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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.
Simplr.ai provides cutting-edge AI-powered customer service solutions for businesses of all sizes. Their platform uses natural language processing and machine learning to improve customer engagement and support, offering a range of services from chatbo...
Agio is a hybrid managed IT and cybersecurity provider servicing the financial services, health care and payments industries. The company has extensive experience supporting the alternative investment space, specializing in hedge funds, private equity firms and asset managers. Agio offers technology hosting, monitoring, management, helpdesk, disaster prevention and recovery, as well as managed security, 360° cybersecurity programs, virtual CISO (vCISO) support and cybersecurity consulting. With over 200 employees, the company is headquartered in New York, NY with its Network Management Center (NOC) in Norman, OK and Security Operations Center (SOC) in Raleigh, NC.
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