About Iress
Iress is a company based in Albury (Australia) founded in 1957 was acquired by OneVue in February 2014. It operates as a SaaS (Software-as-a-Service). Iress offers products and services including Xplan, ViewPoint, and Portfolio System. Iress operates in a competitive market with competitors including MetLife, Challenger, IVCM, Smooth Retirement and Crescent Wealth, among others.
- Headquarter Albury, Australia
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Iress
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Products & Services of Iress
Iress offers a comprehensive portfolio of products and services, including Xplan, ViewPoint, and Portfolio System. 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.
Software for financial planning and client management is provided.
Trading and market data solutions are offered for firms.
Technology for investment and portfolio management is delivered.
Funding Insights of Iress
| 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 Iress
Iress has secured backing from 1 investor. Prominent investors backing the company include OneVue. 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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Direct-to-client platforms for fund managers 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 Iress
| 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 - Iress
| 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 |
Iress Comparisons
Competitors of Iress
Iress 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 MetLife, Challenger, IVCM, Smooth Retirement and Crescent Wealth, 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 |
Internet-based life, health, auto, home, and pet insurance is offered.
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| domain | founded_year | HQ Location |
Retirement-focused investment management is provided by Challenger.
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| domain | founded_year | HQ Location |
Offers retirement funds and pension transfers across multiple jurisdictions.
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| domain | founded_year | HQ Location |
Provides investment management services focused on retirement planning.
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| domain | founded_year | HQ Location |
Offers ethical superannuation, finance, and community support aligned with Islamic principles in Australia.
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| domain | founded_year | HQ Location |
Provides financial planning, investment advice, retirement strategies, and superannuation services.
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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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Frequently Asked Questions about Iress
When was Iress founded?
Iress was founded in 1957.
Where is Iress located?
Iress is headquartered in Albury, Australia. It is registered at Albury, New South Wales, Australia.
What does Iress do?
Software for financial services is developed and offered by Iress. The company serves sectors such as financial advice, trading, market data, and investment management. Solutions are tailored for financial advisers, wealth managers, investment managers, traders, lenders, and mortgage brokers. Operations are supported globally with a focus on enhancing business performance and compliance. Clients are enabled to manage data, reporting, and competition effectively through innovative technology.
Who are the top competitors of Iress?
Iress's top competitors include MetLife, Challenger and IVCM.
What products or services does Iress offer?
Iress offers Xplan, ViewPoint, and Portfolio System.
Who are Iress's investors?
Iress has 1 investor. Key investors include OneVue.
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