Like Data Agent

closed 9/12/2013 via BusinessWire

Confluence, acquired Data Agent

synopsis: Confluence, the industry’s leading provider of data management solutions, announced the acquisition of Data Agent, a leading provider of alternative investment industry data management and reporting solutions. Like Confluence, Data Agent delivers value to the market by mitigating risk and ensuring data integrity.
buyer parent: Polaris Venture Partners
buyer: Confluence
Confluence is a global leader in investment data management automation. Offering the industry’s only unified platform for fund administration, the Unity platform, Confluence is relied on by more than 40 percent of the leading investment firms worldwide to solve a wide range of problems. "
target: Data Agent
Data Agent, LLC. is an innovative investment technology company headquartered in Berkeley, CA. Data Agent is a leading provider of alternative investment industry data management and reporting solutions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/18/2022 via GlobeNewswire

GTreasury, acquired Hedge Trackers, LLC

synopsis: GTreasury has acquired Hedge Trackers, the leading provider of accounting, consulting, and software services to protect clients against financial risk. The acquisition joins Hedge Trackers’ hedge accounting expertise and SaaS solutions with GTreasury’s unparalleled treasury and risk management platform.
buyer: GTreasury
GTreasury is committed to connecting treasury and digital finance operations by providing a world-class SaaS treasury and risk management system and integrated ecosystem where cash, debt, investments and exposures are seamlessly managed within the office of the CFO. "
target: Hedge Trackers, LLC
Hedge Trackers is the premier provider of consulting, outsourced derivative accounting, software and training services for firms that need to plan, execute or maintain a foreign currency, interest rate or commodity hedging program.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/8/2016 via Company Press Release

LineData Services, acquired Derivation Software

synopsis: Linedata, the global solutions provider dedicated to the investment management, insurance and credit industries, completed the acquisition of Derivation, a leading specialist provider of risk, analytics, and portfolio management solutions to institutional and hedge fund managers.
buyer: LineData Services (ENXTPA:LIN:$197.04)
Linedata is a global solutions provider dedicated to the investment management and credit community. Linedata applies its market and client insight to provide innovative and flexible mission-critical software and services that help its clients grow in over 50 countries. "
target: Derivation Software
Derivation provides market-leading integrated accounting, trading and risk management solutions. Derivation was established in 1996, its founders having spent the previous 10 years developing derivative trading & risk management systems at ABN AMRO and NatWest Markets.
price ($mm)
rev ($mm)
$3
EBITDA ($mm)
EV / rev
0.0x
EV / EBITDA
closed 1/1/2021 via BNC Analysis

niiio finance group AG, acquired PATRONAS Financial Systems

synopsis: niiio finance group, a provider of asset and wealth management solutions in Germany, has acquired PATRONAS Financial Systems, a leading software provider for the international investment industry. PATRONAS enables institutional investors and traders to successfully manage and control their portfolios, their risk and their order and execution flow.
buyer: niiio finance group AG (XTRA:NIIN:$3.09)
Germany-based Niiio finance group AG is a provider of cloud banking software with a focus on wealth management. As a "full-service provider", the company digitizes its customers' processes so that they can work efficiently, flexibly and legally. "
target: PATRONAS Financial Systems
PATRONAS Financial Systems is a leading software provider for the international investment industry. PATRONAS enables institutional investors and traders to successfully manage and control their portfolios, their risk and their order and execution flow.
price ($mm)
$12
rev ($mm)
$5
EBITDA ($mm)
EV / rev
2.7x
EV / EBITDA
closed 6/2/2020 via BNC Analysis

Cboe Global Markets, Inc., acquired Trade Alert, LLC

synopsis: Cboe Global Markets, Inc. has acquired the business of Trade Alert, LLC, to bolster its Information Solutions offering. Trade Alert is a real-time alerts and order flow analysis service provider. Trade Alert is a software and services company focused on the synthesis and distribution of securities market intelligence to financial professionals.
buyer: Cboe Global Markets, Inc. (CBOE:$3,181.50)
Cboe is one of the world's largest exchange holding companies, offering cutting-edge trading and investment solutions to investors. The company is committed to defining markets and driving global marketplaces forward through product innovation, leading-edge technology and seamless trading solutions."
target: Trade Alert, LLC
Founded in 2005 by Henry Schwartz, Trade Alert is a software and services company focused on the synthesis and distribution of securities market intelligence to financial professionals.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/15/2010 via BNC Analysis

MSCI Inc., acquired Measurisk

synopsis: MSCI Inc., a leading provider of investment decision support tools worldwide, announced that it has entered into a definitive agreement to acquire Measurisk, an affiliate of J.P. Morgan Worldwide Securities Services and a leading provider of independent risk-transparency and risk-measurement solutions for hedge fund investors.
buyer: MSCI Inc. (MSCI:$1,476.56)
MSCI Inc. is a leading provider of investment decision support tools to investors globally, including asset managers, banks, hedge funds and pension funds. MSCI products and services include indices, portfolio risk and performance analytics, and governance tools. "
target parent: J.P. Morgan Worldwide Securities Services
target: Measurisk
Measurisk is the leading provider of independent risk-transparency and risk-measurement solutions for institutional investors and asset managers. The information they provide helps assess, control and communicate risk for global, multi-asset class portfolios.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/31/2016 via PR Newswire

Morningstar, Inc., acquired RightPond

synopsis: Morningstar, Inc., a leading provider of independent investment research, has acquired RequiSight, LLC, which does business as RightPond, a provider of business intelligence data and analytics on defined contribution and defined benefit plans for financial services firms.
buyer: Morningstar, Inc. (MORN:$1,699.30)
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. "
target parent: Rocaton Investment Advisors, LLC
target: RightPond
RightPond is a business intelligence and analytics capability that reveals gaps, trends, outliers, and risk signals regarding plan performance, fees, capital flow, gatekeeper relationships, and best practices of defined contribution and defined benefit plans.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/2/2017 via PE Hub

Dynamo Software, acquired HoldingsInsight

synopsis: Dynamo Software, the premier provider of configurable, cloud-based investment management software for the alternative asset investment industry, announced that it has acquired HoldingsInsight, a portfolio investments data capture and reporting service.
buyer parent: Francisco Partners Management LLC
buyer: Dynamo Software
Dynamo Software has provided premium industry-specific, configurable investment management and reporting software for the global alternative assets industry since 1998, including fund administrators, endowments, pension funds, foundations, private equity and more. "
target: HoldingsInsight
HoldingsInsight is a portfolio investments data capture and reporting service founded in 2016, focusing on providing limited partners with better transparency into their portfolio, resulting in better risk management and superior investment decisions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/6/2020 via Company Press Release

European Energy Exchange AG, acquired KB Tech Ltd.

synopsis: European Energy Exchange, the leading energy exchange in Europe which develops, operates and connects secure, liquid and transparent markets for energy and related products, has acquired KB Tech, an UK based software development company providing data management services and products to the trading, pension and financial markets.
buyer parent: Deutsche Börse Group
buyer: European Energy Exchange AG
Based in the UK, the European Energy Exchange (EEX) is the leading energy exchange in Europe which develops, operates and connects secure, liquid and transparent markets for energy and related products. "
target: KB Tech Ltd.
KB Tech is an UK based software development company providing data management services and products to the trading, pension and financial markets. The Company delivers a range of modular, connected services providing functions for managing real-time data.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 6/6/2019 via GlobeNewswire

SimCorp A/S, will acquire AIM Software

synopsis: Denmark-based SimCorp has agreed to acquire all shares in AIM Holding SCA and its subsidiaries. Headquartered in Austria, AIM Software is a provider of data management solutions to the buy-side community. AIM’s GAIN suite of business applications helps leading financial institutions aggregate, master and report on their market data.
buyer: SimCorp A/S (CPSE:SIM:$444.13)
Denmark-based SimCorp provides investment management solutions to asset managers, fund managers, asset servicers, pension and insurance funds, wealth managers, banks and sovereign wealth funds. SimCorp has many years of experience developing state-of-the-art software for investment managers. "
target parent: Welsh, Carson, Anderson & Stowe
target: AIM Software
AIM Software is an Austrian-based provider of Enterprise Data Management business applications to the buy-side. Over 100 world leading asset management, private & wealth management, asset servicing, fund administration and global custody firms depend on AIM for their data management requirements.
price ($mm)
$60
rev ($mm)
$16
EBITDA ($mm)
EV / rev
3.9x
EV / EBITDA
closed 11/16/2017 via GlobeNewswire

Visible Alpha, acquired Alpha Exchange

synopsis: Visible Alpha has acquired Alpha Exchange, an innovative research discovery and management platform for investment professionals. The addition of Alpha Exchange’s advanced technology platform will create a unified consumption and collaboration experience across research reports, analyst models and corporate access events.
buyer: Visible Alpha
Visible Alpha combines advanced data technology, a secure distribution network and sophisticated analytical tools on the front end to drive efficiencies and transparency into the research process and help firms generate alpha in new and differentiated ways. "
target: Alpha Exchange
Alpha Exchange is a financial technology company that works with asset managers, investment banks and independent research providers by providing an end-to-end MiFID II research solution with a unique set of enterprise technology tools.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/1/2015 via BusinessWire

Markit Group Ltd., acquired CoreOne Technologies

synopsis: Markit, a provider of financial information services, announced the completion of its acquisition of CoreOne Technologies, a global leading provider of regulatory reporting, index management, data management and prime brokerage services to financial institutions.
buyer: Markit Group Ltd. (MRKT:$1,129.70)
Markit is a leading global diversified provider of financial information services. They provide products that enhance transparency, reduce risk and improve operational efficiency. Their customers include banks, central banks, regulators, auditors, fund administrators and insurance companies. "
target parent: Symphony Technology Group
target: CoreOne Technologies
CoreOne Technologies is a leading provider of regulatory reporting, index management, data management and prime brokerage services to financial institutions. CoreOne delivers proven capabilities in a hosted fashion, through its cutting-edge services RegOne, DeltaOne, VistaOne and PrimeOne.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/3/2015 via BNC Analysis

NeoXam, acquired SmartCo

synopsis: NeoXam, a leading provider of investment management software and services, has acquired SmartCo, an innovative enterprise data management software company, advancing NeoXam’s strategy to deliver cost effective, highly configurable solutions to the global asset management community.
buyer parent: BlackFin Capital Partners
buyer: NeoXam
NeoXam provides front, middle and back-office solutions to the asset management industry. Benefiting from more than 25 years of experience, NeoXam enables clients to achieve new experience in asset management. "
target: SmartCo
SmartCo provides a global data management solution that covers most of the data area, including market data, corporate actions, indexes and benchmarks, third parties, funds and mandates, financial analysis, etc., as well as operational data for positions and transactions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/9/2015 via GlobeNewswire

FactSet Research Systems Inc., acquired Code:Red, Inc.

synopsis: FactSet Research Systems, a provider of integrated global financial information and analytical applications announced it has acquired Code Red, Inc. Code Red provides research management technologies to the investment community, including endowments and foundations, institutional asset managers, sovereign wealth funds, pensions, and hedge funds.
buyer: FactSet Research Systems Inc. (FDS:$1,627.96)
FactSet is a leading provider of financial information and analytics. More than 55,500 users stay ahead of global market trends, access extensive company and industry intelligence, and monitor performance with FactSet's desktop analytics, mobile applications, and comprehensive data feeds. "
target: Code:Red, Inc.
Code Red, a provider of investment research technology, enables firms to efficiently organize methods of research and contact management, data aggregation, due diligence, and compliance into an enterprise workspace that models a complete and repeatable investment process.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/15/2015 via Company Press Release

Welsh, Carson, Anderson & Stowe, acquired AIM Software

synopsis: Austrian company AIM Software, a provider of data management software products to the financial services industry, has received a majority investment from Welsh, Carson, Anderson & Stowe, a private equity firm. AIM's platform for data management business applications goes beyond standard Enterprise Data Management functionality.
buyer: Welsh, Carson, Anderson & Stowe
Welsh, Carson, Anderson & Stowe (WCAS) focuses its investment activity in two target industries: technology and healthcare. Since its founding in 1979, WCAS has organized 17 limited partnerships with total capital of over $26 billion. "
target: AIM Software
AIM Software is an Austrian-based provider of Enterprise Data Management business applications to the buy-side. Over 100 world leading asset management, private & wealth management, asset servicing, fund administration and global custody firms depend on AIM for their data management requirements.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 11/3/2014 via Company Press Release

AIM Software, will acquire Joss Technology, Inc.

synopsis: AIM Software, the leading provider of data management products to the financial industry, announced that it has reached an agreement to acquire US-based Joss Technology, an innovative solutions provider tackling the growing volume and complexity of information related to legal entities.
buyer: AIM Software
AIM Software is a leading independent provider of enterprise data management solutions for the securities and investment industry since 1999. Solutions include software for reference data management, financial instrument pricing, legal entities data and corporate actions data. "
target: Joss Technology, Inc.
Joss Technology is a financial software provider focused on entity data management. Financial institutions need to have a clear understanding of the entities they interact with and are exposed to (counterparties, clients, custodians, issuers).
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/21/2009 via Market Wire

Broadridge Financial Solutions, Inc., acquired Access Data Corp.

synopsis: Broadridge Financial Solutions, Inc., a leading global provider of technology solutions to the financial services industry, announced the acquisition of Access Data Corp. Access Data's solutions provide enterprise-wide reporting and data management services to asset management firms and financial intermediaries.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, Inc. is a leading global provider of technology-based outsourcing solutions to the financial services industry. Broadridge's systems and services include investor communication, securities processing, and clearing and outsourcing solutions. "
target: Access Data Corp.
Access Data Corp. is a Pittsburgh based leading provider of enterprise reporting and data management services for asset management firms and financial intermediaries.
price ($mm)
$45
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/18/2008 via BusinessWire

Chi-X Global, acquired Cicada Corporation

synopsis: Chi-X® Global Inc. announced the acquisition of substantially all the business and assets of Cicada Corp., a leading provider of low latency data management technologies, customer qualification and compliance software, and other services for financial institutions, exchanges and data vendors.
buyer parent: Nomura Holdings, Inc.
buyer: Chi-X Global
A subsidiary of electronic trading pioneer Instinet, Chi-X Global is a holding company for the regional operations of Chi-X market centers. Chi-X aims to provide investors around the world with the most efficient markets possible through its high-speed, low-cost, intelligent trading model. "
target: Cicada Corporation
Cicada is an innovative leader in data management and compliance technology for financial institutions, exchanges and data vendors. Cicada’s products address a range of today’s most pressing industry challenges.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/11/2008 via finextra.com

Symphony Technology Group, acquired Netik, Plc

synopsis: Financial markets software house Netik has bought back the stake in its business that Bank of New York Mellon acquired in 2004. Financial terms of the transactions - financed by Symphony Technology Group - have not been disclosed.
buyer: Symphony Technology Group
Symphony Technology Group (STG) is a strategic private equity firm with the mission of investing in and being a partner in building great software and services companies. "
target parent: The Bank of New York Mellon Corporation
target: Netik, Plc
Netik provides financial data warehouse solutions to the securities industry. The company’s solutions include Netik InterView, a data warehouse and data hub for information-centric data management and reporting solutions, which provides access to portfolio/investment accounting data.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/3/2007 via PR Newswire

Asset Control Systems, Inc., acquired Tap Solutions, Inc.

synopsis: Asset Control has acquired Vancouver-based TAP Solutions Inc., a company specializing in data accessibility software for financial services firms leveraging the Microsoft technology suite, to extend its market solutions to firms of all sizes.
buyer parent: FMR Corp.
buyer: Asset Control Systems, Inc.
Asset Control is the world's leading provider of Centralized Data Management to financial industry firms. With a complete range of in-house and outsourced options, Asset Control delivers Total Data Management, a hybrid approach to data management. "
target: Tap Solutions, Inc.
TAP Solutions, Inc. provides global securities solutions, data management products, and related professional services to the financial services sector. The company offers TAPMaster, a data management platform for the acquisition, management, and deployment of market and reference data.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/12/2013 via BusinessWire

Confluence, acquired Data Agent

synopsis: Confluence, the industry’s leading provider of data management solutions, announced the acquisition of Data Agent, a leading provider of alternative investment industry data management and reporting solutions. Like Confluence, Data Agent delivers value to the market by mitigating risk and ensuring data integrity.
buyer parent: Polaris Venture Partners
buyer: Confluence
Confluence is a global leader in investment data management automation. Offering the industry’s only unified platform for fund administration, the Unity platform, Confluence is relied on by more than 40 percent of the leading investment firms worldwide to solve a wide range of problems. "
target: Data Agent
Data Agent, LLC. is an innovative investment technology company headquartered in Berkeley, CA. Data Agent is a leading provider of alternative investment industry data management and reporting solutions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 11/10/2021 via PR Newswire

Confluence, will acquire Compliance Solutions Strategies

synopsis: Confluence Technologies, Inc., a global technology solutions provider helping the investment management industry solve complex investment data challenges, will acquire Compliance Solutions Strategies ("CSS"), a global regulatory software company that enables financial services firms to meet mandatory regulatory compliance requirements.
buyer parent: TA Associates
buyer: Confluence
Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges. Confluence invests in the latest technology and data and in its team of industry experts to meet the evolving needs of asset managers and service providers. "
target parent: CIP Capital
target: Compliance Solutions Strategies
CSS is a trusted global RegTech partner that uniquely brings together innovative technology-driven solutions to support financial services firms in navigating a clear and strategic path through the complex and fragmented global regulatory space.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 11/4/2021 via PR Newswire

Confluence, will acquire Investment Metrics, LLC

synopsis: Confluence Technologies, Inc. will acquire Investment Metrics, a global provider of investment data, performance, analytics and research software solutions that help institutional investors and advisors achieve better financial outcomes, grow assets and retain clients with clear investment insights.
buyer parent: TA Associates
buyer: Confluence
Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges. Confluence invests in the latest technology and data and in its team of industry experts to meet the evolving needs of asset managers and service providers. "
target parent: Resurgens Technology Partners
target: Investment Metrics, LLC
Investment Metrics is a leading global provider of portfolio analytics, reporting, and data solutions that help institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights.
price ($mm)
$500
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 6/18/2021 via PR Newswire

Clearlake Capital Group, L.P., will acquire Confluence

synopsis: Clearlake Capital Group, L.P. will acquire Confluence Technologies, Inc., a global software and data solutions provider helping the investment management industry solve complex data challenges, from TA Associates. Upon closing of the transaction, Clearlake will become the majority shareholder while TA will retain a minority equity stake.
buyer: Clearlake Capital Group, L.P.
Clearlake Capital Group, L.P. is a leading private investment firm. With a sector-focused approach, the firm seeks to partner with world-class management teams by providing patient, long-term capital to dynamic businesses that can benefit from Clearlake’s operational improvement approach. "
target parent: TA Associates
target: Confluence
Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges. Confluence invests in the latest technology and data and in its team of industry experts to meet the evolving needs of asset managers and service providers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 4/15/2021 via GlobeNewswire

Confluence, will acquire Fundpeak Inc.

synopsis: Confluence Technologies, a global technology solutions provider helping the investment management industry solve complex investment data challenges, will acquire Fundpeak, a highly respected global provider of secure fund portals and marketing tools such as fund factsheets and websites.
buyer parent: TA Associates
buyer: Confluence
Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges. Confluence invests in the latest technology and data and in its team of industry experts to meet the evolving needs of asset managers and service providers. "
target: Fundpeak Inc.
Fundpeak is a provider of secure fund portals and marketing tools such as fund factsheets and websites. The company’s custom-designed fund portal integrates directly into client websites, enabling automated internal reporting for portfolio managers and external reporting to shareholders and clients.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 9/20/2019 via BNC Analysis

Confluence, will acquire StatPro Group PLC

synopsis: Wimbledon based, financial services technology provider, StatPro, will be acquired by US private equity firm, TA Associates, via its Confluence Technologies arm. AIM listed StatPro, which provides cloud-based investment portfolio analysis and pricing tools, has reached agreement on the terms of an all cash offer for 100% of it share capital.
buyer parent: TA Associates
buyer: Confluence
As a proven leader delivering an innovative platform to put data first in asset management, Confluence is leading the DataTech evolution for post-trade reporting. They focus on getting the data right, then reusing it across multiple investor communications deliverables for speed, and efficiency. "
target: StatPro Group PLC (AIM:SOG:$69.47)
StatPro is a global provider of award winning portfolio analytics solutions for the investment community. The Group’s cloud-based platform provides vital analysis of portfolio performance, attribution, risk and compliance.
price ($mm)[EV]
$201 [$241]
rev ($mm)
$70
EBITDA ($mm)
$9
EV / rev
3.6x
EV / EBITDA
29.5x
closed 3/14/2018 via PE Hub

TA Associates, acquired Confluence

synopsis: TA Associates has acquired a majority stake in Confluence. Confluence, of Pittsburgh, Pennsylvania, provides investment data management automation for regulatory, investor communications and performance reporting.
buyer: TA Associates
Now in its 50th year, TA Associates is one of the largest and most experienced global growth private equity firms. TA Associates is focused on five target industries – technology, healthcare, financial services, consumer and business services. "
target: Confluence
Founded in 1991, Confluence is a financial services data management software platform that offers mission critical regulatory, investor communications and performance reporting solutions to the global asset management industry.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/1/2014 via PR Newswire

Confluence, acquired Orfival

synopsis: Confluence, the global leader in investment data management automation, announces that it has acquired Belgium-based data solutions provider Orfival. Orfival provides dedicated data solutions to the insurance and asset management industries with a range of institutional and corporate clients.
buyer parent: Polaris Partners
buyer: Confluence
Confluence is a global leader in investment data management automation. Helping investment management companies gain unprecedented control, Confluence automates every step of the fund administration process - including the collection, creation, confirmation and delivery of investment product data. "
target: Orfival
Orfival provides dedicated data solutions to the insurance and asset management industries with a range of institutional and corporate clients. Orfival's services cover portfolio management and analytics, performance measurement and attribution, risk and investment compliance and reporting services.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/12/2013 via BusinessWire

Confluence, acquired Data Agent

synopsis: Confluence, the industry’s leading provider of data management solutions, announced the acquisition of Data Agent, a leading provider of alternative investment industry data management and reporting solutions. Like Confluence, Data Agent delivers value to the market by mitigating risk and ensuring data integrity.
buyer parent: Polaris Venture Partners
buyer: Confluence
Confluence is a global leader in investment data management automation. Offering the industry’s only unified platform for fund administration, the Unity platform, Confluence is relied on by more than 40 percent of the leading investment firms worldwide to solve a wide range of problems. "
target: Data Agent
Data Agent, LLC. is an innovative investment technology company headquartered in Berkeley, CA. Data Agent is a leading provider of alternative investment industry data management and reporting solutions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 9/12/2013 via BusinessWire

Confluence, acquired Data Agent

synopsis: Confluence, the industry’s leading provider of data management solutions, announced the acquisition of Data Agent, a leading provider of alternative investment industry data management and reporting solutions. Like Confluence, Data Agent delivers value to the market by mitigating risk and ensuring data integrity.
buyer parent: Polaris Venture Partners
buyer: Confluence
Confluence is a global leader in investment data management automation. Offering the industry’s only unified platform for fund administration, the Unity platform, Confluence is relied on by more than 40 percent of the leading investment firms worldwide to solve a wide range of problems. "
target: Data Agent
Data Agent, LLC. is an innovative investment technology company headquartered in Berkeley, CA. Data Agent is a leading provider of alternative investment industry data management and reporting solutions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 6/18/2021 via PR Newswire

Clearlake Capital Group, L.P., will acquire Confluence

synopsis: Clearlake Capital Group, L.P. will acquire Confluence Technologies, Inc., a global software and data solutions provider helping the investment management industry solve complex data challenges, from TA Associates. Upon closing of the transaction, Clearlake will become the majority shareholder while TA will retain a minority equity stake.
buyer: Clearlake Capital Group, L.P.
Clearlake Capital Group, L.P. is a leading private investment firm. With a sector-focused approach, the firm seeks to partner with world-class management teams by providing patient, long-term capital to dynamic businesses that can benefit from Clearlake’s operational improvement approach. "
target parent: TA Associates
target: Confluence
Confluence is a global technology solutions provider helping the investment management industry solve complex investment data challenges. Confluence invests in the latest technology and data and in its team of industry experts to meet the evolving needs of asset managers and service providers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/21/2020 via BNC Analysis

Credit Suisse Group AG, acquired NorthPoint Technology

synopsis: Credit Suisse Asset Management's fintech growth equity unit has acquired the investment management software and services business NorthPoint Technology from ACA Compliance Group. NorthPoint offers an Investment Management suite which includes an Order Management System (OMS), Portfolio Management, Data Warehouse, and more.
buyer: Credit Suisse Group AG (CS:$21,321.43)
Credit Suisse provides its clients with investment banking, private banking and asset management services worldwide. Credit Suisse offers advisory services, comprehensive solutions and innovative products to companies, institutional clients and high-net-worth private clients globally. "
target parent: Starr Companies
target: NorthPoint Technology
NorthPoint Solutions was founded in 2003. The product suite includes mission-critical financial software and services to leading investment management firms. NorthPoint offers an Investment Management suite which includes an Order Management System (OMS), Portfolio Management, and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 4/20/2018 via BNC Analysis

Ion Group, will acquire Fidessa group plc

synopsis: Ion Investment Group has agreed to buy UK rival Fidessa, with the British Fidessa trading technology group accepting a higher offer and switching its recommendation from a bid by Switzerland’s Temenos. Fidessa provides software and services for investment management systems, analytics and market data, serving both the buy-side and sell-side.
buyer: Ion Group
Based in Ireland, ION provides mission-critical trading and workflow automation software solutions to financial institutions, central banks, governments and corporations. They design solutions that improve decision-making, simplify complex processes, and empower people. "
target: Fidessa group plc (LSE:FDSA:$493.58)
Fidessa, which listed on the London Stock Exchange in 1997, provides software and services for investment management systems, analytics and market data, serving both the buy-side and sell-side. Its products include an order management system for equity markets.
price ($mm)[EV]
$2,152 [$2,020]
rev ($mm)
$505
EBITDA ($mm)
$94
EV / rev
4.0x
EV / EBITDA
21.4x
cancelled 4/20/2018 via BNC Analysis

Temenos Group AG, cancelled an acquisition of Fidessa group plc

synopsis: Ion Investment Group has agreed to buy UK rival Fidessa, with the British trading technology group accepting a higher offer and switching its recommendation from a bid by Switzerland’s Temenos. Fidessa provides software and services for investment management systems.
buyer: Temenos Group AG (SWX:TEMN:$901.75)
Temenos Group AG, headquartered in Geneva, is a market leading software provider, partnering with banks and other financial institutions to transform their businesses and stay ahead of a changing marketplace. Over 2,000 firms across the globe rely on Temenos to process the daily transactions. "
target: Fidessa group plc (LSE:FDSA:$493.58)
Fidessa, which listed on the London Stock Exchange in 1997, provides software and services for investment management systems, analytics and market data, serving both the buy-side and sell-side. Its products include an order management system for equity markets.
price ($mm)[EV]
$1,993 [$1,863]
rev ($mm)
$497
EBITDA ($mm)
$92
EV / rev
3.8x
EV / EBITDA
20.2x
closed 4/6/2020 via Company Press Release

European Energy Exchange AG, acquired KB Tech Ltd.

synopsis: European Energy Exchange, the leading energy exchange in Europe which develops, operates and connects secure, liquid and transparent markets for energy and related products, has acquired KB Tech, an UK based software development company providing data management services and products to the trading, pension and financial markets.
buyer parent: Deutsche Börse Group
buyer: European Energy Exchange AG
Based in the UK, the European Energy Exchange (EEX) is the leading energy exchange in Europe which develops, operates and connects secure, liquid and transparent markets for energy and related products. "
target: KB Tech Ltd.
KB Tech is an UK based software development company providing data management services and products to the trading, pension and financial markets. The Company delivers a range of modular, connected services providing functions for managing real-time data.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 6/6/2019 via GlobeNewswire

SimCorp A/S, will acquire AIM Software

synopsis: Denmark-based SimCorp has agreed to acquire all shares in AIM Holding SCA and its subsidiaries. Headquartered in Austria, AIM Software is a provider of data management solutions to the buy-side community. AIM’s GAIN suite of business applications helps leading financial institutions aggregate, master and report on their market data.
buyer: SimCorp A/S (CPSE:SIM:$444.13)
Denmark-based SimCorp provides investment management solutions to asset managers, fund managers, asset servicers, pension and insurance funds, wealth managers, banks and sovereign wealth funds. SimCorp has many years of experience developing state-of-the-art software for investment managers. "
target parent: Welsh, Carson, Anderson & Stowe
target: AIM Software
AIM Software is an Austrian-based provider of Enterprise Data Management business applications to the buy-side. Over 100 world leading asset management, private & wealth management, asset servicing, fund administration and global custody firms depend on AIM for their data management requirements.
price ($mm)
$60
rev ($mm)
$16
EBITDA ($mm)
EV / rev
3.9x
EV / EBITDA
closed 11/16/2017 via GlobeNewswire

Visible Alpha, acquired Alpha Exchange

synopsis: Visible Alpha has acquired Alpha Exchange, an innovative research discovery and management platform for investment professionals. The addition of Alpha Exchange’s advanced technology platform will create a unified consumption and collaboration experience across research reports, analyst models and corporate access events.
buyer: Visible Alpha
Visible Alpha combines advanced data technology, a secure distribution network and sophisticated analytical tools on the front end to drive efficiencies and transparency into the research process and help firms generate alpha in new and differentiated ways. "
target: Alpha Exchange
Alpha Exchange is a financial technology company that works with asset managers, investment banks and independent research providers by providing an end-to-end MiFID II research solution with a unique set of enterprise technology tools.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/1/2015 via BusinessWire

Markit Group Ltd., acquired CoreOne Technologies

synopsis: Markit, a provider of financial information services, announced the completion of its acquisition of CoreOne Technologies, a global leading provider of regulatory reporting, index management, data management and prime brokerage services to financial institutions.
buyer: Markit Group Ltd. (MRKT:$1,129.70)
Markit is a leading global diversified provider of financial information services. They provide products that enhance transparency, reduce risk and improve operational efficiency. Their customers include banks, central banks, regulators, auditors, fund administrators and insurance companies. "
target parent: Symphony Technology Group
target: CoreOne Technologies
CoreOne Technologies is a leading provider of regulatory reporting, index management, data management and prime brokerage services to financial institutions. CoreOne delivers proven capabilities in a hosted fashion, through its cutting-edge services RegOne, DeltaOne, VistaOne and PrimeOne.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 6/3/2015 via BNC Analysis

NeoXam, acquired SmartCo

synopsis: NeoXam, a leading provider of investment management software and services, has acquired SmartCo, an innovative enterprise data management software company, advancing NeoXam’s strategy to deliver cost effective, highly configurable solutions to the global asset management community.
buyer parent: BlackFin Capital Partners
buyer: NeoXam
NeoXam provides front, middle and back-office solutions to the asset management industry. Benefiting from more than 25 years of experience, NeoXam enables clients to achieve new experience in asset management. "
target: SmartCo
SmartCo provides a global data management solution that covers most of the data area, including market data, corporate actions, indexes and benchmarks, third parties, funds and mandates, financial analysis, etc., as well as operational data for positions and transactions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/9/2015 via GlobeNewswire

FactSet Research Systems Inc., acquired Code:Red, Inc.

synopsis: FactSet Research Systems, a provider of integrated global financial information and analytical applications announced it has acquired Code Red, Inc. Code Red provides research management technologies to the investment community, including endowments and foundations, institutional asset managers, sovereign wealth funds, pensions, and hedge funds.
buyer: FactSet Research Systems Inc. (FDS:$1,627.96)
FactSet is a leading provider of financial information and analytics. More than 55,500 users stay ahead of global market trends, access extensive company and industry intelligence, and monitor performance with FactSet's desktop analytics, mobile applications, and comprehensive data feeds. "
target: Code:Red, Inc.
Code Red, a provider of investment research technology, enables firms to efficiently organize methods of research and contact management, data aggregation, due diligence, and compliance into an enterprise workspace that models a complete and repeatable investment process.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/15/2015 via Company Press Release

Welsh, Carson, Anderson & Stowe, acquired AIM Software

synopsis: Austrian company AIM Software, a provider of data management software products to the financial services industry, has received a majority investment from Welsh, Carson, Anderson & Stowe, a private equity firm. AIM's platform for data management business applications goes beyond standard Enterprise Data Management functionality.
buyer: Welsh, Carson, Anderson & Stowe
Welsh, Carson, Anderson & Stowe (WCAS) focuses its investment activity in two target industries: technology and healthcare. Since its founding in 1979, WCAS has organized 17 limited partnerships with total capital of over $26 billion. "
target: AIM Software
AIM Software is an Austrian-based provider of Enterprise Data Management business applications to the buy-side. Over 100 world leading asset management, private & wealth management, asset servicing, fund administration and global custody firms depend on AIM for their data management requirements.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 11/3/2014 via Company Press Release

AIM Software, will acquire Joss Technology, Inc.

synopsis: AIM Software, the leading provider of data management products to the financial industry, announced that it has reached an agreement to acquire US-based Joss Technology, an innovative solutions provider tackling the growing volume and complexity of information related to legal entities.
buyer: AIM Software
AIM Software is a leading independent provider of enterprise data management solutions for the securities and investment industry since 1999. Solutions include software for reference data management, financial instrument pricing, legal entities data and corporate actions data. "
target: Joss Technology, Inc.
Joss Technology is a financial software provider focused on entity data management. Financial institutions need to have a clear understanding of the entities they interact with and are exposed to (counterparties, clients, custodians, issuers).
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/21/2009 via Market Wire

Broadridge Financial Solutions, Inc., acquired Access Data Corp.

synopsis: Broadridge Financial Solutions, Inc., a leading global provider of technology solutions to the financial services industry, announced the acquisition of Access Data Corp. Access Data's solutions provide enterprise-wide reporting and data management services to asset management firms and financial intermediaries.
buyer: Broadridge Financial Solutions, Inc. (BR:$4,824.00)
Broadridge Financial Solutions, Inc. is a leading global provider of technology-based outsourcing solutions to the financial services industry. Broadridge's systems and services include investor communication, securities processing, and clearing and outsourcing solutions. "
target: Access Data Corp.
Access Data Corp. is a Pittsburgh based leading provider of enterprise reporting and data management services for asset management firms and financial intermediaries.
price ($mm)
$45
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/18/2008 via BusinessWire

Chi-X Global, acquired Cicada Corporation

synopsis: Chi-X® Global Inc. announced the acquisition of substantially all the business and assets of Cicada Corp., a leading provider of low latency data management technologies, customer qualification and compliance software, and other services for financial institutions, exchanges and data vendors.
buyer parent: Nomura Holdings, Inc.
buyer: Chi-X Global
A subsidiary of electronic trading pioneer Instinet, Chi-X Global is a holding company for the regional operations of Chi-X market centers. Chi-X aims to provide investors around the world with the most efficient markets possible through its high-speed, low-cost, intelligent trading model. "
target: Cicada Corporation
Cicada is an innovative leader in data management and compliance technology for financial institutions, exchanges and data vendors. Cicada’s products address a range of today’s most pressing industry challenges.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 2/11/2008 via finextra.com

Symphony Technology Group, acquired Netik, Plc

synopsis: Financial markets software house Netik has bought back the stake in its business that Bank of New York Mellon acquired in 2004. Financial terms of the transactions - financed by Symphony Technology Group - have not been disclosed.
buyer: Symphony Technology Group
Symphony Technology Group (STG) is a strategic private equity firm with the mission of investing in and being a partner in building great software and services companies. "
target parent: The Bank of New York Mellon Corporation
target: Netik, Plc
Netik provides financial data warehouse solutions to the securities industry. The company’s solutions include Netik InterView, a data warehouse and data hub for information-centric data management and reporting solutions, which provides access to portfolio/investment accounting data.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/3/2007 via PR Newswire

Asset Control Systems, Inc., acquired Tap Solutions, Inc.

synopsis: Asset Control has acquired Vancouver-based TAP Solutions Inc., a company specializing in data accessibility software for financial services firms leveraging the Microsoft technology suite, to extend its market solutions to firms of all sizes.
buyer parent: FMR Corp.
buyer: Asset Control Systems, Inc.
Asset Control is the world's leading provider of Centralized Data Management to financial industry firms. With a complete range of in-house and outsourced options, Asset Control delivers Total Data Management, a hybrid approach to data management. "
target: Tap Solutions, Inc.
TAP Solutions, Inc. provides global securities solutions, data management products, and related professional services to the financial services sector. The company offers TAPMaster, a data management platform for the acquisition, management, and deployment of market and reference data.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/26/2022 via BusinessWire

Dynamo Software, acquired Smonik Systems

synopsis: Dynamo Software, Inc., a market-leading provider of end-to-end cloud software solutions for the alternative investment management industry, announced its acquisition of Smonik Systems, a leader in data management. They provide cutting-edge software that closes the gap for Limited Partners (LPs) to process both structured and unstructured data.
buyer parent: Francisco Partners Management LLC
buyer: Dynamo Software
Dynamo Software has provided premium industry-specific, configurable investment management and reporting software for the global alternative assets industry since 1998, including fund administrators, endowments, pension funds, foundations, private equity and more. "
target: Smonik Systems
Smonik Systems provides data management and reconciliation services to the financial services industry. The proprietary, best-in-class software delivered by Smonik focuses on automating the entire data management workflow.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/18/2011 via Company Press Release

Netik, Plc, acquired CorrectNet

synopsis: Netik LLC announced the acquisition of CorrectNet, the market leader in managed client communications and delivery. The company's infiPOINT data platform and service provides the technology, infrastructure, operations and people to manage the aggregation, presentation, and delivery of complex information to business users.
buyer parent: Symphony Technology Group
buyer: Netik, Plc
Netik is a provider to the securities industry of financial data management and reporting services and products with operations in N. America, Europe, Middle East, S. Africa and Asia. Netik’s data management products include Netik GSM℠, Delta One Data and Netik InterView™. "
target: CorrectNet
CorrectNet satisfies the demands of global asset management clients by using innovative managed service and publishing technologies to help firms create differentiation, efficiency and quality in their client communications including marketing, diligence, reporting and client servicing functions.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 9/14/2016 via BNC Analysis

IRESS Market Technology Limited, will acquire INET BFA

synopsis: IRESS, a principal supplier of sophisticated share market and wealth management systems, is acquiring INET BFA, Africa’s leading provider of financial data feeds and analysis tools. They cover African and global share prices, as well as company information including annual reports, financial statements and more.
buyer: IRESS Market Technology Limited (ASX:IRE:$292.95)
IRESS is a principal supplier of sophisticated share market and wealth management systems around the world. Innovative and extensive, IRESS solutions deliver streamlined data and workflow to financial markets and wealth management professionals. "
target parent: Naspers Ltd.
target: INET BFA
INET BFA is Africa’s leading provider of financial data feeds and analysis tools. They cover African and global share prices, as well as company information including annual reports, financial statements and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA

Like Data Agent


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Data Agent

Hedge Trackers, LLC

Derivation Software

PATRONAS Financial Systems

Trade Alert, LLC

Measurisk

RightPond

HoldingsInsight

KB Tech Ltd.

AIM Software

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CoreOne Technologies

SmartCo

Code:Red, Inc.

AIM Software

Joss Technology, Inc.

Access Data Corp.

Cicada Corporation

Netik, Plc

Tap Solutions, Inc.

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KB Tech Ltd.

AIM Software

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CoreOne Technologies

SmartCo

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AIM Software

Joss Technology, Inc.

Access Data Corp.

Cicada Corporation

Netik, Plc

Tap Solutions, Inc.

Smonik Systems

CorrectNet

INET BFA

Geography
Matching Companies
Ticker: AIM:BRY
 
 
 
 
 
 
 
 
Brady plc
Brady plc
Brady plc is the leading provider of software solutions for global commodity trading. They offer a choice of trading and risk management applications designed to enable producers, financial organisations and trading companies to manage their commodity transactions in an integrated solution.
year
2017
rev ($mm)
$39.97
EBITDA ($mm)
($2.65)
EBIT ($mm)
($3.47)
Net Income ($mm)
Employees
253
  • drill down
  • watch
Ticker: SEHK:8131
 
 
 
 
 
 
 
 
abc Multiactive
abc Multiactive
abc Multiactive is a software company in Hong Kong that provides solutions for brokerages. abc Multiactive offers an advanced solution for front and back-office trading. They also offer a FinReg solution that helps firms to detect abnormal trades, suspicious activities, and money laundering.
year
2020
rev ($mm)
$1.53
EBITDA ($mm)
($0.37)
EBIT ($mm)
($0.40)
Net Income ($mm)
Employees
24
  • drill down
  • watch
Ticker: AIM:KRM
 
 
 
 
 
 
 
 
KRM22
KRM22 is a London-listed investment company that invests in, and acquires stakes in, selected technology companies with a focus on risk management software to the capital markets sector.
year
2018
rev ($mm)
$1.63
EBITDA ($mm)
($6.12)
EBIT ($mm)
($6.78)
Net Income ($mm)
Employees
0
  • drill down
  • watch
Ticker: LSE:GHT
 
 
 
 
 
 
 
 
Gresham Computing
Gresham Computing
Gresham Computing plc is a leading software and services company that specialises in providing real-time transaction control and enterprise data integrity solutions. Gresham’s Clareti software platform is designed to provide financial institutions with complete certainty in their data processing.
year
2020
rev ($mm)
$32.28
EBITDA ($mm)
$1.73
EBIT ($mm)
$0.98
Net Income ($mm)
Employees
141
  • drill down
  • watch
Ticker: LSE:MCGN
 
 
 
 
 
 
 
 
Aptitude Software Group plc
Aptitude Software Group plc
Aptitude Software Group, formerly Microgen, is the owner of 2 leading software businesses, Aptitude Software and Microgen Financial Systems.. Aptitude Software helps enterprise CFOs to streamline finance operations. Microgen Financial Systems offers a range of financial services technology systems.
year
2018
rev ($mm)
$89.10
EBITDA ($mm)
$21.34
EBIT ($mm)
$17.37
Net Income ($mm)
$17.49
Employees
405
  • drill down
  • watch
Ticker: BUSE:OPUS
 
 
 
 
 
 
 
 
Opus Global, Inc.
Opus Global is a global risk and compliance SaaS and data solution company, founded on a simple premise: that faster, better decisions in compliance and risk management give businesses an extraordinary advantage in the marketplace.
year
2017
rev ($mm)
$160.13
EBITDA ($mm)
$24.64
EBIT ($mm)
$18.91
Net Income ($mm)
$21.05
Employees
47
  • drill down
  • watch
Ticker: FJH:XTRA
 
 
 
 
 
 
 
 
COR&FJA AG
COR&FJA AG
COR&FJA AG, together with its subsidiaries, offers software and consultancy services primarily for the insurance industry and pensions market in Germany and internationally.
year
2008
rev ($mm)
$85.46
EBITDA ($mm)
$3.90
EBIT ($mm)
$2.78
Net Income ($mm)
$0.70
Employees
475
  • drill down
  • watch
Ticker: MORN
 
 
 
 
 
 
 
 
Morningstar, Inc.
Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutions.
year
2022
rev ($mm)
$1,699.30
EBITDA ($mm)
$411.60
EBIT ($mm)
$260.90
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: 601519.SS
 
 
 
 
 
 
 
 
Shanghai Great Wisdom Co., Ltd.
Shanghai Great Wisdom Co., Ltd.
Great Wisdom provides services in the areas of financial database, real-time quotes transmission, real-time quotes reveal and investment analysis software, financial education system, information dissemination, Web and other areas of financial services platform.
year
2013
rev ($mm)
$92.77
EBITDA ($mm)
($76.41)
EBIT ($mm)
($68.57)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: TSXV:ALY
 
 
 
 
 
 
 
 
AnalytixInsight
AnalytixInsight
AnalytixInsight Inc's Big Data Analytics platform helps transform data into narratives. Their flagship product Capital Cube provides high-quality financial research and content for investors, information providers, finance portals and media.
year
2016
rev ($mm)
$1.66
EBITDA ($mm)
($1.51)
EBIT ($mm)
($1.64)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: ASX:IRE
 
 
 
 
 
 
 
 
IRESS Market Technology Limited
IRESS Market Technology Limited
IRESS Limited is an Australian software company specialising in the development of software systems and services for financial markets and wealth management.
year
2019
rev ($mm)
$292.95
EBITDA ($mm)
$66.10
EBIT ($mm)
$56.39
Net Income ($mm)
$37.49
Employees
2011
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Bravura Solutions Limited
Bravura Solutions Limited
Bravura Solutions is a leading provider of software solutions for the wealth management, life insurance and fund administration industries, underpinned by functionally rich technology that enables modernisation, consolidation and simplification.
year
2020
rev ($mm)
$194.13
EBITDA ($mm)
$45.84
EBIT ($mm)
$36.98
Net Income ($mm)
$28.29
Employees
1442
  • drill down
  • watch
Ticker: LSE:GHT
 
 
 
 
 
 
 
 
Gresham Computing
Gresham Computing
Gresham Computing plc is a leading software and services company that specialises in providing real-time transaction control and enterprise data integrity solutions. Gresham’s Clareti software platform is designed to provide financial institutions with complete certainty in their data processing.
year
2020
rev ($mm)
$32.28
EBITDA ($mm)
$1.73
EBIT ($mm)
$0.98
Net Income ($mm)
Employees
141
  • drill down
  • watch
Ticker: ASX:REV
 
 
 
 
 
 
 
 
Real Estate Investar
Real Estate Investar
Real Estate Investar is an Australian provider of products and services for property investors. Real Estate Investar helps people to find, analyse and track investment properties. Their platform provides users with all the tools, data and information they need to invest in property successfully.
year
2019
rev ($mm)
$0.59
EBITDA ($mm)
($0.38)
EBIT ($mm)
($0.63)
Net Income ($mm)
Employees
0
  • drill down
  • watch
Ticker: SSNC
 
 
 
 
 
 
 
 
SS&C Technologies, Inc.
SS&C Technologies, Inc.
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial services industry.
year
2022
rev ($mm)
$5,112.60
EBITDA ($mm)
$1,903.20
EBIT ($mm)
$1,239.70
Net Income ($mm)
Employees
0
  • drill down
  • watch
Ticker: BLK
 
 
 
 
 
 
 
 
BlackRock, Inc.
BlackRock, Inc.
BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. They help clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares®, and more.
year
2022
rev ($mm)
$19,374.00
EBITDA ($mm)
$8,525.00
EBIT ($mm)
$8,378.00
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: MKTX
 
 
 
 
 
 
 
 
MarketAxess Holdings, Inc.
MarketAxess Holdings, Inc.
MarketAxess operates a leading, institutional electronic trading platform delivering expanded liquidity opportunities, improved execution quality and significant cost savings across global fixed-income markets.
year
2020
rev ($mm)
$615.14
EBITDA ($mm)
$350.02
EBIT ($mm)
$321.32
Net Income ($mm)
$262.94
Employees
527
  • drill down
  • watch
Ticker: AIM:FDP
 
 
 
 
 
 
 
 
First Derivatives plc
First Derivatives plc
First Derivatives (FD) is a global technology provider with nearly 20 years of experience of working with some of the world’s largest finance, technology and energy institutions.
year
2017
rev ($mm)
$222.71
EBITDA ($mm)
$27.38
EBIT ($mm)
$21.19
Net Income ($mm)
$11.43
Employees
2000
  • drill down
  • watch
Ticker:
 
 
 
 
 
 
 
 
Infront AS
Infront provides electronic trading solutions and real-time market data, news, and analytics covering financial key markets in all asset classes. Infront’s terminal, mobile apps and versatile electronic trading solutions connect professional users to their local and international markets.
year
2021
rev ($mm)
$142.28
EBITDA ($mm)
$20.65
EBIT ($mm)
$10.45
Net Income ($mm)
Employees
483
  • drill down
  • watch
Ticker: BIT:CAD
 
 
 
 
 
 
 
 
CAD IT S.p.A.
CAD IT S.p.A.
CAD IT is a dynamic Italian technology company with a leading position in financial services software. Area Finanza, their flagship product, is a securities trading and post-trading process management system. CAD IT customers includes Banks, Insurances, Funds, Brokers, Enterprises, and more.
year
2018
rev ($mm)
$74.33
EBITDA ($mm)
$14.44
EBIT ($mm)
$7.75
Net Income ($mm)
$4.94
Employees
590
  • drill down
  • watch
Ticker: BIT:TAS
 
 
 
 
 
 
 
 
TAS Group S.p.A
TAS Group S.p.A
TAS S.p.A. a leading company in Italy in the supply of software and services for banking and financial applications, with a presence in Europe, the US and Latin America. TAS is specialised in software solutions for electronic money, payment systems, capital markets and Extended Enterprise.
year
2020
rev ($mm)
$63.47
EBITDA ($mm)
$6.90
EBIT ($mm)
$7.21
Net Income ($mm)
$6.01
Employees
415
  • drill down
  • watch
Ticker: SEHK:8018
 
 
 
 
 
 
 
 
Finsoft Financial Investment Holdings Limited
Finsoft Financial Investment Holdings is principally engaged in the provision of financial trading software solutions, provision of other internet financial platforms, provision of referral services, money lending business, securities investments and provision of corporate finance advisory services.
year
2015
rev ($mm)
$7.26
EBITDA ($mm)
$1.91
EBIT ($mm)
$1.77
Net Income ($mm)
$1.16
Employees
64
  • drill down
  • watch