Asora
Author

Matt Bennetter

Director of Family Office Solutions, Americas, Asora

Spends his days working with US single family offices, replacing manual process and implementing centralized investment reporting, wealth aggregation, and data management.

About Matt

Matt leads Asora's family office business across the Americas from Boston, Massachusetts. He works with single family offices that are stitching reporting together by hand, and helps them get to a single real-time view of every asset, account and entity, private and liquid.

He has spent his whole career on the family office side of wealth technology. At FINTRX he worked on the data intelligence platform that maps the entire family office and RIA market, which is where he learned how these offices are actually structured, and what they care about. He then spent two years at leafplanner building their partnership and business development functions, helping family offices organize their estates, entities and relationships that sit behind complex wealth.

That order matters. Matt came to reporting software through the people who have to run the office, not the other way round. Most offices he meets are not short of data or talent. They are short of a secure centralized place to analyze and take action on this data. So he starts with the custodians, managers and spreadsheets already in use, and demonstrates what changes when the aggregation runs on its own.

Matt studied finance and economics at Plymouth State University.

Areas of expertise

Family office softwareSingle family office operationsWealth data aggregationConsolidated investment reportingMulti-custodian reconciliationPrivate asset trackingFamily office technology selectionNorth American family offices

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