Our Team

Built by people who have spent their careers serving private wealth advisors and enterprise wealth firms

We launched a-Squared Technology Partners to help private wealth advisors and enterprise wealth firms wire their technology stack within the context of their practice specific pain points

Who we are

a-Squared Technology Partners, L.P. was founded by wealth management professionals who spent years navigating the technology landscape from the inside — experiencing firsthand the confusion of vendor pitches, the cost of poor technology decisions, and the absence of a trusted, objective voice in the room. We built a-Squared to be that voice. Our model is simple: deep industry expertise, selective vendor relationships, and a genuinely consultative approach to every engagement. We don't sell technology — we help firms find the right technology.

Our mission

To be the most trusted technology partner in wealth management — helping firms of every size make smarter, faster, and more confident technology decisions through deep expertise, curated relationships, and a genuinely consultative approach.

Integrity first

We recommend what's right for your firm, not what's most profitable for us. Our reputation depends on the quality of our advice.

Deep expertise

Our team has spent careers inside wealth management. We speak your language, understand your regulatory environment, and know your operational pressures.

Curated, not comprehensive

We don't work with every vendor. We work with the best ones — and we maintain those relationships with the same rigor we bring to client engagements.

Long-term partnership

We measure success in years, not transactions. Our goal is to be the technology partner your firm relies on as you grow, evolve, and face new challenges.