Aquilance

Aquilance is a leading provider of outsourced personal financial management services, specializing in bill pay, expense management, and consolidated financial reporting. Founded in 2006 to serve the complex needs of ultra-high-net-worth families, the company acts as a personal CFO and back-office support team for its clients and their advisors, including family offices, wealth advisors, and business managers. In 2021, Aquilance was acquired by affiliated principals of Wealthspire Advisors, an NFP company, to enhance its suite of services for affluent clients.