HeirWealth announces new partnership with myPath Wealth

May 8, 2025

Australian-based wealthtech HeirWealth has today announced a new partnership with myPath Wealth, to further expand its platform offering to financial advisers and family offices.

Commenting on the partnership, HeirWealth’s founder and CEO Ray Tubman said:

“This partnership provides myPath Wealth with a truly centralised view of their clients’ family wealth position and structure, helping them to preserve family legacies and facilitate intergenerational wealth transfer in an orderly fashion.

“By simplifying data consolidation and minimising manual effort, HeirWealth empowers advisers to manage wealth seamlessly and create opportunities for deeper client relationships to be developed,” said Mr Tubman.

Michael Youssef, Co-founder of myPath Wealth said:

“This partnership gives our clients access to the kind of infrastructure typically reserved for high-net-worth families. Bringing world-class wealth visibility and control into the hands of everyday business owners.”

Ivan Ang, Co-founder of myPath Wealth added:

“We see HeirWealth as a foundational tool in our mission to simplify wealth structures, legacies, and to help business owners take control of their financial future, without the complexity.”

HeirWealth provides a comprehensive view of assets and liabilities spanning 40 different classes—including traditional investments like shares, funds and property, as well as non-traditional assets such as collectibles and alternative investments.

“The HeirWealth platform helps accountants and advisers to capitalise on the Great Wealth Transfer, by enriching long-term client relationships through actionable data insights, a sophisticated user experience, and relationship building tools to engage clients and their families,” said Mr Tubman.

“The platform connects seamlessly with 20,000 financial institutions globally, automating the aggregation of wealth data into its comprehensive registry platform. It offers customisable white-label solutions for financial advisers, wealth managers, accountants, lawyers, and other professionals,” said Mr Tubman.