The founders wanted websites to buy trust. Consumers wanted something more practical: a way to look up the stranger, the number, or the car in front of them.
An investment return looks simple until someone has to explain it. First Rate has built a business around the data, decisions, and human relationships hiding behind the percentage sign.
Addepar turned the family office's ugliest spreadsheet problem into a global data platform. The software is powerful, costly and increasingly difficult to replace - which is precisely the point.
The letters your bank sends were probably built by a company you have never heard of. DataOceans wants to make sure you can actually read them - and pay online while you are at it.
Claritas Rx is a South San Francisco-based health-tech company that turns fragmented specialty pharmacy, channel, and clinical data into actionable intelligence for biopharmaceutical manufacturers. Its AI-powered Ascend platform integrates disparate patient-level data sources so drug makers can see how their specialty and rare-disease products perform, identify access barriers, and coordinate patient support - helping more patients start and stay on therapy.
Eton Solutions is a wealth management technology company that builds AtlasFive, a cloud-native, AI-driven ERP platform purpose-built for family offices, multi-family offices, private equity firms and funds. Founded in 2015 by family office veteran Rob Mallernee, the platform unifies a family office's accounting, reporting, document management and workflow into a single source of truth, and now administers more than $1 trillion in assets for 800-plus families across 15 countries.