Addepar
Addepar, Inc. operates an investment management platform designed for advisors and investors, specializing in data aggregation, analytics, and portfolio reporting. Founded in 2009 and headquartered in Mountain View, California, with additional offices in New York, Chicago, and Salt Lake City, Addepar provides a comprehensive technology solution that allows financial professionals to consolidate and analyze diverse assets in various currencies. The platform facilitates enhanced decision-making through customizable reporting and insights, enabling wealth advisors, family offices, and financial institutions to visualize and communicate critical financial information effectively. Additionally, Addepar offers support services including onboarding, fund management, and administration, as well as an Open API for clients and developers to integrate data and create tailored applications.
Developer of impact investing solutions designed to increase the flow of capital into ventures solving global and local challenges. The company's services discover and make impact investments, using their donor-advised fund, family office, or private foundation assets and transform the way to find opportunities to invest money for good, enabling philanthropic and financial institutions and their clients to discover, execute and monitor impact investments.
Real Capital Innovation is an asset owner's platform focused on enhancing strategic decision-making through innovative technology applications. The company develops a portfolio data visualization platform designed specifically for asset owners, enabling them to compare investment strategies and derive reliable insights into key metrics. This functionality allows advisors to define data inputs and simulate investments, helping clients optimize their goals and objectives. By co-developing software with its customers, Real Capital Innovation fosters strong partnerships, aiming to create a positive impact on the industry.
AltX, Inc. is a San Francisco-based company that offers a data, intelligence, and collaboration platform designed for firms involved in the hedge fund market. The AltX platform synthesizes large unstructured data sets to provide actionable insights, enabling clients to efficiently search for funds that meet specific criteria and access relevant investment information. It centralizes market intelligence, tracks activity, and facilitates collaboration among users, which include investment banks, asset managers, wealth managers, service providers, and hedge funds. By leveraging advanced data aggregation, analysis techniques, and behavioral psychology, AltX enhances decision-making processes and improves capital allocation between investors and hedge funds. Originally founded as iMatchative in 2012, the company operates as a subsidiary of Addepar, Inc. as of 2017.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at
support@teaserclub.com. Your feedback is most welcome.