APERIO

aperio-logo

Aperio serves investment advisors, single family offices, tax-exempt institutions, and fund sponsors. Their technology-based processes are designed to make serving clients seamless and efficient. But their work doesn’t end with technology. They take a tailored, consultative approach, working with investors and their advisors to craft optimal solutions that address their unique portfolio challenges. Combining this personalized approach with quantitative data-driven processes, we are able to offer flexibility, efficiency, and insight, all factors that establish trust and longevity.

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APERIO

Social Links:

Industry:
Financial Services FinTech Information Technology Insurance

Founded:
1999-01-01

Status:
Active

Contact:
415.339.4300

Technology used in webpage:
IPhone / Mobile Compatible Viewport Meta Domain Not Resolving Apple Mobile Web Clips Icon Google Tag Manager Google Analytics Content Delivery Network Amazon Global Site Tag ReCAPTCHA


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Current Advisors List

amy-l-schioldager_image

Amy L. Schioldager Board Of Directors @ Aperio
Board_member
2019-01-01

Current Employees Featured

patrick-geddes_image

Patrick Geddes
Patrick Geddes Co-Founder, Senior Advisor & CEO @ Aperio
Co-Founder, Senior Advisor & CEO

Founder


patrick-geddes_image

Patrick Geddes

Investments List

Date Company Article Money raised
2021-08-23 CapShift Aperio investment in Series A - CapShift 5 M USD

Newest Events participated

osisoft-pi-world-barcelona-2018_event_image Participated in OSISoft PI World Barcelona 2018 on 2018-09-24 as exhibitor

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