About PriceMetrix
PriceMetrix is a Technology company based in Toronto (Canada) founded in 2000, and was acquired by CRISIL in September 2025. It operates as a practice management software is provided for wealth managers. The company was acqui-hired. PriceMetrix offers products and services including ValueOne, FeeCheck, CommissionCheck, SignalOne, and Advisory. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Suite. Its legal entity is McKinsey & Company. Its competitors include Addepar, Altruist, InvestCloud, sei and Avaloq and 5 more; 6 of its 10 listed competitors have raised funding.
Company details
PriceMetrix was founded in 2000 and is based in Toronto, Canada. Software products are developed for retail wealth management firms operating in the United States and Canada. Key offerings include the PriceMetrix ValueOne Program for practice management and reporting among financial advisors, CommissionCheck for verifying equity commission trade pricing against market rates, and FeeCheck for referencing market-based fees and managed account pricing decisions.
- Headquarters Toronto, Canada
- SectorsTechnology
- Website pricemetrix.com
- Social LinkedIn X
- Acquired by McKinsey (Sep 2016)
- Legal Name Mckinsey & Company
Products & Services of PriceMetrix
PriceMetrix offers a comprehensive portfolio of products and services, including ValueOne, FeeCheck, CommissionCheck, SignalOne, and Advisory.
Helps prioritize business levers for growth compared to industry peers.
Assists in market-informed pricing for client services and relationships.
Ensures fair commission decisions for optimal client service delivery.
Identifies anomalies by benchmarking internal data against industry standards.
Designs pricing and compensation policies with investor interests in mind.
Investors in PriceMetrix
PriceMetrix has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include McKinsey and CRISIL.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Global management consulting is provided to businesses and governments. | 1926 | mckinsey.com | New York, United States | |
Credit rating database for financial institutions, energy sectors, automobiles, and telecom | 1987 | crisil.com | Mumbai, India |
Investor details for PriceMetrix
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.
Competitors of PriceMetrix
PriceMetrix has 10 listed competitors in our database, 6 of them funded. They include Addepar, Altruist, InvestCloud, sei and Avaloq, among others.
| 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. | |
| altruist.com | 2018 | Los Angeles, United States | $601.5M | 169 | Portfolio management software for financial advisors | |
| investcloud.com | 2010 | West Hollywood, United States | $78.73M | 373 | Investment management software is provided for advisors and institutions. | |
| seic.com | 1968 | Oaks, United States | – | 5,061 | Wealth and investment management solutions are offered to institutional investors. | |
| avaloq.com | 1985 | Zurich, Switzerland | $301.11M | – | Cloud-based solutions for financial institutions are provided by Avaloq. | |
| 360.one | 2008 | Mumbai, India | – | 65 | Asset and wealth management software is provided for businesses. | |
| broadridge.com | 2007 | New York, United States | – | 14,600 | Cloud-based accounting and financial management solutions are offered to businesses. | |
| onevest.com | 2021 | Calgary, Canada | $38.75M | 90 | No-code platform for wealth management is provided by OneVest. | |
| envestnet.com | 1999 | Berwyn, United States | – | 1,342 | Cloud-based solutions are offered for wealth management and financial advising. | |
| milessoft.com | 1999 | Mumbai, India | $1.12M | 210 | Back-office solutions are offered to wealth managers and financial institutions. |
Detailed competitors of PriceMetrix
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.
Web traffic of PriceMetrix
Websites that share an audience with PriceMetrix (pricemetrix.com).
Websites whose visitors overlap most with PriceMetrix. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| tamaracinc.com | 48% | 828.1K | #68,160 | View details |
Top companies in Investment & Financial Technology
10 companies that operate in the same segment as PriceMetrix (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 PriceMetrix
PriceMetrix was founded in 2000.
PriceMetrix is headquartered in Toronto, Canada. It is registered at Toronto, Ontario, Canada.
PriceMetrix was founded in 2000 and is based in Toronto, Canada. Software products are developed for retail wealth management firms operating in the United States and Canada. Key offerings include the PriceMetrix ValueOne Program for practice management and reporting among financial advisors, CommissionCheck for verifying equity commission trade pricing against market rates, and FeeCheck for referencing market-based fees and managed account pricing decisions.
PriceMetrix offers ValueOne, FeeCheck, CommissionCheck, SignalOne, and Advisory.
PriceMetrix operates through Mckinsey & Company.
Yes. PriceMetrix was acquired by McKinsey in September 2016.