iPaladin | The Digital Family Office® Email Format

Technology, Information and InternetFlorida, United States11-50 Employees

iPaladin provides governance architecture for family offices, consolidating entities, trusts, assets, authorities, obligations, workflows, approvals, and compliance into a single system. The approach is built on a long-standing structural foundation—years of entity hierarchies, relationship maps, workflow definitions, and approval chains—protected by three U.S. utility patents, with AARK, an agentic AI layer, layered atop. AARK reads documents, extracts governance requirements, proposes entity structures and workflows, and requires human confirmation before executing.

The client base includes more than 170 family offices, collectively governing over $80 billion in assets. Since 2016, retention has been 97%, and the company reports zero data loss and zero breaches. Based in St. Petersburg, Florida, iPaladin operates in the technology, information and internet sector with a small to mid-sized team.

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