Insights

Strong Market Position Aquilance has established itself as a recognized leader in providing specialized financial management services for ultra-high-net-worth families and family offices, demonstrated by its finalist status in industry awards and recent high-profile investment funding.

Significant Funding Opportunities The company secured a substantial $16 million investment from Ten Coves Capital, indicating strong investor confidence and potential for expansion, which could translate into increased service offerings or geographic reach.

Innovative Technology Stack Utilizing advanced tools like Salesforce Marketing Cloud and WordPress alongside custom integrations suggests open opportunities for technology-enhanced financial solutions or integrations to streamline client engagement and reporting.

Leadership Expansion Recent appointments of a new CEO and Chief Revenue Officer indicate strategic leadership focus on growth, scalability, and client acquisition, providing avenues to align sales strategies with executive priorities.

Engaged Client Niche Targeting high-net-worth families with complex financial structures positions Aquilance as a specialized service provider, creating potential sales opportunities in premium financial advisory, estate planning, and customized reporting services.

Similar companies to Aquilance

Aquilance Tech Stack

Aquilance uses 8 technology products and services including WordPress, RSS, oEmbed, and more. Explore Aquilance's tech stack below.

WordPress
Content Management System
RSS
Content Management System
oEmbed
Dev Tools
parallax.js
Javascript Libraries
Salesforce Marketing Cloud Account Engagement
Marketing Automation
WP Engine
Platform As A Service
PHP
Programming Languages
jQuery Waypoints
Web Tools And Plugins

Media & News

Aquilance's Email Address Formats

Aquilance uses at least 2 format(s):

Aquilance Email Formats	Example	Percentage
First.Last@myaccountant.com	John.Doe@myaccountant.com	84%
FLast@myaccountant.com	JDoe@myaccountant.com	8%
Last@myaccountant.com	Doe@myaccountant.com	5%
FL@myaccountant.com	JD@myaccountant.com	3%
First.Last@aquilance.com	John.Doe@aquilance.com	80%
First@aquilance.com	John@aquilance.com	13%
First.Middle@aquilance.com	John.Michael@aquilance.com	7%

Frequently Asked Questions

Where is Aquilance's headquarters located?

Aquilance's main headquarters is located at 100 Technology Drive Suite 203 Trumbull, Connecticut 06611 United States. The company has employees across 1 continents, including North America.

What is Aquilance's phone number?

You can contact Aquilance's main corporate office by phone at

+1-203-268-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Aquilance's official website and social media links?

Aquilance's official website is aquilance.com and has social profiles on LinkedIn.

What is Aquilance's NAICS code?

Aquilance's NAICS code is 52 - Finance and Insurance.

How many employees does Aquilance have currently?

As of March 2026, Aquilance has approximately 37 employees across 1 continents, including North America. Key team members include Chief Executive Officer: J. C.Chief Technology Officer: C. S.Vice President Of Strategic Alliances: M. M.. Explore Aquilance's employee directory with LeadIQ.

What industry does Aquilance belong to?

Aquilance operates in the Financial Services industry.

What technology does Aquilance use?

Aquilance's tech stack includes WordPressRSSoEmbedparallax.jsSalesforce Marketing Cloud Account EngagementWP EnginePHPjQuery Waypoints.

What is Aquilance's email format?

Aquilance's email format typically follows the pattern of First.Last@myaccountant.com. Find more Aquilance email formats with LeadIQ.

When was Aquilance founded?

Aquilance was founded in 1987.

Aquilance

Q: What is Aquilance's official website and social media links?

Aquilance's official website is aquilance.com. Aquilance has social profiles on LinkedIn.

Q: How many employees does Aquilance have currently?

Aquilance has approximately 37 employees.

Q: What technology does Aquilance use?

Aquilance's tech stack includes X-Content-Type-Options, X-XSS-Protection, HSTS, imagesLoaded, parallax.js.

Financial ServicesConnecticut, United States11-50 Employees

Aquilance (formerly My Accountant) was founded to address the complex financial administration needs of families and individuals of wealth. We provide a diverse range of services, including personal bookkeeping and bill pay, consolidated accounting across multi-entity family structures and complex investment partnerships, consolidated investment performance reporting, ILIT administration, and much more.

Founded in 1987, the firm’s mission continues to be enriching the quality of life of our clients by eliminating time spent on managing family finances and to empower effective decision-making by delivering timely and accurate reports to families and their advisors.

Company Overview

Headquarters: 100 Technology Drive Suite 203 Trumbull, Connecticut 06611 United States
Phone number: +1-203-268-****
Website: aquilance.com
NAICS Code: 52 - Finance and Insurance
Founded: 1987
Employees: 11-50