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Rowboat Advisors, Inc. Employee Directory

Software DevelopmentCalifornia, United States2-10 Employees

Rowboat Advisors, Inc. is a software development firm based in Menlo Park, California, that specializes in tax-smart portfolio optimization and backtesting for wealth management. Its offerings are designed to help financial professionals compare tradeoffs among factors such as fees, taxes, and tracking accuracy, with the aim of improving tax efficiency and portfolio outcomes under complex constraints like large external holdings. The company emphasizes its use of optimization techniques to identify the best possible portfolios given these constraints, supporting D2D analysis and decision-making for RIAs and other sophisticated investors.

Founded and operated in the software sector, Rowboat Advisors serves a market comprised of wealth management professionals seeking more tax-aware, data-driven portfolio design tools. A notable development in its recent history is a collaboration with Riskalyze to support tax optimization capabilities, illustrating its role in integrating tax-efficient technology within broader investment platforms. The firm is located in the Menlo Park area and operates with a relatively small team.

Find Rowboat Advisors, Inc. employees' phone numbers or email addresses

Rowboat Advisors, Inc. Global Highlights

Location
Employees

North America
1

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  • United States Of America
    1

Rowboat Advisors, Inc.'s Leadership

  • Stylized image of a person
    S. A.
    Vice President Of Research
    Phone icon
    Mobile Phone

Contact profiles from Rowboat Advisors, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. A.
    Vice President Of Research
    Phone icon
    Mobile Phone
    United StatesNew York
    Jun 02, 2025

Frequently Asked Questions

What is Rowboat Advisors, Inc. known for?

Minus sign iconPlus sign iconRowboat Advisors, Inc. was founded in 2016 operates in the Software Development industry. The company's main headquarters is located in Menlo Park, California 94025 United States. Explore Rowboat Advisors, Inc.'s company overview page for more information.

What is Rowboat Advisors, Inc.'s most common email format?

Minus sign iconPlus sign iconRowboat Advisors, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Rowboat Advisors, Inc. email formats with LeadIQ.

How many employees does Rowboat Advisors, Inc. have currently?

Minus sign iconPlus sign iconRowboat Advisors, Inc. has approximately 2 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Rowboat Advisors, Inc.'s key employees and leadership?

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As of April 2026, Rowboat Advisors, Inc.'s key employees include:

  • Vice President Of Research: S. A.

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