London, United Kingdom (January 31, 2023) Colmore is delighted to announce their latest client engagement with Wealth Well, a Saudi Arabia based family office, who will utilize Colmore for integrated portfolio monitoring services and technology.
Wealth Well has selected Colmore’s INSIGHT services and HELIOS platform to support them with their investment analysis as Colmore have the expertise, technology and experience to support their key objectives. It was Colmore’s operational framework, and comprehensive private market analytics platform HELIOS that made the proposition compelling.
Anuj Jain, Wealth Well’s Head of Alternative Investments said “Colmore stood out as the most comprehensive solution to our needs for quality portfolio monitoring, data management and reporting. The ability to drill down to granular portfolio data is crucial to surface real insights in increasingly complex private asset portfolios and we believe Colmore’s tech stack will help us achieve that.”
Alex Tarantino, Commercial Director of Colmore said, “Wealth Well was quite specific in what they required and we are very pleased to deliver a solution that truly meets their needs and will further drive their operational innovation. We are proud that our expertise and technology has helped many firms scale their operational processes and achieve sustainable growth.”
Colmore, A Preqin Company, is a market-leading, technology-driven private markets investor services business focused on the Limited Partner and Allocator market. The business operates from five offices located in New York and Dallas in the US, London and Birmingham in the UK and Singapore. Colmore employs more than 260 professionals, with the business monitoring over 4,500 private market funds and 40,000+ holdings.