About us

Bridging the gap in financial technology for Family Offices

From the bustling streets of New York City, Prismatic was founded by a team of industry professionals with a combined 50+ years of experience in the complex world of financial accounting software.

Recognizing that family offices deserve more than spreadsheets and disparate systems.

Informed by firsthand experience and a keen understanding of the industry’s gaps, Prismatic offers a smart, scalable solution that aligns with the needs of modern family offices.

Our mission is rooted in a belief that every business, regardless of size, should have access to top-tier financial tools that are both intuitive and powerful.

Our platform is purpose-built to simplify the complex financial landscape of family offices and their enterprises. By unifying enterprise-grade tools under one secure, integrated framework, we help you seamlessly operate with confidence.

Our mission

We are on a mission to radically modernize and digitize family offices. Our secure software enables clarity, time-savings and wealth preservation.

Our vision

To become the global standard for family office finance software.

Meet the team

Daniel Kennedy

CTO & Founder

Dean Palmiter

CEO & Founder

Josh Summerford

Financial Controller

Stan Perry

Head of Growth

Advisors

Chris Perry

Advisor

Scott Clark

Advisor

Multi-entity finance teams are making the switch to Prismatic

Find out why top finance teams leverage Prismatic to scale their operations:

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Prior to Prismatic, we would have to wait for weeks to receive standard financial reports from our accounting team. Now our accountants build consolidated financial reports broken out by entity and other dimensions in minutes. It has cut our reporting efforts by more than 90% and improved our financial visibility and controls greatly.

Blake
COO @ The Energy Room
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Profit and Loss reporting was taking days to build manually in Excel. Prismatic was easy to set up and makes it easy for us to analyze our business by location, class, department, source and other dimensions in real time. It helped me recognize where our margins were to invest more and grow the business.

Andrew
Founder @ TwentyOneGrains
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We are always looking for smart ways to streamline the month end close and implement controls. Prismatic’s solution brings everything together in one place and organizes data from multiple sources.

Alexandra
Financial Controls @ Fortune 100
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Month-end can be a real pain when trying to consolidate financials from hundreds of subsidiaries. Prismatic’s solution is brilliantly architected to do just that. Automating inter-company activity is easy and painless. Their platform is a game changer in the outdated accounting/ERP arena.

Joe
Corporate Reporting @ Fortune 100

See a customized demo today

Learn how Prismatic transform your financials.

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