About Charles River
Charles River is a company based in Burlington (United States) founded in 1984 by Tom Driscoll, Cameron Field, and Gavin Lavelle was acquired by State Street in July 2018. Charles River operates in a competitive market with competitors including Addepar, Altruist, InvestCloud, sei and Avaloq, among others.
- Headquarter Burlington, United States
- Founders Tom Driscoll, Cameron Field, Gavin Lavelle
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Sectors
Technology
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Phone
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Website
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Social
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- Legal Name Charles River Development
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
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Latest Funding Round
Not available
- Investors
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Employee Count
Not available
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Acquired by
State Street
(Jul 20, 2018)
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People of Charles River
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Product Management Team
54 people
Leadership Team
47 people
Software Development Team
36 people
Senior Team
20 people
Sales and Marketing
16 people
Operations Team
15 people
Principal Team
13 people
Legal and Compliance
7 people
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Funding Insights of Charles River
Detailed funding history for Charles River
Round names, dates, amounts, investors, and valuation history require an active premium plan.
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Investors in Charles River
Charles River has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include State Street.
| Investor | Description | Founded Year | Domain | Location |
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Financial services are provided to asset managers worldwide.
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Investor details for Charles River
Investor domains, locations, round participation, and complete history require an active premium plan.
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Investments & Acquisitions by Charles River
Investment portfolio details for Charles River
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Financial Statements - Charles River
Detailed financials for Charles River
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Charles River Comparisons
Peer comparison for Charles River
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Competitors of Charles River
Charles River operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Addepar, Altruist, InvestCloud, sei and Avaloq, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Wealth management solutions are delivered for investment advisors.
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Portfolio management software for financial advisors
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Investment management software is provided for advisors and institutions.
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Wealth and investment management solutions are offered to institutional investors.
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Cloud-based solutions for financial institutions are provided by Avaloq.
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Asset and wealth management software is provided for businesses.
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Detailed competitors of Charles River
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Latest news on Charles River
Complete news archive for Charles River
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Frequently Asked Questions about Charles River
Charles River was founded in 1984.
Charles River is headquartered in Burlington, United States. It is registered at Burlington, Vermont, United States.
Peter Lambertus is the current CEO of Charles River.
Founded in 1984 and headquartered in Burlington, United States, cloud-based solutions for portfolio management are offered to wealth and investment managers. Automation of front and middle office functions is supported, along with compliance and regulatory management. Performance measurement, attribution, risk analysis, order and execution management are included among the services provided in the financial technology sector.
Charles River has 1 investor. Key investors include State Street.