Insights

Large AUM Aperio manages about $48B in assets under management, indicating significant scale and potential portfolio optimization opportunities for high-net-worth clients and institutions seeking tax-efficient, ESG-aligned strategies.

ESG Personalization The firm offers granular SRI/ESG customization without sacrificing performance, presenting a strong selling point to advisors and institutions serving clients with specific values or cause-driven investment mandates.

Tax Efficiency Aperio emphasizes tax-loss harvesting and after-tax return optimization across entire equity portfolios, suggesting cross-sell opportunities with clients seeking improved tax outcomes on taxable accounts.

Advisor Partnerships With a human-first service model and long-standing collaboration alongside advisors and institutions, there is potential to expand wallet share through strategic partnerships, onboarding programs, or referral arrangements.

Technology Stack Utilization of tools like Salesforce AppExchange, JSON, and cloud/network security platforms signals openness to scalable, tech-enabled client onboarding and reporting solutions that can be leveraged in RFPs and client demonstrations.

Similar companies to Aperio

Aperio Tech Stack

Aperio uses 8 technology products and services including Preqin, Apache Arrow, Salesforce App Exchange, and more. Explore Aperio's tech stack below.

Preqin
Accounting And Finance
Apache Arrow
Advanced Analytics And Data Science
Salesforce App Exchange
Customer Relationship Management
JSON
Programming Languages
PowerShell
Security
Cloudflare Bot Management
Security
RabbitMQ
Software Framework
Flask
Web Frameworks

Media & News

Aperio's Email Address Formats

Aperio uses at least 2 format(s):

Aperio Email Formats	Example	Percentage
FLast@aperio.com	JDoe@aperio.com	88%
Last@aperio.com	Doe@aperio.com	7%
First.Last@aperio.com	John.Doe@aperio.com	4%
FirstLast@aperio.com	JohnDoe@aperio.com	1%
FLast@aperiogroup.com	JDoe@aperiogroup.com	99%
First.Last@aperiogroup.com	John.Doe@aperiogroup.com	1%

Frequently Asked Questions

What is Aperio's phone number?

You can contact Aperio's main corporate office by phone at

+1-415-339-****

. 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 Aperio's official website and social media links?

Aperio's official website is aperiogroup.com and has social profiles on LinkedIn.

What is Aperio's NAICS code?

Aperio's NAICS code is 52 - Finance and Insurance.

How many employees does Aperio have currently?

As of July 2026, Aperio has approximately 92 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Vice President Customer Relations: K. W.Co-Founder: D. B.Owner: C. C.. Explore Aperio's employee directory with LeadIQ.

What industry does Aperio belong to?

Aperio operates in the Financial Services industry.

What technology does Aperio use?

Aperio's tech stack includes PreqinApache ArrowSalesforce App ExchangeJSONPowerShellCloudflare Bot ManagementRabbitMQFlask.

What is Aperio's email format?

Aperio's email format typically follows the pattern of FLast@aperio.com. Find more Aperio email formats with LeadIQ.

When was Aperio founded?

Aperio was founded in 1999.

Aperio

Q: What is Aperio's official website and social media links?

Aperio's official website is aperiogroup.com. Aperio has social profiles on LinkedIn.

Q: How many employees does Aperio have currently?

Aperio has approximately 92 employees.

Q: What technology does Aperio use?

Aperio's tech stack includes J2EE, CyberArk, Blockchain, iCIMS, PHP.

Q: What is Aperio's NAICS code?

Aperio's NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States51-200 Employees

Aperio is a financial services firm that operates as an investment manager and is part of BlackRock, headquartered in Sausalito, California. It designs independently managed accounts (SMAs) that are customized to reflect each investor's profile, focusing on tax optimization and personalization across five dimensions: market exposure, taxes, personal values ESG, factors, and risk. The company emphasizes after-tax returns for taxable investors, employing tax-loss harvesting and other tax economics techniques to enhance overall after-tax performance. Aperio offers granular SRI/ESG personalization to align portfolios with clients' beliefs without sacrificing performance, and it maintains a human-first approach and personal service. The firm reports assets under management of about $48 billion as of 6/30/2022 and lists 51-200 employees.