About Factbook
Factbook is a Technology company based in London (United Kingdom) founded in 1999. It operates as an automates investment reporting and workflows for asset management businesses worldwide. It operates on a SaaS and B2B model in Technology and Financial Services sectors. Factbook offers products and services including Client Reports, Factsheets, Pitchbooks, and Portals. Its focus areas include FinTech, Investment Tech, Reporting and Automation. Its legal entity is FACTBOOK LIMITED. Its competitors include Jacobi, Alkymi, Landytech, BI-SAM and Wilshire and 3 more; 4 of its 8 listed competitors have raised funding.
Company details
Factbook specializes in automating investment reporting processes, including client reports, factsheets, and pitchbooks, using advanced software like Factbook Studio 10 to streamline operations. It helps reporting teams become more effective and efficient by reducing risks and saving time. The company serves asset management firms with tailored solutions and is based in Surrey, United Kingdom, focusing on client-centric services in the financial sector.
- Headquarters London, United Kingdom
- SectorsTechnologyFinancial Services
- Website factbook.co.uk
- Social LinkedIn X
- Legal Name Factbook Limited
- Date of Incorporation 06 Aug, 1991
- Jurisdiction WORCESTER PARK, ENGLAND
Products & Services of Factbook
Factbook offers a comprehensive portfolio of products and services, including Client Reports, Factsheets, Pitchbooks, and Portals.
Automates tailored information for retail and institutional clients.
Automates fund factsheet production for various design templates.
Provides automated PowerPoint add-in for accurate sales presentations.
Enables delivery of dynamic data-driven content to websites.
Competitors of Factbook
Factbook has 8 listed competitors in our database, 4 of them funded. They include Jacobi, Alkymi, Landytech, BI-SAM and Wilshire, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| jacobistrategies.com | 2014 | San Francisco, United States | $25.6M | 72 | Cloud-based portfolio design platform | |
| alkymi.io | 2017 | New York, United States | $26M | – | Enterprise data digitization and analytics solutions are developed. | |
| landytech.com | 2018 | London, United Kingdom | $18M | 26 | Data platform for risk management and investment performance analytics, automated and consolidated reporting | |
| bisam.com | 2000 | Paris, France | $6M | – | Market Risk Analytic and Portfolio Construction Solutions. | |
| wilshire.com | 1972 | Los Angeles, United States | – | 243 | Performance reporting solutions are provided for the financial services industry. | |
| ipreo.com | 2006 | New York, United States | – | – | Workflow solutions to capital markets and corporate professionals | |
| statpro.com | 1994 | London, United Kingdom | – | 6 | Portfolio analytics and risk management solutions are provided. | |
| positiongreen.com | 2015 | Malmo, Sweden | – | 8 | Sustainability reporting solutions are delivered online for companies. |
Detailed competitors of Factbook
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
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Web traffic of Factbook
Websites that share an audience with Factbook (factbook.co.uk).
Websites whose visitors overlap most with Factbook. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| rockitco.com | 100% | – | – | View details |
Top companies in Investment & Financial Technology
10 companies that operate in the same segment as Factbook (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 5.58 B | USD 2.98 B | 4,841 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | 14,747 | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | 2,713 | |
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 | – | 602 | |
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 | – | 674 | |
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 | – | 1,524 |
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Frequently Asked Questions about Factbook
Factbook was founded in 1999.
Factbook is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
Factbook specializes in automating investment reporting processes, including client reports, factsheets, and pitchbooks, using advanced software like Factbook Studio 10 to streamline operations. It helps reporting teams become more effective and efficient by reducing risks and saving time. The company serves asset management firms with tailored solutions and is based in Surrey, United Kingdom, focusing on client-centric services in the financial sector.
Factbook offers Client Reports, Factsheets, Pitchbooks, and Portals.
Factbook operates through Factbook Limited.