Certified Public Accountants
We help you grow client wallet-share by plugging into a sophisticated platform with top investment and customer service capabilities.
We provide proprietary investment expertise that helps CPAs offer boutique portfolio solutions to clients without the cost of building an asset management business.
Cardea’s platform includes a wide array of custom reporting, operations, billing and portfolio management solutions, as well as practice management, white-labeled client presentations, and a full range of sales and service support.
For more information on how we can assist you, send us a message or request a call.