Mantle, the AI-powered platform transforming private
market data management, today announced a strategic partnership with InfoGrate, a leading technology and operations services provider for family offices and private wealth organizations. Together, the two firms are helping family offices embrace artificial intelligence to modernize how they collect, process, and leverage private and public market data–replacing manual workflows with automation, real-time intelligence, and seamless integration.
As family offices and private wealth managers face increasing complexity in private market investments, the demand for AI-driven solutions has surged. Industry leaders are looking for tools that go beyond digitization to deliver true intelligence–connecting data, uncovering insights, and empowering faster, more confident decisions. The Mantle-InfoGrate partnership brings this vision to life by combining Mantle’s AI automation engine with InfoGrate’s deep integration and operational architecture expertise.
“AI is no longer a future concept for family offices–it’s a present necessity,” said Amar Varma, Co-founder and CEO of Mantle. “By partnering with InfoGrate, we’re enabling clients to transform decades of manual, fragmented processes into unified, intelligent workflows. This is how family offices evolve from data management to data mastery.”
At the core of the collaboration is Mantle Portal, Mantle’s AI-native platform that automatically collects, classifies, and extracts key data from GP portals and investor communications. Mantle
converts unstructured documents into structured, trusted intelligence that drives real-time portfolio visibility and analysis.
InfoGrate extends this capability by integrating Mantle’s data layer across clients’ broader technology ecosystems–ensuring that AI-derived insights flow seamlessly into accounting, reporting, and data warehouse systems. InfoGrate’s team of senior technology architects ensures implementations align with each client’s governance model, scalability goals, and operational framework.
“The shift to AI is happening faster than many in the private wealth world expected,” said Tania Neild, Co-founder and CEO at InfoGrate. “Our clients are realizing that intelligent automation is not just about efficiency, it’s about accuracy, transparency, and the ability to make data-driven decisions in real-time and at scale. Partnering with Mantle allows us to deliver that intelligence across the entire technology stack.”
Together, Mantle and InfoGrate provide family offices with a clear path to AI-enabled transformation–uniting automation, integration, and intelligence to eliminate data silos, reduce operational risk, and accelerate strategic insight.
For family offices interested in learning more about Mantle Portal, book a demo at withmantle.com/demo.
About Mantle
Mantle is building modern solutions for managing private and public assets, from cap tables to capital calls. Built as an AI-native platform, Mantle automates the collection, classification, and
extraction of private and public market documents–transforming unstructured data into structured, actionable intelligence. Mantle provides family offices, endowments, institutional pensions, and fund-of-funds with a unified view of their portfolios, enabling faster, data-driven decisions with complete transparency.
Learn more at withmantle.com.
About InfoGrate
InfoGrate provides operations and technology services to organizations that advise, manage, and support ultra-high-net-worth clients, including single and multi-family offices, trust companies, RIAs, and private banks. The firm specializes in architecting, integrating, and managing scalable, low-cost technology ecosystems that leverage automation and AI to enhance operational efficiency and transparency.
Learn more at infograte.com.