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
*********
- Legal Name Charles River Development
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
State Street
(Jul 20, 2018)
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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
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Charles River
Charles River has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include State Street. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Financial services are provided to asset managers worldwide.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Charles River
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Charles River
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Charles River Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Wealth management solutions are delivered for investment advisors.
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| domain | founded_year | HQ Location |
Portfolio management software for financial advisors
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| domain | founded_year | HQ Location |
Investment management software is provided for advisors and institutions.
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| domain | founded_year | HQ Location |
Wealth and investment management solutions are offered to institutional investors.
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| domain | founded_year | HQ Location |
Cloud-based solutions for financial institutions are provided by Avaloq.
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| domain | founded_year | HQ Location |
Asset and wealth management software is provided for businesses.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Charles River
Frequently Asked Questions about Charles River
When was Charles River founded?
Charles River was founded in 1984.
Where is Charles River located?
Charles River is headquartered in Burlington, United States. It is registered at Burlington, Vermont, United States.
Who is the current CEO of Charles River?
Peter Lambertus is the current CEO of Charles River.
What does Charles River do?
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.
Who are the top competitors of Charles River?
Who are Charles River's investors?
Charles River has 1 investor. Key investors include State Street.
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