Mountains in Clouds

Our Partners

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Mirador LLC (New York) 

We have partnered with Mirador for clients looking to fully outsource their portfolio reporting administration, particularly those looking to access global platforms such as Addepar. They are data aggregation specialists reporting on all asset classes no matter where they are custodied and are platform agnostic which aligns with Hall Road's central thematic of best of breed suppliers.  They are also a preferred outsourced CTO for clients looking at highly sophisticated platforms from the US and Europe.  


We specialize in financial reporting. So you don’t have to.

Financial reporting is our primary focus. Unlike large multi-offering firms where reporting is an ancillary service, or a consulting service that configures your system and leaves, we’re with you every day.


Total Wealth Represented


Total Number of Clients


Client-to- staff ratio

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Simple (Copenhagen)

As part of Hall Road's mission to maintain global insights, we have partnered with Simple as the Australian based Family Office expert in Investment Operations and Technology. We gain knowledge and connectivity with experts across the globe through this relationship which allows us to better connect and serve our local client base. 

Our work helps wealth owners to use their capital to create a better tomorrow.

We know that wealth owners and their service providers have many jobs to be done. But we believe all operations should start with clear values and purpose. We take a contrarian view of the problem at hand. We start with ‘why’.

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