Field

HQ Address

270 Madison Ave New York, NY 10016, United States

Website Address

fieldwealth.ai/

Relevant Regions

Parent Company

iAltA

Connect with Field
Business introduction

Common ground. Build on it

The groundwork for modern wealth management

Our story
We built the infrastructure when managed accounts became the operating layer for a generation of advisory growth. We sat across from advisory firms, asset managers, custodians and wealthtech providers. We understand how the world operates today, but more importantly, the way the world needs to operate in the future.

Why we exist
We created Field to be a foundational infrastructure that connects the industry more closely. As you do that, you unlock value, you grow faster, you operate more efficiently, and most importantly, clients receive the advice and service they expect from our industry.

 

Key Data

Year founded
2025
employees
11-50
offices
3
Type of Clients
  • Asset Managers
  • Brokers/Broker-Dealers
  • Digital Wealth Manager
  • Family Offices
  • Financial Advisors

Field Solutions

Field

Advisors have become the integration layer for this industry. There's more data than ever, but it's trapped in systems that were never built to work together. So it becomesĀ  work, a spreadsheet or other manual task, to make it all work together. Field aggregates all of it, data from any source......

business needs
Client type
client geography presence
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