Aquilance

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Quick try with Brad Davis from aquilance.com
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Aquilance company description

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.

Key Employees

  • Brad Davis
    Senior Software Engineer
  • Kevin Reed
    Chief Revenue Officer
  • Kevin Perregaux
    Strategic Development

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4.8 from 1100+ reviews. 100,000+ happy users

New team members of Aquilance

Brandy Bitter
VP, Strategic Client Development
Kylee Galante
Relationship Manager
Kachana Myrville
Staff Accountant / Relationship Manager
Louise Uva
Account Manager
Kelley O'Neill
Relationship Manager / Accountant
Jessica Rogers
Senior Relationship Manager
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