Navigator

San Mateo, United States Founded: 2017 • Age: 9 yrs Acquired By Addepar
Portfolio management solutions are offered for investment managers.
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About Navigator

Navigator is a company based in San Mateo (United States) founded in 2017 was acquired by Addepar in January 2021. It operates as a SaaS (Software-as-a-Service). Navigator offers products and services including Navigator. Navigator operates in a competitive market with competitors including Altruist, Nucleus Financial, CAIS, Fintso and GeoWealth, among others.

  • Headquarter San Mateo, United States
  • Sectors
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Addepar

    (Jan 11, 2021)

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Products & Services of Navigator

Navigator offers a comprehensive portfolio of products and services, including Navigator. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Portfolio outcomes are analyzed based on market conditions.

Funding Insights of Navigator

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Navigator

Navigator has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Addepar. 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.

All
Institutional
Investor Description Founded Year Domain Location
Wealth management solutions are delivered for investment advisors.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Navigator

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Navigator

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Navigator Comparisons

Employees
+
Add Comparison
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Competitors of Navigator

Navigator 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 Altruist, Nucleus Financial, CAIS, Fintso and GeoWealth, 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
Portfolio management software for financial advisors
domain founded_year HQ Location
Portfolio management solutions are offered to financial advisors.
domain founded_year HQ Location
Financial planning and advisory solutions are offered to wealth managers.
domain founded_year HQ Location
Digital wealth tools are provided to empower financial advisors.
domain founded_year HQ Location
Integrated wealth management solutions are offered for advisors and institutions.
domain founded_year HQ Location
Portfolio management software
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Navigator

Frequently Asked Questions about Navigator

When was Navigator founded?

Navigator was founded in 2017.

Where is Navigator located?

Navigator is headquartered in San Mateo, United States. It is registered at San Mateo, California, United States.

What does Navigator do?

Navigator is utilized for analyzing potential portfolio outcomes based on varying market conditions. A vast library of fund and cash flow data is employed to model alternative assets. Comprehensive 360-degree portfolio views are provided through forward-looking and historical reports. Ownership structures are leveraged to scale investment cash flows, and new investments across portfolios are simulated using discrete values. The tool is integrated within the Addepar platform for seamless access.

Who are the top competitors of Navigator?

Navigator's top competitors include Altruist, Nucleus Financial and QPLIX.

What products or services does Navigator offer?

Navigator offers Navigator.

Who are Navigator's investors?

Navigator has 1 investor. Key investors include Addepar.

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