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Insights

ESG Investment Focus Aperio's personalized ESG investment portfolios cater to clients' values and beliefs, providing a niche opportunity to target socially responsible investors seeking alignment between their investments and ethical considerations.

Tax Optimization Solutions Aperio's expertise in tax-loss harvesting and after-tax returns enhancement presents a compelling sales opportunity for financial advisors looking to offer tax-efficient investment solutions to high-net-worth clients focused on maximizing after-tax returns.

Recent Acquisitions Recent acquisitions in companies like Viking Therapeutics, iShares MSCI EAFE ETF, Tupperware Brands, Shoe Carnival, and others indicate Aperio's active investment strategy, opening up sales avenues for cross-selling additional financial services to these acquired firms.

Asset Acquisition Trends Aperio's ongoing trend of investing in various assets showcases a proactive approach to diversification and growth, suggesting potential sales opportunities for asset management services and tailored investment solutions aligned with emerging trends.

Industry Leadership & Growth With over 22 years of experience and $48B in Assets Under Management, Aperio's established position as part of BlackRock positions them as a market leader, presenting an advantageous opportunity for collaboration and sales partnerships with other financial institutions seeking growth.

Similar companies to Aperio

Aperio Tech Stack

Aperio uses 8 technology products and services including MATLAB, Google Analytics, Microsoft Word, and more. Explore Aperio's tech stack below.

MATLAB
Advanced Analytics And Data Science
Google Analytics
Analytics
Microsoft Word
Editors
React
Javascript Frameworks
reCAPTCHA
Security
UPS
Transportation And Fleet Management
Coupa
Travel And Expense Management
Twitter
Widgets

Media & News

Aperio's Email Address Formats

Aperio uses at least 1 format(s):

Aperio Email Formats	Example	Percentage
FLast@aperiogroup.com	JDoe@aperiogroup.com	50%
FLast@aperiogroup.com	JDoe@aperiogroup.com	50%

Frequently Asked Questions

Where is Aperio's headquarters located?

Aperio's main headquarters is located at 3 Harbor Drive Sausalito, CA 94965 US. The company has employees across 3 continents, including North AmericaOceaniaAsia.

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 stock symbol?

Aperio is a publicly traded company; the company's stock symbol is N/A.

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

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

How much revenue does Aperio generate?

As of July 2024, Aperio's annual revenue reached $35M.

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 2024, Aperio has approximately 92 employees across 3 continents, including North AmericaOceaniaAsia. Key team members include Chief Executive Officer: J. H.Chief Executive Officer: P. S.Chief Technology Officer: A. K.. 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 MATLABGoogle AnalyticsMicrosoft WordReactreCAPTCHAUPSCoupaTwitter.

What is Aperio's email format?

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

When was Aperio founded?

Aperio was founded in 1999.

Aperio

Aperio

Financial ServicesCalifornia, United States51-200 Employees

Aperio is an investment manager and part of BlackRock. For more than 22 years, we’ve been working side-by-side with advisors and institutions to personalize and tax-optimize indexed equity SMAs (separately managed accounts) that reflect the individuality of each investor. 

Aperio portfolios are customized around five dimensions: market exposure, taxes, personal values (ESG), factors, and risk.

Because after-tax return is what truly matters to taxable investors, Aperio’s time-tested tax-loss harvesting and other tax economics techniques aim to enhance after-tax returns across a client’s entire equity portfolio. 

We offer the most granular level of SRI/ESG personalization to build portfolios perfectly aligned with clients’ beliefs and causes they care about, without sacrificing performance. 

Driven by our human-first philosophy, we are dedicated to providing unmatched personal service.  

Facts
•	Headquartered in Sausalito, CA
•	Over 130 employees
•	$48B in Assets Under Management as of 6/30/2022

Company Overview

Headquarters: 3 Harbor Drive Sausalito, CA 94965 US
Phone number: ✕
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+1-415-339-****
Website: aperiogroup.com
Stock Symbol: N/A
NAICS Code: 52 - Finance and Insurance
Founded: 1999
Employees: 51-200

Media & News

Funding & Financials

$10M$50M
Aperio's revenue is in the range of $10M$50M

Funding & Financials

$10M$50M
Aperio's revenue is in the range of $10M$50M

Company Leadership

J. H.
Chief Executive Officer
✕
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P. S.
Chief Executive Officer
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A. K.
Chief Technology Officer
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J. M.
Chief Financial Officer
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M. N.
Chief Financial Officer
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Employee Directory

J. M.
Chief Financial Officer
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Email
J. H.
Chief Executive Officer
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Email
M. N.
Chief Financial Officer
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M. H.
Administrative Business Partner | Office Of The Coo
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P. S.
Partner
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