Aquilance

About Aquilance

Aquilance, founded in 1987 as My Accountant, focuses on providing financial administrative solutions for affluent families. Their mission is to save clients time on managing family finances and empower effective decision-making through timely and accurate consolidated reports, ensuring peace of mind and clarity in complex wealth management.

Products & Services

Personal Bookkeeping and Bill Payment:Manages personal finances by ensuring bills are paid promptly and accurately, offering peace of mind.

Entity and Partnership Accounting:Provides a clear view across family limited partnerships, investment companies, trusts, and personal entities for better control.

Consolidated Investment Performance Reporting:Offers detailed insights into individual and collective investment performance to empower financial decisions.

Additional Services:Includes a range of fully integrated services addressing various aspects of personal financial administration.

Specialties

Personal Financial Administration Complex Wealth Management for Affluent Families Family Office Services Consolidated Financial Reporting Entity Accounting

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Strategic Growth Investment T: - FT: Strategic Growth Investment	A: 16000000 MR: - FA: $16 million FAN: 16000000	D: 2026-01-13 FD: 2026-01-13	1 investors

Strategic Growth Investment Latest

2026-01-13

$16.0M

1 investor (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Mock Up

Team & Leadership

K

Kevin Reed

Chief Revenue Officer

J

John Carey

Chief Executive Officer

J

Joe Farren

President, Partner

C

Craig Setera

Chief Technology Officer

N

Nicole Clabaugh

Vice President | Client Operations

P

Patty Fitzsimmons

Vice President | Accounting

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Recent News

Aquilance Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised