“Mirador’s goal is to partner with best-in-class technology partners so we can provide accurate, timely information in a way that fits each of our client’s individual reporting needs,” Mirador’s managing partner Joseph Larizza, said. “There are many wealthy families and wealth managers that can benefit from the combination of Addepar’s platform and Mirador’s reporting service offering. In fact, we have increased our number of clients using Addepar’s technology tenfold since the end of 2016.”

Mirador will also be included on Charles Schwab’s OpenView MarketSquare® vendor research site.

Addepar works with hundreds of leading financial advisors, family offices, and large financial institutions that manage data for over $1.3 trillion of assets on the company’s platform. The firm is based in Silicon Valley and has offices in New York City, Chicago, and Salt Lake City. Mirador, which has offices in Connecticut, New York, and Salt Lake City, works with family offices, wealth and asset managers and other organizations in the US, Western Europe, and Latin America.