Like Preqin Solutions Ltd

closed 4/29/2019 via Company Press Release

Dynamo Software, acquired Preqin Solutions Ltd

synopsis: Dynamo Software, the premier provider of comprehensive cloud software and data solutions for the alternative investment industry, has acquired Preqin Solutions, formerly Baxon Solutions. Based in London, Preqin Solutions provides cloud-based software for private equity portfolio monitoring.
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 parent: Preqin
target: Preqin Solutions Ltd
Preqin Solutions, formerly Baxon Solutions, is the lead innovator in cloud solutions for the private equity industry. Preqin Solutions delivers simple functionality to enhance the quality of data and the decision-making tools available to portfolio companies and asset owners.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/9/2016 via PR Web

Preqin, acquired Baxon

synopsis: Preqin, the leading source of information for the alternative assets industry, has announced its acquisition of Baxon Solutions. Baxon delivers market leading cloud collaboration software for monitoring, analyzing, managing and reporting portfolio companies' performance.
buyer: Preqin
Preqin is the leading source of information for the alternative assets industry, providing data and analysis via online databases, publications and bespoke data requests. "
target: Baxon
Baxon delivers market leading cloud collaboration software for monitoring, analyzing, managing and reporting portfolio companies' performance by automating the compilation and dynamic exchange of portfolio company information.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/3/2021 via Company Press Release

Imagine Software, Inc. merged with TradingScreen Inc,

synopsis: Francisco Partners, a leading global investment firm that specializes in partnering with technology businesses, announced the combination of TradingScreen, a provider of trading execution and order management software, and Imagine Software, a real-time risk and compliance software platform. The combined company will be known as TS Imagine.
buyer parent: Francisco Partners Management LLC
buyer: TradingScreen Inc
Operating in the cloud for nearly two decades, TradingScreen (TS) is a leading expert on SaaS trading technology. TradeSmart OEMS offers workflow efficiency and seamless integration between the sell-side and buy-side, connecting markets globally and providing traders the information they need. "
target: Imagine Software, Inc.
Imagine offers the power of a real-time, institutional-grade portfolio and risk management software solution and provides clients the choice of full-service on-line accessibility with real-time pricing, security master, corporate actions, derived market data, and 24/7 connectivity.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/19/2021 via Company Press Release

Stacc AS, acquired Escali Financial Systems AS

synopsis: Stacc acquired 100% of shares in Escali Financial Systems AS, a software company specialized in solutions for portfolio-, treasury, and finance management. Escali was founded in 2002 and has 16 employees located in Bergen and Oslo.
buyer: Stacc AS
Norway-based Stacc creates financial technology that simplifies innovation and improves business performance. Stacc combines financial technology with design and strategic know-how to enable financial services to innovate, surprise and excite. "
target: Escali Financial Systems AS
Escali Financial Systems AS is a software company specialized in solutions for portfolio-, treasury, and finance management. Escali was founded in 2002 and has 16 employees located in Bergen and Oslo.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 2/19/2021 via BusinessWire

280 CapMarkets will be merged with Incapital,

synopsis: Incapital, a leading underwriter and distributor of fixed income and market-linked securities, and 280 CapMarkets, a technology company providing best execution trading support and price transparency, announced they are merging to create InspereX.
buyer: Incapital
Incapital was founded in 1999 and is a leading underwriter and distributor of securities to more than 500 broker dealers, institutions, asset managers, RIAs and banks. "
target: 280 CapMarkets
280 CapMarkets is a financial technology company focused on delivering best execution support and price transparency to advisors, institutional investors, and issuers in the fixed income markets.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/16/2020 via BusinessWire

BitGo, acquired Lumina Technologies, Inc.

synopsis: BitGo, the leader in digital asset financial services, announced that it acquired Lumina, a comprehensive crypto-native financial platform. Lumina is trusted by leading investment funds, enterprises, and professionals who demand an institutional-grade solution.
buyer: BitGo
BitGo is the leader in digital asset financial services, providing institutional investors with security, custody, and liquidity solutions. BitGo processes over 20% of all global bitcoin transactions, and supports over 200 coins and tokens. "
target: Lumina Technologies, Inc.
Lumina is a comprehensive crypto-native financial platform. Lumina is trusted by leading investment funds, enterprises, and professionals who demand an institutional-grade solution. Their platform offers solutions for portfolio management, accounting and tax, pricing and transaction APIs, and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/10/2018 via BNC Analysis

NeoXam, acquired 100M

synopsis: NeoXam, a global financial software company, has acquired 100M, a French provider of reporting solutions to the finance industry. 100M's solution allows users to monitor their portfolio, manage fund reporting for any asset class and generate customized client reports.
buyer parent: Cathay Capital Private Equity
buyer: NeoXam
NeoXam is a global financial software company that deliver reliable and scalable solutions, processing more than $15 trillion worth of assets per day and serving over 10,000 users. NeoXam helps buy- and sell-side clients address the continuous changes in the financial industry. "
target: 100M
100M is a French provider of reporting solutions to the finance industry. Their solution simplifies reporting, digitizes portfolio monitoring and improves client service. 100M allows users to monitor their portfolio, manage fund reporting for any asset class and generate customized client reports.
price ($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 10/18/2017 via PE Hub

Francisco Partners Management LLC, acquired Dynamo Software

synopsis: Dynamo Software, the premier provider of configurable, cloud-based investment management software for the alternative asset investment industry, announced a majority investment from Francisco Partners, a global, technology-focused private equity firm.
buyer: Francisco Partners Management LLC
Francisco Partners is a leading global private equity firm, which specializes in investments in technology businesses. Since its launch over 17 years ago, Francisco Partners has raised over $10 billion in capital and invested in over 200 technology companies. "
target: Dynamo Software
Dynamo Software has provided premium industry-specific, configurable investment management and reporting software for the global alternative assets industry since 1998, including fund administrators, endowments, pension funds, foundations, private equity and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 12/13/2007 via BusinessWire

Schwab Performance Technologies, will acquire etelligent consulting

synopsis: Schwab Performance Technologies, a subsidiary of The Charles Schwab Corporation and a leading provider of portfolio management and accounting solutions to independent Registered Investment Advisors has entered into an agreement to acquire RIA back office outsourcing provider Etelligent Consulting, Inc.
buyer parent: The Charles Schwab Corporation
buyer: Schwab Performance Technologies
Schwab Performance Technologies (SPT) is a leading provider of portfolio management systems and accounting solutions to more than 3,000 independent investment advisory firms. SPT develops powerful portfolio management solutions to help advisors manage their practice and service their clients. "
target: etelligent consulting
Etelligent is the leading provider of BackOffice Portfolio Reporting services to Registered Investment Advisors and other financial professionals. Etelligent has worked with over a thousand advisors nationwide and currently has over $30 billion of assets on the Etelligent BackOffice™ platform.
price ($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 10/27/2022 via BNC Analysis

eToro, acquired Bullsheet

synopsis: eToro, the world’s leading social trading network, has acquired Bullsheet, a provider of portfolio management tools in Germany. Bullsheet enables eToro users to make better investment decisions by automatically importing and tracking their stocks. Their platform allows users to visualize their assets by sector, type, yield and more.
buyer: eToro
eToro is the world’s leading social trading network. eToro aims to revolutionise the way people invest. Their platform features innovative investment tools and empowers millions of users in over 140 countries to trade and invest in a simple and transparent way. "
target: Bullsheet
Bullsheet is a provider of portfolio management tools in Germany. Bullsheet enables eToro users to make better investment decisions by automatically importing and tracking their stocks across several verticals. Their platform allows users to visualize their assets by sector, type, yield and more.
price ($mm)
rev ($mm)
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EV / rev
EV / EBITDA
closed 10/26/2022 via BNC Analysis

Glassnode, acquired Accointing.com

synopsis: Glassnode, the global leader in on-chain and market data intelligence, has acquired Accointing.com, a Switzerland-based accounting, tracking and tax optimization tool for cryptocurrencies. Accointing.com provides a comprehensive platform that enables crypto investors to easily keep track of their crypto portfolios and file their crypto taxes.
buyer: Glassnode
Glassnode is a global blockchain data and intelligence platform. Glassnode offers the most comprehensive library of on-chain and financial metrics to help investors make better investment decisions. They provide a holistic and contextualised view of the crypto markets through actionable insights. "
target: Accointing.com
Accointing.com is a Switzerland-based accounting, tracking and tax optimization tool for Bitcoin and other cryptocurrencies. Accointing.com provides a comprehensive and simple to use platform that enables crypto investors to easily keep track of their crypto portfolios and file their crypto taxes.
price ($mm)
rev ($mm)
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EV / rev
EV / EBITDA
closed 3/3/2021 via PR Newswire

Roofstock, acquired Stessa, Inc.

synopsis: Roofstock, the leading marketplace for investing in the $4 trillion single-family rental home sector, has acquired Stessa, the leading asset management software-as-a-service solution for Single Family Residential investors, which was owned by JLL's technology division, JLL Technologies.
buyer: Roofstock
Roofstock is the leading marketplace for investing in the $4 trillion single-family rental home sector. The company provides extensive resources for investors to buy, own and sell real estate online, including data analytics, property management oversight and other tools. "
target parent: JLL
target: Stessa, Inc.
Stessa is a SaaS platform that enables income property owners to track, manage, and communicate the performance of their real estate investments. Stessa makes it easy for both novice and sophisticated investors to drive operational efficiencies, maximize revenue, and improve portfolio performance.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/28/2018 via PR Newswire

JLL Spark, acquired Stessa, Inc.

synopsis: JLL Spark, a division of JLL that invests in proptech companies, has acquired Stessa, a SaaS platform that enables income property owners to track, manage, and communicate the performance of their real estate investments. Stessa makes it easy for investors to drive operational efficiencies, maximize revenue, and improve portfolio performance.
buyer parent: JLL
buyer: JLL Spark
JLL Spark is dedicated to transforming the real estate industry through technology-based innovation. JLL Spark's strategic proptech investments offer JLL the ability to provide innovative products to real estate owners and operators. "
target: Stessa, Inc.
Stessa is a SaaS platform that enables income property owners to track, manage, and communicate the performance of their real estate investments. Stessa makes it easy for both novice and sophisticated investors to drive operational efficiencies, maximize revenue, and improve portfolio performance.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 5/23/2019 via BusinessWire

Refinitiv, will acquire AlphaDesk

synopsis: Refinitiv will acquire AlphaDesk, a cloud-based Order Management System (OMS) that offers order and portfolio management, risk, and compliance solutions for buy-side clients. AlphaDesk adds a multi-asset class and multi-currency OMS platform with flexible workflows, adaptable to the differing needs of individual buy-side traders and asset managers.
buyer parent: Blackstone Group LP
buyer: Refinitiv
Refinitiv is a provider of financial market data and infrastructure. It provides leading data and insights, trading platforms, and open data and technology platforms that connect a thriving global financial markets community. "
target parent: SGGG Fund Services Inc.
target: AlphaDesk
Toronto, Canada based AlphaDesk delivers real-time order, portfolio, and operations management tools to fund managers. The managed cloud service supports multiple portfolios, strategies, asset types, currencies and custodians in a single, integrated solution.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/24/2017 via BNC Analysis

MergerMarket Group, acquired TIM Group

synopsis: Mergermarket Group, a BC Partners portfolio company, announced that it has acquired TIM Group. Established in 2002 and headquartered in London, TIM Group specialises in the electronic delivery of equity trade ideas and investment recommendations through its independent distribution platform.
buyer parent: BC Partners
buyer: MergerMarket Group
Mergermarket Group is a global media company providing investment banks, advisory professionals, fund managers, private equity firms, industry and corporate professionals with forward-looking intelligence, analysis and data. "
target: TIM Group
TIM Group connects financial industry professionals with its proprietary network and technology, revolutionizing how investment advice is distributed, analysed and monetized. TIM Group network analyses and measures trade idea performance, facilitating compliance in line with MiFID II requirements.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 7/30/2018 via BusinessWire

InvestorForce will be merged with Investment Metrics, LLC,

synopsis: Resurgens Technology Partners has entered into a definitive agreement to acquire InvestorForce from MSCI Inc., and will merge it with its portfolio company, Investment Metrics. InvestorForce is a premier provider of performance reporting solutions to the institutional investment community.
buyer parent: Resurgens Technology Partners
buyer: Investment Metrics, LLC
Investment Metrics is a leading provider of investment performance analytics and reporting solutions for institutional investment consultants, asset managers and private wealth advisors. "
target parent: MSCI Inc.
target: InvestorForce
InvestorForce is a premier provider of performance reporting solutions to the institutional investment community, providing investment consultants with an integrated solution for daily monitoring, analysis and reporting on institutional assets.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 1/30/2013 via BusinessWire

MSCI Inc., acquired InvestorForce

synopsis: MSCI Inc. announced that it has completed its acquisition of Investor Force Holdings, Inc. InvestorForce is a leading provider of performance reporting solutions to the institutional investment community in the US, providing investment consultants with an integrated solution for daily monitoring, analysis and reporting on institutional assets.
buyer: MSCI Inc. (MSCI:$1,476.56)
MSCI Inc. is a leading provider of investment decision support tools to investors globally, including asset managers, banks, hedge funds and pension funds. MSCI products and services include indices, portfolio risk and performance analytics, and governance tools. "
target parent: ICG Group, Inc.
target: InvestorForce
Investor Force, Inc. is a financial software company that has been a pioneer in the development of advanced solutions for institutional investment consultants. Their technology leverages automated data collection to provide clients with real time insight, transparency and deep analysis.
price ($mm)
$24
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/3/2019 via GlobeNewswire

Hazeltree, acquired ENSO Financial Analytics

synopsis: Hazeltree, the leading provider of integrated treasury management and portfolio finance solutions, announced today that it has acquired ENSO Financial Analytics (ENSO), a leading provider of portfolio analytics for hedge funds and prime brokers, previously owned by CME Group Inc.
buyer: Hazeltree
Hazeltree is the leading Treasury Management solution provider with powerful, proactive performance enhancement and risk mitigation capabilities that generate operational alpha, reduce a range of risks and streamline operations. "
target parent: CME Group
target: ENSO Financial Analytics
ENSO Financial Analytics (ENSO) is a leading hedge fund service provider offering clients the ability to use critical business insights to become more competitive while strengthening their broker relationships. ENSO captures data on more than $1 trillion in hedge fund assets under advisory.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/29/2019 via Company Press Release

Dynamo Software, acquired Preqin Solutions Ltd

synopsis: Dynamo Software, the premier provider of comprehensive cloud software and data solutions for the alternative investment industry, has acquired Preqin Solutions, formerly Baxon Solutions. Based in London, Preqin Solutions provides cloud-based software for private equity portfolio monitoring.
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 parent: Preqin
target: Preqin Solutions Ltd
Preqin Solutions, formerly Baxon Solutions, is the lead innovator in cloud solutions for the private equity industry. Preqin Solutions delivers simple functionality to enhance the quality of data and the decision-making tools available to portfolio companies and asset owners.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/9/2016 via PR Web

Preqin, acquired Baxon

synopsis: Preqin, the leading source of information for the alternative assets industry, has announced its acquisition of Baxon Solutions. Baxon delivers market leading cloud collaboration software for monitoring, analyzing, managing and reporting portfolio companies' performance.
buyer: Preqin
Preqin is the leading source of information for the alternative assets industry, providing data and analysis via online databases, publications and bespoke data requests. "
target: Baxon
Baxon delivers market leading cloud collaboration software for monitoring, analyzing, managing and reporting portfolio companies' performance by automating the compilation and dynamic exchange of portfolio company information.
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 9/10/2020 via BusinessWire

Dynamo Software, acquired Imagineer Technology Group, Inc.

synopsis: Dynamo Software has acquired Imagineer Technology Group, a company that offers relationship management software and services that help investor relations and fund marketing teams to effectively manage their clients, raise capital, and operate their businesses efficiently and intelligently.
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: Imagineer Technology Group, Inc.
Since its founding in 1998, Imagineer Technology Group has provided relationship management software and services that help investor relations and fund marketing teams to effectively manage their clients, raise capital, and operate their businesses efficiently and intelligently.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 7/31/2019 via Company Press Release

Dynamo Software, acquired Communica

synopsis: Dynamo Software has acquired Communica, the products subsidiary of Digiterre. Communica provides CRM, investor servicing and compliance software for some of the largest and high-profile hedge funds, private equity firms, prime brokers and fund administrators worldwide.
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 parent: Digiterre Ltd.
target: Communica
Communica has been a significant force in the alternative investments sector since 2005, providing CRM, investor servicing and compliance software for some of the largest and high-profile hedge funds, private equity firms, prime brokers and fund administrators worldwide.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/29/2019 via Company Press Release

Dynamo Software, acquired Preqin Solutions Ltd

synopsis: Dynamo Software, the premier provider of comprehensive cloud software and data solutions for the alternative investment industry, has acquired Preqin Solutions, formerly Baxon Solutions. Based in London, Preqin Solutions provides cloud-based software for private equity portfolio monitoring.
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 parent: Preqin
target: Preqin Solutions Ltd
Preqin Solutions, formerly Baxon Solutions, is the lead innovator in cloud solutions for the private equity industry. Preqin Solutions delivers simple functionality to enhance the quality of data and the decision-making tools available to portfolio companies and asset owners.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/14/2018 via PR Web

Dynamo Software, acquired Q-Biz Solutions

synopsis: Dynamo Software, the premier provider of software and data solutions for the alternative investment industry, announced that it has acquired Q-Biz Solutions, LLC. Q-Biz has a long, successful history of providing software and services for the private equity back office.
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: Q-Biz Solutions
Q-Biz Solutions helps private equity back-office teams enhance data capture, reporting and automation. PEView provides easy access to all firm information from one intuitive interface, handles complex fund structures and economic arrangements, and provides best of breed reporting.
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 10/18/2017 via PE Hub

Francisco Partners Management LLC, acquired Dynamo Software

synopsis: Dynamo Software, the premier provider of configurable, cloud-based investment management software for the alternative asset investment industry, announced a majority investment from Francisco Partners, a global, technology-focused private equity firm.
buyer: Francisco Partners Management LLC
Francisco Partners is a leading global private equity firm, which specializes in investments in technology businesses. Since its launch over 17 years ago, Francisco Partners has raised over $10 billion in capital and invested in over 200 technology companies. "
target: Dynamo Software
Dynamo Software has provided premium industry-specific, configurable investment management and reporting software for the global alternative assets industry since 1998, including fund administrators, endowments, pension funds, foundations, private equity and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/29/2019 via Company Press Release

Dynamo Software, acquired Preqin Solutions Ltd

synopsis: Dynamo Software, the premier provider of comprehensive cloud software and data solutions for the alternative investment industry, has acquired Preqin Solutions, formerly Baxon Solutions. Based in London, Preqin Solutions provides cloud-based software for private equity portfolio monitoring.
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 parent: Preqin
target: Preqin Solutions Ltd
Preqin Solutions, formerly Baxon Solutions, is the lead innovator in cloud solutions for the private equity industry. Preqin Solutions delivers simple functionality to enhance the quality of data and the decision-making tools available to portfolio companies and asset owners.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/19/2021 via Company Press Release

Stacc AS, acquired Escali Financial Systems AS

synopsis: Stacc acquired 100% of shares in Escali Financial Systems AS, a software company specialized in solutions for portfolio-, treasury, and finance management. Escali was founded in 2002 and has 16 employees located in Bergen and Oslo.
buyer: Stacc AS
Norway-based Stacc creates financial technology that simplifies innovation and improves business performance. Stacc combines financial technology with design and strategic know-how to enable financial services to innovate, surprise and excite. "
target: Escali Financial Systems AS
Escali Financial Systems AS is a software company specialized in solutions for portfolio-, treasury, and finance management. Escali was founded in 2002 and has 16 employees located in Bergen and Oslo.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 4/16/2020 via BusinessWire

BitGo, acquired Lumina Technologies, Inc.

synopsis: BitGo, the leader in digital asset financial services, announced that it acquired Lumina, a comprehensive crypto-native financial platform. Lumina is trusted by leading investment funds, enterprises, and professionals who demand an institutional-grade solution.
buyer: BitGo
BitGo is the leader in digital asset financial services, providing institutional investors with security, custody, and liquidity solutions. BitGo processes over 20% of all global bitcoin transactions, and supports over 200 coins and tokens. "
target: Lumina Technologies, Inc.
Lumina is a comprehensive crypto-native financial platform. Lumina is trusted by leading investment funds, enterprises, and professionals who demand an institutional-grade solution. Their platform offers solutions for portfolio management, accounting and tax, pricing and transaction APIs, and more.
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 10/18/2017 via PE Hub

Francisco Partners Management LLC, acquired Dynamo Software

synopsis: Dynamo Software, the premier provider of configurable, cloud-based investment management software for the alternative asset investment industry, announced a majority investment from Francisco Partners, a global, technology-focused private equity firm.
buyer: Francisco Partners Management LLC
Francisco Partners is a leading global private equity firm, which specializes in investments in technology businesses. Since its launch over 17 years ago, Francisco Partners has raised over $10 billion in capital and invested in over 200 technology companies. "
target: Dynamo Software
Dynamo Software has provided premium industry-specific, configurable investment management and reporting software for the global alternative assets industry since 1998, including fund administrators, endowments, pension funds, foundations, private equity and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 12/13/2007 via BusinessWire

Schwab Performance Technologies, will acquire etelligent consulting

synopsis: Schwab Performance Technologies, a subsidiary of The Charles Schwab Corporation and a leading provider of portfolio management and accounting solutions to independent Registered Investment Advisors has entered into an agreement to acquire RIA back office outsourcing provider Etelligent Consulting, Inc.
buyer parent: The Charles Schwab Corporation
buyer: Schwab Performance Technologies
Schwab Performance Technologies (SPT) is a leading provider of portfolio management systems and accounting solutions to more than 3,000 independent investment advisory firms. SPT develops powerful portfolio management solutions to help advisors manage their practice and service their clients. "
target: etelligent consulting
Etelligent is the leading provider of BackOffice Portfolio Reporting services to Registered Investment Advisors and other financial professionals. Etelligent has worked with over a thousand advisors nationwide and currently has over $30 billion of assets on the Etelligent BackOffice™ platform.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/27/2022 via BNC Analysis

eToro, acquired Bullsheet

synopsis: eToro, the world’s leading social trading network, has acquired Bullsheet, a provider of portfolio management tools in Germany. Bullsheet enables eToro users to make better investment decisions by automatically importing and tracking their stocks. Their platform allows users to visualize their assets by sector, type, yield and more.
buyer: eToro
eToro is the world’s leading social trading network. eToro aims to revolutionise the way people invest. Their platform features innovative investment tools and empowers millions of users in over 140 countries to trade and invest in a simple and transparent way. "
target: Bullsheet
Bullsheet is a provider of portfolio management tools in Germany. Bullsheet enables eToro users to make better investment decisions by automatically importing and tracking their stocks across several verticals. Their platform allows users to visualize their assets by sector, type, yield and more.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 10/26/2022 via BNC Analysis

Glassnode, acquired Accointing.com

synopsis: Glassnode, the global leader in on-chain and market data intelligence, has acquired Accointing.com, a Switzerland-based accounting, tracking and tax optimization tool for cryptocurrencies. Accointing.com provides a comprehensive platform that enables crypto investors to easily keep track of their crypto portfolios and file their crypto taxes.
buyer: Glassnode
Glassnode is a global blockchain data and intelligence platform. Glassnode offers the most comprehensive library of on-chain and financial metrics to help investors make better investment decisions. They provide a holistic and contextualised view of the crypto markets through actionable insights. "
target: Accointing.com
Accointing.com is a Switzerland-based accounting, tracking and tax optimization tool for Bitcoin and other cryptocurrencies. Accointing.com provides a comprehensive and simple to use platform that enables crypto investors to easily keep track of their crypto portfolios and file their crypto taxes.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/3/2021 via PR Newswire

Roofstock, acquired Stessa, Inc.

synopsis: Roofstock, the leading marketplace for investing in the $4 trillion single-family rental home sector, has acquired Stessa, the leading asset management software-as-a-service solution for Single Family Residential investors, which was owned by JLL's technology division, JLL Technologies.
buyer: Roofstock
Roofstock is the leading marketplace for investing in the $4 trillion single-family rental home sector. The company provides extensive resources for investors to buy, own and sell real estate online, including data analytics, property management oversight and other tools. "
target parent: JLL
target: Stessa, Inc.
Stessa is a SaaS platform that enables income property owners to track, manage, and communicate the performance of their real estate investments. Stessa makes it easy for both novice and sophisticated investors to drive operational efficiencies, maximize revenue, and improve portfolio performance.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/28/2018 via PR Newswire

JLL Spark, acquired Stessa, Inc.

synopsis: JLL Spark, a division of JLL that invests in proptech companies, has acquired Stessa, a SaaS platform that enables income property owners to track, manage, and communicate the performance of their real estate investments. Stessa makes it easy for investors to drive operational efficiencies, maximize revenue, and improve portfolio performance.
buyer parent: JLL
buyer: JLL Spark
JLL Spark is dedicated to transforming the real estate industry through technology-based innovation. JLL Spark's strategic proptech investments offer JLL the ability to provide innovative products to real estate owners and operators. "
target: Stessa, Inc.
Stessa is a SaaS platform that enables income property owners to track, manage, and communicate the performance of their real estate investments. Stessa makes it easy for both novice and sophisticated investors to drive operational efficiencies, maximize revenue, and improve portfolio performance.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/9/2016 via PR Web

Preqin, acquired Baxon

synopsis: Preqin, the leading source of information for the alternative assets industry, has announced its acquisition of Baxon Solutions. Baxon delivers market leading cloud collaboration software for monitoring, analyzing, managing and reporting portfolio companies' performance.
buyer: Preqin
Preqin is the leading source of information for the alternative assets industry, providing data and analysis via online databases, publications and bespoke data requests. "
target: Baxon
Baxon delivers market leading cloud collaboration software for monitoring, analyzing, managing and reporting portfolio companies' performance by automating the compilation and dynamic exchange of portfolio company information.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 5/23/2019 via BusinessWire

Refinitiv, will acquire AlphaDesk

synopsis: Refinitiv will acquire AlphaDesk, a cloud-based Order Management System (OMS) that offers order and portfolio management, risk, and compliance solutions for buy-side clients. AlphaDesk adds a multi-asset class and multi-currency OMS platform with flexible workflows, adaptable to the differing needs of individual buy-side traders and asset managers.
buyer parent: Blackstone Group LP
buyer: Refinitiv
Refinitiv is a provider of financial market data and infrastructure. It provides leading data and insights, trading platforms, and open data and technology platforms that connect a thriving global financial markets community. "
target parent: SGGG Fund Services Inc.
target: AlphaDesk
Toronto, Canada based AlphaDesk delivers real-time order, portfolio, and operations management tools to fund managers. The managed cloud service supports multiple portfolios, strategies, asset types, currencies and custodians in a single, integrated solution.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 5/24/2017 via BNC Analysis

MergerMarket Group, acquired TIM Group

synopsis: Mergermarket Group, a BC Partners portfolio company, announced that it has acquired TIM Group. Established in 2002 and headquartered in London, TIM Group specialises in the electronic delivery of equity trade ideas and investment recommendations through its independent distribution platform.
buyer parent: BC Partners
buyer: MergerMarket Group
Mergermarket Group is a global media company providing investment banks, advisory professionals, fund managers, private equity firms, industry and corporate professionals with forward-looking intelligence, analysis and data. "
target: TIM Group
TIM Group connects financial industry professionals with its proprietary network and technology, revolutionizing how investment advice is distributed, analysed and monetized. TIM Group network analyses and measures trade idea performance, facilitating compliance in line with MiFID II requirements.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 8/11/2021 via BNC Analysis

abrdn, will acquire Exo Investing

synopsis: abrdn, a UK-based asset manager, will acquire Exo Investing, an AI powered investment platform in the UK. Exo Investing provides private investors with access to individual wealth management. Their mobile platform allows users to create a portfolio built around their individual goals, risk profile and preferences.
buyer: abrdn (LSE:ABDN:$2,038.84)
abrdn is a UK-based asset manager. abrdn empowers their clients to plan, save and invest for their futures. They help individuals and institutions to manage their investments and enables them to become better investors. "
target: Exo Investing
Exo Investing is an AI powered investment platform in the UK. Exo Investing provides private investors with access to individual wealth management. Their mobile platform allows users to create a portfolio built around their individual goals, risk profile and preferences.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 8/26/2020 via BNC Analysis

Ftx Trading Ltd., acquired Blockfolio, Inc.

synopsis: Hong Kong-based FTX, a cryptocurrency exchange that offers derivatives, options, and other products, has acquired Blockfolio, a popular portfolio tracking app. Blockfolio lets users add their portfolio of cryptocurrencies and track their value over time. With the acquisition, FTX plans to launch a simpler trading experience for retail customers.
buyer: Ftx Trading Ltd.
Hong Kong-based FTX is a cryptocurrency exchange that offers innovative products, including industry-first derivatives, options, volatility products and leveraged tokens. The company strives to develop a platform robust enough for professional trading firms and intuitive enough for first-time users."
target: Blockfolio, Inc.
Blockfolio is the leading network for mobile cryptocurrency portfolio tracking and management. Its Blockfolio Signal product is a first-of-its-kind communications platform that lets users receive updates directly from team leaders of the tokens they are interested in.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 11/6/2019 via PR Newswire

eToro, acquired Delta by Opus Labs

synopsis: Global multi-asset investment platform eToro has acquired Delta, a Belgium-based crypto portfolio tracker app. Delta provides investors with a range of tools to track and analyze their crypto portfolios. Their app allows users to to keep track of Bitcoin, Ethereum, Litecoin and 4000+ other altcoins.
buyer: eToro
For more than a decade, eToro has been a leader in the global Fintech revolution. It is the world’s leading social trading network, with millions of registered users and an array of innovative trading and investment tools. "
target: Delta by Opus Labs
Delta by Opus Labs is a Belgium-based crypto portfolio tracker app. Delta provides investors with a range of tools to track and analyze their crypto portfolios. Their app allows users to to keep track of Bitcoin, Ethereum, Litecoin and 4000+ other altcoins.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 8/26/2022 via BNC Analysis

Infront AS, will acquire Assetmax

synopsis: WealthTech company Infront has entered into an agreement for the acquisition of Assetmax AG. Assetmax is a leading Swiss software for independent asset managers, family offices and banks with integrated multi custody portfolio management, client relationship management, invoicing and reporting.
buyer: Infront AS (:$142.28)
Infront provides electronic trading solutions and real-time market data, news, and analytics covering financial key markets in all asset classes. Infront’s terminal, mobile apps and versatile electronic trading solutions connect professional users to their local and international markets. "
target: Assetmax
Assetmax is a leading Swiss software for independent asset managers, family offices and banks with integrated multi custody portfolio management, client relationship management, invoicing and reporting. Assetmax is a trusted solution used by several wealth managers and banks.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
announced 12/22/2021 via PR Newswire

Morningstar, Inc., will purchase U.K. and International Business from Praemium

synopsis: Morningstar and Praemium Limited have reached an agreement for Morningstar to acquire 100% of Praemium's operations in the United Kingdom, Jersey, Hong Kong, and Dubai. Praemium offers proprietary, friction-free SaaS-based technology and services that allow fee-based advisers to outsource key elements of the advice workflow.
buyer: Morningstar, Inc. (MORN:$1,699.30)
Morningstar, Inc. is a leading provider of independent investment research. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets. "
seller: Praemium (ASX:PPS:$15.31)
Praemium is a global leader in the provision of technology platforms for managed accounts, investment administration and financial planning. Praemium services in excess of 400,000 investor accounts covering over $200 billion in funds globally for more than 1,000 financial institutions.
price ($mm)
$46
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 3/17/2021 via BNC Analysis

BTG Pactual, acquired Kinvo

synopsis: BTG Pactual, a global investment bank, asset manager and wealth manager, has acquired Kinvo, a Brazilian provider of investment management software. Kinvo offers a mobile solution that enables investors to control their investments and improve their performance. Their software features solutions for portfolio management, product analysis, and more.
buyer: BTG Pactual (BOVESPA:BPAC3:$1,263.03)
BTG Pactual is a global investment bank, asset manager, and wealth manager with a dominant franchise in Latin America. BTG Pactual provides a range of financial services to a global client base that includes corporations, institutional investors, governments and high net worth individuals. "
target: Kinvo
Kinvo is a Brazilian provider of investment management software. Kinvo offers a mobile solution that enables investors to control their investments and improve their performance. Their software features solutions for portfolio management, product analysis, asset sensitivity, and more.
price ($mm)
$13
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA
closed 12/22/2020 via Company Press Release

Alter Domus, acquired Credit Vision Limited

synopsis: Luxembourg provider of integrated solutions for the alternative investment industry, Alter Domus has acquired Credit-Vision Limited, a London-based fintech. Credit-Vision is a data and analytics platform for corporate credit investors that streamlines and modernizes portfolio management.
buyer parent: Permira
buyer: Alter Domus
Luxembourg-based Alter Domus is a leading provider of integrated solutions for the alternative investment industry. Alter Domus offers fund administration, corporate services, depositary services, transfer pricing, domiciliation, and management company services. "
target: Credit Vision Limited
Based in the UK, Credit-Vision is award-winning web-based middle and front office technology platform that provides portfolio management and financial analysis to private debt investors and debt capital markets participants including banks, CLO, and other managers.
price ($mm)
rev ($mm)
EBITDA ($mm)
EV / rev
EV / EBITDA

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Matching Companies
Ticker: OTCPK:INVU
 
 
 
 
 
 
 
 
Investview, Inc
Investview, Inc
Investview, Inc. is a New Jersey-based diversified financial technology organization. The Company operates primarily through its wholly- and majority-owned subsidiaries, to provide financial products and services to accredited investors, self-directed investors and select financial institutions.
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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
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rev ($mm)
$0.59
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Ticker: ASX:PPS
 
 
 
 
 
 
 
 
Praemium
Praemium
Preaemium is a specialist in the provision of portfolio administration services. Using leading edge technology to deliver cost-effective investment administration services, Præmium provides services to some of Australia’s leading financial institutions.
year
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rev ($mm)
$15.31
EBITDA ($mm)
$0.88
EBIT ($mm)
$0.60
Net Income ($mm)
Employees
85
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Ticker: TSE:3491
 
 
 
 
 
 
 
 
GA technologies Co., Ltd
GA technologies Co., Ltd
GA technologies is a Japanese developer of real estate mobile apps and websites. Their Renosy app allows users to search for apartments and condos in Japan. Their Renosy Insight app allows real estate investors to manage their portfolio, simulate purchases and sales, manage contracts and more.
year
2020
rev ($mm)
$438.74
EBITDA ($mm)
$17.91
EBIT ($mm)
$11.95
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$4.45
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347
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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
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rev ($mm)
$1.66
EBITDA ($mm)
($1.51)
EBIT ($mm)
($1.64)
Net Income ($mm)
Employees
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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
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rev ($mm)
$1,699.30
EBITDA ($mm)
$411.60
EBIT ($mm)
$260.90
Net Income ($mm)
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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
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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
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rev ($mm)
$5,112.60
EBITDA ($mm)
$1,903.20
EBIT ($mm)
$1,239.70
Net Income ($mm)
Employees
0
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Ticker: OTCPK:INVU
 
 
 
 
 
 
 
 
Investview, Inc
Investview, Inc
Investview, Inc. is a New Jersey-based diversified financial technology organization. The Company operates primarily through its wholly- and majority-owned subsidiaries, to provide financial products and services to accredited investors, self-directed investors and select financial institutions.
year
2020
rev ($mm)
$25.68
EBITDA ($mm)
($6.49)
EBIT ($mm)
($8.46)
Net Income ($mm)
Employees
22
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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
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EBITDA ($mm)
($0.38)
EBIT ($mm)
($0.63)
Net Income ($mm)
Employees
0
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Ticker: ASX:PPS
 
 
 
 
 
 
 
 
Praemium
Praemium
Preaemium is a specialist in the provision of portfolio administration services. Using leading edge technology to deliver cost-effective investment administration services, Præmium provides services to some of Australia’s leading financial institutions.
year
2014
rev ($mm)
$15.31
EBITDA ($mm)
$0.88
EBIT ($mm)
$0.60
Net Income ($mm)
Employees
85
  • drill down
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Ticker: TSE:3491
 
 
 
 
 
 
 
 
GA technologies Co., Ltd
GA technologies Co., Ltd
GA technologies is a Japanese developer of real estate mobile apps and websites. Their Renosy app allows users to search for apartments and condos in Japan. Their Renosy Insight app allows real estate investors to manage their portfolio, simulate purchases and sales, manage contracts and more.
year
2020
rev ($mm)
$438.74
EBITDA ($mm)
$17.91
EBIT ($mm)
$11.95
Net Income ($mm)
$4.45
Employees
347
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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
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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
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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
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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
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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
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rev ($mm)
$19,374.00
EBITDA ($mm)
$8,525.00
EBIT ($mm)
$8,378.00
Net Income ($mm)
Employees
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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
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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
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Ticker: XTRA:NIIN
 
 
 
 
 
 
 
 
niiio finance group AG
niiio finance group AG
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.
year
2020
rev ($mm)
$3.09
EBITDA ($mm)
$2.27
EBIT ($mm)
$0.05
Net Income ($mm)
Employees
46
  • drill down
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Ticker: INIX.PK
 
 
 
 
 
 
 
 
iFinix Corporation
iFinix Corporation
Ifinix is a leading global provider of financial and business information to professionals and active individual investors. Building on a 20-year legacy of delivering time-sensitive financial information, Ifinix provides streaming, real-time market data, news and analytics.
year
2011
rev ($mm)
$0.54
EBITDA ($mm)
($0.26)
EBIT ($mm)
($0.27)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: OTCPK:APTY
 
 
 
 
 
 
 
 
APT Systems, Inc.
APT is an acronym for Applied Proprietary Trading. The Management of APT Systems, Inc. works to deliver stock trading tools with a focus on handheld devices.
year
2018
rev ($mm)
$0.01
EBITDA ($mm)
($1.69)
EBIT ($mm)
($1.72)
Net Income ($mm)
Employees
  • drill down
  • watch
Ticker: CPSE:SIM
 
 
 
 
 
 
 
 
SimCorp A/S
SimCorp A/S
SimCorp provides investment and portfolio management software and services to the world’s leading investment managers, asset managers, fund managers, fund administrators, pension funds, insurance funds, and wealth managers.
year
2019
rev ($mm)
$444.13
EBITDA ($mm)
$126.41
EBIT ($mm)
$120.40
Net Income ($mm)
$90.84
Employees
1682
  • drill down
  • watch