Our software offers services for a variety of customers. The insights and accessiblity can easily scale to fit any wine collection, from personal cellars to enterprise reserves. Whatever your quantity is, we’ve got the resources to help.

Collectors

Connoisseurs of wine with discerning tastes and an appreciation for the fine and the rare. Those who want access to specific wines along with private, independent advice on what to buy and where. We cater to those who want to enjoy their wine in many narratives regardless of price.

Asset Advisors

Wealth managers, trust and estate planners, insurance advisors, and family offices that have clients with substantial lifestyle assets, fine wine, art, cars, and other collectibes. Our clients are forward thinkers and know such assets must be actively managed well in advance of a transfer of wealth or other event. We can provide the resources to connect to your clients’ immediate needs.

Professionals

Providers of value added services such as storage, retail and auctions. These clients do the hard lifting to make wine ownership easier, while we provide supplemental insight to offer to their clients. Those with inventory management systems provide organization, while we provide additional data and access to facilitate portfolio repositioning and wine storage growth and movement.

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Still not sure? Get in touch with us for a consultation to see how we can help!

Our Clients

Private collectors in the US and Europe.  Fidelity Family Office Services, Cure Duchenne Foundation, PURE Insurance, Daintree Advisors, AIG Private Client, McSweeney & Ricci Insurance, Wolf & Co., Slalom Technology, Delta Dental, Boston Estate Planning Council, Boston Security Analysts, Women's Advisor Forum, Women's Private Equity Summit. We have held events at Troquet, Menton, the Nantucket Culinary Center, hosted clients and wine friends at the Union des Grands Crus de Bordeaux at the Boston Harbor Hotel, Zuleika Gallery and the Financial Times in London.  We are thrilled to support the wines of Doubleback, Hirsch Vineyards, Peay Vineyards, the portfolio of the Sporting Wine Club and Cos d'Estournel, Chateau Angelus, Penfolds, Poggio di Sotto, Chacra and Chateau Maris and welcome building new producer relationships.