About EISI
EISI is a company based in Winnipeg (Canada) founded in 1990 was acquired by Zywave in October 2011. EISI operates in a competitive market with competitors including Iress, Planful, Link Group, Modern Wealth Management and Hubly, among others.
Investors in EISI
EISI has secured backing from 3 investors, including venture fund investors. Prominent investors backing the company include Zywave, Birch Hill Equity Partners and SER.com.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity investments are directed toward growth-stage companies across sectors. | 1994 | birchhillequity.com | Toronto, Canada | |
Internet marketing and custom search engine integration services are provided. | 1997 | ser.com | Santa Monica, United States | |
Cloud-based agency management solutions are provided for the insurance industry. | 1995 | zywave.com | Milwaukee, United States |
Investor details for EISI
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Timeline of EISI
4 dated milestones of EISI across 21 years, from founding to its latest funding, stage changes and deals.
- Founded EISI is founded.
- Exit Acquired by SER Solutions.
- Exit Acquired by Birch Hill Equity Partners.
- Exit Acquired by Zywave.
Competitors of EISI
EISI 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 Iress, Planful, Link Group, Modern Wealth Management and Hubly, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| iress.com | 1993 | Melbourne, Australia | – | – | Wealth management solutions are provided online for financial markets. | |
| planful.com | 2000 | Redwood, United States | $71.65M | 191 | Cloud-based financial planning and advisory solutions are provided for businesses. | |
| linkgroup.com | 2005 | Sydney, Australia | – | 989 | Retirement and superannuation solutions are provided, including investments and pensions. | |
| modwm.com | 2023 | Lenexa, United States | $200M | 101 | Wealth management services are provided to clients by the firm. | |
| myhubly.com | 2019 | New York, United States | $2.45M | 14 | A business management platform is offered for financial advisors. | |
| iralogix.com | 2015 | Doral, United States | $48.38M | – | Financial planning software for IRA recordkeeping is offered. | |
| asset-map.com | 2008 | Philadelphia, United States | $7.5M | 26 | Cloud-based practice management solution for financial advisors is offered. | |
| leonteq.com | 2007 | Zurich, Switzerland | – | – | Products and Services provider for Structured Products | |
| abaka.io | 2016 | San Francisco, United States | – | – | Patients' clinical and financial aspects are managed via healthcare platform. | |
| bettertradeoff.com | 2015 | Singapore | $1.48M | – | Practice management solutions for financial planners are provided. |
Detailed competitors of EISI
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Similar companies to EISI
10 companies that operate in the same segment as EISI (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 EISI
EISI was founded in 1990.
EISI is headquartered in Winnipeg, Canada. It is registered at Winnipeg, Manitoba, Canada.
EISI was established in 1990 in Winnipeg, Canada, within the financial software sector. Software solutions are delivered to financial planners, advisors, and enterprises for planning purposes. NaviPlan is employed to develop future strategies through cash flow analysis and to produce tailored reports. Additional elements encompass estate planning, tax planning, onboarding tools, and a client portal for operational support.
EISI has 3 investors. Key investors include Zywave, Birch Hill Equity Partners, and SER.com.
Yes. EISI was acquired by Zywave in October 2011.