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Who We Serve

Families and
Family Offices

Mirador’s expert team uses best-in-class technology to aggregate and organize your assets and reconcile the data, allowing you to focus on making smarter financial decisions.

We provide context to your full financial life.

As an integrated extension of your team, our wealth aggregation and custom-tailored financial reporting can identify opportunities and expose financial risks previously hidden, regardless of the type of investment, where they are held, or how they are valued. These processes shed light on all holdings; not just those overseen by a particular advisor, but your entire portfolio of assets and liabilities. This allows us to measure what is really important: the performance of your investments, cash flows, worth, while assessing the opportunities and risks inherent across your entire portfolio.

Why is wealth
aggregation and
portfolio creation
so crucial?

Why should I have
Mirador provide
this service?

Mirador experts
embedded in
your team.

An engagement with Mirador will earn you a data technologist, not “on-call” but embedded. Adept at managing data and capable of spotting inconsistencies, seeing opportunities, and identifying risks buried in financial data, they’ll free you and your staff to focus on managing your clients, not your data. In addition, we can operate as your virtual outsourced middle office or technology organization, to help you offer your customers an edge your competitors can’t.

We are built to do this work.

Founded and operated by financial and technology industry veterans, Mirador has deep insights into the needs of those with significant wealth and those who serve them – and how to leverage technology to solve those needs efficiently. As such, we are directly aligned with our clients’ best interests.

As a managed service provider, our business relies on over-delivering for every client, so we’ll be with you every step of the way. We are equipped to answer any question and identify and resolve any issue.