Advent International

San Francisco, United States Founded: 1983 • Age: 43 yrs Acquired By SS&C
Portfolio management solutions for investment wealth management firms
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About Advent International

Advent International is a company based in San Francisco (United States) founded in 1983 was acquired by SS&C in February 2015.. Advent International has completed 4 acquisitions, including Black Diamond Performance Reporting, Domestic & General and Goya.no. Advent International offers products and services including Portfolio Management, Accounting and Reporting, Trading and Compliance, and Data Management. Advent International operates in a competitive market with competitors including Altruist, GeoWealth, Nucleus Financial, xalts and SnapTrade, among others.

  • Headquarter San Francisco, United States
  • Sectors
    Technology
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
  • Acquired by
    SS&C

    (Feb 02, 2015)

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Products & Services of Advent International

Advent International offers a comprehensive portfolio of products and services, including Portfolio Management, Accounting and Reporting, Trading and Compliance, and Data Management. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Manages investment portfolios for asset managers and reporting needs.

Handles accounting processes and financial reporting for investments.

Facilitates trading activities with compliance and rebalancing features.

Manages data for investment firms to ensure accuracy and security.

People of Advent International
Headcount 10000+
Employee Profiles 468
Board Members and Advisors 6
Employee Profiles
People
Darren Martin
Senior Client Relations Specialist
People
Melanie Senn-Sanger
Learning And Development Manager
People
Rahul Kanwar
President & Chief Operating Officer
People
Joshua Fritsch
Associate Director

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Board Members and Advisors
people
Smita Conjeevaram
Director
people
Normand A. Boulanger
Vice Chairman

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Funding Insights of Advent International

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Advent International

Advent International has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include SS&C. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Institutional
Investor Description Founded Year Domain Location
Cloud-based software is provided for investment management firms.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Advent International

Advent International has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include Black Diamond Performance Reporting, Domestic & General and Goya.no. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Web-based portfolio management and reporting platforms are offered.
2003
Investment ideas and research data are managed through specialized software.
2002
Extended warranties and repairs for appliances and electronics are offered.
1912
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Advent International

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Advent International Comparisons

Employees
+
Add Comparison
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Competitors of Advent International

Advent International operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Altruist, GeoWealth, Nucleus Financial, xalts and SnapTrade, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Portfolio management software for financial advisors
domain founded_year HQ Location
Integrated wealth management solutions are offered for advisors and institutions.
domain founded_year HQ Location
Portfolio management solutions are offered to financial advisors.
domain founded_year HQ Location
Wealth management solutions are delivered via an online platform.
domain founded_year HQ Location
Provider of API enabling brokerage account connectivity for data and trading
domain founded_year HQ Location
Digital wealth tools are provided to empower financial advisors.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Advent International

Frequently Asked Questions about Advent International

When was Advent International founded?

Advent International was founded in 1983.

Where is Advent International located?

Advent International is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.

What does Advent International do?

Advent was established in 1983 in San Francisco, United States, within the financial technology sector. Portfolio management tools are supplied to investment and wealth management firms, focusing on automated transaction risk management through corporate actions processing. Consolidated account oversight is enabled via custodial data integration, while index performance data is received automatically. Further capabilities include client portals for access, relationship management systems, and reconciliation workflows for operational efficiency.

Who are the top competitors of Advent International?

Advent International's top competitors include Altruist, Nucleus Financial and QPLIX.

What products or services does Advent International offer?

Advent International offers Portfolio Management, Accounting and Reporting, Trading and Compliance, and Data Management.

How many acquisitions has Advent International made?

Advent International has made 4 acquisitions, including Black Diamond Performance Reporting, Domestic & General, and Goya.no.

Who are Advent International's investors?

Advent International has 1 investor. Key investors include SS&C.

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