About Calastone
Calastone is a Financial Services company based in London (United Kingdom) founded in 2007, and was acquired by SS&C in July 2025. Alternative investment data is managed through a financial database. It operates on a FinTech and Managed Services model in Financial Services and Technology sectors. Calastone has raised $22.46 million across 3 funding rounds from investors including Accel, The Carlyle Group and SS&C. The company has 215 employees. Its website calastone.com draws about 28 thousand monthly visits. Calastone offers products and services including Mutual Funds Order Routing, Money Market Services, ETF Servicing, and Tokenised Distribution. Its focus areas include Financials, Capital Markets and Financial Technology. Its legal entity is CALASTONE LIMITED. Its competitors include FINBOURNE Technology and Preqin; 1 of its 2 listed competitors has raised funding.
Company details
Calastone is engaged in the digital transformation of the funds industry by leveraging advanced technologies to streamline investment processing. Operations are conducted in a frictionless environment to reduce complexity, risk, and cost for participants. Services are provided to fund managers, asset servicers, and distributors across 57 countries. Solutions include mutual funds order routing, money market services, ETF servicing, and tokenised distribution. The network connects the worlds largest community of funds, processing 250 billion of investment value monthly. Innovation is prioritized to enhance value delivery to investors.
- Headquarters London, United Kingdom
- Employees 215
- Stage Acquired
- SectorsFinancial ServicesTechnology
- Website category Finance · Investing
- Phone•••• ••••
- Website calastone.com
- Social LinkedIn X
- Acquired by The Carlyle Group (Oct 2020)
- Legal Name Calastone Limited
- Date of Incorporation 02 Jul, 2007
- Jurisdiction LONDON
- Annual Revenue$103.89 M (USD)as on Dec 31, 2024
- Net Profit-$5.07 M (USD)as on Dec 31, 2024
- EBITDA-$6.05 M (USD)as on Dec 31, 2024
- Total Equity Funding$22.46M (USD)
in 3 rounds
- Latest Funding Round$18M (USD), Series B
Sep 2013
- InvestorsAccel
& 3 more
- Employee Count215
- Acquired by
Products & Services of Calastone
Calastone offers a comprehensive portfolio of products and services, including Mutual Funds Order Routing, Money Market Services, ETF Servicing, and Tokenised Distribution.
Automated order routing for mutual funds is provided.
Services for money market funds are efficiently managed.
Support for ETF operations is systematically offered here.
Digital fund distribution through tokenisation is facilitated now.
Funding Insights of Calastone
Calastone has successfully raised a total of $22.46M across 3 strategic funding rounds. The most recent funding activity was a Series B round of $18 million completed in September 2013. 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 $22.46M
- Total Rounds 3
- Last Round Series B — $18M
- First Round $2.88M
(Oct 2008)
- Investors Count 2
All 3 funding rounds of Calastone with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Sep 2013 | $18M | Series B | – | Accel | |
| Jan 2010 | $1.58M | Series A | – | – | |
| Oct 2008 | $2.88M | Series A | – | – |
4 investors in total: 4 institutional.
Investors in Calastone
Calastone has secured backing from 4 investors, including venture fund and institutional investors. Prominent investors backing the company include Accel, The Carlyle Group and SS&C.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Accel is recognized as a leading venture capital firm. | 1983 | accel.com | Palo Alto, United States | |
Venture capital investment and support for founders in technology and health sectors. | octopusventures.com | |||
Private equity investments are directed toward multiple sectors. | 1986 | carlyle.com | ||
Cloud-based software is provided for investment management firms. | 1986 | ssctech.com | Windsor Locks, United States |
Investor details for Calastone
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 Calastone
105 people are tracked at Calastone (54 in leadership, 1 in board & advisors, 50 in team); the tracked headcount is 215.
| Name | Role | Group |
|---|---|---|
Phil Thornton | Director | Leadership |
Louis Wright | Sales Director | Leadership |
Sharn Rai | Product Development (director) | Leadership |
Conor Madden | Head Of Fp&a | Leadership |
Diana Karhu | Implementation Manager - Associate Director | Leadership |
William Brennan | Managing Director, New Markets | Leadership |
Martin Freeman | Cyber Security And Compliance Managing Director | Leadership |
Julien Hammerson | CEO | Leadership |
Ross Fox | MD & Head of UK & Europe | Leadership |
Edward Glyn | Head of Global Markets | Leadership |
Marsha Lee | MD & Head of Australia & New Zealand | Leadership |
Brian Godins | Chief Commercial Officer | Leadership |
Adam Belding | Chief Technology Officer | Leadership |
Ahsan Raza | CFO & Deputy CEO | Leadership |
Andrew Tomlinson | CMO | Leadership |
Stephen Leggett | COO | Leadership |
Hannah Coulson | Chief People Officer | Leadership |
Edward Lopez | President, Global Money Market Services | Leadership |
Justin Christopher | MD & Head of Asia | Leadership |
Luke May | Vice President, Global Money Market Services | Leadership |
85 more people are available in the full profile.
Complete people profiles for Calastone
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
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Timeline of Calastone
5 dated milestones of Calastone across 18 years, from founding to its latest funding, stage changes and deals.
- Founded Calastone is founded.
- Funding First funding round of $2.9M.
- Funding Latest funding round, Series B, of $18.0M.
- Exit Acquired by The Carlyle Group.
- Exit Acquired by SS&C.
Competitors of Calastone
Calastone has 2 listed competitors in our database, 1 of them funded. They include FINBOURNE Technology and Preqin.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| finbourne.com | 2016 | London, United Kingdom | $95.93M | 69 | Investment data management solutions are provided for asset managers. | |
| preqin.com | 2003 | London, United Kingdom | Alternative investments data and insights for individuals and businesses |
Detailed competitors of Calastone
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 Calastone
The website of Calastone (calastone.com) receives about 28.2K visits a month and ranks #907,066 among all websites worldwide, #8,368 in Investing.
- Monthly visits28.2K
▲ 4.6% vs previous month
- Unique visitors5K
per month
- Global rank#907,066
among all websites
- Category rank#8,368
Finance · Investing
- Bounce rate30%
- Pages per visit4.9
- Average visit3 min 05 sec
- DevicesDesktop 78% · Mobile 22%
Websites whose visitors overlap most with Calastone. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| fidelity.com | 100% | 129.5M | #275 | View details | |
| pseps.com | 84% | 1K | #15,189,710 | View details | |
| ici.org | 83% | 86.1K | #468,554 | View details | |
| dtcc.com | 78% | #153,823 | View details | ||
| investmentnews.com | 76% | 203.7K | #283,737 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 23 similar websites and full traffic analytics for Calastone
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 23 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Calastone (Asset Management) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | USD 6.37 B | 7,550 | ||
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | USD 141.4 B | 211,000 | ||
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | USD 78.79 B | 29,090 |
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Related news about Calastone
Complete news archive for Calastone
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Frequently Asked Questions about Calastone
Calastone was founded in 2007 and raised its 1st funding round 1 year after it was founded.
Calastone is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
Calastone is a funded company, having raised a total of $22.46M across 3 funding rounds to date. The company's 1st funding round was a Series A of $2.88M, raised on Oct 2008.
Calastone has 215 employees.
Annual revenue of Calastone is $103.89M as on Dec 31, 2024.
Calastone is engaged in the digital transformation of the funds industry by leveraging advanced technologies to streamline investment processing. Operations are conducted in a frictionless environment to reduce complexity, risk, and cost for participants. Services are provided to fund managers, asset servicers, and distributors across 57 countries. Solutions include mutual funds order routing, money market services, ETF servicing, and tokenised distribution. The network connects the worlds largest community of funds, processing 250 billion of investment value monthly. Innovation is prioritized to enhance value delivery to investors.
Calastone's top competitors include FINBOURNE Technology and Preqin.
Calastone offers Mutual Funds Order Routing, Money Market Services, ETF Servicing, and Tokenised Distribution.
Calastone has 4 investors. Key investors include Accel, The Carlyle Group, SS&C, and Octopus Ventures.
Calastone operates through Calastone Limited.
Yes. Calastone was acquired by The Carlyle Group in October 2020.