HeirWealth Partners with Hatch Accountants

HeirWealth has announced a new partnership with Hatch Accountants, aimed at strengthening wealth insights and fostering stronger client relationships at a time when a significant transfer of wealth is happening.

The partnership brings together Hatch Accountants’ highly personalised approach to advisory services with HeirWealth’s cutting-edge platform, delivering a powerful solution that gives clients greater clarity over their overall position—both now and for the future.

Commenting on the partnership, HeirWealth’s founder and CEO, Ray Tubman, said: “Hatch Accountants is known for their forward-thinking approach and close client relationships.

“This partnership enables their team to access and leverage our tools to deliver even greater value to their clients—through richer insights, better data organisation, and simplified engagement with family members across generations.

“At a time when the Great Wealth Transfer is reshaping the advisory landscape, Hatch is now even better equipped to guide clients through complexity with confidence,” said Mr Tubman.

Hatch Accountants Director Nicholas Marshall said the partnership was about offering clients greater insights through a truly innovative platform.

“HeirWealth allows our clients to see a holistic view of their family’s position and triggers conversations with their greater advisory network including financial planners, Mortgage brokers and lawyers,” he said.

“We appreciate being able to provide more insight into the numbers as they stand across multiple entities so we can provide our clients with a better understanding of their current position,” said Mr Marshall.

“We are fortunate to have a partnership with HeirWealth as we are similar in the way our high- performance teams approach new technology,” he added.

“The partnership brings a new way for us to connect with clients and their greater adviser network and to apply our accounting and tax lens at a wider angle to help clients personal goals match their business aspirations,” said Mr Marshall.

HeirWealth provides a comprehensive view of assets and liabilities across 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 innovative tools, data insights and a sophisticated user experience,” said Mr Tubman.