Investor directory

CFRA

CFRA is a leading provider of forensic accounting research, analytics, and advisory services, dedicated to revealing discrepancies between reported financial results and underlying economic realities. With over 20 years of experience, CFRA employs a rigorous process to identify cases where traditional financial reporting may misrepresent a company's true health. The firm serves a diverse clientele, including institutional investors, corporations, academic institutions, and individual investors, offering comprehensive coverage across global sectors, industries, and various investment vehicles. By delivering unbiased insights and analysis, CFRA aids its clients in making informed investment and risk management decisions without the conflicts of interest associated with asset underwriting or management.

Top Stages

Acquisition
http://www.cfraresearch.com/
https://crunchbase.com/organization/cfra
https://facebook.com/100067009458306
https://linkedin.com/company/cfra-research
https://pitchbook.com/profiles/company/10138-78
https://twitter.com/cfraresearch

Theresa Torian

CEO and Board Member

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.
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