About Eze Software Group
Eze Software Group is a Technology company based in Boston (United States) founded in 1995, and was acquired by SS&C in July 2018. It operates as a mid- and back-office software solutions for financial services are provided. The company has 502 employees. Eze Software Group has completed 1 acquisition, including TKS Solutions. Its website ezesoft.com draws about 16 thousand monthly visits. Its Indian entity Ezesoftware India Private Limited reported revenue of ₹180 Cr. Eze Software Group offers products and services including Eze Investment Suite, Trade Order Management, and Portfolio Management. Its focus areas include FinTech, Investment Tech, Capital Market IT and Trade Management. Its competitors include GAIN Capital, ION Group, Capitolis, SunGard and Nasdaq Private Market and 5 more; 8 of its 10 listed competitors have raised funding.
Company details
Eze Software group provide software solutions for the financial service industry. The solutions cater in the areas of Order Management, Trade Execution Analytics, Portfolio Analytics Modeling, Compliance Regulatory Reporting, Commission Management, Data Management and Portfolio Accounting. The company serves broker-dealers, hedge funds, institutional asset managers, mutual fundsunit trusts, and wealth managers, as well as pension funds, endowments, and foundations. Eze Software Group was formerly known as Eze Castle Software and changed its name in April 2013.
- Headquarters Boston, United States
- Employees 502
- SectorsTechnology
- Website ezesoft.com
- Social LinkedIn X YouTube
- Acquired by SS&C (Jul 2018)
- Legal Name Ezesoftware India Private Limited
- Date of Incorporation 23 Apr, 2015
- Jurisdiction Hyderabad, Telangana, India
- Annual Revenue₹180 Cr
FY 2025 · +5% YoY
- Net Profit₹26.12 Cr
FY 2025 · 14% margin
- EBITDA₹31.52 Cr
FY 2025 · 17% margin
- InvestorsTPG
& 1 more
- Employee Count502
- Investments & Acquisitions
- Acquired by
Associated legal entities of Eze Software Group
Eze Software Group operates through Ezesoftware 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 |
|---|---|---|---|---|---|---|---|
| Ezesoftware India Private Limited CIN U72200TG2015FTC098621 | Active | 23 Apr 2015 | Hyderabad, Telangana | ₹180 Cr | 502 | 4 | View details |
Products & Services of Eze Software Group
Eze Software Group offers a comprehensive portfolio of products and services, including Eze Investment Suite, Trade Order Management, and Portfolio Management.
Platform for portfolio and trade management tools
System for executing and managing trade orders
Tools for overseeing investment portfolios and accounting
Apps and channels of Eze Software Group
its YouTube channel SS&C Eze has 611 subscribers and 30 videos.
Videos from Eze Software Group
The most watched videos on Eze Software Group's YouTube channel, SS&C Eze (611 subscribers). Click a video to play it here.
More on SS&C Eze.
Investors in Eze Software Group
Eze Software Group has secured backing from 2 investors, including institutional and venture fund investors. Prominent investors backing the company include TPG and SS&C.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Fund of funds focused on pre-seed and seed-stage companies | 1992 | tpg.com | Fort Worth, United States | |
Cloud-based software is provided for investment management firms. | 1986 | ssctech.com | Windsor Locks, United States |
Investor details for Eze Software Group
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Board of directors of Ezesoftware India Private Limited (Eze Software Group)
Ezesoftware India Private Limited is the primary company behind Eze Software Group. The board of Ezesoftware India Private Limited currently have 3 directors; the longest-serving is Ugandar Mamidipoodi, appointed in 2019. 13 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Ugandar Mamidipoodi DIN 08509229 | Managing Director | 16 Jul 2019 | 7 yrs 3 mo | Ezesoftware India Private Limited |
| Karen Cheng Geiger DIN 10276578 | Director | 18 Aug 2023 | 3 yrs 1 mo | Ezesoftware India Private Limited |
| Brian Norman Schell DIN 10391614 | Director | 13 Dec 2023 | 2 yrs 10 mo | Ezesoftware India Private Limited |
People of Eze Software Group
14 people are tracked at Eze Software Group (6 in leadership, 8 in team); the tracked headcount is 502.
| Name | Role | Group |
|---|---|---|
Jeffrey Shoreman | President | Leadership |
Adam Rudiger | Director, Head of Finance | Leadership |
James Griffin | Executive MD & Head of Global Sales | Leadership |
Meghan Rocha | MD & Head of Global Marketing | Leadership |
David Ditta | MD & Head of Global EMS Sales | Leadership |
Bahar Ghaffari | MD & Head of EMEA & APAC Sales | Leadership |
Joe Doherty | MD, Sell-side Business | Team |
Chad Yohn | General Counsel | Team |
Azmi Jafarey | Senior MD, Business Applications & Technology | Team |
Ug Mamidipoodi | MD, India | Team |
Frank Orzechowski | MD, Product Management | Team |
Jenny Kim Desmyter | MD, Sales Strategy | Team |
Anthony Rossi | MD, North America Sales | Team |
Kathryn Mendes | MD, Global Solutions | Team |
Complete people profiles for Eze Software Group
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Financials of Eze Software Group
Figures of Ezesoftware India Private Limited, the primary company behind Eze Software Group, for FY 2025. Revenue was ₹180 Cr (+5% year on year). Net profit was ₹26.12 Cr (14% margin). EBITDA was ₹31.52 Cr (17% margin). Revenue has grown at a compounded annual rate of +12% over three years and +8% over five years.
- ₹180 CrRevenue · FY 2025 · +5% YoY
- ₹26.12 CrNet profit · 14% margin
- ₹31.52 CrEBITDA · 17% margin
- ₹24.84 CrPaid-up capital
- 502Employees (provident fund records)
- +12%Revenue CAGR, 3 years
- +8%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Ezesoftware India Private Limited are on its company page.
Detailed financial statements for Eze Software Group
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Investments & Acquisitions by Eze Software Group
Eze Software Group has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include TKS Solutions.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Specialized software for shareholder and partnership accounting is provided. | pennyitworks.com | New York, United States | 2006 | Oct 2015 | •••• |
Complete acquisition details for Eze Software Group
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Timeline of Eze Software Group
4 dated milestones of Eze Software Group across 23 years, from founding to its latest funding, stage changes and deals.
- Founded Eze Software Group is founded.
- Exit Acquired by TPG.
- Acquisition Acquires TKS Solutions.
- Exit Acquired by SS&C.
Competitors of Eze Software Group
Eze Software Group has 10 listed competitors in our database, 8 of them funded. They include GAIN Capital, ION Group, Capitolis, SunGard and Nasdaq Private Market, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| gaincapital.com | 1999 | Bedminster, United States | $175.5M | 252 | White-label front-end trading solutions for capital markets are provided. | |
| iongroup.com | 1998 | New York, United States | $400M | 988 | Treasury management solutions are provided for financial institutions and banks. | |
| capitolis.com | 2016 | New York, United States | $302.46M | 62 | Trade management solutions are provided for investors in capital markets. | |
| sungard.com | 1982 | Wayne, United States | – | – | Enterprise Software | |
| nasdaqprivatemarket.com | 2013 | New York, United States | $83.8M | – | White-labelled software for private market investments is provided to organizations. | |
| haloinvesting.com | 2015 | Chicago, United States | $116.14M | 47 | Software suite offered to investment professionals for structured product access. | |
| vestmark.com | 2001 | Wakefield, United States | $64.25M | 390 | Trade management solutions are offered for capital market brokers. | |
| tradier.com | 2012 | Charlotte, United States | $27.72M | – | Brokerage API Provider | |
| m-daq.com | 2010 | Singapore | $252.03M | – | Trade management solutions are provided for cross-border investor activities. | |
| finastra.com | 2017 | London, United Kingdom | – | 1,890 | Financial software solutions for lending, payments, and banking are provided. |
Detailed competitors of Eze Software Group
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Web traffic of Eze Software Group
The website of Eze Software Group (ezesoft.com) receives about 16.3K visits a month.
- Monthly visits16.3K
▼ 3.5% vs previous month
Websites whose visitors overlap most with Eze Software Group. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| globaltradingtools.com | 100% | – | #7,446,109 | View details | |
| tradingcanyon.com | 99% | – | #3,956,170 | View details | |
| repool.com | 84% | 15.3K | #1,441,623 | View details | |
| advent.com | 84% | 130.8K | #236,747 | View details | |
smrtalgo.com | smrtalgo.com | 81% | – | #1,047,913 | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 20 similar websites and full traffic analytics for Eze Software Group
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Top companies in Investment & Financial Technology
10 companies that operate in the same segment as Eze Software Group (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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Related news about Eze Software Group
Complete news archive for Eze Software Group
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Frequently Asked Questions about Eze Software Group
Eze Software Group was founded in 1995.
Eze Software Group is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
Eze Software Group has 502 employees.
The primary company behind Eze Software Group, Ezesoftware India Private Limited, reported revenue of ₹180 Cr for FY 2025, up 5% year on year.
Eze Software group provide software solutions for the financial service industry. The solutions cater in the areas of Order Management, Trade Execution Analytics, Portfolio Analytics Modeling, Compliance Regulatory Reporting, Commission Management, Data Management and Portfolio Accounting. The company serves broker-dealers, hedge funds, institutional asset managers, mutual fundsunit trusts, and wealth managers, as well as pension funds, endowments, and foundations. Eze Software Group was formerly known as Eze Castle Software and changed its name in April 2013.
Eze Software Group's top competitors include Capitolis, Halo Investing and M-DAQ.
Eze Software Group offers Eze Investment Suite, Trade Order Management, and Portfolio Management.
Eze Software Group has made 1 acquisition, including TKS Solutions.
Eze Software Group operates through Ezesoftware India Private Limited.
Yes. Eze Software Group was acquired by SS&C in July 2018.
The legal entities of Eze Software Group currently have 4 directors, including Karen Cheng Geiger, Brian Norman Schell, Ugandar Mamidipoodi and others.