Field Information

An iAltA Company. Field is the groundwork for modern wealth management. The wealth management industry has never been more capable, but also, more fragmented. Advisory firms run on dozens of disconnected systems: portfolio management, CRM, financial planning, compliance, reporting, billing, alternatives. Each one solves its own problem. None were built to work together. Advisors have become the integration layer, manually holding it all together every day. Field changes that. We deliver the intelligent universal data layer that sits beneath the tools advisors already use, connecting the firm’s data, resolving it into a coherent picture of the household, the firm, and the relationships that define how families actually manage their wealth. We don't replace the systems advisors depend on. We make them work together. When the data underneath a practice is coherent, connected, and complete, advisory firms operate more efficiently, deliver better advice, understand their own businesses more completely, and build the foundation that makes AI in wealth management actually work across the whole picture. Field is led by Bill Crager, co-founder and former CEO of Envestnet, and is built on the combined capabilities of BridgeFT, a wealthtech API platform serving developers and institutions with multi-custodian data connectivity, and Precept, whose AI integration layer connects data across the full advisory ecosystem. The firms that will thrive in what's coming are the ones whose data is coherent. We exist to build that ground.