About FolioMetrics
FolioMetrics is a company based in London (United Kingdom) founded in 2012 was acquired by With Intelligence in October 2023. The company has 8 employees as of February 28, 2022. FolioMetrics offers products and services including CRM, Client Portals, Investor Reporting, Compliance, and Research Management. FolioMetrics operates in a competitive market with competitors including Juniper Square, iCapital, RealBlocks, FundGuard and Kanastra, among others.
- Headquarter London, United Kingdom
- Employees 8 as on 28 Feb, 2022
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Sectors
Technology
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Phone
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Website
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Social
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- Legal Name Foliometrics Limited
- Date of Incorporation 23 Feb, 2012
- Jurisdiction LONDON, ENGLAND
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Annual Revenue
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Net Profit
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EBITDA
Not available
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Latest Funding Round
Not available
- Investors
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Employee Count
8
as on Feb 28, 2022
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Acquired by
With Intelligence
(Oct 31, 2023)
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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.
Funding Insights of FolioMetrics
Detailed funding history for FolioMetrics
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Investors in FolioMetrics
FolioMetrics has secured backing from 1 investor. Prominent investors backing the company include With Intelligence.
| Investor | Description | Founded Year | Domain | Location |
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Investment and asset management services are provided internationally.
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Investor details for FolioMetrics
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Investments & Acquisitions by FolioMetrics
Investment portfolio details for FolioMetrics
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Financial Statements - FolioMetrics
Detailed financials for FolioMetrics
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Foliometrics Comparisons
Peer comparison for FolioMetrics
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Competitors of FolioMetrics
FolioMetrics 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 Juniper Square, iCapital, RealBlocks, FundGuard and Kanastra, among others.
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Real estate investments are managed through a specialized platform.
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Software solutions are provided for managing private investments.
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RealBlocks is recognized as a digital platform for managing private funds.
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Cloud-based solutions are provided to asset managers and fund administrators.
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Alternative investment solution provider
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Financial technology company offering investment firms software solutions
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Detailed competitors of FolioMetrics
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Latest news on 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.
As of Feb 28, 2022, the latest employee count at FolioMetrics is 8.
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.