50
Growth Score
pts
Heat Score
-5 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Aperio Group is an SEC-registered investment adviser.
- Patrick Geddes: Co-Founder, Senior Advisor & CEO
About the Company
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.
