List of Charles River Wealth Management Customers
Burlington, 1803, MA,
United States
Since 2010, our global team of researchers has been studying Charles River Wealth Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Charles River Wealth Management for Asset and Wealth Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Charles River Wealth Management for Asset and Wealth Management include: Key Private Bank, a United States based Banking and Financial Services organisation with 17000 employees and revenues of $7.40 billion, KeyBank, a United States based Banking and Financial Services organisation with 17396 employees and revenues of $7.29 billion, Glemende, a United States based Banking and Financial Services organisation with 541 employees and revenues of $240.0 million, Chevy Chase Trust, a United States based Banking and Financial Services organisation with 150 employees and revenues of $15.0 million and many others.
Contact us if you need a completed and verified list of companies using Charles River Wealth Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Charles River Wealth Management customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Chevy Chase Trust | Banking and Financial Services | 150 | $15M | United States | Charles River Development | Charles River Wealth Management | Asset and Wealth Management | 2017 | n/a |
In 2017 Chevy Chase Trust deployed Charles River Wealth Management within the Asset and Wealth Management category to support its high net worth and institutional business lines in the United States, targeting front and middle office workflow consolidation and enhanced analytics. The implementation used Charles River IMS capabilities referenced in the vendor announcement, and the deployment scope centered on investment management functions that serve private client and institutional portfolio operations.
Charles River Wealth Management was configured to deliver core functional modules for portfolio management, trading, performance measurement and post trade processing, aligning investment lifecycles from order creation through settlement and performance reporting. Configuration work emphasized standardizing portfolio and trading workflows and instrument-level data for consistent performance measurement and post trade reconciliation across the wealth business lines.
Operational coverage focused on domestic trading desks, portfolio teams and middle office operations, with governance centered on workflow standardization and consolidated analytics to support portfolio reporting and trade lifecycle monitoring. The vendor press release references Charles River IMS for these wealth functions, therefore use of Charles River Wealth Management solution features is inferred, and the stated aim of the deployment was to streamline front and middle office workflows and improve analytics.
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Glemende | Banking and Financial Services | 541 | $240M | United States | Charles River Development | Charles River Wealth Management | Asset and Wealth Management | 2017 | n/a |
In 2017, Glenmede consolidated its institutional and wealth operations onto Charles River Wealth Management, a deployment of Charles River Development's enterprise investment management platform. The implementation targeted Asset and Wealth Management across Glenmede's U.S. wealth and institutional lines of business.
Charles River Wealth Management was configured to support portfolio management, order management and trading workflows, compliance monitoring, and performance measurement, reflecting Charles River IMS capabilities described in vendor materials. The deployment emphasized centralized investment data and front to back workflow orchestration consistent with Asset and Wealth Management functional patterns.
Operational coverage included investment management, trading desks, compliance teams, and performance analytics groups within Glenmede, aligning institutional and wealth operations on a single platform in the United States. Integrations were implemented around front to back processes within the Charles River platform to enable unified portfolio accounting and trade lifecycle processing typical of enterprise investment management.
Governance moved toward centralized workflow controls and consolidated operational processes, and the program explicitly aimed at improving decision support and reducing operational risk as stated in the press release. The implementation positioned Charles River Wealth Management to support portfolio management, trading, compliance and performance measurement across Glenmede's investment operations.
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Key Private Bank | Banking and Financial Services | 17000 | $7.4B | United States | Charles River Development | Charles River Wealth Management | Asset and Wealth Management | 2021 | n/a |
In 2021, Key Private Bank consolidated its portfolio management capabilities onto Charles River Wealth Management, aligning its private banking technology stack within the Asset and Wealth Management category. The firm expanded its deployment to adopt compliance, data services, IBOR, and performance measurement and attribution capabilities within the Charles River Wealth Management solution.
The implementation leveraged Charles River Wealth Management's scalable, open architecture to centralize workflows for advisors and traders and to unify operational controls across the wealth management division of KeyCorp. Functional modules and capabilities implemented included portfolio management, compliance monitoring, integrated data services, an investment book of record IBOR, and performance measurement and attribution, supporting front office and middle office business functions.
Operational coverage focused on Key Private Bank's wealth management division in the United States, consolidating business lines onto a single platform to scale and support growth. Governance and process changes emphasized centralized operating procedures and standardized compliance and performance measurement workflows to streamline advisor and trader processes.
The rollout was positioned to modernize operating models and increase efficiency while enabling future innovation through the platform's open architecture, with explicit outcomes cited including streamlined workflows for advisors and traders and improved operational scalability.
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Banking and Financial Services | 17396 | $7.3B | United States | Charles River Development | Charles River Wealth Management | Asset and Wealth Management | 2020 | n/a |
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Buyer Intent: Companies Evaluating Charles River Wealth Management
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- Citigroup, a United States based Banking and Financial Services company with 230000 Employees
- Connor, Clark & Lunn Financial Group, a Canada based Banking and Financial Services organization with 400 Employees
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