Articles Archives - Aquilance

What the 2026 Family Wealth Report’s Rising Star Award Recognizes: Partnering with Wealth Management Firms to Deliver Bookkeeping and Bill Payment to Their Top Clients

May 27, 2026
Articles , Family Wealth Management , In the News , Uncategorized

Outsourced family office services for RIAs is the category of work the 2026 Family Wealth Report Awards judging panel was evaluating when Kevin Reed’s name was called for Rising Star Under 40. The recognition is personal on paper. The work it points to belongs to the Aquilance operations team and the unbundled family office model they run. What follows is a closer look at what this execution layer for RIAs looks like in 2026, and why a panel of family office executives, private bankers, and consultants found this year’s delivery worth recognizing.

Aquilance Named Finalist at the 2026 Family Wealth Report Awards

March 11, 2026
Articles , Bill Payment , Business , Family Wealth Management , In the News , US Headlines

We’re proud to share that Aquilance has been named a finalist in the 2026 Family Wealth Report Awards, a recognition that highlights innovation and excellence…

Ten Coves Leads Investment in Aquilance to Unlock the Future of Unbundled Family Office Services

January 12, 2026
Articles , Bill Payment , Brokerage , Business , Financial Advisors , In the News , Investments , Technology

Aquilance’s recent minority growth investment, led by Ten Coves Capital, reflects a broader shift underway in wealth management. It shows that the operational infrastructure of financial administration is emerging as its own category, one built on technology, scalable processes, and expert execution rather than institutional overhead.

Barron’s on the Family Office Services Surge: What RIAs Should Know

November 4, 2025
Articles , Bill Payment , Brokerage , Business , Financial Advisors , In the News , Technology

The Family Office Gold Rush, and What It Reveals About the RIA Evolution When Barron’s published its October 2025 feature, “More RIAs Are Trying to…

5 Signs Your Wealth Management Firm Has Outgrown In-House Client Bookkeeping and Bill Payment

October 9, 2025
Articles , Bill Payment , Business , Cyber Security , Financial Advisors , Security & Privacy , Technology , Uncategorized

When DIY Stops Being Enough A client calls because a utility bill for their vacation home went unpaid. The team scrambles to figure out whether…

How White-Labeled Services Help RIAs Punch Above Their Weight

October 3, 2025
Articles , Business , Market Watch

The Challenge of Competing at Scale Independent RIAs are built on trust and personal service, but growth can expose the limits of that model. Every…

How AI Is Changing Fraud and What It Means for Aging Wealth Holders

September 25, 2025
Articles , Bill Payment , Business , Cyber Security , Family Wealth Management , Financial Advisors , Investments , Privacy , Security & Privacy , Technology

The Evolving Threat Landscape: How AI is Changing Fraud It often begins with a phone call. The voice sounds familiar, the story urgent, and the…

Kevin Reed Highlights How Advisors Can Scale Family‑Office‑Level Service in Wealth Management’s 2025 Mid‑Year Outlook

August 21, 2025
Articles , Bill Payment , Business , Family Wealth Management , Featured (Insights) , Financial Advisors , In the News

Estate planning is essential for families who want to secure financial stability and build generational wealth. However, potential pitfalls can undermine even the best-laid plans.

Future Plans for a Decades-old Service Provider

August 6, 2024
Articles , Business , Featured (Insights) , In the News

When Aquilance, a company founded in 1987 that pays bills for and provides personal bookkeeping, accounting, and investment reporting to family offices, reached out in January to John Carey about becoming its new CEO, he already had some business ideas.

Aquilance Appoints John Carey as New CEO

June 24, 2024
Articles , Featured (Insights) , In the News

Carey brings more than two decades of fintech experience in wealth management and banking, servicing individuals and their trusted advisors. Aquilance has announced the appointment of John Carey as CEO. Previously the Head of Consumer Experiences for Envestnet, Carey has built a successful career creating digital technology solutions that enhance the wealth management and financial administration industry.