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.

Theresa Torian

CEO and Board Member

2 past transactions

Washington Analysis

Acquisition in 2021
Washington Analysis is a leading independent institutional research firm that specializes in assessing risks and opportunities stemming from legislative, judicial, and regulatory developments. The firm focuses on public policy changes and their implications for various asset classes, providing clients with insights that help them navigate the complexities of the investment landscape. With expertise in sectors such as financial services, housing, healthcare, and energy, Washington Analysis enables clients to identify potential risks and opportunities arising from actions taken by courts, Congress, and regulatory bodies at both state and federal levels. The firm is recognized for its thorough analysis and anticipatory approach to shifts in public policy, making it a valuable resource for institutional investors.

First Bridge Data

Acquisition in 2019
First Bridge Data LLC is a data and analytics company based in Fremont, California, specializing in providing insights and risk monitoring for Exchange Traded Funds (ETFs). Incorporated in 2010, the firm offers a range of services including holdings data, classification data, ETF flow and returns, and an ETF analytics platform. This platform facilitates efficient data aggregation, comparisons, and client reporting, enabling clients to derive actionable investment insights while saving time. As of August 2019, First Bridge Data operates as a subsidiary of CFRA Research.
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