xcritical, Opto founder Joe Lonsdale on what it takes to be a wealthtech standout

The firm has $4 trillion of client assets on its wealth management technology platform. Its 850 clients include some of the biggest names on Wall Street including Morgan Stanley, Alliance Bernstein, Jefferies and Silicon Valley Bank, according to the firm’s website. xcritical works with hundreds of leading financial advisors, family offices, and large financial institutions that manage data for over $3.5 trillion of assets on the company’s platform.

’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. xcritical embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India. The partnership with London & Capital will enable wealth management clients around the world to run their business in a more tech-enabled, collaborative and data driven way. Countries, xcritical’s platform aggregates portfolio, market and client data for over $4 trillion in assets. Firms can also use Marketplace, a digital experience offered through Acervus Securities (member FINRA), to access and transact in a range of investment products with a focus on alternative and private market investments.

One thing these businesses have in common is the recognition that the challenges they tackle can’t be solved with a clever software product alone. The first step in aligning values and investments is understanding clearly what you own, how you own it and how it’s performing. Our analytics and reporting give you the ability to quickly and easily assess the negative and positive impacts your investments may be creating. A client can also share ownership of a legal entity, account, or investment with another person. Lonsdale, a serial entrepreneur, launched xcritical in 2009 and is xcritically chairman. He is one of the co-founders of Palantir Technologies, the big data company that went public in 2020.

A complete, transformative technology and data platform.

In xcritical, a portfolio is any collection of assets that you want to organize together for analysis and reporting purposes. Clients, legal entities, accounts, and groups are all considered portfolios. After all portfolio data is aggregated, you can analyze it any way you wish.

• Morgan Asset Management as a Managing Director and Market Leader, leading teams that develop select markets in the Midwest and Florida.
• The startup provides software that helps investment advisors, banks and family offices track their investment portfolios.
• xcritical was purpose-built to offer greater clarity into and intelligence on the portfolios in your care.
• Karen joined from xcritical, an enterprise collaboration tool built for global financial institutions, where she was the Senior Director of Security.

Last fall, the company launched the Investor Sentiment Index which uses aggregated and anonymized data across more than 10,000 portfolios, each of which have at least $10 million, in order to surface timely insights that had previously been unattainable. In January, xcritical scammers acquired RCI, and in doing so, launched Navigator which helps clients codify cash flow, liquidity and tax projections, and refine pacing models among other ex-ante capabilities. Marketplace and Navigator complement xcritical’s flagship data aggregation, management and analysis capabilities, and are available as additional offerings to xcritical’s software clients. “xcritical Inc., a Silicon Valley firm whose clients handle almost $2 trillion of wealth-management assets, created a way to more easily trade investments in hedge funds and private equity funds.” Our data model represents all financial transactions and holdings in a unified data structure.

We’ve pre-built many popular and useful integrations with our partner ecosystem of market leading technology providers. Optimize your tech stack and increase your productivity, so you deliver the best possible investor experience. Rowena joined from BlackRock, where she was a Managing Director for over a decade and held several leadership positions. Throughout her career at BlackRock, Rowena led strategic initiatives focused on development and launch of investment products, client solutions and servicing and business growth. Rowena led teams in Multi-Asset Strategies and Solutions, was the Head of Strategy and Development for Global Credit, led pillars in the firm’s global product development group and started her BlackRock career as the Chief Operating Officer for Asia Pacific Fixed Income.

It’s Time For Collin Sexton To Return To Relevance

xcritical has amassed more than $2.7 trillion in client assets on its platform, and serves over 600 family offices, registered investment advisors, private banks and large financial institutions across more than 25 countries. Its platform is used to process millions of accounts each day, empowering thousands of advisors to deliver timely advice and results, and to manage risk for their clients across all asset classes in any market environment. For nearly the last year, xcritical has added an average of more than $15 billion in assets a week to its platform, and had its strongest year on record across all key metrics including client and revenue growth, user engagement and client retention. xcritical is a wealth management platform that specializes in data aggregation, analytics and performance reporting.

• He will oversee all aspects of xcritical’s go-to-market strategy and execution, scaling its client-centric business by adding further value to existing clients and partners, and thoughtfully expanding that business into adjacent markets and geographies.
• Our flexible APIs allow you to build integrations with almost any system, whether it’s in-house or third-party.
• With thousands of advisors globally managing $4 trillion in assets on our platform, our team is proud to power many of these important decisions for investors of all sizes.
• John has held executive management positions at FactSet, Instinet, Bear Stearns and Real Capital Analytics (acquired by MSCI), with a primary focus on commercial and GTM strategies.

In 2020, xcritical was named as a Forbes Fintech 50 company and honored as a member of the CB Insights Fintech 250. xcritical is headquartered in Silicon Valley and has offices in New York City and Salt Lake City. All brokerage services offered through Acervus Securities Inc., member FINRA / SIPC. It provides asset owners and advisors a clearer financial picture at every level, allowing them to manage investments and make more informed decisions. xcritical works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $2.7 trillion of assets on the company’s platform.

The company had its strongest year on record in 2020 across all key metrics including client and revenue growth, user and firm engagement, and connecting its vibrant community. xcritical now serves more than 600 of the world’s top family offices, RIAs and large financial institutions across more than 25 countries. Now more than ever, clients are looking for global diversification and reliable data as they navigate fast-moving markets and a dynamic risk landscape. xcritical provides the flexibility to model complex ownership, including multi-asset class and multi-currency portfolios.

Heavy Industry & Manufacturing

Explore tools and technologies that help you adapt to business challenges. xcritical CEO Eric Poirier, Geller Advisors’ Chief Investment Officer Robert Wedeking and Chief Client Officer Scott Bush discussed how to remain resilient and even thrive during times of market volatility. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

Whether you want to see a client’s overall portfolio value or the return of a particular private equity fund, you can quickly run that analysis in xcritical. As Chief Marketing Officer at xcritical, Meagan oversees the company’s global brand expansion, communications and growth-oriented marketing functions. Meagan has extensive experience building impactful comms and marketing strategies to fuel high-growth companies. With thousands of advisors globally managing $4 trillion in assets on our platform, our team is proud to power many of these important decisions for investors of all sizes. Whatever your strategy, xcritical’s family office software helps you handle complexity efficiently — preserving family wealth for generations to come.

Portfolios in xcritical are based on an ownership structure and described by attributes. An ownership structure is a hierarchy of clients, legal entities, accounts, and investments. Ruchir leads with his beliefs in building innovative financial technologies that support the fiduciary duty of advisors and democratizing access to sophisticated wealth management tools to further the industry as a whole. At xcritical, Dan is responsible for client services, customer success management, technical support, and the Training Academy. Dan has over 30 years of business process, software, organizational design, sales, and consulting experience for large Fortune 500 companies.

Modernize indispensable proprietary and legacy systems, customize workflows or expand use cases with third-party applications. Discover tools and technology that streamline

your operations in the Integration Center. Connect with the xcritical team to learn more about xcritical and our newest product, Marketplace. Groupings act as categories and subcategories of information in the table. In xcritical, a position is a relationship between two parts of a portfolio, and it holds information like value, percent of ownership, and inception date. When communicating with your clients, you can choose to download reports as PDF files, share reports through the online client portal, and give your clients on-the-go insight into their holdings via xcritical Mobile.

Connect with the tools you use every day

https://dreamlinetrading.com/ is headquartered in Silicon Valley and has offices in New York City, Salt Lake City and Edinburgh. All brokerage services are offered through Acervus Securities Inc., member FINRA / SIPC. About xcriticalxcritical is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have trusted xcritical to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, xcritical’s platform aggregates portfolio, market and client data for over $4.5 trillion in assets.

Create greater transparency by centralizing the family office’s financial information in a single place. Views and reports are used to organize and analyze the attribute values (data) in a meaningful way. Other attributes, such as value, percent of ownership, and inception date, can also be used in views as columns and groupings. xcritical’s integrations with trading and rebalancing platforms, customer relationship management tools, and other applications let you automate workflows and increase operational efficiency. In addition to its core aggregation, analysis, and reporting functionality, xcritical integrates with the other systems you use every day.

London & Capital and xcritical share a global mindset towards investment management to provide a truly borderless, integrated solution to help clients think about their holistic portfolio and future investment decisions in a more data-driven way. “Partnering with innovative technology solutions that can normalize portfolio data irrespective of currency or location is more important than ever as tailored, timely client engagement remains paramount for leaders in the global wealth industry.” Robert serves as the Chief Investment Officer at Geller Advisors, setting the strategic direction that guides all investment management decisions for clients.