About Blaze Portfolio
Blaze Portfolio is a Technology company based in Chicago (United States) founded in 2005, and was acquired by LPL Financial in October 2020. Technology solutions for investment portfolio management are delivered. Blaze Portfolio offers products and services including Portfolio Rebalancing Software, Trade Order Management, and Cash Workflows. Its focus areas include FinTech, Investment Tech, Capital Market IT and Trade Management. Its competitors include GAIN Capital, Nasdaq Private Market and GLMX; 3 of its 3 listed competitors have raised funding.
Company details
BlazePortfolio Systems delivers technology solutions to investment organizations including software products and business process improvement consulting. The companys flagship product, Atom Align, is a web-based modeling and trade order management solution for investment advisor, wealth management, trust, broker dealer, and multi-family office clients. Atom Align streamlines the portfolio and household model rebalancing process. The trading and OMS capabilities in Atom Align include real-time electronic trading via FIX (Financial Information eXchange) and execution management. The system is fully integrated with the leading portfolio accounting and back-office outsourcing providers.
- Headquarters Chicago, United States
- Stage Acquired
- SectorsTechnology
- Website blazeportfolio.com
- Social LinkedIn X Facebook YouTube
- Acquired by LPL Financial (Oct 2020)
- Investors
- Acquired byLPL Financial
(Oct 2020)
Products & Services of Blaze Portfolio
Blaze Portfolio offers a comprehensive portfolio of products and services, including Portfolio Rebalancing Software, Trade Order Management, and Cash Workflows.
Software for accurate model rebalancing and asset allocation monitoring.
Tool for managing trades across custodians and security classes.
System for monitoring cash balances and intra-day management.
Apps and channels of Blaze Portfolio
its YouTube channel BlazePortfolio has 29 subscribers and 9 videos.
Videos from Blaze Portfolio
The most watched videos on Blaze Portfolio's YouTube channel, BlazePortfolio (29 subscribers). Click a video to play it here.
More on BlazePortfolio.
Investors in Blaze Portfolio
Blaze Portfolio has secured backing from 1 investor. Prominent investors backing the company include LPL Financial.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Stock brokerage and financial advisory services are provided to investors. | 1989 | lpl.com | San Diego, United States |
Investor details for Blaze Portfolio
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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People of Blaze Portfolio
8 people are tracked at Blaze Portfolio (8 in team).
| Name | Role | Group |
|---|---|---|
Ram Edulakanti | Technical Product Manager | Team |
Arshia Rahman | Implementation Analyst | Team |
Brady Loggins | Junior Software Engineer | Team |
PJ Runge | Product Manager | Team |
Jerry Langland | Systems Architect | Team |
Eric Cho | Senior Implementation Analyst | Team |
Raymond Frost | Lead Software Engineer | Team |
Marshall Hill | Implementation Analyst | Team |
Complete people profiles for Blaze Portfolio
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Timeline of Blaze Portfolio
2 dated milestones of Blaze Portfolio across 15 years, from founding to its latest funding, stage changes and deals.
- Founded Blaze Portfolio is founded.
- Exit Acquired by LPL Financial.
Competitors of Blaze Portfolio
Blaze Portfolio has 3 listed competitors in our database, 3 of them funded. They include GAIN Capital, Nasdaq Private Market and GLMX.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| gaincapital.com | 1999 | Bedminster, United States | $175.5M | 252 | White-label front-end trading solutions for capital markets are provided. | |
| nasdaqprivatemarket.com | 2013 | New York, United States | $83.8M | White-labelled software for private market investments is provided to organizations. | ||
| glmx.com | 2010 | Palo Alto, United States | $25.31M | Multi-asset trading platform for institutional investors is operated online. |
Detailed competitors of Blaze Portfolio
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
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Web traffic of Blaze Portfolio
The website of Blaze Portfolio (blazeportfolio.com) receives about 1.9K visits a month.
- Monthly visits1.9K
▼ 12.4% vs previous month
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Blaze Portfolio (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 Blaze Portfolio
Complete news archive for Blaze Portfolio
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Frequently Asked Questions about Blaze Portfolio
Blaze Portfolio was founded in 2005.
Blaze Portfolio is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
BlazePortfolio Systems delivers technology solutions to investment organizations including software products and business process improvement consulting. The companys flagship product, Atom Align, is a web-based modeling and trade order management solution for investment advisor, wealth management, trust, broker dealer, and multi-family office clients. Atom Align streamlines the portfolio and household model rebalancing process. The trading and OMS capabilities in Atom Align include real-time electronic trading via FIX (Financial Information eXchange) and execution management. The system is fully integrated with the leading portfolio accounting and back-office outsourcing providers.
Blaze Portfolio's top competitors include GAIN Capital, Nasdaq Private Market and GLMX.
Blaze Portfolio offers Portfolio Rebalancing Software, Trade Order Management, and Cash Workflows.
Blaze Portfolio has 1 investor. Key investors include LPL Financial.
Yes. Blaze Portfolio was acquired by LPL Financial in October 2020.