Fractional CTO · Wealth Management
The embedded fractional CTO for boutique RIAs and family offices.
Full-stack. Addepar native. Fractional cost.
The problem
Your tech is holding you back.
You're running the firm — prospects, clients, portfolios, planning. Meanwhile, the stack is behind, more can be automated, and AI is moving too fast to evaluate.
- 01
No one owns the roadmap
Tools accumulate, contracts renew, and security and compliance are open questions.
- 02
The friction never gets fixed
Every workflow is full of manual steps everyone knows could be improved. The fix is always a next-weekend project — and has been for a year.
- 03
Your data is disconnected
Client data in the CRM. Portfolio data in your PMS. Everything else somewhere else. No integrations — just people moving information between systems.
- 04
The training never happened
You're paying for premium software, but using half of its features. You know it can do more.
- 05
You're falling behind on AI
Everyone's talking about AI, but you haven't had bandwidth to separate signal from noise — or figure out where to start.
The usual options
None of them quite fit.
These are the options most firms look at.
The Ordric model
Embedded. Full-stack. Addepar 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.
Process-first approach
The workflow comes first. Technology gets layered in where it actually helps — not as a default fix for a process problem.
Services
Start where you need to.
Addepar consulting, full-stack ops, or both — the engagement is built around your needs.
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