Annise is an AI-enabled Unified Wealth Operating System designed for investors, families, and their advisors managing complex wealth. The platform integrates banking, brokerage, alternative investments, personal assets, trusts, and accounting into a single solution, providing a holistic view of wealth management. It caters to clients who have outgr... own traditional tools like Quicken and spreadsheets, offering advanced features for tracking investment performance, managing liquidity, and supporting estate and trust management. Annise empowers users with insights, analytics, and a comprehensive approach to wealth management without the complexity or high costs associated with traditional family office services. Read More

Annise Employee Directory

Annise corporate office is located in 1743 Sidewinder Dr, Park City, Utah, 84060, United States and has 1-10 employees.

annise

Employees by Department

Departments

Number of employees

Sales

C-Suite

Marketing

Finance

Operations

Annise CEO

Don EppersonCo-Founder & Chief Executive Officer

Phone

See Profile

Key Employees of Annise

AF
Agustín Fagald...
Head of Product, Co-Founder, Customer Success
PhoneEmail
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Annise Global Presence

Location	People at location
North America	1-10
South America	1-10

Index of contact profiles from Annise

Hundreds of professionals searching for Annise have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

Don Epperson
Email Direct
Co-Founder & Chief Executive Officer
United States , Utah , Park City

TE
Theresa Epperson
Email Direct
Head of Marketing, Co-Founder
United States , Utah , Park City

SB
Steve Bujouves
Email Direct
Member Support Head
United States , Utah , Park City

AF
Agustín Fagalde
Email Direct
Head of Product, Co-Founder, Customer Success
United States , Utah , Park City

Former Employees at Annise

Explore people who held key positions, contributed to Annise's success, and advanced their careers.

AS
Antonio Saad
Vice President, Techno... at Ballast Lane Applicati...
Worked as Chief Architect
at Annise
Email Direct
ME
Madison Epperson
Controls Vice Presiden... at Bank of America
Worked as Business Analyst
at Annise (2020-2020)
Email Direct
CB
Chloe Braunstein
Senior Consultant at Trinity
Worked as Business Analyst
at Annise (2020-2020)
Email Direct

Explore More

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Frequently Asked Questions Regarding Annise Employees

How many employees does Annise have?

Annise has 1-10 employees

Who is the CEO of Annise?

Annise’s CEO is Don Epperson

Who are Annise key employees?

Some of Annise key employees are Agustín Fagalde

Where is Annise located?

Annise’s headquarters are located at 1743 Sidewinder Dr, Park City, Utah, 84060, United States

How do I contact Annise?

Annise Contact Info: Website: www.annise.io

What does Annise do?

Annise is an AI-enabled Unified Wealth Operating System designed for investors, families, and their advisors managing complex wealth. The platform integrates banking, brokerage, alternative investments, personal assets, trusts, and accounting into a single solution, providing a holistic view of wealth management. It caters to clients who have outgr... Read More

Is Annise a public company?

Annise is private company therefore does not currently have an official ticker symbol

See more information about Annise Employees