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
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Sectors
Technology
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Products & Services of Navigator
Navigator offers a comprehensive portfolio of products and services, including Navigator.
Portfolio outcomes are analyzed based on market conditions.
Funding Insights of Navigator
Detailed funding history for Navigator
Round names, dates, amounts, investors, and valuation history require an active premium plan.
- Round names and dates
- Funding amounts
- Participating investors
- Valuation history
Verified entity values are shown only after access is granted.
Investors in Navigator
Navigator has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Addepar.
| Investor | Description | Founded Year | Domain | Location |
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Wealth management solutions are delivered for investment advisors.
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Investor details for Navigator
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
- Funding rounds
- Participation history
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Navigator
Investment portfolio details for Navigator
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
Financial Statements - Navigator
Detailed financials for Navigator
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
Verified entity values are shown only after access is granted.
Navigator Comparisons
Peer comparison for Navigator
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
Verified entity values are shown only after access is granted.
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.
| Company Name | Domain | Founded year | HQ Location | Description |
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Portfolio management software for financial advisors
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Portfolio management solutions are offered to financial advisors.
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Financial planning and advisory solutions are offered to wealth managers.
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Digital wealth tools are provided to empower financial advisors.
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Integrated wealth management solutions are offered for advisors and institutions.
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Portfolio management software
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Detailed competitors of Navigator
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Navigator
Complete news archive for Navigator
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
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Frequently Asked Questions about Navigator
Navigator was founded in 2017.
Navigator is headquartered in San Mateo, United States. It is registered at San Mateo, California, United States.
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.
Navigator's top competitors include Altruist, Nucleus Financial and QPLIX.
Navigator offers Navigator.
Navigator has 1 investor. Key investors include Addepar.