Fractional CTO · Wealth Management
The embedded fractional CTO for boutique RIAs and family offices.
Full-stack. Wealth management native. Fractional cost.
The problem
Your tech is holding you back.
Most boutique wealth management firms hit the same wall. The platform is live, the tools are running — but the stack is working against the firm, not for it.
- 01
No one owns the roadmap
Tools accumulate over time with no coherent strategy. Each new hire brings a new favorite app. Technical debt grows quietly.
- 02
Adapting to software instead of the reverse
Workflows get built around the limitations of tools, rather than tools being configured to match how the firm actually operates.
- 03
Addepar left underbuilt
You're paying for a premium platform and using 40% of it. Reporting is generic. Feeds drop and nobody knows until a client asks.
- 04
Manual processes that never get automated
There's always a spreadsheet. There's always a workaround. The fix is a weekend project that's been six months out for two years.
- 05
Tech outpaced management
The stack grew faster than anyone's ability to manage it. No documentation. No single person who understands the whole picture.
- 06
Waiting on support queues
When something breaks or needs building, you're in a ticket queue. By the time it resolves, the urgency has passed but the problem hasn't.
The usual options
None of them quite fit.
The Ordric model
Embedded. Full-stack. Wealth management native.
Ordric is a fractional CTO built specifically for boutique wealth management firms — embedded in your operations, not episodic. You get a partner who owns the technology roadmap, knows Addepar deeply, and stays invested in outcomes long-term.
Full-stack scope
One partner across Addepar, CRM, automation, AI, integrations, and vendor selection.
Cross-firm visibility
Serving multiple firms at once creates a view of what works and what doesn't across the segment. That perspective benefits every client.
Customization as default
Everything is built for your firm — not a template that gets adjusted. The difference shows in the quality of the output.
Boutique responsiveness
Fast, informed, firm-specific answers. Not tickets. Not queues.
Wealth management native
Built from years inside a firm like yours — not parachuted in from another industry.
AI first-mover
Already deploying AI tools in wealth management operations. You benefit from what works.
Services
Two services. One partner.
Most firms start with Addepar. Many don't stop there.
Service 01
Addepar Consulting
Build, rebuild, or take over an Addepar instance that's ready to actually work for your firm. Followed by ongoing development on retainer.
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Service 02
Fractional CTO & Ops Consulting
Full-stack technology leadership on retainer. Own the roadmap, execute it, and keep your firm operating at infrastructure well above your headcount.
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Track record
Built from the operator side.
6 years
Architecting wealth management technology from the operator side
$2.5B
Fractional family office — former COO and CCO
350+
Entities managed across complex ownership structures
1,200+
Private investment holdings tracked and maintained