When was Charles River founded?

Charles River was founded in 1984.

Where is Charles River located?

Charles River is located in Burlington, United States .

Who is the current CEO of Charles River?

Peter Lambertus is the current CEO of Charles River.

How many employees does Charles River have?

Charles River has 571 employees as of Dec 31, 2022.

Where does Charles River rank among its competitors?

Charles River ranks 24 amongst 577 active competitors.

Who are the top competitors of Charles River?

Charles River's top competitors are Addepar, 360 One and sei.

Charles River - 2025 Company Profile & Competitors

Q: Is Charles River an acquired company?

Charles River got acquired by State Street on Jul 20, 2018.

Charles River is an acquired company based in Burlington (United States), founded in 1984 by , and . It operates as a Cloud-based portfolio management solutions for wealth and investment managers. The company has 577 active competitors, including 94 funded and 74 that have exited. Its top competitors include companies like Addepar, 360 One and sei.

Company Details

Cloud-based portfolio management solutions for wealth and investment managers. It provides cloud-based portfolio management solutions for wealth and investment managers. It provides solutions for automating front and middle office investment management functions. It provides solutions for compliance and regulatory management, performance measurement, attribution, performance risk analysis, order and execution management, and more.

Website
Social

Key Metrics

Founded Year

1984

Location

Burlington, United States

Stage

Acquired

Ranked

24^th among

Employee Count

as on Dec 31, 2022

Similar Companies

Addepar &

Exit Details

Acquired by State Street (Jul 20, 2018)

Legal entities associated with Charles River

Charles River is associated with 1 legal entity given below:

Legal Entity Name	Date of incorporation	Revenue	Net Profit	Employee Count
	Dec 26, 999	-	328	616

Charles River got acquired by State Street on Jul 20, 2018 at an acquisition amount of $2.6B.

Click to take a look at Charles River's acquisition in detail

Charles River has not raised any funding rounds yet.

The founders of Charles River are , and . is the CEO of Charles River.

View details of Charles River's Founder profiles and Board Members

Charles River's employee count trend

Charles River has 571 employees as of Dec 22. The total employee count is 1.8% more than what it was in Dec 21. Here is Charles River's employee count trend over the years:

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Top competitors of Charles River include Addepar, 360 One and sei. Here is the list of Top 10 competitors of Charles River, ranked by 秘密研究所 score :

Overall Rank	Company Details	Short Description	Total Funding	Investors	秘密研究所 Score
1st	Addepar 2009, Mountain View (United States), Series F	Wealth management solutions for advisors	$529M	SeedFord Partners, Syren Capital Advisors听&补尘辫;听	78/100
2nd	360 One 2008, Mumbai (India), Public	Provider of asset and wealth management software for businesses	-	Bain Capital Private Equity, General Atlantic听&补尘辫;听	68/100
3rd	sei 1968, Oaks (United States), Public	Wealth and investment management solutions for institutional investors	-	Credit Suisse, Capitala Group	68/100
4th	Avaloq 1985, Zurich (Switzerland), Acquired	Cloud-based solutions for financial institutions	$301M	BlackRock, Warburg Pincus听&补尘辫;听	68/100
5th	Broadridge 2007, New York City (United States), Public	Cloud-based accounting and financial management solutions for businesses and financial institutions	-	Back Bay Group, 窜眉丑濒办别听&补尘辫;听	67/100
6th	Centricity 2022, Delhi (India), Seed	Digital wealth management platform for individuals	$24M	Lightspeed Venture Partners, Burman Family Holdings听&补尘辫;听	66/100
7th	Envestnet 1999, Berwyn (United States), Acquired	Cloud-based front and back-office solutions for wealth managers, financial advisors, and financial institutions	-	TCV, Norwest Venture Partners听&补尘辫;听	64/100
8th	InvestCloud 2010, West Hollywood (United States), Acquired	Investment management solutions for advisors	$78.7M	Altos Ventures Management, Citi Ventures听&补尘辫;听	63/100
9th	Nuvama 2008, Mumbai (India), Public	Diversified of wealth & asset management services	-	-	61/100
10th	Third Financial 2007, London (United Kingdom), Acquired	Software solutions for wealth managers	$10.9M	Investec, Nucleus Adventure Capital听&补尘辫;听	60/100
24th	1984, Burlington (United States), Acquired	Cloud-based portfolio management solutions for wealth and investment managers	-	-	52/100