G4 Data Solutions works with single and multi-family offices and independent financial institutions utilizing data, AI and technology to improve, automate and report on processes and investments.
Client needs, market conditions and regulation requirements are constantly changing. Using data and automation allows financial firms to be efficient and make more informed decisions.
Our Services
Project Managment + Consulting
Investment Data Reporting
Custom Solution Development
Data Integrations + Automation
Combining experience in finance, investments and technology, G4 provides a unique perspective, helping financial firms find solutions to challenges. Connecting the resources available, building buy-in from the user and providing meaningful deliverables are key to a successful outcome.
G4 Data solutions brings more than a decade of experience in building and managing a multitude of customized systems for internal and external clients in an ultra-high net worth family office setting.
INVESTMENTS + DATA + IT + OPS
Elaine Lindsay
Retired Principal @ St. Louis Trust & Family Office
Sam was a knowledgeable and conscientious co-worker who was always easy to work with. He was able to think through processes and figure out how to make them function in the best way possible. Whenever I had issues or requests, he was always willing to talk through them and come up with innovative solutions.