Profidata Group

Zurich, Switzerland Founded: 1985 • Age: 41 yrs
Develops software for investment management and offers consulting, hosting, and support services.

About Profidata Group

Profidata Group is a company based in Zurich (Switzerland) founded in 1985. It operates as a SaaS, and B2B. Profidata Group has completed 1 acquisition, including abraxas. Profidata Group offers products and services including XENTIS, DirectOrder, AssetView, and FundLine. Profidata Group operates in a competitive market with competitors including Addepar, Altruist, InvestCloud, sei and Avaloq, among others.

  • Headquarter Zurich, Switzerland
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
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  • Legal Name Profidata Ag
Operational Areas
Financial Services → Investment Management & Advisory
Financial Services → Banking & Financial Institutions
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
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Products & Services of Profidata Group

Profidata Group offers a comprehensive portfolio of products and services, including XENTIS, DirectOrder, AssetView, and FundLine. 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.

Primary

Software for managing custodian business and investment compliance

Automates end-to-end order and trade processing for investments

Tool for monitoring and analyzing investment portfolios

Calculates trailer commissions and ensures financial data quality

People of Profidata Group
Headcount 50-200
Employee Profiles 34
Employee Profiles
People
Alexandra Ciocoiu
Software Engineer
People
Mathias Siegel
Software Engineering Team Lead
People
Andronic Trandafir
Software Engineer
People
Christoph Wassmer
Bereichsleitung

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Funding Insights of Profidata Group

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Profidata Group

Profidata Group has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include abraxas. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Financial services are provided to banking and IT industries.
1992
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Profidata Group

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Profidata Group Comparisons

Employees
+
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Competitors of Profidata Group

Profidata Group 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 Addepar, Altruist, InvestCloud, sei and Avaloq, 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
domain founded_year HQ Location
Wealth management solutions are delivered for investment advisors.
domain founded_year HQ Location
Portfolio management software for financial advisors
domain founded_year HQ Location
Investment management software is provided for advisors and institutions.
domain founded_year HQ Location
Wealth and investment management solutions are offered to institutional investors.
domain founded_year HQ Location
Cloud-based solutions for financial institutions are provided by Avaloq.
domain founded_year HQ Location
Asset and wealth management software is provided for businesses.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Profidata Group

Frequently Asked Questions about Profidata Group

When was Profidata Group founded?

Profidata Group was founded in 1985.

Where is Profidata Group located?

Profidata Group is headquartered in Zurich, Switzerland.

What does Profidata Group do?

Profidata Group develops and distributes software solutions for the investment and wealth management sector, including products like XENTIS for efficient custodian business management. They offer services such as consulting, implementation, hosting via SaaS, and application management. Based in Zurich, Switzerland, with offices in Europe and Asia, Profidata serves clients in major financial centers, focusing on compliance, automation, and operational efficiency through innovative tools and partnerships.

Who are the top competitors of Profidata Group?

Profidata Group's top competitors include Addepar, Altruist and sei.

What products or services does Profidata Group offer?

Profidata Group offers XENTIS, DirectOrder, AssetView, and FundLine.

How many acquisitions has Profidata Group made?

Profidata Group has made 1 acquisition, including abraxas.

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