CFRA

CFRA is the global leader in forensic accounting research, analytics and advisory services. Their mission is to uncover underappreciated differences between reported financial results and underlying economic reality to help Their clients make sound investment and risk management decisions. Over CFRA’s 20 year history, Their team has developed and refined an in-depth process that consistently identifies situations where reported financial results do not provide the true picture of a company’s health. CFRA’s approach is truly unbiased as They do not underwrite securities or manage assets.

Theresa Torian

CFO / COO

2 past transactions

Washington Analysis

Acquisition in 2021
Washington Analysis is an independent institutional research firm that specializes in identifying risks and opportunities related to public policy changes. The firm focuses on analyzing legislative, judicial, and regulatory developments at both state and federal levels, with expertise across various sectors such as financial services, housing, healthcare, and energy. By anticipating shifts in public policy, Washington Analysis enables its clients to navigate investment risks and opportunities effectively, providing insights that are crucial for informed decision-making in a dynamic regulatory environment.

First Bridge Data

Acquisition in 2019
First Bridge Data LLC, based in Fremont, California, specializes in providing data and analytics reports designed to support investment insights and risk monitoring for Exchange Traded Funds (ETFs). Founded in 2010, the company offers a comprehensive suite of services that includes holdings data, classification data, ETF flow and returns, as well as an ETF analytics platform. These tools enable clients to efficiently aggregate ETF data, conduct comparisons, and prepare client reports. As of August 2019, First Bridge Data operates as a subsidiary of CFRA Research, further enhancing its capabilities in delivering valuable investment data.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.