Aksia

New York, United States Founded: 2006 • Age: 20 yrs
Provides portfolio management solutions tailored for investors.

About Aksia

Aksia is a company based in New York (United States) founded in 2006. It operates as a B2B. The company has 65 employees. Aksia has completed 3 acquisitions, including Alignium, MASTER and TorreyCove Capital Partners. Aksia operates in a competitive market with competitors including Altruist, GeoWealth, Nucleus Financial, xalts and SnapTrade, among others.

  • Headquarter New York, United States
  • Employees 65
  • Sectors
    Financial Services
  • Email
    β€’β€’β€’β€’β€’β€’β€’β€’
  • Website aksia.com
  • Social LinkedIn Facebook
Operational Areas
Key Metrics
  • Employee Count
    65
  • Investments & Acquisitions
    Alignium

    & 2 more

People of Aksia

55 people are tracked at Aksia (43 in leadership, 12 in team); the tracked headcount is 65.

NameRoleGroup
Elena Gkova
Director, Operational Due DiligenceLeadership
Kevin Hitchen
Managing Director & Head of Large Cap Buyouts & Private Equity StructuringLeadership
James Vos
CEOLeadership
Manabu Washio
Head of Aksia AsiaLeadership
David Sheng
Managing Director, Portfolio AdvisoryLeadership
Scott Krouse
Managing Director, Real EstateLeadership
Maiko Nanao
Strategy Head, AsiaLeadership
Clifton Ramsundar
Managing Director & Head of Information TechnologyLeadership
Craig Occhialini
Director of Operations, Aksia CA LLCLeadership
Jaclyn Swergold
Director of Human ResourcesLeadership
Brian Goldberg
Managing Director & Head of Event Driven & Multi-StrategyLeadership
Kyson Hawkins
Managing Director & Head of Private Equity Co-InvestmentsLeadership
Heidi Poon
Managing Director & Head of Asian Private Equity, Growth Equity & Venture CapitalLeadership
Thomas Martin
Global Head of Private Equity & Real AssetsLeadership
Simon Garfield
Managing Director, Portfolio AdvisoryLeadership
Rebecca Heun
Managing Director, Operational Due DiligenceLeadership
Matthew Coyne
Managing Director, Portfolio AdvisorLeadership
Siddhya Mishra
Managing Director, Operational Due Diligence & Legal StructuringLeadership
Dawn Norris
Director, Operational Due DiligenceLeadership
Chris Conneely
Director, Operational Due DiligenceLeadership

35 more people are available in the full profile.

Premium access

Complete people profiles for Aksia

Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.

  • Full employee list
  • Team structure
  • Board tenure
  • Professional contacts

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Aksia

Aksia has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include Alignium, MASTER and TorreyCove Capital Partners.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Brand of snacks
gnocchimaster.comVedelago, Italy1992Sep 2021β€’β€’β€’β€’
Real estate investments are focused on by Alignium in Chicago.
aligniumllc.comChicago, United States2017Oct 2020β€’β€’β€’β€’
Investment research and consulting services are provided to institutional investors.
torreycove.comSan Diego, United States2011Jan 2020β€’β€’β€’β€’
Premium access

Complete acquisition details for Aksia

Acquired stakes, deal sources and the complete acquisition history require an active premium plan.

  • Acquired stakes
  • Deal sources
  • Complete history
  • Exports

Verified entity values are shown only after access is granted.

Timeline of Aksia

4 dated milestones of Aksia across 15 years, from founding to its latest funding, stage changes and deals.

  1. Founded Aksia is founded.
  2. Acquisition Acquires TorreyCove Capital Partners.
  3. Acquisition Acquires Alignium.
  4. Acquisition Acquires MASTER.

Competitors of Aksia

Aksia 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.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
altruist.com2018Los Angeles, United States$601.5M169
Portfolio management software for financial advisors
geowealth.com2010Chicago, United States$75M–
Integrated wealth management solutions are offered for advisors and institutions.
nucleusfinancial.com2006Edinburgh, United Kingdom–761
Portfolio management solutions are offered to financial advisors.
xalts.io2022Hong Kong, China$6M–
Wealth management solutions are delivered via an online platform.
snaptrade.com2014Fredericton, Canada$7M–
Provider of API enabling brokerage account connectivity for data and trading
fintso.com2019Mumbai, India$5.77M37
Digital wealth tools are provided to empower financial advisors.
netwealth.com.au1999Melbourne, Australia––
Portfolio management tools are offered to financial advisors.
qplix.com2012Munich, Germany$26.35M51
Wealth management software for asset managers
smartxadvisory.com2010West Palm Beach, United States$39.74M–
Performance monitoring and account valuation solution
caisgroup.com2009New York, United States$734M–
Financial planning and advisory solutions are offered to wealth managers.
Premium access

Detailed competitors of Aksia

The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.

  • Full competitor set
  • Operating metrics
  • Benchmarks
  • Competitive positioning

Verified entity values are shown only after access is granted.

Web traffic of Aksia

The website of Aksia (aksia.com) receives about 10.5K visits a month.

  • Monthly visits
    10.5K

    ▲ 28.8% vs previous month

Similar websites

Websites whose visitors overlap most with Aksia. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
osam.com
82%
19.9K#1,445,104View details

Latest news on Aksia

Premium access

Complete news archive for Aksia

Full article history, source details, and older brand coverage require an active premium plan.

  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

Verified entity values are shown only after access is granted.

Similar companies to Aksia

10 companies that operate in the same segment as Aksia (Asset Management), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
1946Boston, Massachusetts, United StatesUSD 517.99 M––
Provides mutual funds management and financial advisory services.
1987Mumbai, Maharashtra, India–––
Global banking, investment, and wealth management services are offered worldwide.
1974London, England, United Kingdom–USD 6.37 B7,550
Insurance, banking, and wealth management services are provided worldwide.
1816Paris, France–USD 128.35 B100,040
Diversified investment management services are offered across multiple asset classes.
2001Rio De Janeiro, Rio De Janeiro, BrazilUSD 273 M––
Mutual funds, portfolio management, and retirement planning services are offered.
2001Mumbai, Maharashtra, IndiaUSD 142.4 MUSD 180.76 M1,840
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United States–USD 126.21 B46,500
Universal banking and financial advisory services are provided globally.
1865London, England, United Kingdom–USD 141.4 B211,000
Insurance and asset management services are offered in multiple regions.
1696London, England, United Kingdom–USD 78.79 B29,090
Online platform for stock trading, mutual funds, and investment tools.
1994Mumbai, Maharashtra, India–––
Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track β€” from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • βœ“
    Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • βœ“
    Full access to every database India & global coverage, advanced filters and rich profile details
  • βœ“
    Always-on access from your team account Single premium plan for everything you see on the portal

Frequently Asked Questions about Aksia

Aksia was founded in 2006.

Aksia is headquartered in New York, United States. It is registered at New York, New York, United States.

Aksia has 65 employees.

Aksia, established in 2006, excels in finance, managing assets, managing investment portfolios, and investment solutions. Provides portfolio management solutions tailored for investors. Committed to advancing standards, it focuses on innovation, efficiency, and delivering value to clients worldwide. It continues to evolve, meeting industry challenges with strategic approaches.

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

Aksia has made 3 acquisitions, including Alignium, MASTER, and TorreyCove Capital Partners.

Explore millions of companies β€” effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals β€” all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available