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Alex Lin

Founder of Summit, a new family office software specialized in accounting needs, particularly multi-entity consolidation. Experience stems from managing family real estate across France and China.

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Feb 28, 2024 • 57min

Family Office Tech Stack: Data Aggregation/Reporting and New Generation General Ledger

In this conversation, Alex Lin, founder of Summit, shares his insights on creating a seamless multi-entity accounting software, drawing from his extensive experience managing family estates in France and China. Tanmay Sharma of Coalition AI discusses his data aggregation platform, likening it to 'aspirin for data headaches.' They delve into the challenges of data consistency, the importance of user-friendly solutions, and competition within the tech landscape. Both highlight the transformative power of their technologies for effective financial management in family offices.