About Allvue
Allvue is a Technology company based in Miami (United States) founded in 2019. Software suite for private funds and credit management is provided. The company has 93 employees. Allvue has completed 1 acquisition, including PFA Solutions. Its website allvuesystems.com draws about 55 thousand monthly visits. Its Indian entity Allvue Systems India Private Limited reported revenue of ₹30.87 Cr. Allvue offers products and services including Fund Accounting, Nexius Data Platform, and Investor Portal. Its focus areas include FinTech, Investment Tech, Private Funds IT and Suite. Similar companies include Juniper Square, iCapital and RealBlocks; 3 of its 3 listed similar companies have raised funding.
Company details
Allvue was founded in 2019 and is headquartered in Miami, United States. A comprehensive software suite is offered to private funds and credit managers in the financial technology sector. Tools are included for handling trade orders, ensuring regulatory compliance, managing accounting, tracking investors, overseeing portfolio operations, accessing research management, performing investment accounting, measuring performance, and streamlining reporting processes.
- Headquarters Miami, United States
- Employees 93
- SectorsTechnology
- Phone•••• ••••
- Website allvuesystems.com
- Social LinkedIn X Facebook
- Legal Name Allvue Systems India Private Limited
- Date of Incorporation 14 May, 2022
- Jurisdiction Pune, Maharashtra, India
- Indian entity revenue₹30.87 Cr
FY 2025 · -5% YoY
- Indian entity net profit₹2.82 Cr
FY 2025 · 9% margin
- Indian entity EBITDA₹4.95 Cr
FY 2025 · 16% margin
- Employee Count93
- Investments & Acquisitions
Associated legal entities of Allvue
Allvue operates through Allvue Systems India Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Allvue Systems India Private Limited CIN U72900PN2022FTC211313 | Active | 14 May 2022 | Pune, Maharashtra | ₹30.9 Cr | 93 | 5 | View details |
Products & Services of Allvue
Allvue offers a comprehensive portfolio of products and services, including Fund Accounting, Nexius Data Platform, and Investor Portal.
Software for managing fund accounting and financial reporting processes.
Platform for intelligent data handling in investment operations.
Tool for fundraising and investor communication management.
Board of directors of Allvue Systems India Private Limited (Allvue)
Allvue Systems India Private Limited is the primary company behind Allvue. The board of Allvue Systems India Private Limited currently have 5 directors; the longest-serving is Puneet Jashpal Gupta, appointed in 2023. 9 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Puneet Jashpal Gupta DIN 10093005 | Whole-time director | 30 Mar 2023 | 3 yrs 7 mo | Allvue Systems India Private Limited |
| Roshni Parkhi DIN 10317114 | Whole-time director | 12 Oct 2023 | 3 yrs | Allvue Systems India Private Limited |
| Amod Madhukar Deshpande DIN 02812238 | Additional Director | 23 Jun 2025 | 1 yr 4 mo | Allvue Systems India Private Limited |
| Steven Michael Kilby DIN 10331185 | Additional Director | 23 Jun 2025 | 1 yr 4 mo | Allvue Systems India Private Limited |
| John Joseph Roberts DIN 11156415 | Additional Director | 23 Jun 2025 | 1 yr 4 mo | Allvue Systems India Private Limited |
People of Allvue
195 people are tracked at Allvue (55 in leadership, 140 in team); the tracked headcount is 93.
| Name | Role | Group |
|---|---|---|
Michelle W. | Head Of Marketing | Leadership |
Shannon Russell | Marketing Director | Leadership |
| Chief Technology Officer | Leadership | |
Paul C. | Senior Director, Security Operations | Leadership |
Ivan Latanision | Chief Product & Marketing Officer | Leadership |
Stuart Newkirk | Director Customer Support | Leadership |
Patrick J. | Director, Infrastructure & Information Security | Leadership |
Ashley Jain | Director, Technical Program Management | Leadership |
Kevin Dunn | Global Head Of Customer Experience - Credit | Leadership |
Philitsa Hanson | Head Of Product - Equity And Fund Administration | Leadership |
Mack Santora | Head Of Artificial Intelligence | Leadership |
Brendan Cahill | Director, Product | Leadership |
Geo Lara | Director, Support And Service Management | Leadership |
| Chief Financial Officer | Leadership | |
Michael Green | Director Of Customer Success - Equity | Leadership |
Simon Beedle | Head Of Back Office Delivery | Leadership |
Ian MacNeill | Head Of Engineering Operations | Leadership |
Shantanu Lodh | Head Of AI Architecture | Leadership |
Thomas W. | Lead Partner Enablement Specialist | Leadership |
Dan Howdle-Rowe | Delivery Director | Leadership |
175 more people are available in the full profile.
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Financials of Allvue
Figures of Allvue Systems India Private Limited, the primary company behind Allvue, for FY 2025. Revenue was ₹30.87 Cr (-5% year on year). Net profit was ₹2.82 Cr (9% margin). EBITDA was ₹4.95 Cr (16% margin).
- ₹30.87 CrRevenue · FY 2025 · -5% YoY
- ₹2.82 CrNet profit · 9% margin
- ₹4.95 CrEBITDA · 16% margin
- ₹5 LakhPaid-up capital
- 93Employees (provident fund records)
Balance sheet, profit and loss, cash flow and ratios of Allvue Systems India Private Limited are on its company page.
Detailed financial statements for Allvue
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Investments & Acquisitions by Allvue
Allvue has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include PFA Solutions.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Performance management and data aggregation are offered for alternative assets. | pfasolutions.com | Fairfax, United States | 2013 | Dec 2024 | •••• |
Complete acquisition details for Allvue
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Timeline of Allvue
2 dated milestones of Allvue across 5 years, from founding to its latest funding, stage changes and deals.
- Founded Allvue is founded.
- Acquisition Acquires PFA Solutions.
Similar companies to Allvue
Allvue has 3 listed similar companies in our database, 3 of them funded. They include Juniper Square, iCapital and RealBlocks.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| junipersquare.com | 2014 | San Francisco, United States | $369M | 367 | Real estate investments are managed through a specialized platform. | |
| icapital.com | 2013 | New York, United States | $1.49B | 535 | Software solutions are provided for managing private investments. | |
| realblocks.com | 2015 | New York, United States | $29.33M | 7 | RealBlocks is recognized as a digital platform for managing private funds. |
Detailed similar companies of Allvue
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Web traffic of Allvue
The website of Allvue (allvuesystems.com) receives about 55.4K visits a month.
- Monthly visits55.4K
▲ 15.5% vs previous month
Websites whose visitors overlap most with Allvue. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| rundit.com | 100% | 26K | #937,426 | View details | |
| moonfare.com | 97% | 126K | #334,795 | View details | |
| sydecar.io | 91% | 65K | #457,694 | View details | |
| datarails.com | 88% | 262.5K | #150,046 | View details | |
| monarchmoney.com | 88% | 28.3K | #1,157,909 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Allvue
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Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Allvue (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 Allvue
Complete news archive for Allvue
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Frequently Asked Questions about Allvue
Allvue was founded in 2019.
Allvue is headquartered in Miami, United States. It is registered at Miami, Florida, United States.
Allvue has 93 employees.
The primary company behind Allvue, Allvue Systems India Private Limited, reported revenue of ₹30.87 Cr for FY 2025, down 5% year on year.
Allvue was founded in 2019 and is headquartered in Miami, United States. A comprehensive software suite is offered to private funds and credit managers in the financial technology sector. Tools are included for handling trade orders, ensuring regulatory compliance, managing accounting, tracking investors, overseeing portfolio operations, accessing research management, performing investment accounting, measuring performance, and streamlining reporting processes.
Allvue's top competitors include Juniper Square, iCapital and RealBlocks.
Allvue offers Fund Accounting, Nexius Data Platform, and Investor Portal.
Allvue has made 1 acquisition, including PFA Solutions.
Allvue operates through Allvue Systems India Private Limited.
The legal entities of Allvue currently have 5 directors, including Amod Madhukar Deshpande, Roshni Parkhi, Puneet Jashpal Gupta and others.