Company profile: Solovis
1.1 - Company Overview
Company description
- Provider of a cloud-based multi-asset class portfolio management, analytics and reporting platform for institutional investors, including endowments, foundations, pensions, OCIOs and family offices. Solutions span outsourced data collection and aggregation, portfolio and public fund analytics, predictive modeling, and comprehensive risk analytics with scenario and stress testing.
Products and services
- Nasdaq Solovis Portfolio Analytics: Cloud-based platform offering a holistic view of multi-asset class portfolios with analytics and reporting tools for transaction oversight and audit records
- Nasdaq Solovis Predict: Model-driven system enabling investment teams to model variables and evaluate impacts on performance, risk, and liquidity across multi-asset class portfolios
- Nasdaq Solovis Risk Analytics: Institutional-grade platform delivering complete risk management and reporting across all asset types, integrating risk assessments, historical scenario analysis, and market stress tests
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Solovis
Hatstand
HQ: United Kingdom
Website
- Description: Provider of global financial consultancy and capital markets specialist services, operating in trading systems and connectivity, data management, and regulation and risk, working closely with clients to deliver flexible, bespoke solutions addressing diverse challenges in financial markets.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Daloopa
HQ: United States
Website
- Description: Provider of AI document automation and data extraction from financial reports and investor presentations. Offers Verifiable Data Scrubbing to automate data modeling, 1-Click Model Updates to update existing financial models with the latest data, Custom Excel dashboards for tracking industry trends, and Daloopa Plus for instant updates on key data points for companies reporting earnings on the same day.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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RoyaltyStat
HQ: United States
Website
- Description: Provider of online databases and analytics for transfer pricing and intellectual property analysis, including a Royalty Rates Database with over 23,500 license agreements and disclosed rates, a Service Agreements Database with over 11,000 agreements and varied remuneration, transfer pricing benchmarking and comparability tools, and a Resource Center for expertise and learning.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Conifer
HQ: United States
Website
- Description: Provider of independent asset services with front-to-back capabilities across all asset classes for hedge funds, pensions, endowments, foundations, and funds of funds; serving over 200 clients worldwide with more than $100 billion in assets under administration.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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TD Ameritrade
HQ: United States
Website
- Description: Provider of securities brokerage and technology-based financial services in the U.S., offering trading in common and preferred stocks, ETFs, options, mutual funds, and fixed income, plus margin lending and cash management. Delivers platforms including thinkorswim desktop, web, and mobile, as well as Schwab.com and Schwab Mobile for research, analysis, and trading.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full TD Ameritrade company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Solovis
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Solovis
2.2 - Growth funds investing in similar companies to Solovis
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4 - Top valuation comps for Solovis
4.2 - Public trading comparable groups for Solovis
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