Aperio Email Formats

Investment Management • Sausalito, California, United States • 51-100 Employees

Aperio Email Formats

Aperio uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@aperiogroup.com), used 60% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@aperiogroup.com	60%
{first name}{last name}	johndoe@aperiogroup.com	40%

Key Contact at Aperio

Antonius Gan

Director, Data Engineering And Software Qa

Company overview

Headquarters	3 Harbor Drive, Sausalito, CA 94965, US
Website	aperiogroup.com
NAICS	5231
Keywords	Wealth Management, ESG, Socially Responsible Investing, Financial Advisors, Index Investing, Institutional Investing, Custom Smas, Direct Indexing, Factor-Tilt Strategies, Tax Economics, Tax-Loss Harvesting, Value-Aligned Investing
Founded	1999
Employees	51-100

About Aperio

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

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Senior

Director

Entry

Employees by Department

Aperio has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Aperio has never raised funding before.

Aperio Tech Stack

Discover the technologies and tools that power Aperio's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Amazon SES

Underscore.js

JavaScript libraries

Okta

Authentication

Swiper

JavaScript libraries

DataTables

JavaScript libraries

jQuery UI

JavaScript libraries

Salesforce Marketing Cloud Account Engagement

Marketing automation

jQuery

JavaScript libraries

Google Analytics

Analytics

Bootstrap

UI frameworks

Salesforce

CRM

Frequently asked questions

Aperio is located in Sausalito, California, US.

Aperio was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.

Aperio has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Aperio

Antonius Gan

Director, Data Engineering And Software Qa

4.8

40,000 users