eVestment

Marietta, United States Founded: 2000 • Age: 26 yrs Acquired By Nasdaq
Institutional investment data intelligence and analytic solutions are delivered.

About eVestment

eVestment is a Technology company based in Marietta (United States) founded in 2000 by Karen Minnick, and was acquired by Nasdaq in September 2017. Institutional investment data intelligence and analytic solutions are delivered. eVestment has raised $63 million across 2 funding rounds from investors including Nasdaq, SVB and Insight Partners. eVestment has completed 5 acquisitions, including A.S.A.P. Advisor Services, Fundspire and Nasdaq eVestment. Its website evestment.com draws about 253 thousand monthly visits. Its focus areas include Enterprise Applications, Data as a Service, Industries and Investment Data. Its competitors include AdvisorCheck, AdviceIQ and ethos ESG; 3 of its 3 listed competitors have raised funding.

Company details

Founded in 2000 and based in Marietta, United States, eVestment operates within the financial services sector. A suite of cloud-based tools for institutional investment data intelligence and analytics is maintained, including a database spanning multiple asset classes. Analytics features support research, due diligence, peer comparisons, competitive reviews, filtering options, and reporting. Services are utilized by asset managers, hedge fund managers, private equity managers, institutional investors, and consultants.

  • Headquarters Marietta, United States
  • Founders Karen Minnick
  • Stage Acquired
  • Sectors
    Technology
  • Website category Finance · Investing
  • Website evestment.com
  • Social LinkedIn X
  • Acquired by Nasdaq (Sep 2017)
Key Metrics
  • Total Equity Funding
    $63M (USD)

    in 2 rounds

  • Latest Funding Round
    $19M (USD), Debt – Conventional

    Nov 2010

  • Investors
    Nasdaq

    & 2 more

  • Investments & Acquisitions
  • Acquired by
    Nasdaq

    & 1 more

    (Sep 2017)

Funding Insights of eVestment

eVestment has successfully raised a total of $63M across 2 strategic funding rounds. The most recent funding activity was a Debt – Conventional round of $19 million completed in November 2010. 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 $63M
  • Total Rounds 2
  • Last Round Debt – Conventional β€” $19M
  • First Round $63M

    (Jul 2005)

  • Investors Count 1

All 2 funding rounds of eVestment with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Nov 2010$19MDebt – Conventional––
Jul 2005$63MPrivate Equity Round––
–
Valuation history

3 investors in total: 3 institutional.

Investors in eVestment

eVestment has secured backing from 3 investors, including institutional and venture fund investors. Prominent investors backing the company include Nasdaq, SVB and Insight Partners.

All
Venture Fund
Institutional
InvestorDescriptionFounded YearDomainLocation
Investment firm scaling software and technology companies from early to late stages.
insightpartners.com
Banking services are provided to innovative companies, investors, and individuals.
1983svb.comSanta Clara, United States
Stock trading, clearing, and securities listing services are operated globally.
1971nasdaq.comNew York, United States
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Investor details for eVestment

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People of eVestment

749 people are tracked at eVestment (368 in leadership, 10 in board & advisors, 371 in team).

NameRoleGroup
Karen Minnick
Co-FounderLeadership
Tal Cohen
EVP, Head of North American MarketsLeadership
Frederic le Manour
Sales DirectorLeadership
Collin Grady
Account Sales Director - Ir, Esg, Corporate GovernanceLeadership
Rob Hunt
Vice President Software EngineeringLeadership
Rob Seabright
Director Of Software EngineeringLeadership
Sagar Jobanputra
Senior Director, Financial Risk Management Team LeadLeadership
Scott Shechtman
Head Of Sales - Market Technology (americas)Leadership
Alwina Chou
Director, Capital Access PlatformsLeadership
Caroline Boutwell
Global Head Of Legal Entity ManagementLeadership
Brenda Hoffman
EVP, CTO - Market PlatformsLeadership
Michael Fioravanti
Director Quality AssuranceLeadership
Rahela Syed
Senior Director - Enterprise Risk ManagementLeadership
Megan Robb
Marketing DirectorLeadership
Uttam Albela
Head Of Regtech Strategy, Apac, Middle East And AfricaLeadership
Bryan Smith
EVP, Chief People OfficerLeadership
Meher Parveen
Senior Director Of Business IntelligenceLeadership
Brandis Desimone
Head Of Data Sales, AmericasLeadership
Marc Murphy
Senior Vice PresidentLeadership
Fazal Momin
Director - Software DevelopmentLeadership

729 more people are available in the full profile.

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Complete people profiles for eVestment

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  • Team structure
  • Board tenure
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Investments & Acquisitions by eVestment

eVestment has strategically engaged in corporate development activities, having acquired 5 companies. Notable acquisitions include A.S.A.P. Advisor Services, Fundspire and Nasdaq eVestment.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Database of publicly disclosed board materials for US state and local government plans.
publicplaniq.comNew York, United States2015Nov 2016β€’β€’β€’β€’
Private Equity Software
topquartile.comEdinburgh, United Kingdom2013Jun 2015β€’β€’β€’β€’
Analytical tools for Hedge Funds
fundspire.comNew York, United States2009Nov 2012β€’β€’β€’β€’
Provider of asset management and hedge fund services
asapas.comNew York, United States1998Dec 2011β€’β€’β€’β€’
Investment intelligence solutions are provided for global institutional markets.
hedgefund.netNew York, United States1997Sep 2011β€’β€’β€’β€’
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Complete acquisition details for eVestment

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  • Exports

Verified entity values are shown only after access is granted.

Timeline of eVestment

10 dated milestones of eVestment across 17 years, from founding to its latest funding, stage changes and deals.

  1. Founded eVestment is founded.
  2. Funding First funding round of $63.0M.
  3. Exit Acquired by Insight Partners.
  4. Funding Latest funding round, Debt – Conventional, of $19.0M.
  5. Acquisition Acquires Nasdaq eVestment.
  6. Acquisition Acquires A.S.A.P. Advisor Services.
  7. Acquisition Acquires Fundspire.
  8. Acquisition Acquires TopQ.
  9. Acquisition Acquires Public Plan IQ.
  10. Exit Acquired by Nasdaq.

Competitors of eVestment

eVestment has 3 listed competitors in our database, 3 of them funded. They include AdvisorCheck, AdviceIQ and ethos ESG.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
advisorcheck.com2020Englewood Cliffs, United States$1.8M
Comprehensive background checks on financial advisors are offered online.
adviceiq.com2011New York, United States$8.55M
A financial database is maintained for advisors and asset managers.
ethosesg.com2021Minneapolis, United States$750,000
ESG-based financial data and reporting solutions are provided for institutions.
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Detailed competitors of eVestment

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Web traffic of eVestment

The website of eVestment (evestment.com) receives about 252.7K visits a month and ranks #125,440 among all websites worldwide, #1,348 in Investing.

  • Monthly visits
    252.7K

    ▲ 42% vs previous month

  • Unique visitors
    63.7K

    per month

  • Global rank
    #125,440

    among all websites

  • Category rank
    #1,348

    Finance · Investing

Similar websites

Websites whose visitors overlap most with eVestment. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
finalternatives.com
finalternatives.com
100%
–
opalesque.com
99%
#1,256,783View details
cfainstitute.org
91%
5.8M#12,959View details
bloombergbriefs.com
bloombergbriefs.com
83%
–
nasdaq.com
79%
9.3M#7,724View details
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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All 31 similar websites and full traffic analytics for eVestment

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Top companies in Investment & Financial Technology

3 companies that operate in the same segment as eVestment (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Commission-free trading and investment services are provided by Robinhood.
2013Menlo Park, California, United StatesUSD 5.58 BUSD 2.98 B4,841
Financial data and investment advisory tools are offered online.
1984Chicago, Illinois, United StatesUSD 91 MUSD 351.25 K6
App-based platform for spare change investment
2012Irvine, California, United StatesUSD 587.84 M602
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Related news about Evestment

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Frequently Asked Questions about eVestment

eVestment was founded in 2000 and raised its 1st funding round 5 years after it was founded.

eVestment is headquartered in Marietta, United States. It is registered at Marietta, Georgia, United States.

eVestment is a funded company, having raised a total of $63M across 2 funding rounds to date. The company's 1st funding round was a Private Equity Round of $63M, raised on Jul 2005.

Founded in 2000 and based in Marietta, United States, eVestment operates within the financial services sector. A suite of cloud-based tools for institutional investment data intelligence and analytics is maintained, including a database spanning multiple asset classes. Analytics features support research, due diligence, peer comparisons, competitive reviews, filtering options, and reporting. Services are utilized by asset managers, hedge fund managers, private equity managers, institutional investors, and consultants.

eVestment's top competitors include AdvisorCheck, ethos ESG and AdviceIQ.

eVestment has made 5 acquisitions, including A.S.A.P. Advisor Services, Fundspire, and Nasdaq eVestment.

eVestment has 3 investors. Key investors include Nasdaq, SVB, and Insight Partners.

Yes. eVestment was acquired by Nasdaq in September 2017.

The website of eVestment receives about 253 thousand visits a month and ranks #125,440 among all websites worldwide.

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