Apercen Partners
Likely to Engage tag.Highly Engaged Employees

Accounting for Legal Practices · California, United States · 201-500 Employees

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Overview

Headquarters

314 Lytton Ave Ste 200, Palo Alto, Calif...

Phone Number

(650) 804-7100

Revenue

$14.4 Million

Industry

Accounting for Legal Practices Business Services
ZI Rank: 2
Signal Type
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ZI Rank
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About Apercen Partners

Apercen Partners is a tax consulting firm that provides a comprehensive range of income and multi-generational tax planning and compliance services for high net-worth individuals. The firm specializes in serving venture, hedge, and private equity partners, as well as entrepreneurs and corporate executives. Apercen's primary focus is to assist clients in preserving their wealth and property through insightful and responsive tax strategies. With a foundation rooted in the concepts of insight and applied study of wealth, Apercen aims to deliver tailored solutions to its clients.Explore more
Apercen Partners's Social MediaPopular SearchesApercen Partners LLCApercen PartnersApercenPartnersLLCApercen Fos LLCSIC Code 72,729NAICS Code 54,541Show more

Apercen Partners Org Chart

PhoneEmail
KM
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FOS Controller

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SM
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General Counsel

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MM
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Family Office Services Controller

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EG
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Vice President, Finance

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Apercen Partners

$14.4M
201-500
Private
<$5M
2008
KM
Karen MorfinFOS Controller
$14.9M
51-200
Private
-
1995
TT
Tara TarasiVice President
$11.1M
51-200
Private
-
1974
MS
Maria SanchezOffice Manager
$10.3M
201-500
Private
-
1971
$6.5M
51-200
Private
-
2008
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Company Profile Activity

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Among all Business Services companies

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High Activity

Activity Insights

Apercen Partners is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Apercen Partners is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Apercen Partners.

Apercen Partners financials insights

Gather financial insights about Apercen Partners, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$2M

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Apercen Partners Tech Stack

A closer look at the technologies used by Apercen Partners

Most Recent Scoops

Project
A mid-level source in accounting has indicated that the organization is in the midst of initiatives related to technical accounting. The organization is leveraging tax research software to support these efforts.
Accounting, Search, Software
Project
A mid-level source in accounting has indicated that the organization is in the midst of initiatives related to tax compliance. The organization is leveraging a tax compliance software to support these efforts.
Accounting, Compliance, Software
Funding
Apercen Partners has received an SBA PPP loan for $2-5 million from First Republic Bank.
Funding
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Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Apercen Partners

What is Apercen Partners's official website?
Apercen Partners's official website is www.apercen.com
What is Apercen Partners's Revenue?
Apercen Partners's revenue is $14.4 Million
What is Apercen Partners's SIC code?
Apercen Partners's SIC: 72,729
What is Apercen Partners's NAICS code?
Apercen Partners's NAICS: 54,541
How many employees does Apercen Partners have?
Apercen Partners has 201-500 employees
What industry does Apercen Partners belong to?
Apercen Partners is in the industry of: Accounting for Legal Practices, Business Services
What is Apercen Partners competition?
Apercen Partners top competitors include: Frankel Loughran Starr & Vallone, Global Prime Taxation, Professional Tax Service, The Tax Shack
What technology does Apercen Partners use?
Some of the popular technologies that Apercen Partners uses are: iCIMS, Proofpoint, Spiceworks, Cisco
How do I contact Apercen Partners?
Apercen Partners contact info: Phone number: (650) 804-7100 Website: www.apercen.com
What does Apercen Partners do?

Apercen Partners is a tax consulting firm that provides a comprehensive range of income and multi-generational tax planning and compliance services for high net-worth individuals. The firm specializes in serving venture, hedge, and private equity partners, as well as entrepreneurs and corporate executives. Apercen's primary focus is to assist clien... ts in preserving their wealth and property through insightful and responsive tax strategies. With a foundation rooted in the concepts of insight and applied study of wealth, Apercen aims to deliver tailored solutions to its clients.Read More

What are Apercen Partners social media links?
Apercen Partners Linkedin page Apercen Partners Facebook page
Is Apercen Partners a public company?
Apercen Partners is private company therefore does not currently have an official ticker symbol
See more information about Apercen Partners

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