About Investment Metrics
Investment Metrics is a company based in Fairfield (United States) founded in 2010 was acquired by Confluence in November 2021.. Investment Metrics has completed 1 acquisition, including Style Analytics. Investment Metrics offers products and services including Portfolio Analytics and Reporting, Style Factor and ESG Analysis, Competitor and Peer Analysis, and Market and Manager Research. Investment Metrics operates in a competitive market with competitors including Altruist, Nucleus Financial, CAIS, Fintso and GeoWealth, among others.
- Headquarter Fairfield, 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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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
HarbourVest Partners
& 2 more
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Employee Count
Employee Count
- Investments & Acquisitions
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Acquired by
Confluence
(Nov 03, 2021)
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Products & Services of Investment Metrics
Investment Metrics offers a comprehensive portfolio of products and services, including Portfolio Analytics and Reporting, Style Factor and ESG Analysis, Competitor and Peer Analysis, and Market and Manager Research. 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.
Provides tools for managing and analyzing investment portfolios effectively
Offers analysis of environmental, social, and governance factors for investments
Delivers insights on market competitors and peer performance metrics
Supports research on investment managers and market trends
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Funding Insights of Investment Metrics
- Total Funding Total Funding
- Total Rounds 1
- Last Round Last Round
- First Round First Round
- Investors Count 2
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jun, 2017 | Amount | Series A - Investment Metrics | Valuation | Resurgens Technology Partners , HarbourVest Partners |
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| 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 |
investors |
Investors in Investment Metrics
Investment Metrics has secured backing from 3 investors, including venture fund investors. Prominent investors backing the company include HarbourVest Partners, Confluence and Resurgens Technology Partners. 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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A technology-focused private equity firm is operated.
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Founded Year | Domain | Location | |
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Private market investment solutions are offered to institutional clients.
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Founded Year | Domain | Location | |
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Cloud-based solutions for wealth management and investment automation are provided.
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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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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Investment Metrics
Investment Metrics has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Style Analytics. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| 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 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Investment research and portfolio analysis solution
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Investment Metrics
| 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 |
investors |
Investment Metrics Comparisons
Competitors of Investment Metrics
Investment Metrics 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 Altruist, Nucleus Financial, CAIS, Fintso and GeoWealth, 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 |
Portfolio management software for financial advisors
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| domain | founded_year | HQ Location |
Portfolio management solutions are offered to financial advisors.
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| domain | founded_year | HQ Location |
Financial planning and advisory solutions are offered to wealth managers.
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| domain | founded_year | HQ Location |
Digital wealth tools are provided to empower financial advisors.
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| domain | founded_year | HQ Location |
Integrated wealth management solutions are offered for advisors and institutions.
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| domain | founded_year | HQ Location |
Portfolio management software
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Investment Metrics
Frequently Asked Questions about Investment Metrics
When was Investment Metrics founded?
Investment Metrics was founded in 2010 and raised its 1st funding round 7 years after it was founded.
Where is Investment Metrics located?
Investment Metrics is headquartered in Fairfield, United States.
What does Investment Metrics do?
Investment Metrics was founded in 2010 and is based in Fairfield, United States. Solutions for portfolio analytics and reporting are provided to the investment industry, including performance reporting, investment analytics, due diligence, portfolio reporting, process automation, market intelligence, and data research. These services support investment consultants, plan sponsors, asset managers, and wealth advisors in their operational needs.
Who are the top competitors of Investment Metrics?
Investment Metrics's top competitors include Altruist, Nucleus Financial and QPLIX.
What products or services does Investment Metrics offer?
Investment Metrics offers Portfolio Analytics and Reporting, Style Factor and ESG Analysis, Competitor and Peer Analysis, and Market and Manager Research.
How many acquisitions has Investment Metrics made?
Investment Metrics has made 1 acquisition, including Style Analytics.
Who are Investment Metrics's investors?
Investment Metrics has 3 investors. Key investors include HarbourVest Partners, Confluence, and Resurgens Technology Partners.