About Sawtooth Solutions
Sawtooth Solutions is a Technology company based in Minneapolis (United States) founded in 2009. Cloud-based platform for asset management in wealth oversight is offered. The company has 26 employees. Its chief executive, as recorded, is Brad Pries. Its focus areas include FinTech, Investment Tech, Capital Market IT and Trade Management. Its legal entity is Sawtooth Asset Management, Inc. Similar companies include GAIN Capital, Capitolis and ION Group; 3 of its 3 listed similar companies have raised funding.
Company details
Sawtooth Solutions was founded in 2009 and is based in Minneapolis, United States. A cloud-based platform for asset management is provided to advisory firms, breakaway firms, brokers, dealers, and banks. The wealth management process across accounts is overseen through a Unified Managed Account program. Services encompass investment strategies, client onboarding, compliance solutions, billing systems, performance reporting, and a client portal. Operations focus on the financial technology sector.
- Headquarters Minneapolis, United States
- Employees 26
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website sawtootham.com
- Social LinkedIn X Facebook
- Legal Name Sawtooth Asset Management, Inc.
- Latest Funding Round$350K (USD), Debt – Conventional
Sep 2018
- Employee Count26
Funding Insights of Sawtooth Solutions
- Total Rounds 2
- Last Round Debt – Conventional — $350,000
- First Round $225,000
(Mar 2010)
All 2 funding rounds of Sawtooth Solutions 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 |
|---|---|---|---|---|---|
| Sep 2018 | $350,000 | Debt – Conventional | – | – | – |
| Mar 2010 | $225,000 | Debt – Conventional | – | – | – |
People of Sawtooth Solutions
1 people are tracked at Sawtooth Solutions (1 in leadership); the tracked headcount is 26.
| Name | Role | Group |
|---|---|---|
Brad Pries | CEO | Leadership |
Complete people profiles for Sawtooth Solutions
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Timeline of Sawtooth Solutions
3 dated milestones of Sawtooth Solutions across 9 years, from founding to its latest funding, stage changes and deals.
- Founded Sawtooth Solutions is founded.
- Funding First funding round of $225K.
- Funding Latest funding round, Debt – Conventional, of $350K.
Similar companies to Sawtooth Solutions
Sawtooth Solutions has 3 listed similar companies in our database, 3 of them funded. They include GAIN Capital, Capitolis and ION Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| gaincapital.com | 1999 | Bedminster, United States | $175.5M | 252 | White-label front-end trading solutions for capital markets are provided. | |
| capitolis.com | 2016 | New York, United States | $478.46M | 62 | Trade management solutions are provided for investors in capital markets. | |
| iongroup.com | 1998 | New York, United States | $400M | 988 | Treasury management solutions are provided for financial institutions and banks. |
Detailed similar companies of Sawtooth Solutions
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Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Sawtooth Solutions (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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Related news about Sawtooth Solutions
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Frequently Asked Questions about Sawtooth Solutions
Sawtooth Solutions was founded in 2009 and raised its 1st funding round 1 year after it was founded.
Sawtooth Solutions is headquartered in Minneapolis, United States. It is registered at Minneapolis, Minnesota, United States.
Brad Pries is the CEO of Sawtooth Solutions, as recorded in our data.
Sawtooth Solutions has 26 employees.
Sawtooth Solutions was founded in 2009 and is based in Minneapolis, United States. A cloud-based platform for asset management is provided to advisory firms, breakaway firms, brokers, dealers, and banks. The wealth management process across accounts is overseen through a Unified Managed Account program. Services encompass investment strategies, client onboarding, compliance solutions, billing systems, performance reporting, and a client portal. Operations focus on the financial technology sector.
Sawtooth Solutions's top competitors include Capitolis, ION Group and GAIN Capital.
Sawtooth Solutions operates through Sawtooth Asset Management, Inc..