About Delta Data
Delta Data is a company based in Columbus (United States) founded in 1985 was acquired by BetaNXT in May 2025. Delta Data has raised $12.88 million across 1 funding round from investors including BetaNXT, Accel-KKR and Digital Cash Processing. Delta Data has completed 1 acquisition, including Phoenix Systems, Inc. Delta Data offers products and services including The HUB, Trading and Reconciliation, Fund Sub-Accounting, and Fee Management. Delta Data operates in a competitive market with competitors including Addepar, Altruist, InvestCloud, sei and Avaloq, among others.
- Headquarter Columbus, United States
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website deltadata.com
- Social LinkedIn X Facebook
- Acquired by BetaNXT (May 2025)
- Total Equity Funding$12.88M (USD)
in 1 rounds
- Latest Funding Round$12.88M (USD), Series B
Aug 2016
- InvestorsBetaNXT
& 3 more
- Investments & Acquisitions
- Acquired by
Products & Services of Delta Data
Delta Data offers a comprehensive portfolio of products and services, including The HUB, Trading and Reconciliation, Fund Sub-Accounting, and Fee Management.
Platform for simplifying fund distribution and trading services.
Tools for accurate trading and fund reconciliation processes.
Software for sub-accounting and trading in investment funds.
System for managing fees and compliance in asset management.
Funding Insights of Delta Data
Delta Data has successfully raised a total of $12.88M through 1 strategic funding round. The most recent funding activity was a Series B round of $12.88 million completed in August 2016. 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 $12.88M
- Total Rounds 1
- Last Round Series B — $12.88M
- First Round $12.88M
(Aug 2016)
- Investors Count 1
All 1 funding rounds of Delta Data 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 |
|---|---|---|---|---|---|
| Aug 2016 | $12.88M | Series B | – | Accel-KKR | – |
3 investors in total: 3 institutional.
Investors in Delta Data
Delta Data has secured backing from 3 investors, including venture fund investors. Prominent investors backing the company include BetaNXT, Accel-KKR and Digital Cash Processing.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investments are focused on mid-market software and technology-enabled services firms. | – | accel-kkr.com | Menlo Park, United States | |
Digital Cash Processing is engaged in providing financial technology solutions. | 1996 | icp-inc.com | Prior Lake, United States | |
Wealth management data and technology solutions are provided. | 2022 | betanxt.com | New York, United States |
Investor details for Delta Data
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People of Delta Data
1 people are tracked at Delta Data (1 in leadership).
| Name | Role | Group |
|---|---|---|
Whitfield Athey | CEO | Leadership |
Complete people profiles for Delta Data
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Investments & Acquisitions by Delta Data
Delta Data has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Phoenix Systems, Inc..
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Software solutions for financial recordkeeping and trading are provided. | phoenix-systems-inc.com | Atlanta, United States | 1981 | Mar 2024 | •••• |
Complete acquisition details for Delta Data
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Timeline of Delta Data
5 dated milestones of Delta Data across 40 years, from founding to its latest funding, stage changes and deals.
- Founded Delta Data is founded.
- Exit Acquired by Icp Inc.
- Funding First funding round of $12.9M.
- Acquisition Acquires Phoenix Systems, Inc..
- Exit Acquired by BetaNXT.
Competitors of Delta Data
Delta Data 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 Addepar, Altruist, InvestCloud, sei and Avaloq, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| addepar.com | 2009 | Mountain View, United States | $759.1M | 560 | Wealth management solutions are delivered for investment advisors. | |
| altruist.com | 2018 | Los Angeles, United States | $601.5M | 169 | Portfolio management software for financial advisors | |
| investcloud.com | 2010 | West Hollywood, United States | $78.73M | 373 | Investment management software is provided for advisors and institutions. | |
| seic.com | 1968 | Oaks, United States | – | 5,061 | Wealth and investment management solutions are offered to institutional investors. | |
| avaloq.com | 1985 | Zurich, Switzerland | $301.11M | – | Cloud-based solutions for financial institutions are provided by Avaloq. | |
| 360.one | 2008 | Mumbai, India | – | 65 | Asset and wealth management software is provided for businesses. | |
| onevest.com | 2021 | Calgary, Canada | $38.75M | 90 | No-code platform for wealth management is provided by OneVest. | |
| broadridge.com | 2007 | New York, United States | – | 14,600 | Cloud-based accounting and financial management solutions are offered to businesses. | |
| envestnet.com | 1999 | Berwyn, United States | – | 1,342 | Cloud-based solutions are offered for wealth management and financial advising. | |
| milessoft.com | 1999 | Mumbai, India | $8.54M | 210 | Back-office solutions are offered to wealth managers and financial institutions. |
Detailed competitors of Delta Data
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Latest news on Delta Data
Complete news archive for Delta Data
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Similar companies to Delta Data
10 companies that operate in the same segment as Delta Data (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 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
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 | – | – | |
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 | – | – | |
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 | – | – |
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Frequently Asked Questions about Delta Data
Delta Data was founded in 1985 and raised its 1st funding round 31 years after it was founded.
Delta Data is headquartered in Columbus, United States. It is registered at Columbus, Ohio, United States.
Whitfield Athey is the current CEO of Delta Data.
Delta Data is a funded company, having raised a total of $12.88M across 1 funding round to date. The company's 1st funding round was a Series B of $12.88M, raised on Aug 2016.
Delta Data was founded in 1985 and is based in Columbus, United States. Back-end solutions for data and practice management are supplied to mutual fund industry companies. Distribution services are offered, covering source data to client-facing analytics, alongside product and data management, trading and reconciliation, and revenue management. Additional areas include data analysis, compliance management, counterparty management, and data governance.
Delta Data offers The HUB, Trading and Reconciliation, Fund Sub-Accounting, and Fee Management.
Delta Data has made 1 acquisition, including Phoenix Systems, Inc.
Delta Data has 3 investors. Key investors include BetaNXT, Accel-KKR, and Digital Cash Processing.
Yes. Delta Data was acquired by BetaNXT in May 2025.