Company profile: Investment Metrics
1.1 - Company Overview
Company description
- Provider of investment analytics and benchmarking software for the global institutional investment community, offering portfolio analytics and reporting, factor exposure, performance attribution and risk analysis, fee insights, peer and Plan Universe comparisons, and ESG analytics including carbon footprint and SDG scores.
Products and services
- Portfolio Analytics and Reporting: An enterprise-grade platform that streamlines multi-asset data aggregation, portfolio analysis, and institutional reporting, enabling accurate insights across plan types and supporting analysis of over $10 trillion assets under advisement
- Portfolio Analyzer: A factor-based tool that architects analysis of portfolio factor exposures, performance attribution, and risk, with visualizations delivered through Style Skyline™ for clear exposure profiling and reporting
- Plan Universe: A peer-normalized benchmarking product that enables comparison of asset allocations, performance, and risk with similar peers to assess relative standing across comparable plan universes
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Investment Metrics
Sealk
HQ: France
Website
- Description: Provider of an AI-powered deal sourcing and market intelligence platform for M&A, private equity, corporate, and consulting teams. Aggregates and processes comprehensive global company data, automates data collection and repetitive tasks, centralizes deal-sourcing data, and delivers intelligent search to build and review target lists, saving time and improving efficiency.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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Orbit
HQ: United States
Website
- Description: Provider of a community-driven social media finance app designed to empower a new generation of investors, connecting seasoned and new users to find their finance community. Supports stocks, crypto, and public markets, offering an all-in-one hub for trading and investing.
- 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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Formicary
HQ: United Kingdom
Website
- Description: Provider of consulting and systems integration services for the financial services sector, delivering integrated technology solutions that streamline front, middle and back office business processes for clients across the industry, including tier one investment banks.
- 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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NinjaTrader
HQ: United States
Website
- Description: Provider of trading software and brokerage services for futures, forex, and equities, offering advanced charting, market analysis, automated trading, trade execution, market data access, API-based custom strategy development, simulated trading, and access to micro futures contracts including Micro E-Mini, Micro Crude Oil, and Micro Bitcoin.
- 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 NinjaTrader company profile →
AcreTrader
HQ: United States
Website
- Description: Provider of an agricultural real estate investing platform connecting investors to farmland, enabling online purchase of shares in specific properties. Offers farm administration and property management, including insurance, accounting, and coordination with local farmers, accredited investor verification, Dwolla payment integration, Plaid account connection, and broker-dealer services via AcreTrader Financial, LLC.
- 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 AcreTrader 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 Investment Metrics
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Investment Metrics
2.2 - Growth funds investing in similar companies to Investment Metrics
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4 - Top valuation comps for Investment Metrics
4.2 - Public trading comparable groups for Investment Metrics
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