Aquilance Named Finalist at the 2026 Family Wealth Report Awards
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
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
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
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
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
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
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
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.
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