TableTop Data
Acquisition in 2025
TableTop Data builds software tools to save finance professionals time on presentation tasks.
LiquidityBook
Acquisition in 2025
LiquidityBook is a provider of scalable trade management solutions designed for buy-side and sell-side firms worldwide. The company offers a Software-as-a-Service (SaaS) platform that facilitates order and execution management, portfolio management, and FIX network connectivity. Its advanced suite of products includes features for compliance, as well as pre- and post-trade processing, allowing clients to enhance their trading workflows. By offering a fully hosted platform, LiquidityBook supports a diverse range of asset classes, counterparties, and geographies, enabling firms to navigate the trading landscape more efficiently while fostering improved relationships within the industry.
BMLL Technologies Ltd. is a financial data company based in London, United Kingdom, that specializes in providing advanced historical data and analytics for capital market participants. Established in 2014 within the machine learning laboratories of the University of Cambridge, the company offers a cloud-based platform that employs machine learning and inference frameworks to analyze limit order book data from various global financial markets. BMLL's platform facilitates access to Level 3 data, which captures the trading intentions of market participants, enabling clients to derive valuable insights for tasks such as order book simulation, back-testing, and compliance measurement. The platform supports programming languages like MATLAB, R, and Python, and is designed to provide immediate and flexible access to harmonized data without the need for clients to purchase or curate historical datasets. BMLL's clientele includes investment banks, hedge funds, asset managers, brokers, global exchange groups, and academic institutions, all of whom utilize its services to enhance research capabilities, optimize trading strategies, and improve decision-making processes.
Irwin specializes in developing investor relations software that assists public companies in enhancing shareholder value. The company's modern and user-friendly platform provides a comprehensive suite of tools designed for targeting, monitoring, and engaging with global investors. By facilitating better interaction and awareness among stakeholders, Irwin enables companies to uncover new potential investors and shareholders. The software aims to support capital markets professionals in building stronger relationships within the investment community, ultimately contributing to improved trading volumes and stable share prices. With a commitment to service excellence, Irwin differentiates itself through its integrated product offerings and robust investor and shareholder data.
Aidentified
Series B in 2024
Aidentified is a Boston-based company founded in 2017 that specializes in relationship mapping and sales prospecting. Its platform utilizes predictive analytics and advanced AI-based relationship intelligence to assist sales teams, account executives, and brands in identifying and connecting with highly targeted, qualified prospects. The company provides real-time monitoring and identification of wealth events, enabling clients to harness data in predictive, prescriptive, and personalized manners. Through its AI-powered data products and application-based insights, Aidentified aims to enhance revenue growth for its clients by facilitating more strategic connections in the marketplace.
Accelex is a company that specializes in data acquisition, analytics, and reporting systems aimed at investors and asset servicers in the alternative assets sector. By leveraging artificial intelligence, machine learning, natural language processing, and machine vision, Accelex enables clients to efficiently acquire, extract, and analyze investment data from their portfolios. The company's technology transforms unstructured content into structured data, providing comprehensive insights into investment performance and transactional information. This capability allows clients to automate the processes of accessing and organizing data, facilitating informed decision-making and enhancing the overall understanding of their investments, from the broader portfolio level down to individual assets.
Accela Technology
Series A in 2023
Accela Technology Corporation, established in 2001 and headquartered in Tokyo, Japan, specializes in infrastructure software for information retrieval. The company offers eAccela, a critical software solution, and an XML-integrated multi-lingual business document server. These tools enable clients to index, search, and retrieve information from diverse repositories, enhancing business productivity by leveraging unstructured data.
idaciti
Acquisition in 2023
Idaciti, Inc. is a New York-based company founded in 2013 that specializes in providing a software-as-a-service (SaaS) platform for real-time access to public financial and non-financial data. The platform is designed to enable users—including analysts, investors, corporate executives, data journalists, and business academics—to easily analyze, visualize, and share insights about companies and market trends. By facilitating the creation and collaboration of compelling narratives based on data, Idaciti aims to enhance users' ability to work efficiently and make informed decisions grounded in comprehensive financial information.
BMLL Technologies Ltd. is a financial data company based in London, United Kingdom, that specializes in providing advanced historical data and analytics for capital market participants. Established in 2014 within the machine learning laboratories of the University of Cambridge, the company offers a cloud-based platform that employs machine learning and inference frameworks to analyze limit order book data from various global financial markets. BMLL's platform facilitates access to Level 3 data, which captures the trading intentions of market participants, enabling clients to derive valuable insights for tasks such as order book simulation, back-testing, and compliance measurement. The platform supports programming languages like MATLAB, R, and Python, and is designed to provide immediate and flexible access to harmonized data without the need for clients to purchase or curate historical datasets. BMLL's clientele includes investment banks, hedge funds, asset managers, brokers, global exchange groups, and academic institutions, all of whom utilize its services to enhance research capabilities, optimize trading strategies, and improve decision-making processes.
CUSIP Global Services
Acquisition in 2021
CUSIP Global Services (CGS) is a leading provider of standardized security and entity identifiers that enhance efficiency in the global financial system. It manages a comprehensive database containing over 60 data elements that uniquely identify more than 50 million financial instruments worldwide. As the exclusive provider of CUSIP and CINS identifiers, CGS plays a critical role in the financial industry by developing reference data systems that facilitate accurate identification of various financial instruments, including equities, debt issues, derivatives, and syndicated loans. Additionally, CGS serves as the official numbering agency for ISIN identifiers in the United States. Its services support essential functions such as research, analysis, portfolio management, and back-office operations, enabling subscribers to stay informed about new securities and updates to existing records.
Cobalt Software
Acquisition in 2021
Cobalt Software, Inc. is a financial technology company based in Boston, Massachusetts, that specializes in developing software solutions for private equity and venture capital firms. Founded in 2011, the company offers tools that enable clients to collect, analyze, and report on fund and portfolio company metrics tailored to their specific needs. Its product offerings include the Fund Launch, which validates performance track records for potential investors; the Performance Calculator, which assesses fund and portfolio performance against peers and market benchmarks; and the Deal Calculator, which analyzes operational changes in portfolio companies and their impact on returns. Cobalt Software's platform enhances performance reporting, cash flow tracking, manager selection, and benchmarking, facilitating effective communication between general partners and limited partners. The company has established a strategic partnership with Hamilton Lane to further enhance its service offerings.
BTU Analytics
Acquisition in 2021
BTU Analytics is a research and consulting firm specializing in the North American oil, natural gas, and natural gas liquids markets. The company offers independent, fundamentals-based analytical subscription reports that include market outlooks and various analysis tools. Through its comprehensive consulting services, BTU Analytics aims to assist clients in developing their projects and understanding market trends. By providing detailed research notes and insights into segmented markets, the firm serves as a valuable resource for stakeholders seeking to navigate the complexities of the energy sector.
TruValue Labs
Acquisition in 2020
TruValue Labs, Inc. is a technology company based in San Francisco that specializes in real-time sustainability data analytics for global investors, financial institutions, and corporations. Founded in 2013, the company utilizes advanced technologies such as natural language processing, cognitive computing, and machine learning to deliver actionable insights related to environmental, social, and governance (ESG) factors. Its primary offerings include the INSIGHT360 APP, which provides comprehensive analyses of sustainability performance; INSIGHT360 ON EIKON, which identifies sustainability risks and opportunities within client portfolios; and the Insight360 ESG Data API, which delivers real-time data on sustainability metrics. TruValue Labs aims to enhance transparency in investment decision-making by helping analysts, portfolio managers, and sustainability professionals understand company performance through the lens of material sustainability data.
BI-SAM Technologies
Acquisition in 2017
BI-SAM Technologies S.A. provides analytics software, client reporting, and data management solutions to the investment management community. It provides functional and operational solutions; technical architecture solutions; B-One platform for data management, performance, attribution, and risk portfolio analysis, as well as automated fact sheets and institutional client reports production; and analytics suite to calculate performance measurement, equities/balanced attribution, fixed income attribution, risk attribution, and decomposition. The company also offers data management suite, an info-centre for the management of data integration, integrity, storage, extraction, data management, data repository, data mart manager, and application protocol interface Web service phases; and reporting suite to customize and diffuse report builder, report generator, report publisher, and workflow management. In addition, BI-SAM Technologies S.A. provides services, including integration interfaces, data management and controls, calculation and classification settings, customized reports, go live and stepped implementation assistance, technical and business training, and client support; professional services; and training services. Its customers include private banks, asset managers, hedge funds, and family offices. The company has strategic partnerships with Rimes, Business Objects, Altran Switzerland, Fincad, Citisoft, Investit, Bea, Oracle, Sybase, and IBM. BI-SAM Technologies S.A. was incorporated in 2000 and is based in Paris, France with additional offices in Luxemburg, Switzerland, the United Kingdom, the United States, and the Asia-Pacific.
Interactive Data Managed Solutions
Acquisition in 2017
Interactive Data Managed Solutions AG develops, distributes, and operates customized financial market information systems for banks, online brokers, media portals, and asset managers. Its solutions include PrimePortal, which offers customized financial information systems with market data, analytics, and news for financial service providers and portals; PrimeTerminal, which offer professional users of banks and financial service providers support in optimizing customer-oriented processes.
Vermilion Software
Acquisition in 2016
Vermilion Software is a prominent international provider of client reporting software and services tailored for investment managers across various sectors, including institutional asset management, retail and mutual funds, banking, pensions, hedge funds, wealth management, and insurance. With a focus on delivering exceptional software solutions, Vermilion offers its flagship product, the Vermilion Reporting Suite (VRS), which enhances automation, user empowerment, and operational scale while ensuring high quality and reliability in reporting. The company's services extend to control center management, report generation, commentary creation, distribution, workflow management, and investment reviews, catering to clients both in the United Kingdom and globally. Through its business acumen and commitment to software excellence, Vermilion Software supports the diverse reporting needs of the asset management industry.
CYMBA Technologies
Acquisition in 2016
CYMBA Technologies Limited specializes in developing business solutions for the asset management and hedge fund sectors. Founded in 2006 and based in London, the company offers a suite of products designed to meet the diverse needs of its clients, which include asset managers, multi-managers, hedge funds, family offices, and brokerage firms. Key offerings include Athena IMS, a comprehensive investment management solution that supports portfolio modeling, decision-making, order generation, compliance, and execution across various asset classes such as equities, fixed income, and derivatives. Additionally, CYMBA provides Centurion, a compliance solution for managing pre and post-trade compliance, and Silverstone, a trading and execution platform that integrates market data and analytics. The company's electronic trading network, CymbaNET, facilitates electronic trading capabilities across multiple venues. CYMBA Technologies also offers implementation consultancy, training, and production support to ensure effective deployment of its solutions. As a subsidiary of FactSet Research Systems Inc., CYMBA Technologies serves both UK and international clients in the investment management industry.
Portware
Acquisition in 2015
Portware LLC is a developer of automated trading solutions for global markets, including equities, futures, options, and foreign exchange. Founded in 2000 and headquartered in New York, the company also has offices in London, Hong Kong, and Hyderabad. Portware specializes in broker-neutral technology, offering a range of products designed to enhance trading efficiencies across various asset classes. Its flagship product, Portware Enterprise, is a fully customizable trade management and execution system that supports a variety of trading strategies, such as single stock, portfolio, and algorithmic trading. In addition, Portware provides the Portware Strategy Server, an algorithmic engine for managing high-volume automated orders, and Portware FX, which delivers a comprehensive view of the foreign exchange market through a single trading interface. The firm has successfully partnered with over 130 financial institutions globally, including investment managers and brokerage firms, to streamline workflow and bolster operational efficiency. As of October 2015, Portware operates as a subsidiary of FactSet Research Systems Inc.
Code Red
Acquisition in 2015
Code Red is a provider of research management technologies designed for the investment community. The company facilitates the integration of research, unique workflows, and data from various systems, enabling firms to create a comprehensive and repeatable investment process. By offering a centralized platform, Code Red equips investment professionals with the necessary information and tools to enhance their decision-making capabilities.
Matrix Solutions
Acquisition in 2013
Matrix Solutions are leading data and research firms for advisor-sold investments and insurance worldwide.
Revere Data
Acquisition in 2013
Revere Data is a provider of industry classification and supply chain specialty data, analytics, and index solutions tailored for the global financial services sector. The company specializes in delivering data that assists both traditional and alternative asset managers in identifying alpha generation opportunities and enhancing risk management. By offering detailed insights and analytics, Revere Data enables index owners and fund sponsors to develop innovative investment products aimed at a diverse clientele, including institutional and retail investors. Its comprehensive data solutions play a crucial role in helping financial professionals make informed investment decisions.
Market Metrics
Acquisition in 2010
Market Metrics is a company that specializes in market research services, offering market intelligence, strategic consulting, and research focused on advisor-sold investments and insurance products. Originally part of the Monitor Group, Market Metrics aims to assist senior managers in gaining insights into their competitive strengths and weaknesses. The company provides valuable analysis that helps clients enhance their customer relationships and expand their market share. By leveraging its expertise, Market Metrics enables businesses to make informed decisions and improve their overall performance in a competitive landscape.
DealMaven
Acquisition in 2008
DealMaven is a provider of productivity tools designed specifically for finance professionals, particularly investment bankers. The company offers add-ins for Microsoft Office applications such as Excel, PowerPoint, and Word, which enhance the workflow by allowing users to gather, analyze, check, and present quantitative data with greater efficiency and reduced costs. Additionally, DealMaven has implemented a financial analysis training program utilized by several leading investment banks, further supporting the development of skills essential for the industry. Through its innovative solutions, DealMaven aims to streamline the processes involved in financial analysis and presentation.
Europrospectus
Acquisition in 2006
Europrospectus is a provider of an online platform that facilitates access to a wide range of prospectuses for equity, fixed income, and derivatives. The company specializes in delivering quick and precise searches for hard-to-find prospectuses and specific clauses within them, utilizing text, field, and clause search functionalities. Its services cater to investment banks, law firms, and other professionals operating in the international capital markets. Europrospectus offers flexible service options, allowing clients to use the platform for internal purposes or to integrate it into their own extranets. The company's commitment to providing comprehensive access to prospectus information positions it as a valuable resource in the financial industry.
Derivative Solutions
Acquisition in 2005
Derivative Solutions is a provider of analytics and portfolio management software to financial institutions trading and investing in bond markets. Since 1991, Derivative Solutions products have provided tools necessary for the proper valuation and risk management of fixed income securities including CMOs, ABS, CMBS, CDOs, MBS, treasury, agency, corporate, municipal and derivative instruments. Traders, analysts, portfolio managers and risk managers at leading Wall Street institutions, as well as regional dealers, banks, insurance companies, investment managers, and other financial market participants use the Derivative Solutions suite of products for bond trading, portfolio management, risk management, hedging and performance attribution.
StreamVPN
Acquisition in 2005
StreamVPN Limited is a provider of an innovative equity research platform that serves brokerage houses and equity fund management clients. Its flagship product, the Alpha Network, launched in 2003, facilitates enhanced communication between institutional money managers and the brokerage community. This platform enables fund managers to identify and evaluate high-conviction ideas tailored to their investment criteria, becoming an industry standard utilized by over 2,000 brokers across more than 100 sell-side firms. In addition, StreamVPN offers the Alpha Pool, introduced in 2004, which allows both fund managers and brokerage firms to share and track internal investment ideas. Through these services, StreamVPN aims to maximize the value of equity research for its clients.
FactSet CallStreet
Acquisition in 2005
FactSet CallStreet is a provider of corrected and formatted transcripts of quarterly conference calls conducted by public companies, serving the investment community. The company specializes in delivering accurate text solutions that enable investors to access essential information from corporate earnings calls. In addition to transcripts, FactSet CallStreet offers corporate calendar information, enhancing the resources available to investors for making informed decisions. By focusing on the precise documentation of these calls, the company plays a crucial role in facilitating transparency and communication between public companies and their stakeholders.
TrueCourse
Acquisition in 2005
TrueCourse, Inc. is a research firm specializing in takeover defense intelligence, proxy voting, and corporate governance. The company's online SharkRepellent product and custom research services provide critical strategic situation awareness that is relied upon by leading investment banks, law firms and institutional investors.
JCF Group of companies
Acquisition in 2004
JCF Group is a highly-regarded supplier of global broker estimates to institutional investors. JCF provides investment professionals with easy-to-use, customizable tools for accessing global broker estimates, analyzing detailed financial information and managing the automatic generation of research reports.
LionShares.com
Acquisition in 2001
LionShares provides stock ownership information and analysis to investment banks, investor relations department, institutional investors, and financial advisors.
Innovative Systems Techniques
Acquisition in 2000
Innovative Systems Techniques is a provider of database management and decision support systems.