About NES Financial
NES Financial is a Technology company based in San Jose (United States) founded in 2005, and was acquired by JTC in April 2020. It operates as a fund administration solutions. NES Financial has raised $4.8 million across 3 funding rounds from investors including JTC. The company has 67 employees. Its focus areas include FinTech, Investment Tech, Private Funds IT and Portfolio Management. Its competitors include Nirvana Financial Solutions, CMG, Cognitive Credit, TruBoard Partners and Omega Point and 4 more; 8 of its 9 listed competitors have raised funding.
Company details
NES Financial provides cloud-based portfolio management solutions for private equity, commercial real estate, and alternative assets. It features 1031 tax-deferred exchanges solutions for fund tracking reporting, investors services, and treasury services. It offers private equity fund administration solutions for data analysis, reporting, and compliance. Also offers EB-5 administration suite for escrow depository services, fund administration, and audit compliance.
- Headquarters San Jose, United States
- Employees 67
- Stage Acquired
- SectorsTechnology
- Phone•••• ••••
- Website nesfinancial.com
- Social LinkedIn X Facebook
- Acquired by JTC (Apr 2020)
Funding Insights of NES Financial
NES Financial has successfully raised a total of $4.8M across 3 strategic funding rounds. The most recent funding activity was a Seed round of $2.73 million completed in May 2017. 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 $4.8M
- Total Rounds 3
- Last Round Seed — $2.73M
- First Round $1.07M
(May 2010)
All 3 funding rounds of NES Financial 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 |
|---|---|---|---|---|---|
| May 2017 | $2.73M | Seed | – | – | – |
| Feb 2012 | $1.01M | Seed | – | – | – |
| May 2010 | $1.07M | Seed | – | – | – |
1 investors in total: 1 institutional.
Investors in NES Financial
NES Financial has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include JTC.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Fund and private wealth services are provided to institutional clients. | 1987 | jtcgroup.com | Saint Helier, Jersey |
Investor details for NES Financial
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Timeline of NES Financial
4 dated milestones of NES Financial across 15 years, from founding to its latest funding, stage changes and deals.
- Founded NES Financial is founded.
- Funding First funding round of $1.1M.
- Funding Latest funding round, Seed, of $2.7M.
- Exit Acquired by JTC.
Competitors of NES Financial
NES Financial has 9 listed competitors in our database, 8 of them funded. They include Nirvana Financial Solutions, CMG, Cognitive Credit, TruBoard Partners and Omega Point, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| nirvanasolutions.com | 2006 | New York, United States | $2.02M | 252 | Portfolio Management solution | |
| cmgx.io | 2015 | Chicago, United States | $62.5M | – | Asset management solutions are provided through a capital markets platform. | |
| cognitivecredit.com | 2017 | London, United Kingdom | $18.06M | 20 | Credit market data and analytics are provided for investors. | |
| truboardpartners.com | 2020 | Mumbai, India | $2.83M | 282 | Asset performance is managed via data and AI platform. | |
| ompnt.com | 2013 | San Francisco, United States | $3.17M | 32 | Analytics Platform for Strategy and Finance Professionals | |
| chronograph.pe | 2016 | Brooklyn, United States | – | – | Cloud-based portfolio management solutions for private market investors are offered. | |
| altvia.com | 2006 | Broomfield, United States | $18,000 | 61 | Software for private equity fund management is provided by Altvia. | |
| oxanepartners.com | 2013 | London, United Kingdom | $320,544 | 442 | Technology-driven solutions for private credit portfolio management are provided. | |
| burgiss.com | 1987 | Hoboken, United States | $190M | 99 | Provider of a suite of cloud-based portfolio management & reporting solutions for private market investors |
Detailed competitors of NES Financial
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Top companies in Investment & Financial Technology
10 companies that operate in the same segment as NES Financial (Investment & Financial Technology), 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 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | 14,747 | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | 2,713 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | 602 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | 674 | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | 1,524 |
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Frequently Asked Questions about NES Financial
NES Financial was founded in 2005 and raised its 1st funding round 5 years after it was founded.
NES Financial is headquartered in San Jose, United States. It is registered at San Jose, California, United States.
NES Financial is a funded company, having raised a total of $4.8M across 3 funding rounds to date. The company's 1st funding round was a Seed of $1.07M, raised on May 2010.
NES Financial has 67 employees.
NES Financial provides cloud-based portfolio management solutions for private equity, commercial real estate, and alternative assets. It features 1031 tax-deferred exchanges solutions for fund tracking reporting, investors services, and treasury services. It offers private equity fund administration solutions for data analysis, reporting, and compliance. Also offers EB-5 administration suite for escrow depository services, fund administration, and audit compliance.
NES Financial's top competitors include Nirvana Financial Solutions, Cognitive Credit and CMG.
NES Financial has 1 investor. Key investors include JTC.
Yes. NES Financial was acquired by JTC in April 2020.