About Advent International
Advent International is a Technology company based in San Francisco (United States) founded in 1983, and was acquired by SS&C in February 2015. Portfolio management solutions for investment wealth management firms. Advent International has completed 4 acquisitions, including Black Diamond Performance Reporting, Domestic & General and Goya.no. Its website advent.com draws about 131 thousand monthly visits. Advent International offers products and services including Portfolio Management, Accounting and Reporting, Trading and Compliance, and Data Management. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Suite. Its competitors include Altruist, GeoWealth and SMArtX; 3 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters San Francisco, United States
- Stage Acquired
- SectorsTechnology
- Website category Finance · Investing
- Website advent.com
- Social LinkedIn X Facebook
- Acquired by SS&C (Feb 2015)
- Investors
- Investments & AcquisitionsBlack Diamond Performance Reporting
& 3 more
- Acquired bySS&C
(Feb 2015)
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.
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.
Apps and channels of Advent International
Advent International publishes 2 mobile apps with over 10K+ downloads.
Investors in Advent International
Advent International has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include SS&C.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Cloud-based software is provided for investment management firms. | 1986 | ssctech.com | Windsor Locks, United States |
Investor details for Advent International
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People of Advent International
472 people are tracked at Advent International (204 in leadership, 6 in board & advisors, 262 in team).
| Name | Role | Group |
|---|---|---|
Rahul Kanwar | President & Chief Operating Officer | Leadership |
Joshua Fritsch | Associate Director | Leadership |
Alexis Johnson Shrm - Cp | Senior Human Resources Business Partner | Leadership |
Umesh Patil | Director Of Engineering | Leadership |
Stephanie Craig | Senior Director Operations | Leadership |
Nick Saunders | Delivery Director | Leadership |
Nick Wright | Head of Global Investor and Distribution Solutions | Leadership |
Tim Williams | Sales Director | Leadership |
Darren Digby | Director Talent Acquisition | Leadership |
Ronan McGuinness | Chief Information Officer | Leadership |
Mark Lively | Director Of Analytics | Leadership |
Anthony Marinello | Managing Director & Associate General Counsel | Leadership |
Shankar Gawde | Vice President India Operations | Leadership |
Teddy Bavuso | Managing Director - Investor Services | Leadership |
Dr. Zeynep Hizir | Director, Digital Transformation & Strategic Solutions Sales | Leadership |
Asa Haydon | Director, Regulated Fund Solutions | Leadership |
Nagendra Singh | Associate Director | Leadership |
Jane Wazeter | Associate Director | Leadership |
Steve Leivent | SVP, Co-General Manager SS&C Wealth & Investment Technologies | Leadership |
Cynthia Khan | Chief Tax Officer | Leadership |
452 more people are available in the full profile.
Complete people profiles for Advent International
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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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Web-based portfolio management and reporting platforms are offered. | blackdiamondreporting.com | Jacksonville, United States | 2003 | Jun 2011 | $73M | |
Music bands are operated by Goya.no in Norway. | goya.no | Norway | 0 | Mar 2010 | •••• | |
Investment ideas and research data are managed through specialized software. | tamalesoftware.com | New York, United States | 2002 | Sep 2008 | $70M | |
Extended warranties and repairs for appliances and electronics are offered. | domesticandgeneral.com | London, United Kingdom | 1912 | Sep 2007 | •••• |
Complete acquisition details for Advent International
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Timeline of Advent International
6 dated milestones of Advent International across 32 years, from founding to its latest funding, stage changes and deals.
- Founded Advent International is founded.
- Acquisition Acquires Domestic & General.
- Acquisition Acquires Tamale Software.
- Acquisition Acquires Goya.no.
- Acquisition Acquires Black Diamond Performance Reporting.
- Exit Acquired by SS&C.
Competitors of Advent International
Advent International has 3 listed competitors in our database, 3 of them funded. They include Altruist, GeoWealth and SMArtX.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| altruist.com | 2018 | Los Angeles, United States | $601.5M | 169 | Portfolio management software for financial advisors | |
| geowealth.com | 2010 | Chicago, United States | $75M | Integrated wealth management solutions are offered for advisors and institutions. | ||
| smartxadvisory.com | 2010 | West Palm Beach, United States | $39.74M | Performance monitoring and account valuation solution |
Detailed competitors of Advent International
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Web traffic of Advent International
The website of Advent International (advent.com) receives about 130.8K visits a month and ranks #236,747 among all websites worldwide, #2,537 in Investing.
- Monthly visits130.8K
▼ 11% vs previous month
- Unique visitors24K
per month
- Global rank#236,747
among all websites
- Category rank#2,537
Finance · Investing
- Bounce rate40%
- Pages per visit5.8
- Average visit6 min 14 sec
- DevicesDesktop 78% · Mobile 22%
Websites whose visitors overlap most with Advent International. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| adventinternational.com | 100% | #404,518 | View details | ||
captools.com | captools.com | 100% | #8,766,996 | – | |
| albridge.com | 100% | 113.6K | #618,741 | View details | |
| crd.com | 97% | 26.3K | #1,003,468 | View details | |
| ssctech.com | 90% | 92.8K | #419,314 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Advent International
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- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
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Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Advent International (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Advent International
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Frequently Asked Questions about Advent International
Advent International was founded in 1983.
Advent International is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
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.
Advent International offers Portfolio Management, Accounting and Reporting, Trading and Compliance, and Data Management.
Advent International has made 4 acquisitions, including Black Diamond Performance Reporting, Domestic & General, and Goya.no.
Advent International has 1 investor. Key investors include SS&C.
Yes. Advent International was acquired by SS&C in February 2015.
Yes. Advent International publishes Black Diamond Wealth Platform and 1 more app, with over 10,000 downloads.
The website of Advent International receives about 131 thousand visits a month and ranks #236,747 among all websites worldwide.