PClient AssociatesExecutive Cockpit

Location & Office Intelligence

Client Associates's real footprint — region hierarchy, operating brands, and the post-acquisition data-grain reality (which offices report actuals vs region-level).

Client Associates · FY26 (modeled)
India's largest multi-family office
296 employees · 0+ US sites · 1 countries
37
Offices mapped
67+
Total sites
6
Regions
71%
Revenue at office-grain
87%
Weighted data coverage
The group data challenge

Can we see every office at office grain? Not yet — and here's the honest map

Integrated offices post transactions at office level; recently-acquired ones still record at area/region. The view labels each so actuals are never confused with estimates.

Office-grain actuals21 offices
$17.200000000000003M
71% of mapped revenue

Integrated offices on the common ERP — every transaction booked at office/job grain. Trust as-is.

AI-allocated10 offices
$5.760000000000002M
24% of mapped revenue

Integrating offices — some postings still land at area level; AI disaggregates them to office using install base, headcount and job counts.

Region-only (estimate)6 offices
$1.2000000000000002M
5% of mapped revenue

Recently acquired — recorded only at region/area on legacy systems. The office figure is a modeled estimate until cutover.

How AI closes the gap

1 · Resolve the office. Match legacy IDs, brand names and addresses (Arora PMS-2024 San Jose = Office 4021 = Client Associates West) into one golden office record — you can't roll up what you can't match.

2 · Tag the grain. Every transaction carries its recording level (office / area / region) and a confidence score, so the view shows actuals vs estimates instead of pretending they're the same.

3 · Disaggregate. For area-level postings, a driver model splits the total to offices by install base, headcount, job counts and payroll — weights learned from integrated offices where both grains exist during cutover.

4 · Reconcile & learn. Allocated office sums must tie back to the area total; anomalies and duplicate customers across brands get flagged. As each office integrates, estimates flip to actuals — coverage is now 87% and rising.

Global operations heatmap

Where Client Associates connects & protects

Bubble size = revenue; color = operational health. Hover any office for detail and its operating brand.

Continental U.S. network · 60 sites
HealthyWatchAt riskHQ
Hyderabad · 23 countries, 3 continents
Toronto (CAN)$0.28M
London (GBR)$0.22M
Frankfurt (DEU)$0.15M
Dublin (IRL)$0.12M
Singapore (SGP)$0.12M
Tokyo (JPN)$0.09M
Hierarchy

Region → states → revenue

Six regions over Client Associates's real state footprint.

Mumbai13 sites · $5.52M
Maharashtra
Delhi NCR12 sites · $5.09M
Delhi,Gurugram,Noida
Bengaluru13 sites · $4.72M
Karnataka
Chennai12 sites · $4.13M
Tamil Nadu
Kolkata10 sites · $3.76M
West Bengal
Hyderabad7 sites · $0.99M
Telangana
Concentration

Top offices by revenue

Brand in parentheses where an acquired entity operates the office.

Gurugram (HQ)
$1.91M
Nyack · Arora
$1.48M
Woodside · Gurgaon
$1.36M
San Jose · Client
$1.26M
Washington
$1.23M
Orlando · Star
$1.02M
Exton (Philadelphia) · CA
$0.92M
Atlanta
$0.92M
Los Angeles
$0.92M

Bar color = data grain: green actuals · amber allocated · red region-only.

Detail

All offices · brand & recording grain

The office-level view — including which acquired offices still report at region level.

OfficeStateRegionOperating brandRevenueOffice-grainRecording
Gurugram (HQ)HQVADelhi NCRClient Associates (corporate)$1.91M100%Actuals
NyackNYMumbaiArora PMS-2024 · 2022$1.48M98%Actuals
WoodsideNYMumbaiGurgaon Tech Park · 2021$1.36M100%Actuals
San JoseCAWestClient Associates Multi-Family Office · 2023$1.26M82%Allocated
WashingtonDCDelhi NCRClient Associates$1.23M98%Actuals
OrlandoFLBengaluruStar Asset Security / Ion247 · 2023$1.02M72%Allocated
Exton (Philadelphia)PAMumbaiCA Compliance Engine · 2021$0.92M92%Actuals
AtlantaGABengaluruClient Associates$0.92M78%Allocated
Los AngelesCAWestClient Associates$0.92M90%Actuals
BostonMAMumbaiClient Associates$0.89M95%Actuals
HackensackNJMumbaiClient Associates$0.86M94%Actuals
DenverCOChennaiClient Associates$0.8M92%Actuals
BaltimoreMDDelhi NCRClient Associates$0.74M96%Actuals
RaleighNCBengaluruClient Associates$0.74M88%Actuals
DallasTXChennaiClient Associates$0.74M90%Actuals
MechanicsvilleVADelhi NCRClient Associates$0.68M97%Actuals
ChicagoILChennaiClient Associates$0.68M72%Allocated
SeattleWAWestClient Associates$0.59M90%Actuals
PhoenixAZWestClient Associates$0.55M88%Actuals
HoustonTXChennaiClient Associates$0.55M90%Actuals
NorfolkVADelhi NCRClient Associates$0.52M95%Actuals
Altamonte SpringsFLBengaluruClient Associates$0.49M90%Actuals
GreerSCBengaluruClient Associates$0.43M86%Actuals
PortlandORWestClient Associates$0.43M70%Allocated
Salt Lake CityUTChennaiClient Associates$0.43M88%Actuals
NashvilleTNBengaluruClient Associates$0.4M74%Allocated
ColumbusOHChennaiMiles PMS · 2024$0.4M80%Allocated
KnightdaleNCBengaluruClient Associates$0.37M88%Actuals
BirminghamALBengaluruISC (recent acquisition) · 2024$0.34M45%Region-only
BoiseIDChennaiClient Associates$0.28M50%Region-only
TorontoCANHyderabadClient Associates$0.28M70%Allocated
TulsaOKChennaiCA Real Estate Advisory (recent acquisition) · 2024$0.25M45%Region-only
LondonGBRHyderabadClient Associates$0.22M65%Allocated
FrankfurtDEUHyderabadClient Associates$0.15M60%Allocated
DublinIRLHyderabadClient Associates$0.12M48%Region-only
SingaporeSGPHyderabadClient Associates$0.12M50%Region-only
TokyoJPNHyderabadClient Associates$0.09M45%Region-only