About Black Diamond Performance Reporting
Black Diamond Performance Reporting is a Technology company based in Jacksonville (United States) founded in 2003, and was acquired by Advent in June 2011. Web-based portfolio management and reporting platforms are offered. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Performance Reporting. Its legal entity is BLACK DIAMOND PERFORMANCE REPORTING LLC. Its competitors include Jacobi, Alkymi and Ipreo; 2 of its 3 listed competitors have raised funding.
Company details
Black Diamond Performance Reporting was founded in 2003 in Jacksonville, United States, as a provider of outsourced, web-based platforms for portfolio management and reporting. Services are extended to advisors, wealth managers, banks, broker-dealers, and family offices, with over 75 billion in advisor assets reported as of 2011. Daily reconciliation and performance reporting are delivered through a customizable interface. The company was acquired by Advent in 2011 for 73 million.
- Headquarters Jacksonville, United States
- Stage Acquired
- SectorsTechnology
- Website blackdiamondreporting.com
- Social X
- Acquired by Advent (Jun 2011)
- Legal Name Black Diamond Performance Reporting Llc
- Investors
- Acquired byAdvent
(Jun 2011)
Investors in Black Diamond Performance Reporting
Black Diamond Performance Reporting has secured backing from 1 investor. Prominent investors backing the company include Advent International.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Portfolio management solutions for investment & wealth management firms | 1983 | advent.com | San Francisco, United States |
Investor details for Black Diamond Performance Reporting
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 Black Diamond Performance Reporting
472 people are tracked at Black Diamond Performance Reporting (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 Black Diamond Performance Reporting
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 Black Diamond Performance Reporting
2 dated milestones of Black Diamond Performance Reporting across 8 years, from founding to its latest funding, stage changes and deals.
- Founded Black Diamond Performance Reporting is founded.
- Exit Acquired by Advent.
Competitors of Black Diamond Performance Reporting
Black Diamond Performance Reporting has 3 listed competitors in our database, 2 of them funded. They include Jacobi, Alkymi and Ipreo.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| jacobistrategies.com | 2014 | San Francisco, United States | $25.6M | 72 | Cloud-based portfolio design platform | |
| alkymi.io | 2017 | New York, United States | $26M | Enterprise data digitization and analytics solutions are developed. | ||
| ipreo.com | 2006 | New York, United States | Workflow solutions to capital markets and corporate professionals |
Detailed competitors of Black Diamond Performance Reporting
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 Black Diamond Performance Reporting
Websites that share an audience with Black Diamond Performance Reporting (blackdiamondreporting.com).
Websites whose visitors overlap most with Black Diamond Performance Reporting. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| vermilionsoftware.com | 100% | View details | |||
aloc.com | aloc.com | 100% | #7,817,342 | – | |
gresham-computing.com | gresham-computing.com | 100% | – | ||
| tradingtechnologies.com | 100% | 113K | #350,163 | View details | |
| odyssey-group.com | 100% | View details | |||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 20 similar websites and full traffic analytics for Black Diamond Performance Reporting
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 20 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Black Diamond Performance Reporting (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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Frequently Asked Questions about Black Diamond Performance Reporting
Black Diamond Performance Reporting was founded in 2003.
Black Diamond Performance Reporting is headquartered in Jacksonville, United States.
Black Diamond Performance Reporting was founded in 2003 in Jacksonville, United States, as a provider of outsourced, web-based platforms for portfolio management and reporting. Services are extended to advisors, wealth managers, banks, broker-dealers, and family offices, with over 75 billion in advisor assets reported as of 2011. Daily reconciliation and performance reporting are delivered through a customizable interface. The company was acquired by Advent in 2011 for 73 million.
Black Diamond Performance Reporting has 1 investor. Key investors include Advent International.
Black Diamond Performance Reporting operates through Black Diamond Performance Reporting Llc.
Yes. Black Diamond Performance Reporting was acquired by Advent in June 2011.