Family Office Metrics provides data and analytics solutions for family offices and wealth management professionals.

Family Office Metrics

Accordia Group LLC provides alpha-generating software and services for asset management firms. They developed portfolio management solutions and support various investment strategies.

Accordia Group LLC

Addepar is a financial technology company that brings data, technology, and people together to help investors make better, more informed decisions. The company aims to create a more transparent financial system by providing wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions.

Jason Mirra

Joe Lonsdale

Addepar

Allvue provides alternative investment software and investment support for private capital managers, focusing on streamlining fund operations throughout the fund lifecycle.

Metric
Company Name	Family Office Metrics	Accordia Group LLC	Addepar	Allvue
Symbol
MSH ID	COM:FAMILYOFFICEMETRICS	COM:ACCORDIA-GROUP	COM:ADDEPAR	COM:ALLVUESYSTEMS
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Fintech	Financial Services & Finance
Industry	Wealth Management Technology	Asset Management	Financial Technology	Financial Technology
Country	US	US	US	US
Stage			Series
Employee Count			916
Website	familyofficemetrics.com	accordia-group.com	addepar.com	allvuesystems.com
LinkedIn			addepar
Founders

Metric
Market Cap	2.35B
Enterprise Value
Monthly Web Traffic	245.40K	19.72K
Web Traffic Growth	-0.01	-0.58
Valuation
Raised Capital	166.26M

Metric
Revenue
Revenue (LTM)
Revenue (NTM)
Gross Profit
EBITDA
Operating Income
Net Income
EPS
Diluted EPS
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
Return on Assets
Return on Capital Employed

FAMI

COM:FAMILYOFFICEMETRICS

Family Office Metrics

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio
P/B Ratio
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio
EV Multiple

Metric
Days Sales Outstanding
Days Payables Outstanding
Days Inventory Outstanding
Operating Cycle
Cash Conversion Cycle
Asset Turnover

Metric
Operating Cash Flow
Free Cash Flow
Cash Flow to Debt
Operating Cash Flow/Sales
Free Cash Flow Yield

Metric
Cash & Equivalents
Accounts Receivable
Inventory
Goodwill
Debt to Capitalization
Debt to Assets
Current Ratio
Quick Ratio

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue
R&D to Revenue
SG&A to Revenue