About FolioMetrics
FolioMetrics is a Technology company based in London (United Kingdom) founded in 2012, and was acquired by With Intelligence in October 2023. It operates as a software solutions are provided for hedge funds and investors. The company has 8 employees. FolioMetrics offers products and services including CRM, Client Portals, Investor Reporting, Compliance, and Research Management. Its focus areas include FinTech, Investment Tech, Private Funds IT and Suite. Its legal entity is FOLIOMETRICS LIMITED. Its competitors include Juniper Square, iCapital, RealBlocks, FundGuard and Kanastra and 4 more; 6 of its 9 listed competitors have raised funding.
Company details
FolioMetrics was founded in 2012 in London, United Kingdom, focusing on the financial software sector. Solutions for hedge funds and investors are developed, including CRM, investor relations, research management, and portfolio management tools. These are offered via cloud deployment or on-premise installation to support operational needs in the investment industry.
- Headquarters London, United Kingdom
- Employees 8
- SectorsTechnology
- Phone•••• ••••
- Website foliometrics.co.uk
- Social LinkedIn X
- Acquired by With Intelligence (Oct 2023)
- Legal Name Foliometrics Limited
- Date of Incorporation 23 Feb, 2012
- Jurisdiction LONDON, ENGLAND
- Investors
- Employee Count8
- Acquired byWith Intelligence
(Oct 2023)
Products & Services of FolioMetrics
FolioMetrics offers a comprehensive portfolio of products and services, including CRM, Client Portals, Investor Reporting, Compliance, and Research Management.
Manages investor relations for funds and marketing teams.
Secure platform for sharing data with investors and prospects.
Automates report production to improve client communications.
Handles investor classification and approval workflows.
Consolidates research notes for investment teams.
Investors in FolioMetrics
FolioMetrics has secured backing from 1 investor. Prominent investors backing the company include With Intelligence.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment and asset management services are provided internationally. | 1998 | withintelligence.com | London, United Kingdom |
Investor details for FolioMetrics
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Timeline of FolioMetrics
2 dated milestones of FolioMetrics across 11 years, from founding to its latest funding, stage changes and deals.
- Founded FolioMetrics is founded.
- Exit Acquired by With Intelligence.
Competitors of FolioMetrics
FolioMetrics has 9 listed competitors in our database, 6 of them funded. They include Juniper Square, iCapital, RealBlocks, FundGuard and Kanastra, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| junipersquare.com | 2014 | San Francisco, United States | $369M | 367 | Real estate investments are managed through a specialized platform. | |
| icapital.com | 2013 | New York, United States | $1.49B | 535 | Software solutions are provided for managing private investments. | |
| realblocks.com | 2015 | New York, United States | $29.33M | 7 | RealBlocks is recognized as a digital platform for managing private funds. | |
| fundguard.com | 2018 | New York, United States | $156M | – | Cloud-based solutions are provided to asset managers and fund administrators. | |
| kanastra.com.br | 2022 | Uberlandia, Brazil | $64M | – | Alternative investment solution provider | |
| ivp.in | 2000 | New York, United States | – | 1,067 | Financial technology company offering investment firms software solutions | |
| ssctech.com | 1986 | Windsor Locks, United States | – | 26,600 | Cloud-based software is provided for investment management firms. | |
| asset-metrix.com | 2013 | Munich, Germany | – | 79 | Middle & back-office solutions for private investors | |
| cardoai.com | 2018 | Milan, Italy | $15M | – | AI-driven portfolio management solutions for alternative investments are offered. |
Detailed competitors of FolioMetrics
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Top companies in Investment & Financial Technology
10 companies that operate in the same segment as FolioMetrics (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 Foliometrics
Complete news archive for FolioMetrics
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Frequently Asked Questions about FolioMetrics
FolioMetrics was founded in 2012.
FolioMetrics is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
FolioMetrics has 8 employees.
FolioMetrics was founded in 2012 in London, United Kingdom, focusing on the financial software sector. Solutions for hedge funds and investors are developed, including CRM, investor relations, research management, and portfolio management tools. These are offered via cloud deployment or on-premise installation to support operational needs in the investment industry.
FolioMetrics's top competitors include Juniper Square, iCapital and FundGuard.
FolioMetrics offers CRM, Client Portals, Investor Reporting, Compliance, and Research Management.
FolioMetrics has 1 investor. Key investors include With Intelligence.
FolioMetrics operates through Foliometrics Limited.
Yes. FolioMetrics was acquired by With Intelligence in October 2023.