InfoGrate Wealth

A Brief History

InfoGrate was founded in 1996 to begin the commercialization of its proprietary data access technology. Our data access philosophy includes not only the ability to easily access distributed data, but also a simple means to view the results. Therefore, our projects span back-end data warehouse and virtual integration efforts to front-end web design and application initiatives. Clients range from Fortune 100 companies such as Fieldcrest Cannon, General Motors, and Bank of America to start-up organizations such as envestnet, Cybertoons, and FoodRelated.com.

InfoGrate Wealth

InfoGrate Wealth (iWealth) is a division of InfoGrate, Inc. Established in 2006, iWealth provides operations and technology services to organizations that advise, manage, and support ultra-high net worth clients. The iWealth team of senior technology architects and operations managers are dedicated to efficient implementations and to building low-cost, scaleable processes that can be effectively maintained.

Our Approach and Methodology

We will typically do half a day's scope of work to estimate the plan, then break projects into small, fixed-fee projects. However, we provide flexibility depending on the breadth of service, on-going relationship, specific packages, and custom development needs.

Therefore, we work on a retainer and as an ASP. We rarely work by the hour as it is inefficient for us to watch the clock instead of watching the needs, systems, and clients.

We sit offsite as needed, and believe that, if we are doing our job effectively, we are best left to execute our work rather than provide face time. While remote, we do integrate as part of your team, acting more as members of an internal department than as project or business management consultants.

Team Spirit with a Practical Perspective

We are a distributed team and set of systems that covers all areas of the world, all hailing from the ultra-high-net-worth marketplace and having been together as a team for over 10 years. We work to innovate, enjoy, and produce; we do not push paper, grow egos, or satisfy personalities.

We practice what we preach and keep our own non-core production requirements simple, which means overhead, sales, management, and billing are light. We are a deep, technology and operations-centric specialist in the ultra-high wealth marketplace niche. Therefore, we cover the marketplace top to bottom and inside and out rather than broadly across many sectors.

​

We have established relationships inside and outside the United States to find the most cost-effective providers for development or production.

We reuse experience, code, processes, data feeds, tools, and knowledge such that we can get clients up faster and more effectively than other, broader players.