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Addepar is a leading provider of technology for the wealth management industry. The company`s performance reporting and analytics platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with leading financial advisors, family offices, and large financial institutions that manage over $1.3 trillion of assets on the company`s platform. In 2018, Addepar was named as a Forbes Fintech 50 and received Morgan Stanley`s Fintech Award for making significant impact to the firm`s mission of continuous innovation. Addepar is headquartered in Silicon Valley and has offices in New York City, Chicago, and Salt Lake City.
Abacum is a strategic finance software company that provides a business planning platform to automate budgeting, forecasting, and reporting processes.
Unleash the full potential of your data, people and processes with DeepSee’s human-centric, AI-enabled platform for the enterprise.
Vital Interaction is a healthcare technology company that provides patient communication and workflow automation solutions. Their platform allows healthcare providers to efficiently communicate with patients through text, email, and recorded voice mess...
LTis ASPIRE is the preferred equipment lease and loan management software among the most prominent businesses within the equipment finance industry.