Corient Private Wealth LLC provides wealth management services, including family office solutions, focusing on client relationships and financial goals.

Corient Private Wealth 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.

Addepar

Asset Vantage provides family office software for single family offices, multi-family offices, and ultra-high-net-worth families. The platform offers solutions for financial data aggregation, accounting, reporting, and investment performance analysis, self-described as a complete family office software platform.

Asset Vantage

Water Tower Research modernizes investor relations through research-driven communications and investor engagement, self-described as connecting companies and investors.

Metric
Company Name	Corient Private Wealth LLC	Addepar	Asset Vantage	Water Tower Research
Symbol
MSH ID	COM:WINDSORWEALTH	COM:ADDEPAR	COM:ASSETVANTAGE	COM:WATERTOWERRESEARCH
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Fintech	Financial Services & Finance	Commercial & Professional Services
Industry	Wealth Management	Financial Technology	Wealth Management	Financial Services
Country	US	US	US	US
Stage		Series
Employee Count		916
Website	windsorwealth.com	addepar.com	assetvantage.com	watertowerresearch.com
LinkedIn		addepar
Founders

Metric
Market Cap		2.35B
Enterprise Value
Monthly Web Traffic		245.40K
Web Traffic Growth		-0.01
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		95.29
28-Day Growth Score		22.56
90-Day Growth Score		18.18
365-Day Growth Score		40.29

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

COM:WINDSORWEALTH

Corient Private Wealth LLC

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