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View Calcule's top competitors like Addepar, Cabot Risk Strategies, LLC, and Fathom.

Thanks for visiting Mohler, Nixon & Williams' LinkedIn page. We're excited to announce that we've combined with Moss Adams LLP. For 100 years Moss Adams has served a wide range of businesses across the nation, including companies and entrepreneurs in Silicon Valley and the Bay Area. In addition to its audit and tax expertise, Moss Adams is a national leader in risk management, transaction, and wealth services. What does that mean for you? If you're a Mohler, Nixon & Williams client, you'll still be served by the same team. Our decision to become one firm won't affect the relationship you’ve built with your advisor, and you can anticipate the same high quality of service you’ve come to expect from Mohler, Nixon & Williams. Longer-term, combining with Moss Adams deepens our capacity to serve you and gives you access to greater assurance, tax, and consulting resources. Our aim? To bring integrated, value-added solutions to help you further strengthen your business operations.
Campbell, California, US
Private
$655.1M Revenue
http://www.mossadams.com/mohlernixon
32 Employees
Addepar
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in 60 countries use Addepar to manage and advise on $9 trillion in assets. Its open platform integrates with 650+ software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, São Paulo and Singapore.
New York, New York, US
Private
$178.5M Revenue
https://addepar.com
1.4K Employees
eMoney Advisor
eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 138,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 7 million households throughout the U.S. For more information, please visit: www.emoneyadvisor.com.
Radnor, Pennsylvania, US
Private
$126M Revenue
https://emoneyadvisor.com
622 Employees

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