Tobi Grassey's Contact Details

Tobi Grassey's Company Details

Mirador

Darien, CT, US • 50 - 99 Employees
SaaS

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 included 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.Advisor Technology Platform – Our custom-built platform delivers best-in-class technology and operations systems, unified on one independent non-regulatory platform. This open architecture stack is preconfigured to clients' needs and features a flexible construct, ensuring automatic upgrades to future innovations and tools.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.With offices in Darien, CT (HQ), Chicago, Washington DC, Salt Lake City and Dublin, Ireland, we serve clients throughout the North America, South America, Europe, and Australia.We encourage you to visit our website: www.miradorllc.com;follow us on Twitter: www.twitter.com/miradorllc;follow us on Instagram: www.instagram.com/miradorllc;and like us on Facebook: www.facebook.com/MiradorLLC!