About Itiviti
Itiviti is a Technology company based in Stockholm (Sweden) founded in 1987, and was acquired by Broadridge in March 2021. Trade life cycle management solutions are offered for capital markets. Itiviti has raised $5.09 million across 1 funding round from investors including Broadridge, DN Capital and Nordic Capital. Itiviti has completed 2 acquisitions, including Greenline Financial and Ullink. Its Indian entity Broadridge Trading And Connectivity Solutions India Private Limited reported revenue of ₹73.91 Cr. Its focus areas include FinTech, Investment Tech, Capital Market IT and Trade Management.
Company details
Itiviti was founded in 1987 and is headquartered in Stockholm, Sweden. Trade life cycle management solutions are provided for capital markets, serving trading firms, banks, brokers, and institutional clients. Services encompass agency trading and order management, testing and verification, compliance and reporting, client onboarding, exception management, pre-trade risk, and post-trading tools. Insights on agency and principal trading, as well as regulatory compliance, are also delivered.
- Headquarters Stockholm, Sweden
- Stage Acquired
- SectorsTechnology
- Email••••••••
- Website itiviti.com
- Social LinkedIn X Facebook
- Acquired by Broadridge (Mar 2021)
- Legal Name Broadridge Trading And Connectivity Solutions India Private Limited
- Date of Incorporation 04 Apr, 2013
- Indian entity revenue₹73.91 Cr
FY 2025 · +24% YoY
- Indian entity net profit₹8.79 Cr
FY 2025 · 12% margin
- Indian entity EBITDA₹12.37 Cr
FY 2025 · 17% margin
- Total Equity Funding$5.09M (USD)
in 1 rounds
- Latest Funding Round$5.09M (USD), Series A
Nov 2008
- InvestorsBroadridge
& 2 more
- Investments & AcquisitionsGreenline Financial
& 1 more
- Acquired by
Associated legal entities of Itiviti
Itiviti operates through Broadridge Trading And Connectivity Solutions India Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Broadridge Trading And Connectivity Solutions India Private Limited CIN U74120MH2013PTC241700 | Active | 04 Apr 2013 | Mumbai, Maharashtra | ₹73.9 Cr | 179 | 3 | View details |
Funding Insights of Itiviti
Itiviti has successfully raised a total of $5.09M through 1 strategic funding round. The most recent funding activity was a Series A round of $5.09 million completed in November 2008. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $5.09M
- Total Rounds 1
- Last Round Series A — $5.09M
- First Round $5.09M
(Nov 2008)
- Investors Count 1
All 1 funding rounds of Itiviti with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Nov 2008 | $5.09M | Series A | – | DN Capital | – |
3 investors in total: 3 institutional.
Investors in Itiviti
Itiviti has secured backing from 3 investors, including venture fund and institutional investors. Prominent investors backing the company include Broadridge, DN Capital and Nordic Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Venture capital firm focused on software, fintech, marketplaces, and consumer internet | dncapital.com | London, United Kingdom | ||
| nordiccapital.com | ||||
Cloud-based accounting and financial management solutions are offered to businesses. | 2007 | broadridge.com | New York, United States |
Investor details for Itiviti
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
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- Investor portfolios
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Board of directors of Broadridge Trading And Connectivity Solutions India Private Limited (Itiviti)
Broadridge Trading And Connectivity Solutions India Private Limited is the primary company behind Itiviti. The board of Broadridge Trading And Connectivity Solutions India Private Limited currently have 3 directors; the longest-serving is Steven Jay Rosenthal, appointed in 2021. 11 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Steven Jay Rosenthal DIN 06412897 | Director | 21 Jun 2021 | 5 yrs 4 mo | Broadridge Trading And Connectivity Solutions India Private Limited |
| Sheenam Ohrie DIN 09542463 | Director | 01 Apr 2022 | 4 yrs 7 mo | Broadridge Trading And Connectivity Solutions India Private Limited |
| Steven Glantz DIN 11197805 | Additional Director | 29 Jul 2025 | 1 yr 3 mo | Broadridge Trading And Connectivity Solutions India Private Limited |
People of Itiviti
798 people are tracked at Itiviti (393 in leadership, 7 in board & advisors, 398 in team).
| Name | Role | Group |
|---|---|---|
Joe Lucchese | Sr. Director | Leadership |
Shivprasad Parab | Sr Director, Platform Engineering - Global Head Of Engineering | Leadership |
Jennifer Garza | Director Of Finance | Leadership |
Stephen Johnston | Head Of FCS Broadridge | Leadership |
Marc Zutty | Vice President Strategy And Business Development | Leadership |
Seffi Bejarano | Vice President, Wealth Management | Leadership |
Mariana González | Sales Director - International Sales Team - Issuer Services | Leadership |
Doreen Oates | Vice President Of Product Management | Leadership |
Rich Stingi | Chief Human Resources Officer | Leadership |
Sandy Rohrer | Vice President, Healthcare Product Management | Leadership |
Sudhendu Agarwal | Director Of Software Engineering | Leadership |
Frank D'Andrea | Vice President, Software Engineering | Leadership |
Michael Novodvorskiy | Vice President Product Management | Leadership |
Elizabeth Maiellano | Vice President Product Management | Leadership |
Nick Titmuss | Vice President - Product Management | Leadership |
Millie Torres | Vice President - Product Management | Leadership |
Aninda Sarkar | CTO | ICS - Digital | Leadership |
Hanish John | VP Enterprise Architecture - Office Of The CTO | Leadership |
Michael Ullrich | CFO Technology | Leadership |
Joshua Oldham | Vice President, BPO Operations | Leadership |
778 more people are available in the full profile.
Complete people profiles for Itiviti
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Financials of Itiviti
Figures of Broadridge Trading And Connectivity Solutions India Private Limited, the primary company behind Itiviti, for FY 2025. Revenue was ₹73.91 Cr (+24% year on year). Net profit was ₹8.79 Cr (12% margin). EBITDA was ₹12.37 Cr (17% margin). Revenue has grown at a compounded annual rate of +29% over three years and +28% over five years.
- ₹73.91 CrRevenue · FY 2025 · +24% YoY
- ₹8.79 CrNet profit · 12% margin
- ₹12.37 CrEBITDA · 17% margin
- ₹1 LakhPaid-up capital
- 179Employees (provident fund records)
- +29%Revenue CAGR, 3 years
- +28%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Broadridge Trading And Connectivity Solutions India Private Limited are on its company page.
Detailed financial statements for Itiviti
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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- Downloads
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Investments & Acquisitions by Itiviti
Itiviti has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Greenline Financial and Ullink.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Multi-asset trading technology and infrastructure are provided to market participants. | ullink.com | Paris, France | 2001 | Nov 2017 | $650M | |
Electronic trading technology services are provided to the financial sector. | greenlinetech.com | Chicago, United States | 2000 | Jun 2013 | •••• |
Complete acquisition details for Itiviti
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Itiviti
6 dated milestones of Itiviti across 34 years, from founding to its latest funding, stage changes and deals.
- Founded Itiviti is founded.
- Funding First funding round of $5.1M.
- Exit Acquired by Nordic Capital.
- Acquisition Acquires Greenline Financial.
- Acquisition Acquires Ullink.
- Exit Acquired by Broadridge.
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Frequently Asked Questions about Itiviti
Itiviti was founded in 1987 and raised its 1st funding round 21 years after it was founded.
Itiviti is headquartered in Stockholm, Sweden.
Itiviti is a funded company, having raised a total of $5.09M across 1 funding round to date. The company's 1st funding round was a Series A of $5.09M, raised on Nov 2008.
The primary company behind Itiviti, Broadridge Trading And Connectivity Solutions India Private Limited, reported revenue of ₹73.91 Cr for FY 2025, up 24% year on year.
Itiviti was founded in 1987 and is headquartered in Stockholm, Sweden. Trade life cycle management solutions are provided for capital markets, serving trading firms, banks, brokers, and institutional clients. Services encompass agency trading and order management, testing and verification, compliance and reporting, client onboarding, exception management, pre-trade risk, and post-trading tools. Insights on agency and principal trading, as well as regulatory compliance, are also delivered.
Itiviti has made 2 acquisitions, including Greenline Financial, and Ullink.
Itiviti has 3 investors. Key investors include Broadridge, DN Capital, and Nordic Capital.
Itiviti operates through Broadridge Trading And Connectivity Solutions India Private Limited.
Yes. Itiviti was acquired by Broadridge in March 2021.
The legal entities of Itiviti currently have 3 directors, including Sheenam Ohrie, Steven Jay Rosenthal, Steven Glantz.