Aperio

Aperio Group is a financial advisory firm based in Sausalito, California, founded in 1999. As a wholly owned subsidiary of BlackRock, Inc., it specializes in investment management with a focus on tax efficiency and portfolio rebalancing. The firm offers personalized tax-optimized index equity separately managed accounts, tax-managed equity portfolios, and ESG strategies tailored for ultra-high net worth individuals and institutions. Aperio Group has a strong track record, managing over $36 billion in assets as of 2020. Aperio AI, established in 2017 and headquartered in Boston, MA, focuses on industrial data integrity. The company uses machine learning to assess, detect, and remediate poor data quality in industrial operations. Its services include data quality assessment, anomaly detection, and visualization tools aimed at improving operational performance. Aperio AI serves industrial automation software companies and Fortune 500 firms, helping them make data-driven decisions with trusted process data. The company is backed by strategic investors like National Grid Partners and is focused on scaling its solutions to meet growing industrial demands.

• Employees 74
• Founded 1999