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.

Stamford 2 likely focuses on client relations and expert service delivery in a dynamic corporate environment.

Stamford 2

The Stamford office focuses on financial operations and business development, supporting growth and reporting initiatives.

Stamford

The Jacksonville office focuses on financial analysis and support, enhancing decision-making for regional operations.

Jacksonville

This department is responsible for analyzing financial data to support informed business decisions.

Financial Analysis

The Financial Reporting Team at Mirador, Inc. is responsible for aggregating and analyzing financial data to produce comprehensive consolidated reports on family assets, including liquid securities, alternative investments, and hard assets. By leveraging industry-leading third-party systems, the team identifies opportunities and risks, providing valuable insights to wealth advisors and their clients. This team ensures accurate and timely delivery of reports, enabling informed decision-making and effective wealth management.

Financial Reporting Team

The Financial Services team at Mirador, Inc. leverages advanced data science and robust financial expertise to deliver comprehensive services catered to wealth managers, single family offices, RIAs, endowments, and foundations. This includes consolidating financial reporting across diverse asset classes, providing bespoke technology solutions and ongoing CTO advisory, and handling essential middle office tasks to enhance operational efficiency. Additionally, the team supports the award-winning Gateway advisor-client portal, ensuring secure, seamless communication and data sharing for an optimal client experience.

Financial Services

The Leadership Team at Mirador, Inc. is responsible for setting the company's strategic direction, driving business growth, and ensuring operational excellence. Comprised of the CEO & President, Senior Vice President, and Vice President of Operations, this team collaborates to align all functions of the business with Mirador’s mission to leverage data science and financial expertise for superior client service. They oversee major initiatives, manage senior relationships, and ensure that the company’s various services and offerings meet the highest standards of quality and innovation.

Leadership Team

This department oversees and streamlines the operational processes and strategies to enhance business development and performance.

Business Operations

This department focuses on managing client relationships and ensuring their needs are met effectively.

Client Services

This department manages financial operations, reporting, and accountability within the organization.

People (2)

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Other teams

Financial Reporting Team

Financial Services

Leadership Team

Business Operations

Client Services

Finance and Reporting