About Joss Technology
Joss Technology is a Technology company based in New York (United States) founded in 2010, and was acquired by AIM Software in November 2014. Entity data management solutions are provided to financial institutions. Joss Technology has raised $30 thousand across 1 funding round from investors including AIM Software. The company was acqui-hired. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Suite. Its legal entity is Joss Technology, Inc. Its competitors include Addepar, sei and Envestnet; 1 of its 3 listed competitors has raised funding.
Company details
Founded in 2010 in New York, United States, Joss Technology specializes in entity data management within the financial technology sector. Solutions are delivered to institutions for regulatory compliance, risk management, and operational efficiency. Data on counterparties, clients, accounts, and issuers is supplied to maintain entity exposure profiles. The company was acquired by AIM Software in 2014.
- Headquarters New York, United States
- Stage Acquired
- SectorsTechnology
- Website josstechnology.com
- Social LinkedIn X
- Acquired by AIM Software (Nov 2014)
- Legal Name Joss Technology, Inc.
- Total Equity Funding$30K (USD)
in 1 rounds
- Latest Funding Round$30K (USD), Seed
Jun 2011
- Investors
- Acquired byAIM Software
(Nov 2014)
Funding Insights of Joss Technology
Joss Technology has successfully raised a total of $30K through 1 strategic funding round. The most recent funding activity was a Seed round of $30 thousand completed in June 2011. 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 $30,000
- Total Rounds 1
- Last Round Seed — $30,000
- First Round $30,000
(Jun 2011)
All 1 funding rounds of Joss Technology 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 |
|---|---|---|---|---|---|
| Jun 2011 | $30,000 | Seed | – | – | – |
1 investors in total: 1 institutional.
Investors in Joss Technology
Joss Technology has secured backing from 1 investor. Prominent investors backing the company include AIM Software.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Financial and enterprise data management software solutions are offered. | 1999 | aimsoftware.com | Vienna, Austria |
Investor details for Joss Technology
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Joss Technology
2 people are tracked at Joss Technology (1 in leadership, 1 in team).
| Name | Role | Group |
|---|---|---|
Jim Boyd | Customer Success Director | Leadership |
Angela Podvasnik | Support Specialist | Team |
Complete people profiles for Joss Technology
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Joss Technology
3 dated milestones of Joss Technology across 4 years, from founding to its latest funding, stage changes and deals.
- Founded Joss Technology is founded.
- Funding First funding round of $30K.
- Exit Acquired by AIM Software.
Competitors of Joss Technology
Joss Technology has 3 listed competitors in our database, 1 of them funded. They include Addepar, sei and Envestnet.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| addepar.com | 2009 | Mountain View, United States | $759.1M | 560 | Wealth management solutions are delivered for investment advisors. | |
| seic.com | 1968 | Oaks, United States | 5,061 | Wealth and investment management solutions are offered to institutional investors. | ||
| envestnet.com | 1999 | Berwyn, United States | 1,342 | Cloud-based solutions are offered for wealth management and financial advising. |
Detailed competitors of Joss Technology
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Joss Technology (Investment & Financial Technology) in United States, 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 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Frequently Asked Questions about Joss Technology
Joss Technology was founded in 2010 and raised its 1st funding round 1 year after it was founded.
Joss Technology is headquartered in New York, United States. It is registered at New York, New York, United States.
Joss Technology is a funded company, having raised a total of $30K across 1 funding round to date. The company's 1st funding round was a Seed of $30K, raised on Jun 2011.
Founded in 2010 in New York, United States, Joss Technology specializes in entity data management within the financial technology sector. Solutions are delivered to institutions for regulatory compliance, risk management, and operational efficiency. Data on counterparties, clients, accounts, and issuers is supplied to maintain entity exposure profiles. The company was acquired by AIM Software in 2014.
Joss Technology has 1 investor. Key investors include AIM Software.
Joss Technology operates through Joss Technology, Inc..
Yes. Joss Technology was acquired by AIM Software in November 2014.