Tenth Family Wealth Report Family Office Fintech Summit 2025
The Tenth Family Wealth Report Family Office FinTech Summit is an exclusive in-person event in New York, tailored for family offices and wealth managers seeking to harness the latest advancements in technology to optimize operations and drive success.
About the session
Tenth Family Wealth Report Family Office FinTech Summit
This premier gathering combines thought leadership, networking, and hands-on demonstrations of cutting-edge tools to address the unique challenges and opportunities in the industry.
Key highlights include:
- Expert-led sessions on emerging trends in operations, digitization, and implementation.
- Live tech demos showcasing innovative solutions to enhance efficiency and client service.
- Engaging discussions on key topics such as cybersecurity, ESG integration, automation, and portfolio management.
- Networking opportunities with peers, technology providers, and thought leaders in the field.
The speaker(s)
Archway
Company
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Archway Group
A demonstration of the Archway platform trusted by leading family offices for real-time accounting visibility, investment aggregation, and complex ownership structures.
Megan Greer
President, Fund Administration
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Archway Group
Megan leads Archway's fund administration business. She joined in [ year — pending ] after fifteen years inside fund operations — most of it spent running partnership accounting, investor allocations and waterfall calculations for private equity, venture and real estate funds.
Events Archway is presenting at, hosting or sponsoring.
