. It rarely bills by the hour. Families evaluating software it might implement can compare platforms such as Masttro, Canopy and FundCount.

Considerations and fit

InfoGrate works mostly remotely and offsite, so families who want a consultant on site should discuss that up front. It does not publish leadership names, client lists or rates, so references are worth requesting.

Frequently asked questions

What does InfoGrate do for family offices?

It manages, selects, integrates or runs applications, operations, infrastructure, AI and reference data for family offices and other UHNW advisory firms.

How does InfoGrate charge?

It usually breaks projects into small fixed-fee pieces after a half-day scoping exercise, and also works on retainer or as an application service provider. It rarely bills hourly.

Where is InfoGrate based?

InfoGrate is based in New York, USA, and operates as a distributed team.

• Select and implement family office software
• Integrate applications and data feeds
• Run technology operations
• Cybersecurity
• AI strategy, guardrails and development
• Reference data management

• Tracks 500+ products (125 AI-native)
• Forward-deployed engineers
• Fixed-fee project pieces
• Retainer and ASP models
• Custom data warehouses and wrap-around tools
• Team drawn from the UHNW market

Built for Single Family Office (SFO), Multi Family Office (MFO), Advisors / Wealth Advisors (RIA).

Yes

Half-day scoping exercise, then small fixed-fee projects