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June 20, 2019

Mirador, LLC Named Best Reporting Solution by Private Asset Management

Three-year-old firm takes coveted award February 12, 2019Darien, Conn. – Financial services firms aren’t expected to win coveted awards in their third year of business, especially when up against an 80-year-old institution with nearly $2 trillion in client assets. But this didn’t stop Mirador, LLC from winning the 2019 award for Best Reporting Solution last

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June 20, 2019

Addepar Partners with Mirador to Bring Best-in-Class Reporting to More RIAs

Addepar, a leading technology platform for wealth management, today announced it has entered into a reseller partnership with Mirador, LLC, a services firm that leverages deep financial expertise to provide bespoke financial-reporting for U/HNW clients and their investment portfolios. The new agreement will make Addepar available to firms who see the value in delivering personalization

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March 5, 2019

Mirador, LLC and Canoe Intelligence Partner to Make Alternative Asset Reporting More Efficient

New partnership seeks to eliminate manual data entry associated with reporting on alternative investments.

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January 29, 2019

How Tech Drives Wealth Management – Mirador Interview

FamilyWealthReport / Tom Burroughes with Joseph Larizza, Mirador, LLC Managing Partner 29 January 2019 In your view, what technology do you see as causing the largest changes to wealth management and why? Who, what and where is leading on innovation and setting a forward example?Since the early 2000s wealth management technology has been democratized through

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