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Ledgex Takes Top Honors for Accounting Technology in Tenth Annual Family Wealth Report Awards 2023

WALTHAM, Mass., May 17, 2023 – Recognition for Ledgex continues to grow with its taking of the “Accounting” technology category in the tenth annual Family Wealth Report Awards 2023. The company is the creator of Ledgex Pro, the multi-asset class portfolio management and accounting solution built by investment pros for family offices, foundations, endowments and multi-strategy managers. The awards recognize the most innovative and exceptional firms, teams and individualsRead more

Ledgex Named to WealthTech100 List of Most Innovative Technology Solution Providers

Fifth Annual Edition Identifies Tech Companies Transforming Wealth/Asset Management and Banking Industries During an Uncertain Market  WALTHAM, Mass., April 4, 2023 – Ledgex today announced that for the second consecutive year it has been named to the WealthTech100 list. The company is the creator of Ledgex Pro, the multi-asset class portfolio management and accounting solution built by investment pros for family offices, foundations, endowments and multi-strategy managers. FinTech Global,Read more

2023 FAMILY WEALTH REPORT AWARDS FINALIST

Ledgex Named a Finalist in Multiple Categories of Family Wealth Report Awards 2023 Ledgex Pro Platform Gets Nod for Both “Accounting” and “Consolidated Reporting” Capabilities WALTHAM, Mass., March 9, 2023 – Ledgex today announced it has been named a finalist in both the “Accounting” and “Consolidated Reporting” categories of the Family Wealth Report Awards 2023. The company is the creator of Ledgex Pro, the multi-asset class portfolio management and accountingRead more

Private Asset Management Awards 2023

Ledgex Wins “Best General Ledger System” at Private Asset Management Awards 2023 Ledgex Pro Platform Also Receives High Commendation for “Best Partnering Accounting Solution” WALTHAM, Mass., February 23, 2023 – Ledgex has announced it took top honors for “Best General Ledger System,” along with a High Commendation for “Best Partnership Accounting Solution,” in the Private Asset Management Awards 2023 (PAM Awards). The company is the creator of Ledgex Pro, theRead more

New Partnership Integrates Alkymi Automation

    Alkymi and Ledgex have announced a new partnership aimed at helping family offices increase operational efficiency and data management capabilities in order to take advantage of a rapidly growing market. By integrating Alkymi’s data workflow automation into the Ledgex Pro multi-asset class portfolio management and accounting solution, Ledgex customers can automate data collection and management processes, streamline workflows, lower costs and drive investing performance and analytics usingRead more

Ledgex Bolsters Leadership Team

Ledgex Bolsters Leadership Team to Meet Increased Customer Demand in Surging Family Office Market Nicole Eberhardt Promoted to CEO Post, Industry Veteran Wendy McCoy Joins Company as CSO WALTHAM, Mass., November 15, 2022 – Ledgex today announced it has bolstered its leadership team to meet increased demand for its platform and further its growth in a booming family office market. The company is the creator of Ledgex Pro, theRead more

AI Technology Insights Article

New technology is allowing for the implementation of higher quality investment data. Family offices choosing to invest in such tech will ultimately unlock new insights and grow their firms. Read more about the technological opportunities offered to family offices during this critical industry moment in the AIthority article.

Latest Technology Review in Global Banking & Finance Review

Chief Strategy Officer Nicole Eberhardt explains how the latest technology can make beneficial ownership record-keeping and reporting a simple task. Read all about in the Global Banking & Finance Review article

A Better Look: Family Offices, Technology and Beneficial Ownership

Chief Strategy Officer Nicole Eberhardt explains how the latest technology can make beneficial ownership record-keeping and reporting a simple task. Read all about in the Global Banking & Finance Review article.

Family Wealth Report Article Discusses Alt. investments & Family Offices

As the number of ultra-high net worth individuals relying on family offices for alternate investing rapidly increases, it is crucial for these offices to take on greater portfolio volume to ensure wealth preservation and growth. Read more about what our chief strategy officer at Ledgex, Nicole Eberhardt, has to say about some of the technology choices and considerations that family offices face in the FamilyWealthReport article.