Adeptyx Employee Directory

Investment ManagementMinnesota, 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

Find Adeptyx employees' phone numbers or email addresses

Adeptyx Global Highlights

North America
13

United States Of America
13

Adeptyx's Leadership

L. R.
Partner, Head Of Business Development
Mobile Phone
Email
D. R.
Managing Partner | Senior Consultant
Mobile Phone
Email
R. T.
President
Mobile Phone
Email
R. H.
Director
Mobile Phone
Email
C. R. S.
Senior Consultant
Mobile Phone
Email
G. R.
Senior Consultant
Mobile Phone
Email
P. S.
Senior Consultant
Mobile Phone
Email
J. C.
Consultant
Mobile Phone
Email

Contact profiles from Adeptyx

Name

Title

Contact Info

Location

Last Update

L. R.
Partner, Head Of Business Development
Mobile Phone
Email
Apr 29, 2025
D. R.
Managing Partner | Senior Consultant
Mobile Phone
Email
United StatesNorth Carolina
Nov 13, 2025
R. T.
President
Mobile Phone
Email
United StatesMissouri
Apr 17, 2025
R. H.
Director
Mobile Phone
Email
United StatesPennsylvania
Nov 11, 2025
C. R. S.
Senior Consultant
Mobile Phone
Email
United StatesMinnesota
Aug 09, 2025
G. R.
Senior Consultant
Mobile Phone
Email
United StatesNew York
Aug 01, 2025
P. S.
Senior Consultant
Mobile Phone
Email
United StatesNew York
Jun 11, 2025
J. C.
Consultant
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Adeptyx known for?

Adeptyx was founded in 2009 operates in the Investment Management industry. The company's main headquarters is located in 7825 Washington Ave. S. Minneapolis, MN 55439-2415 United States; you can contact the main corporate office by phone at

+1-612-817-****

. Explore Adeptyx's company overview page for more information.

What is Adeptyx's most common email format?

Adeptyx employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Adeptyx email formats with LeadIQ.

How many employees does Adeptyx have currently?

Adeptyx has approximately 12 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Adeptyx's key employees and leadership?

As of October 2025, Adeptyx's key employees include:

Partner, Head Of Business Development: L. R.
Managing Partner | Senior Consultant: D. R.
President: R. T.
Director: R. H.
Senior Consultant: C. R. S.

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