Altvia

Broomfield, United States Founded: 2006 • Age: 20 yrs Acquired By Marlin Equity Partners
Software for private equity fund management is provided by Altvia.

About Altvia

Altvia is a company based in Broomfield (United States) founded in 2006 was acquired by Marlin Equity Partners in July 2022. Altvia has raised $18 thousand across 2 funding rounds from investors including Marlin Equity Partners, Techstars and Bow River Capital. Altvia offers products and services including AltviaOne, CRM, LP Portal, and Data and Analytics. Altvia operates in a competitive market with competitors including CMG, Nirvana Financial Solutions, Oxane Partners, Backstop Solutions and Cognitive Credit, among others.

Key Metrics

Products & Services of Altvia

Altvia offers a comprehensive portfolio of products and services, including AltviaOne, CRM, LP Portal, and Data and Analytics.

AltviaOne
Unified Platform

Platform for managing private capital operations and enhancing productivity.

CRM
Customer Relationship Management

Tool for tracking engagements and communications in private capital.

LP Portal
Investor Portal

Portal for investor data access and virtual data room management.

Data and Analytics
Analytics Software

Solutions for generating insights from financial and investment data.

Apps and channels of Altvia

its YouTube channel Altvia has 225 subscribers and 30 videos.

Altvia
YouTube 225 subscribers 30 videos Science & Technology
Open channel

Videos from Altvia

The most watched videos on Altvia's YouTube channel, Altvia (225 subscribers). Click a video to play it here.

[Webinar Short] Why you need a partner who understands your business
11.3K views
Altvia Elevates ShareSecure Features: Landing Pages and Workspaces
563 views
Introducing Altvia's AIMPro for Deal Teams
383 views
Altvia Introduces a Streamlined Solution to Simplify Fundraising Complexities
267 views

More on Altvia.

Funding Insights of Altvia

Altvia has successfully raised a total of $18K across 2 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding $18,000
  • Total Rounds 2
  • First Round $18,000

    (May 2008)

  • Investors Count 1

All 2 funding rounds of Altvia with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Jun 2008–Seed––
May 2008$18,000Seed––
Valuation history

3 investors in total: 3 institutional.

Investors in Altvia

Altvia has secured backing from 3 investors, including venture fund investors. Prominent investors backing the company include Marlin Equity Partners, Techstars and Bow River Capital.

All
Venture Fund
InvestorDescriptionFounded YearDomainLocation
Startups are accelerated globally without sector restrictions through structured programs.
2006techstars.comNew York, United States
Bow River Capital is focused on investment management in the lower middle market.
2003bowrivercapital.comDenver, United States
Global private equity investments are managed by the firm.
2004marlinequity.comLos Angeles, United States
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Investor details for Altvia

The complete investor list, round-by-round participation and investor portfolios require an active premium plan.

  • Complete investor list
  • Round participation
  • Investor portfolios
  • Co-investor network

Verified entity values are shown only after access is granted.

People of Altvia

26 people are tracked at Altvia (6 in leadership, 20 in team).

NameRoleGroup
Jef Rice
VP, EngineeringLeadership
Ermie T.
Chief Financial OfficerLeadership
Bryan Ward
VP Of EngineeringLeadership
Ray Grant
Vp, Partnerships And Strategic InitiativesLeadership
Sabra Willner
Chief Marketing OfficerLeadership
Rob Luckett
Director, Technical AccountsLeadership
Lucas Cowell
Solutions ConsultantTeam
Charlie Robson
Account Executive, Mid MarketTeam
Allyson Youngquist
Senior Business Development RepTeam
Allie Heisler
Manager, Implementation ServicesTeam
Matthew Lemoine
Technical Account ManagerTeam
Katy Powell
QA ManagerTeam
John Fidel
ControllerTeam
Dylan Chiado
Senior Software EngineerTeam
Kat Wolanska
Software DeveloperTeam
Marle Curle
Senior Product Marketing ManagerTeam
Stephanie Norton
Software DeveloperTeam
Andy Holt
Software DeveloperTeam
Nick Petraglia
Sr. Customer Success ManagerTeam
Gabriella Saragosa
Technical Account ManagerTeam

6 more people are available in the full profile.

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Complete people profiles for Altvia

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.

Timeline of Altvia

5 dated milestones of Altvia across 16 years, from founding to its latest funding, stage changes and deals.

  1. Founded Altvia is founded.
  2. Funding First funding round of $18K.
  3. Funding Latest funding round, Seed,.
  4. Exit Acquired by Bow River.
  5. Exit Acquired by Marlin Equity Partners.

Competitors of Altvia

Altvia 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 CMG, Nirvana Financial Solutions, Oxane Partners, Backstop Solutions and Cognitive Credit, among others.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
cmgx.io2015Chicago, United States$62.5M–
Asset management solutions are provided through a capital markets platform.
nirvanasolutions.com2006New York, United States$2.02M252
Portfolio Management solution
oxanepartners.com2013London, United Kingdom$320,544442
Technology-driven solutions for private credit portfolio management are provided.
backstopsolutions.com2003Chicago, United States$20M210
Portfolio management solutions are offered to alternative asset managers.
cognitivecredit.com2017London, United Kingdom$18.06M20
Credit market data and analytics are provided for investors.
chronograph.pe2016Brooklyn, United States––
Cloud-based portfolio management solutions for private market investors are offered.
dynamosoftware.com1998Watertown, United States–32
Software solutions for alternative investment firms
ompnt.com2013San Francisco, United States$3.17M32
Analytics Platform for Strategy and Finance Professionals
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Detailed competitors of Altvia

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 Altvia

The website of Altvia (altvia.com) receives about 10.7K visits a month.

  • Monthly visits
    10.7K

    ▲ 10.4% vs previous month

Similar websites

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

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
fundcount.com
100%
13.1K#1,871,552View details
diligencevault.com
100%
18.2K#973,684View details
listalpha.com
97%
3.8K#4,865,728View details
signatureblock.co
signatureblock.co
87%
–#3,359,380–
sourcescrub.com
83%
59.9K#489,194View details
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
Premium access

All 18 similar websites and full traffic analytics for Altvia

The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.

  • 18 similar websites
  • Audience overlap
  • Engagement analytics
  • Traffic by brand

Verified entity values are shown only after access is granted.

Latest news on Altvia

Premium access

Complete news archive for Altvia

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 Altvia

10 companies that operate in the same segment as Altvia (Investment & Financial Technology), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Commission-free trading and investment services are provided by Robinhood.
2013Menlo Park, California, United StatesUSD 5.73 BUSD 2.98 B2,300
Online exchange platform for cryptocurrency
2017Ta Xbiex, MaltaUSD 2.02 B––
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs
2007Tel Aviv, IsraelUSD 422.94 MUSD 925.73 M–
Financial data and investment advisory tools are offered online.
1984Chicago, Illinois, United StatesUSD 91 MUSD 351.25 K6
App-based brokerage stock trading platform
1996Mumbai, Maharashtra, IndiaUSD 38.41 MUSD 548.9 M3,830
App-based platform for spare change investment
2012Irvine, California, United StatesUSD 587.84 M––
Smart investment portfolios are offered via an online platform.
2015Bengaluru, Karnataka, IndiaUSD 121.05 MUSD 635.51 K231
App-based automated investment and retirement planning platform
2010New York, New York, United StatesUSD 335 M––
Money Forward is engaged in providing financial technology solutions.
2012Minato, Tokyo, JapanUSD 42.9 MUSD 322.51 M2,600
Wealth management solutions are delivered for investment advisors.
2009Mountain View, California, United StatesUSD 759.1 M––
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Frequently Asked Questions about Altvia

Altvia was founded in 2006 and raised its 1st funding round 2 years after it was founded.

Altvia is headquartered in Broomfield, United States. It is registered at Broomfield, Colorado, United States.

Altvia is a funded company, having raised a total of $18K across 2 funding rounds to date. The company's 1st funding round was a Seed of $18K, raised on May 2008.

Altvia was founded in 2006 and is based in Broomfield, United States. Fund management software is offered by the company to private equity firms, asset managers, and related entities. Solutions are designed to facilitate communication among general partners, limited partners, and portfolio companies. Operations focus on the financial services sector, supporting efficient relationship management in investment funds.

Altvia's top competitors include Nirvana Financial Solutions, Cognitive Credit and CMG.

Altvia offers AltviaOne, CRM, LP Portal, and Data and Analytics.

Altvia has 3 investors. Key investors include Marlin Equity Partners, Techstars, and Bow River Capital.

Altvia operates through Altvia Solutions, Llc.

Yes. Altvia was acquired by Marlin Equity Partners in July 2022.

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