Aquilance
Aquilance (formerly My Accountant) was founded to address the complex financial administration needs of families and individuals of wealth. We provide a diverse range of services, including personal bookkeeping and bill pay, consolidated accounting across multi-entity family structures and complex investment partnerships, consolidated investment performance reporting, ILIT administration, and much more. Founded in 1987, the firm’s mission continues to be enriching the quality of life of our clients by eliminating time spent on managing family finances and to empower effective decision-making by delivering timely and accurate reports to families and their advisors.
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Verified contacts
28
available on Kipplo
LinkedIn employees
34
11 to 50 range
Open roles
—
no listings
Distinct roles
16
indexed titles
Tech stack
1
tools in use
Monthly traffic
114
organic / mo
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Decision-makers and verified team members
28 contacts with verified email or phone · masked until revealed.
- ID
Igor Davidson
Director of Client Operations · Operations
EmailPhone - PF
Patty Fitzsimmons
Director, Accounting · Finance & Accounting
EmailPhone - MM
Mark MacKeil
Vice President of Strategic Alliances · General Business & Management
EmailPhone - NC
Nicole Clabaugh
Vice President, Client Operations · Operations
EmailPhone - BM
Blaine McGrath
Client Operations Manager · Customer/Client Service
EmailPhone - JR
Jessica Rogers
Relationship Manager · Sales & Business Development
EmailPhone - MA
Melanie Artes
Office Manager Administrative Assistant · Operations
EmailPhone - AF
Andrew F.
Vice President Information Technology · Other
EmailPhone - JF
Joe Farren
President · General Business & Management
EmailPhone
Showing 9 of 28 verified contacts
Top roles at Aquilance
16 distinct titles indexed · top 10 shown.
- 4relationship manager
- 1account manager
- 1client operations manager
- 1client relationship manager
- 1director of client operations
- 1director, accounting
- 1executive assistant
- 1office manager administrative assistant
- 1president
- 1sr client specialist
- +6more titles
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