About Charles River
Charles River is a Technology company based in Burlington (United States) founded in 1984 by Tom Driscoll, Cameron Field, and Gavin Lavelle, and was acquired by State Street in July 2018. It operates as a cloud-based portfolio management solutions for wealth and investment managers. Its chief executive is Peter Lambertus. Its website crd.com draws about 26 thousand monthly visits. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Suite. Its legal entity is CHARLES RIVER DEVELOPMENT. Its competitors include Addepar, Altruist, InvestCloud, sei and Avaloq and 5 more; 5 of its 10 listed competitors have raised funding.
Company details
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.
- Investors
- Acquired byState Street
(Jul 2018)
Apps and channels of Charles River
its YouTube channel Charles River Development has 1.22K subscribers and 30 videos.
Videos from Charles River
The most watched videos on Charles River's YouTube channel, Charles River Development (1.22K subscribers). Click a video to play it here.
More on Charles River Development.
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 |
|---|---|---|---|---|
Financial services are provided to asset managers worldwide. | 1792 | statestreet.com | Boston, United States |
Investor details for Charles River
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People of Charles River
269 people are tracked at Charles River (120 in leadership, 149 in team).
| Name | Role | Group |
|---|---|---|
Tom Driscoll | Co-Founder & Managing Director | Leadership |
Cameron Field | Co-Founder & Managing Director | Leadership |
Gavin Lavelle | Co-Founder & Managing Director | Leadership |
Peter Lambertus | CEO & President | Leadership |
Aman Thind | Global Chief Architect, State Street | Leadership |
Germaine Barry | Cloud Scrum Master - Charles River - Vice President | Leadership |
Jason Adams | CTO | Leadership |
Erica McGillicuddy | VP, Human Resources | Leadership |
Keith Masterson | MD & Business Unit CFO | Leadership |
Richard LeClair | SVP, Global Head of Professional Services | Leadership |
Laurence Kilpin | Head of Operations for EMEA | Leadership |
Edda Son | MD & Head of Middle Office | Leadership |
Sojo James Panoor | Vice President Of Product Management | Leadership |
Brenda Bollettino | Director Of Operations | Leadership |
Michael Vassalotti | Accounting Product Analyst, Assistant Vice President | Leadership |
Esel Shemmeri | Director of Finance | Leadership |
Er | Managing Director, Product Management | Leadership |
Caroline O’Shaughnessy | Head of EMEA | Leadership |
Angela Marshall | Director Client Management | Leadership |
Chafic Menayrji | Head of Global IT | Leadership |
249 more people are available in the full profile.
Complete people profiles for Charles River
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Timeline of Charles River
2 dated milestones of Charles River across 34 years, from founding to its latest funding, stage changes and deals.
- Founded Charles River is founded.
- Exit Acquired by State Street.
Competitors of Charles River
Charles River has 10 listed competitors in our database, 5 of them funded. They include Addepar, Altruist, InvestCloud, sei and Avaloq, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| addepar.com | 2009 | Mountain View, United States | $759.1M | 560 | Wealth management solutions are delivered for investment advisors. | |
| altruist.com | 2018 | Los Angeles, United States | $601.5M | 169 | Portfolio management software for financial advisors | |
| investcloud.com | 2010 | West Hollywood, United States | $78.73M | 373 | Investment management software is provided for advisors and institutions. | |
| seic.com | 1968 | Oaks, United States | – | 5,061 | Wealth and investment management solutions are offered to institutional investors. | |
| avaloq.com | 1985 | Zurich, Switzerland | $301.11M | – | Cloud-based solutions for financial institutions are provided by Avaloq. | |
| 360.one | 2008 | Mumbai, India | – | 65 | Asset and wealth management software is provided for businesses. | |
| broadridge.com | 2007 | New York, United States | – | 14,600 | Cloud-based accounting and financial management solutions are offered to businesses. | |
| onevest.com | 2021 | Calgary, Canada | $38.75M | 90 | No-code platform for wealth management is provided by OneVest. | |
| envestnet.com | 1999 | Berwyn, United States | – | 1,342 | Cloud-based solutions are offered for wealth management and financial advising. | |
| nucleusfinancial.com | 2006 | Edinburgh, United Kingdom | – | 761 | Portfolio management solutions are offered to financial advisors. |
Detailed competitors of Charles River
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Web traffic of Charles River
The website of Charles River (crd.com) receives about 26.3K visits a month and ranks #1,003,468 among all websites worldwide, #9,038 in Investing.
- Monthly visits26.3K
▼ 14.6% vs previous month
- Unique visitors12.4K
per month
- Global rank#1,003,468
among all websites
- Category rank#9,038
Finance · Investing
- Bounce rate44%
- Pages per visit1.8
- Average visit51 sec
- DevicesDesktop 27% · Mobile 73%
Websites whose visitors overlap most with Charles River. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| advent.com | 100% | 130.8K | #236,747 | View details | |
| a-teaminsight.com | 86% | – | #996,744 | View details | |
| ssctech.com | 85% | 92.8K | #419,314 | View details | |
gipsstandards.org | gipsstandards.org | 84% | – | #1,558,730 | – |
| tradingscreen.com | 84% | – | – | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 29 similar websites and full traffic analytics for Charles River
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- 29 similar websites
- Audience overlap
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Top companies in Investment & Financial Technology
10 companies that operate in the same segment as Charles River (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | 14,747 | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | 2,713 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | 602 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | 674 | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | 1,524 |
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Related news about 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.
Charles River operates through Charles River Development.
Yes. Charles River was acquired by State Street in July 2018.