Delta Data

Columbus, United States Founded: 1985 • Age: 41 yrs Acquired By BetaNXT
Mutual fund data and practice management solutions are provided.
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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
  • Sectors
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $12.88 M (USD)

    in 1 rounds

  • Latest Funding Round
    $12.88 M (USD), Series B

    Aug 30, 2016

  • Investors
    BetaNXT

    & 3 more

  • Employee Count
    Employee Count
  • Investments & Acquisitions
  • Acquired by
    BetaNXT

    & 2 more

    (May 23, 2025)

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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

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
  • Total Rounds 1
  • Last Round Series B — $12.9M
  • First Round

    (30 Aug 2016)

  • Investors Count 1
Date Amount Transaction Name Valuation Lead Investors Investors
Aug, 2016 Amount Series B - Delta Data Valuation Accel-KKR
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Investor Description Founded Year Domain Location
Investments are focused on mid-market software and technology-enabled services firms.
Founded Year Domain Location
Digital Cash Processing is engaged in providing financial technology solutions.
Founded Year Domain Location
Wealth management data and technology solutions are provided.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Delta Data

Delta Data has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Phoenix Systems, Inc.. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Software solutions for financial recordkeeping and trading are provided.
1981
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Delta Data

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Delta Data Comparisons

Employees
+
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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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Wealth management solutions are delivered for investment advisors.
domain founded_year HQ Location
Portfolio management software for financial advisors
domain founded_year HQ Location
Investment management software is provided for advisors and institutions.
domain founded_year HQ Location
Wealth and investment management solutions are offered to institutional investors.
domain founded_year HQ Location
Cloud-based solutions for financial institutions are provided by Avaloq.
domain founded_year HQ Location
Asset and wealth management software is provided for businesses.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Delta Data

Frequently Asked Questions about Delta Data

When was Delta Data founded?

Delta Data was founded in 1985 and raised its 1st funding round 31 years after it was founded.

Where is Delta Data located?

Delta Data is headquartered in Columbus, United States. It is registered at Columbus, Ohio, United States.

Who is the current CEO of Delta Data?

Whitfield Athey is the current CEO of Delta Data.

Is Delta Data a funded company?

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 30, 2016.

What does Delta Data do?

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.

Who are the top competitors of Delta Data?

Delta Data's top competitors include Addepar, Altruist and sei.

What products or services does Delta Data offer?

Delta Data offers The HUB, Trading and Reconciliation, Fund Sub-Accounting, and Fee Management.

How many acquisitions has Delta Data made?

Delta Data has made 1 acquisition, including Phoenix Systems, Inc..

Who are Delta Data's investors?

Delta Data has 3 investors. Key investors include BetaNXT, Accel-KKR, and Digital Cash Processing.

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