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Pepper

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Wealth management software suite optimizing operations for alternative asset managers.

Overview

Pepper is a wealth management software suite aimed at improving operational efficiency for wealth managers and financial advisors. The platform combines customer relationship management (CRM) capabilities, portfolio management, performance reporting, and financial planning into a single system, utilizing artificial intelligence (AI) and machine learning for predictive analytics. It specifically targets alternative asset managers, such as private equity and credit funds, and seeks to fulfill the demand for a cloud-native investment data platform that provides real-time data aggregation, compliance features, and API integration. By offering customized solutions and detailed reporting, Pepper assists users in refining investment strategies, improving client engagement, and managing the complexities of the financial sector.

Key facts

Founded
2003

Business model

Contact

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About Pepper

What does Pepper do?

Pepper is a wealth management software suite aimed at improving operational efficiency for wealth managers and financial advisors.

Where is Pepper headquartered?

Pepper is headquartered in London, United Kingdom.

When was Pepper founded?

Pepper was founded in 2003.

Which sector is Pepper in?

Pepper operates in Wealth Technology, part of Financial Technology.

Who are Pepper's competitors?

Companies similar to Pepper include BridgePort, Mentum, and Linvest21.