Insights

Niche Expertise Adeptyx specializes in enhancing efficiency and reducing risk for firms in the Asset and Wealth Management industry through tailored process improvements and advanced system integrations, presenting opportunities to provide customized solutions and further technological enhancements.

Service Diversification The company's broad service offerings across investment products, client management, portfolio optimization, trading, compliance, and data management indicate potential demand for integrated technology platforms and consulting services to streamline these complex areas.

Growth & Talent Recent hires of directors and leadership suggest a focus on expanding expertise and service delivery, opening avenues for partnerships or targeted solutions to support their organizational growth and strategic initiatives.

Market Position Operating within a competitive landscape alongside global giants with substantial revenue streams highlights an opportunity to position near-shore or specialized consulting solutions tailored for mid-sized firms seeking efficiency gains without the scale of industry leaders.

Technological Foundation Utilization of diverse tech tools such as PHP, Bootstrap, and enterprise content platforms reflects an openness to adopting innovative technology. This presents opportunities for vendors offering modern, scalable, and secure software solutions aligned with their existing tech stack.

Adeptyx Consulting Tech Stack

Adeptyx Consulting uses 8 technology products and services including WordPress, Twemoji, Sentry, and more. Explore Adeptyx Consulting's tech stack below.

  • WordPress
    Content Management System
  • Twemoji
    Font Scripts
  • Sentry
    Issue Trackers
  • React
    Javascript Frameworks
  • RequireJS
    Javascript Frameworks
  • Lodash
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • reCAPTCHA
    Security

Adeptyx Consulting's Email Address Formats

Adeptyx Consulting uses at least 1 format(s):
Adeptyx Consulting Email FormatsExamplePercentage
FirstLast@adeptyx.comJohnDoe@adeptyx.com
46%
First@adeptyx.comJohn@adeptyx.com
37%
FirLast@adeptyx.comJohDoe@adeptyx.com
9%
Last@adeptyx.comDoe@adeptyx.com
8%

Frequently Asked Questions

What is Adeptyx Consulting's phone number?

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You can contact Adeptyx Consulting's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Adeptyx Consulting's official website and social media links?

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Adeptyx Consulting's official website is adeptyx.com and has social profiles on LinkedIn.

What is Adeptyx Consulting's SIC code NAICS code?

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Adeptyx Consulting's SIC code is 8742 - Management Consulting Services NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Adeptyx Consulting have currently?

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As of December 2025, Adeptyx Consulting has approximately 12 employees across 1 continents, including North America. Key team members include President: R. T.Partner, Head Of Business Development: L. R.Managing Partner | Senior Consultant: D. R.. Explore Adeptyx Consulting's employee directory with LeadIQ.

What industry does Adeptyx Consulting belong to?

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Adeptyx Consulting operates in the Investment Management industry.

What technology does Adeptyx Consulting use?

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Adeptyx Consulting's tech stack includes WordPressTwemojiSentryReactRequireJSLodashjQuery MigratereCAPTCHA.

What is Adeptyx Consulting's email format?

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Adeptyx Consulting's email format typically follows the pattern of FirstLast@adeptyx.com. Find more Adeptyx Consulting email formats with LeadIQ.

When was Adeptyx Consulting founded?

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Adeptyx Consulting was founded in 2009.

Adeptyx Consulting

Investment ManagementIllinois, United States11-50 Employees

Adeptyx exclusive focus is helping firms in the Asset/Wealth Management Industry increase efficiency and reduce risk through improved business flow, processes and systems. 

Specific areas of expertise include: 

Investment Products: Equity, Fixed Income, ETFs, Mutual Funds, Index Funds, Alts, UMA/SMA and Hedging

Client/Adviser Management: CRM, On-Boarding, Portal, Experience, Contract Management, Reporting, and Servicing

Portfolio Management: Portfolio Optimization, Tax Aware Solutions, Portfolio Analysis, Research Management, Analytics, Order Creation, Risk Management, Performance and Attribution

Trading: Order Management, Execution Management, Trade Routing, Algos and Trading Pools, Best Execution

Post Trading: Trade Matching (OMGEO, CTM), Reconciliation, Trade Notification, Exception Management, Performance Measurement

Accounting: Portfolio Accounting, Fund Accounting, Bank Reconciliation, Cash Management

Pre and Post Trade Compliance

Data Management: Strategy, Standards, Ownership, Structure, Governance, Quality Management, Reconciliation, Cleansing, and Distribution

Analytics: Trends, Patterns, Decisions and Visualization

Section iconCompany Overview

Phone number
SIC Code
8742 - Management Consulting Services
NAICS Code
5239 - Other Financial Investment Activities
Founded
2009
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Adeptyx Consulting's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Adeptyx Consulting's revenue is estimated to be in the range of $10M$25M

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