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

John Scavone

Hilary Tod

Andrew Sidebotham, CFA, FRM, CAIA, CIPM

Patrick G.

Anna Hornbacher

Jonathan Mimmo

Jed Danziger

Darek Bryja

Ryan Denninger

Ryan Hawkins

Ovidijus Riauba

James Gadaleta

Everitt Dershem

Carlos Chacua

Mike Gault

Derek Smith

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

Financial Reporting Team

Leadership Team

Financial Services

About

Team members

Other teams at Mirador, Inc.

Financial Reporting Team

Leadership Team