Grounded in Wall Street and enabled by technology, Mirador combines powerful data science with deep financial expertise to provide best-of-breed services to those who serve significant wealth; Single Family Offices, Wealth Managers and RIAs, Endowments and Foundations.  Our services include:

Consolidated Financial Reporting – We operate industry-leading 3rd party systems to aggregate and report on family assets, no matter where they are custodied.  Award-winning reporting service that identifies opportunities and exposes risks across all asset classes – liquid securities, alternative investments, hard assets and collectibles.

Expert Services - We counsel wealth advisors on their specific technology needs before designing, sourcing and implementing a custom solution. Unlike many providers who leave, we will stay and act as oCTO if desired (operating and maintaining your system) allowing advisors to focus on value creation.

Middle Office Services - We support existing client teams in the important but often time-consuming middle office tasks vital to a smooth Adviser operation. Whether direct client advocate support or in combination with our technology stack, clients select and pay for only what they need.

Advisor-Client Portal - Our award-winning Gateway portal allows advisors and clients to connect securely to share timely information and build lasting relationships. With a personalized dashboard and standard-setting features, Gateway extends the digital environment to create a seamless and secure client experience. www.miradorgateway.com

With offices in Stamford, CT (HQ), Chicago, IL, San Diego, CA, Jacksonville, FL, Salt Lake City, UT, Dublin, Ireland and Edinburgh, Scotland, we serve clients throughout the world.

We encourage you to visit our website: www.mirador.com;
follow us on Twitter: www.twitter.com/miradorinc;
follow us on Instagram: www.instagram.com/miradorinc;
and like us on Facebook: www.facebook.com/MiradorInc/

Mirador, Inc.

Joseph Larizza

Mirador, Inc.

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Financial Reporting Team

Financial Services

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