iPaladin Employee Directory

Financial ServicesFlorida, United States11-50 Employees

iPaladin, The Digital Family Office™, is the only platform to deliver 100% institutionalization for Family Offices, centralizing wealth management for a 100-year outlook. Founded by fiduciaries. Built for fiduciaries.

For over 14 years, iPaladin has led the way with innovative solutions that prioritize fiduciary responsibility and security. Trusted by over 160 family offices, we offer a customizable unified operating system that adapts to your unique needs, transforming documents into dynamic, actionable assets linked directly to your workflows. This creates an audit-ready, fully transparent environment where every decision and action is secure, accountable, and efficient.

Our mission is simple: to be the guardian of private wealth data. We believe that family wealth tells a story—one that deserves to be organized, protected, and leveraged for future generations. Guided by an Advisory Board of family principals, we constantly evolve by listening to the needs of both family members and professionals, ensuring that every feature and development is designed with integrity and what’s best for our clients.

At iPaladin, we’re more than a platform—we’re a partner in safeguarding your legacy, setting new standards for the next century of private wealth management. We empower family offices to take control, focus on growth, and ensure their legacy endures.

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