We get it.
And you get it too. You understand that managing data better can mean the difference between closing and losing a deal, that sharing information across your entire organization turns your exceptional people into an exceptional team, and that the right technology can help you outperform your competitors.
At App-X, not only do we understand technology, but we understand your business and specifically where technology and fund management intersect. Add in the experience we've gained implementing and supporting fund management software for hundreds of organizations that also get it. The result is continually-evolving, custom-tailored software that separates those who get it from those who don't.
Since 2006, Application Experts (App-X) has worked with a wide variety of leading organizations in the Alternative Asset community including fund managers, funds of funds, institutional investors, and impact investors. Subsequently, we have developed a unique, holistic perspective on the Alternative Asset industry. The result is a continually-evolving and feature-rich set of products that are flexible enough to handle a wide variety of investing scenarios.
App-X and TechStars
In 2008, App-X participated in TechStars, a startup incubator based in Boulder, Colorado. Led by the mentorship of the founders of such companies as Tumblr, whitepages.com, and foursquare, the TechStars program helped App-X solidify the initial build-out of the AIM product and refine a go-to-market strategy.
Since 2011, App-X has been a certified B Corporation, joining B Corp companies around the world in a commitment to solve social and environmental problems through the power of business. B Corps differ from traditional businesses in that they meet comprehensive and transparent social and environmental performance standards, meet higher legal accountability standards, and build business constituency for good business.
Our mission is to make App-X a place where our company, employees, clients and partners thrive and we work hard every day to make this mission a reality. And when we say "thrive," specifically we mean:
- T - The Client - Our clients had us at "hello." We are committed to delighting our customers with unparalleled products and services that make them better at what they do.
- H - Happy - Do you like dogs and wearing comfy pants? Maybe hanging out with your co-workers by choice? Well so do we, and it makes our office a happy place to be.
- R - Responsible - Get out of bed, take care of your family, then get to work and get the job done well. Responsibilities--we all have them. Let's work on them together.
- I - Integrity - Honesty, decency, credibility. It’s pretty simple really. Do what you say and say what you mean.
- V - Versatile - Everyone at App-X fills many roles including but not limited to occasionally being the dishwasher, the dog walker, and the chef. Working here requires a willingness to jump in and get your hands dirty.
- E - Excellence - We aspire to excellence in pleasing our clients, building our team, growing our business, and serving our community and the environment. Striving for mediocrity is boring.
Still not convinced? Ask us about company ski trips, yoga in the office, Rockies games, impromptu jam sessions, foosball, or about how our company supports our hobbies and passions.
Kevin Kelly founded App-X in 2006 and brings a unique mix of technical acumen, business development skills, creativity, and energy to App-X. Before starting App-X, Kevin served in a CTO advisory role to a Chicago-based Buyout Fund of Funds with nearly $1B under management. He has also worked in various technical sales, business development, and management roles in small startups and leading technology firms such as Cisco Systems and NEC Unified Solutions. He is actively involved in Colorado's entrepreneurial communities.
In his free time, Kevin enjoys hiking, skiing and fishing the Rocky Mountains with his wife and 3 children and playing and coaching ice hockey.
Beth leads the Account Management team at App-X and takes great pride in the ongoing success of our clients. Her goal is to make your job easier and improve effectiveness and efficiency throughout the organization with our innovative technology solutions.
"We want our customers to have a great experience, not only with our products, but every time they interact with a member of our team."
Beth completed her undergraduate work at the University of Michigan and gained valuable online product and operational acumen working for Google in Boulder before completing her MBA in Finance at the University of Denver.
Beth takes full advantage of the Rocky Mountains, hiking and trail running in the summer and skiing in the winter.
Emily joined the App-X team in April 2014 after completing her B.S. in Biological Systems Engineering and M.A. in Educational Administration synchronically from The University of Nebraska-Lincoln. Anxious to leave the flatland, and being originally from the mountains of Vermont, the 8 hour drive west to the Rocky Mountains seemed like the best next move. App-X is Emily’s first “real life” job, but she is excited to combine her love of customer service with her technical skills she gained while completing her degrees.
When not at work, you can find Emily at a Rockies baseball game, enjoying weekly concerts, or researching the best happy hours in Denver.
Raised on a dairy farm in rural Vermont, Ryley fled his home town to experience what all the people were talking about when they mentioned “shredding the gnar." An avid boarder with an over appreciation for the cold, Ryley can be found in the mountains whenever he gets the chance. His combination of IT skills and a weird obsession with organization and data perfection has led him to the role of Support Analyst at App-X.
Alli came to App-X with a background in financial services. She has worked for multiple businesses over the past nine years servicing their needs in a finance capacity.
When not at work, Alli enjoys an active lifestyle with her husband and four children. Her favorite activities are traveling, reading, trying new restaurants, and weekends at a soccer field.
Ben Hendershot came to App-X with a background in management and IT consulting. He has worked extensively both domestically and internationally delivering complex solutions to large and small clients. At App-X, Ben is involved in the life-cycle of our product from sales through client implementations.
In his free time, Ben enjoys exploring the Colorado back-country and traveling with his family.
It only took a few months for Bill to fall in love with Colorado. After spending a summer living in Boulder, he knew that's where he'd ultimately end up.
Shortly after graduating from Butler University with a B.S. in Management Information Systems (MIS) and Marketing, Bill began work as an Investment Analyst for UBS in Indianapolis. But after finally growing tired of the Midwest he's found himself back in the Centennial State where his passion for the entrepreneurial pursuit and affinity for the growing software industry help him thrive as a Technical Analyst here at App-X.
James joined App-X in 2013 after spending the previous two years running his own start-up here in Colorado and, prior to that, working in fixed income investing.
After leaving home in the Boston area, James graduated with a degree in Economics from Colorado College. He continues to pretend he's a Colorado native by heading up App-X's recycling efforts and skiing as much as possible.
Kristen joined App-X in 2008 after working as the HR and Operations Manager for a small manufacturing company here in Colorado. She continues to handle HR duties for App-X in addition to managing Finance operations.
Kristen earned her B.A. in International Business from Webster University in Leiden, The Netherlands and her MBA from Thunderbird School of Global Management. The culture at App-X is one of her favorite things about working here and as the App-X "culture champion," she enjoy bringing the values of the company to life.
When not at work, Kristen serves on the Board of Directors of a local Charter School and she loves spending time with her husband and 3 children, exploring all that Colorado has to offer.
Chad joined the App-X Product Development team in 2013 and is responsible for building and maintaining all of our applications. Along with the rest of the Product Development team, he works closely with our Implementation team and Marketing team to deliver high-quality and feature-rich products to our clients.
From an early age, Chad has been hacking away at all areas of development, creating a well-rounded skill set. He's infatuated with the latest technologies and trends and loves to talk shop!
Gus grew up in Cincinnati and as is required by law in Southern Ohio, he's a big fan of the Cincinnati Bengals and Skyline Chile. His education took him to the bright lights of New York City where he earned a B.S. in Psychology from Fordham University and spent two years working for a private equity placement agent.
Ultimately, Gus made his way out west so he could watch the sun set over the mountains instead of over buildings and quickly found a home on the App-X Account Management team.
When he's not responding to client cases, Gus is usually outdoors or watching cheesy 90's action movies
Max joined App-X in October 2014 after completing the Product & Design track at Startup Institute (Chicago). Prior to Startup Institute, Max worked as an analyst at Accenture for two years helping Fortune 100 companies build systems to run business processes more efficiently. Max graduated from the University of Illinois at Urbana-Champaign with a B.S. in General Engineering and concentration in technology entrepreneurship.
Outside of work, Max enjoys hiking, golfing and watching documentaries about corners of society.
Jill Montera joined App-X in 2008 with many years of experience working in higher education and in management consulting where she led large-scale technology implementations for Fortune 500 companies in the telecommunications and energy industries. At App-X, Jill manages Client Relations, overseeing the client implementation and account management teams. Her door always open, Jill loves to hear from our clients and she strives to find ways to better support their needs.
In her free time, Jill volunteers with various education non-profit organizations. She enjoys spending time in the Colorado outdoors with her husband and 2 sons hiking, skiing, running and watching soccer. Jill also loves travel and has visited 6 of the 7 continents.
A refugee after prolonged stints in Chicago and most recently New York City, John came to App-X to lead the sales and marketing efforts. As a career lifer in the alternative investment industry he has passionately developed new business opportunities both for firms where he has worked as well as for firms he has founded. Having experienced firsthand the challenges associated with buying and successfully implementing technology, John is committed selling innovative solutions that exceed our clients expectations every step of the way.
John is an avid mountain sports aficionado and enjoys doing just about anything outdoors with his wife and two young children.
Adam joined the App-X team in 2014 as a project manager with experience consulting across many sectors of business spanning North America, include capital markets, distribution, retail, and manufacturing. Originally from Hanover, PA, Adam earned an undergraduate degree in Industrial Engineering while a student-athlete at Penn State University and an MBA from the Leeds School of Business at the University of Colorado where he focused on Entrepreneurship and Marketing.
Upon graduating from the MBA program, Adam worked in digital marketing at a number of early stage start-ups, both pre- and post-venture financing.
When not at work, Adam can be found coaching high school wrestling, getting deep discussing macro-level societal trends, or climbing, skiing or biking in the Colorado mountains.
Jeff is in charge of all things marketing here at App-X. He comes to us most recently from Nashville where he was the Marketing Manager for a technology consulting firm, and prior to that he handled marketing for a Dutch software firm based outside of Amsterdam. Before receiving his MBA from the University of Notre Dame, Jeff held dead-end jobs in New York City, Las Vegas, Seattle, Los Angeles, Chicago, Idaho, Italy, and Germany.
When he's not marketing, Jeff enjoys skiing, hearing live music, playing volleyball, and just being back in Colorado in general.
Jason Viado joined App-X in 2007 and is our amazing App-X all-arounder. He has served many roles at App-X ranging from implementation consultant to developer.
Jason enjoys an active lifestyle with his wife, two dogs, and new son. His favorite activities include tennis, volleyball, skiing, travel, and spending time with his family.
Bryan joined App-X in 2014 as Director of Technology where he is responsible for managing, developing, and delivering App-X's portfolio of products. Bryan brings a wealth of technological experience having worked with many big clients through his time with IBM Global Services, managing his own software consultancy firm, and even co-founding a SaaS start-up. He is passionate about leveraging the latest technologies to build products that solve real problems in the marketplace.
When not in the office, Bryan loves spending time outdoors particularly and enjoys golfing, mountain biking, and skiing. He also enjoys playing the guitar and seeing live music.
Jeff joined Application Experts in 2011 and is involved in the life-cycle of our product from sales through client implementations. Prior to joining App-X, Jeff spent nearly 4 years as an Analyst and Associate sourcing and evaluating investment opportunities in venture capital funds and late-stage venture financings in private companies. He was also actively involved in the fundraising process and used AIM extensively to manage both the fundraising and investing processes.
In his free time, Jeff enjoys skiing and playing golf.
Rick Wills joined the Application Experts team in 2012 as a Support Analyst. Jack of all trades, master of some, Rick comes from a varied background in politics, small business IT, venture finance, non-profit accounting, and has an undergraduate degree in Finance from the University of Colorado at Boulder. Through his varied roles Rick has used his animal lust for database systems to make life easier on organizations and seems to derive twisted pleasure from doing so.
When not at work, Rick can be found at Eldora Ski Resort, on-top of Mt. Sonitas, or in a darkened room tinkering with an Arduino.
Chris joined App-X in 2014 as a consultant with a background in project management and consulting implementing ERP solutions for both international and domestic companies in a variety of industries from oil & gas exploration to financial consulting. Originally from Pittsburgh, Chris earned his undergraduate degree in Marketing from College of Charleston and his MBA from the University of Denver.
Prior to grad school and joining the world of IT consulting, Chris worked in event operations for two minor league hockey teams—the South Carolina Stingrays (2008 Kelly Cup champions) and the Colorado Eagles.
When not at work, you can find Chris backpacking in the summers, skiing in the winters, and attending concerts year round.