About factorE
factorE is a company based in New York (United States) founded in 2017 was acquired by iCapital in September 2020.. factorE offers products and services including Architect, Fund Master, iCapital Insight, and Document Center. factorE operates in a competitive market with competitors including Addepar, Altruist, sei, Avaloq and 360 One, among others.
- Headquarter New York, United States
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Sectors
Technology
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Email
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Phone
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Website
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Social
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Products & Services of factorE
factorE offers a comprehensive portfolio of products and services, including Architect, Fund Master, iCapital Insight, and Document Center. 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.
Tool for analyzing and building portfolios with alternatives and structured investments
System to centralize data for alternative investment products
Provides education and compliance documentation for investments
Platform for efficient document handling in investments
Funding Insights of factorE
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Investors in factorE
factorE has secured backing from 1 investor. Prominent investors backing the company include iCapital. 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.
| Investor | Description | Founded Year | Domain | Location |
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Software solutions are provided for managing private investments.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by factorE
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - factorE
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Factore Comparisons
Competitors of factorE
factorE 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, sei, Avaloq and 360 One, 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 |
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for investment advisors.
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Portfolio management software for financial advisors
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Wealth and investment management solutions are offered to institutional investors.
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Cloud-based solutions for financial institutions are provided by Avaloq.
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Asset and wealth management software is provided for businesses.
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Digital private wealth management platform for individuals
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about factorE
When was factorE founded?
factorE was founded in 2017.
Where is factorE located?
factorE is headquartered in New York, United States. It is registered at New York, New York, United States.
What does factorE do?
factorE is a risk analytics portfolio management solutions for investment advisors, investors, and research analysts. It features tools to access educational content, evaluate investment process, asset allocation, build portfolios, compare investment products, and customize reports for tracking investment performances.
Who are the top competitors of factorE?
factorE's top competitors include Addepar, Delta Capita and Altruist.
What products or services does factorE offer?
factorE offers Architect, Fund Master, iCapital Insight, and Document Center.
Who are factorE's investors?
factorE has 1 investor. Key investors include iCapital.
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