About CFRA
CFRA is a Technology company based in New York (United States) founded in 1994, and was acquired by RiskMetrics in July 2007. It operates as an equity research and advisory solutions are offered online. It operates on a Professional Services and Subscription Services model. The company has 33 employees. CFRA has completed 2 acquisitions, including First Bridge and Washington Analysis. Its website cfraresearch.com draws about 19 thousand monthly visits. Its Indian entity Cfra India Private Limited reported revenue of ₹10.61 Cr. CFRA offers products and services including Fundamental Equity Research, ETF Data & Analytics, Forensic Accounting Research, Public Policy & Legal Research, and Technical Research. Its focus areas include Financials, Investment Services and Research and Analytics. Its competitors include Morningstar, IHS Markit, Bloomberg, YipitData and SGX and 2 more; 3 of its 7 listed competitors have raised funding.
Company details
Investment research and data analytics are delivered by CFRA to support finance professionals globally. Services include fundamental equity research, ETF data and analytics, forensic accounting research, public policy and legal research, and technical research. Coverage spans multiple sectors such as consumer, energy, financials, healthcare, and technology. Solutions are tailored for wealth management firms, institutional investors, financial advisors, and individual investors. Insights are integrated through web platforms, APIs, data feeds, and financial platforms to enhance portfolio performance and mitigate risks.
- Headquarters New York, United States
- Employees 33
- Stage Acquired
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website cfraresearch.com
- Social LinkedIn X Facebook YouTube
- Acquired by RiskMetrics (Jul 2007)
- Legal Name Cfra Research
- Date of Incorporation 13 Sep, 2022
- Jurisdiction Bangalore, Karnataka, India
- Annual Revenue₹10.61 Cr
FY 2025 · +22% YoY
- Net Profit₹1.10 Cr
FY 2025 · 10% margin
- EBITDA₹1.65 Cr
FY 2025 · 16% margin
- InvestorsRiskMetrics
& 1 more
- Employee Count33
- Investments & AcquisitionsFirst Bridge
& 1 more
- Acquired byRiskMetrics
(Jul 2007)
Associated legal entities of CFRA
CFRA operates through Cfra 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 |
|---|---|---|---|---|---|---|---|
| Cfra India Private Limited CIN U72200KA2022FTC166048 | Active | 13 Sep 2022 | Bangalore, Karnataka | ₹10.6 Cr | 33 | 2 | View details |
Products & Services of CFRA
CFRA offers a comprehensive portfolio of products and services, including Fundamental Equity Research, ETF Data & Analytics, Forensic Accounting Research, Public Policy & Legal Research, and Technical Research.
Comprehensive views on global themes and companies are provided.
Data for navigating the ETF universe is offered.
Implications of financial reporting are analyzed and presented.
Risks and opportunities from public policy are identified.
Market cycle navigation confidence is provided through data.
Apps and channels of CFRA
its YouTube channel CFRA Research has 1.05K subscribers and 30 videos.
Videos from CFRA
The most watched videos on CFRA's YouTube channel, CFRA Research (1.05K subscribers). Click a video to play it here.
More on CFRA Research.
Funding Insights of CFRA
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of CFRA 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 |
|---|---|---|---|---|---|
| Jan 2023 | – | Unspecified | – | Endicott Group | – |
2 investors in total: 2 institutional.
Investors in CFRA
CFRA has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include RiskMetrics and Endicott Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment expertise is provided for the information services sector. | – | endicottgp.com | New York, USA | |
Risk management and governance products are provided to financial investors. | 1998 | riskmetrics.com | New York, United States |
Investor details for CFRA
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
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Verified entity values are shown only after access is granted.
Board of directors of Cfra India Private Limited (CFRA)
Cfra India Private Limited is the primary company behind CFRA. The board of Cfra India Private Limited currently have 2 directors; the longest-serving is Theresa Zybko Torian, appointed in 2022. 3 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Theresa Zybko Torian DIN 09735706 | Director | 13 Sep 2022 | 4 yrs 1 mo | Cfra India Private Limited |
| Praveen Gopal Joshi DIN 02860967 | Director | 15 Nov 2022 | 3 yrs 11 mo | Cfra India Private Limited |
People of CFRA
18 people are tracked at CFRA (9 in leadership, 9 in team); the tracked headcount is 33.
| Name | Role | Group |
|---|---|---|
Assad Bokhari | Chief Financial Officer | Leadership |
John Sonsalla | Head Of Policy & Legal Research | Leadership |
Peter E De Boer | Chief Executive Officer | Leadership |
David Ibbeken | General Counsel & Chief Compliance Officer | Leadership |
Paurav Lokesh | Chief Technology Officer | Leadership |
Michael Gordon | Vice President, Legal Research & Assistant General Counsel | Leadership |
Bill Weisenburger | Head Of Data | Leadership |
Firdaus Ibrahim | Senior Vice President | Leadership |
Angelo Zino | Senior Vice President | Leadership |
Aswin P.m | Software Developer - Data Management | Team |
Priyank Patel | Data Expert | Team |
David Stickney | Operations And Data Management - CFRA | Team |
Jinil Joseph | Senior Data Engineer | Team |
Saloni Samnani | Financial Data Analyst | Team |
Sufiyan Qureshi | Data Analyst | Team |
Surya R | Data Analyst | Team |
Ayushi Gupta | Senior Financial Analyst Fp&a | Team |
Astrid Decker | Senior Business Systems Administrator | Team |
Complete people profiles for CFRA
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Financials of CFRA
Figures of Cfra India Private Limited, the primary company behind CFRA, for FY 2025. Revenue was ₹10.61 Cr (+22% year on year). Net profit was ₹1.10 Cr (10% margin). EBITDA was ₹1.65 Cr (16% margin).
- ₹10.61 CrRevenue · FY 2025 · +22% YoY
- ₹1.10 CrNet profit · 10% margin
- ₹1.65 CrEBITDA · 16% margin
- ₹50,000Paid-up capital
- 33Employees (provident fund records)
Balance sheet, profit and loss, cash flow and ratios of Cfra India Private Limited are on its company page.
Detailed financial statements for CFRA
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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- Downloads
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Investments & Acquisitions by CFRA
CFRA has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include First Bridge and Washington Analysis.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Financial market research services are provided to institutional clients. | washingtonanalysis.com | – | 1973 | Oct 2021 | •••• | |
Data analytics platform for fund data | firstbridgedata.com | New York, United States | 2019 | Aug 2019 | •••• |
Complete acquisition details for CFRA
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
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- Exports
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Timeline of CFRA
5 dated milestones of CFRA across 29 years, from founding to its latest funding, stage changes and deals.
- Founded CFRA is founded.
- Exit Acquired by RiskMetrics.
- Acquisition Acquires First Bridge.
- Acquisition Acquires Washington Analysis.
- Funding First funding round.
Competitors of CFRA
CFRA has 7 listed competitors in our database, 3 of them funded. They include Morningstar, IHS Markit, Bloomberg, YipitData and SGX, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| morningstar.com | 1984 | Chicago, United States | $91M | 9,161 | Financial data and investment advisory tools are offered online. | |
| ihsmarkit.com | 1959 | London, United Kingdom | $1.16B | – | Online data source platform for information, analytics, and solutions for governments and financial markets | |
| bloomberg.com | 1981 | New York, United States | – | 14,760 | Provider of financial data to enterprises | |
| yipitdata.com | 2010 | New York, United States | $492.34M | 161 | Web data on public companies is analyzed for institutional investors. | |
| sgx.com | 1999 | Singapore | – | – | Operates a digital hub for securities and derivatives exchange data. | |
| factset.com | 1978 | Norwalk, United States | – | – | Financial data and analytics solutions are provided for investment professionals. | |
| dowjones.com | 1882 | New York, United States | – | 3,289 | Financial market data and analytics are provided online. |
Detailed competitors of CFRA
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
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Web traffic of CFRA
The website of CFRA (cfraresearch.com) receives about 18.7K visits a month.
- Monthly visits18.7K
Websites whose visitors overlap most with CFRA. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| issgovernance.com | 100% | 107.7K | #156,436 | View details | |
offwallstreet.com | offwallstreet.com | 97% | – | – | – |
| citronresearch.com | 87% | – | #2,356,922 | View details | |
live.barcap.com | live.barcap.com | 86% | – | – | – |
edge.media-server.com | edge.media-server.com | 86% | – | – | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 9 similar websites and full traffic analytics for CFRA
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 9 similar websites
- Audience overlap
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Top companies in Investment & Financial Technology
10 companies that operate in the same segment as CFRA (Investment & Financial Technology), 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 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | 14,747 | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | 2,713 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | 602 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | 674 | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | 1,524 |
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Related news about Cfra
Complete news archive for CFRA
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Frequently Asked Questions about CFRA
CFRA was founded in 1994 and raised its 1st funding round 29 years after it was founded.
CFRA is headquartered in New York, United States. It is registered at New York, New York, United States.
CFRA has 33 employees.
The primary company behind CFRA, Cfra India Private Limited, reported revenue of ₹10.61 Cr for FY 2025, up 22% year on year.
Investment research and data analytics are delivered by CFRA to support finance professionals globally. Services include fundamental equity research, ETF data and analytics, forensic accounting research, public policy and legal research, and technical research. Coverage spans multiple sectors such as consumer, energy, financials, healthcare, and technology. Solutions are tailored for wealth management firms, institutional investors, financial advisors, and individual investors. Insights are integrated through web platforms, APIs, data feeds, and financial platforms to enhance portfolio performance and mitigate risks.
CFRA's top competitors include Morningstar, IHS Markit and Bloomberg.
CFRA offers Fundamental Equity Research, ETF Data & Analytics, Forensic Accounting Research, Public Policy & Legal Research, and Technical Research.
CFRA has made 2 acquisitions, including First Bridge, and Washington Analysis.
CFRA has 2 investors. Key investors include RiskMetrics, and Endicott Capital.
CFRA operates through Cfra India Private Limited.
Yes. CFRA was acquired by RiskMetrics in July 2007.
The legal entities of CFRA currently have 2 directors, including Theresa Zybko Torian, Praveen Gopal Joshi.