About Solovis
Solovis is a company based in Dallas (United States) founded in 2013 was acquired by Insight Partners in September 2025.. Solovis has raised $20.75 million across 5 funding rounds from investors including Nasdaq, Northwestern University and Edison Partners. The company has 106 employees as of December 31, 2020. Solovis has completed 1 acquisition, including Betflix 8K. Solovis operates in a competitive market with competitors including Altruist, Nucleus Financial, CAIS, Fintso and GeoWealth, among others.
- Headquarter Dallas, United States
- Employees 106 as on 31 Dec, 2020
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Sectors
Technology
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Solovis, Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$20.75 M (USD)
in 5 rounds
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Latest Funding Round
$8 M (USD), Series A
May 29, 2018
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Investors
Nasdaq
& 9 more
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Employee Count
106
as on Dec 31, 2020
- Investments & Acquisitions
- Acquired by
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Funding Insights of Solovis
Solovis has successfully raised a total of $20.75M across 5 strategic funding rounds. The most recent funding activity was a Series A round of $8 million completed in May 2018. 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 Total Funding
- Total Rounds 5
- Last Round Series A — $8.0M
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First Round
First Round
(01 Apr 2014)
- Investors Count 8
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May, 2018 | Amount | Series A - Solovis | Valuation |
investors |
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| May, 2017 | Amount | Series A - Solovis | Valuation | Edison Partners | |
| Oct, 2016 | Amount | Series A - Solovis | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Solovis
Solovis has secured backing from 10 investors, including venture fund, institutional, and angel investors. Prominent investors backing the company include Nasdaq, Northwestern University and Edison Partners. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Provider of a growth equity firm for adaptive and personalized plans
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Founded Year | Domain | Location | |
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Growth-stage US companies are invested in by MissionOG.
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Founded Year | Domain | Location | |
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Seed and early-stage US venture capital investments are managed.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Solovis
Solovis has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Betflix 8K. 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.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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SaaS-based business intelligence platform is provided for asset management.
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2013 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Solovis
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Solovis Comparisons
Competitors of Solovis
Solovis 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 Altruist, Nucleus Financial, CAIS, Fintso and GeoWealth, 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 |
Portfolio management software for financial advisors
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| domain | founded_year | HQ Location |
Portfolio management solutions are offered to financial advisors.
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| domain | founded_year | HQ Location |
Financial planning and advisory solutions are offered to wealth managers.
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| domain | founded_year | HQ Location |
Digital wealth tools are provided to empower financial advisors.
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| domain | founded_year | HQ Location |
Integrated wealth management solutions are offered for advisors and institutions.
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| domain | founded_year | HQ Location |
Portfolio management software
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Solovis
Frequently Asked Questions about Solovis
When was Solovis founded?
Solovis was founded in 2013 and raised its 1st funding round 1 year after it was founded.
Where is Solovis located?
Solovis is headquartered in Dallas, United States. It is registered at Dallas, Texas, United States.
Is Solovis a funded company?
Solovis is a funded company, having raised a total of $20.75M across 5 funding rounds to date. The company's 1st funding round was a Series A of $1.25M, raised on Apr 01, 2014.
How many employees does Solovis have?
As of Dec 31, 2020, the latest employee count at Solovis is 106.
What does Solovis do?
Solovis was established in 2013 in Dallas, United States, within the financial software sector. A platform is provided for portfolio management and reporting across multiple asset classes. Services target foundations, endowments, pensions, OCIOs, and family offices. Real-time analysis and modeling of data from diverse portfolios, relationships, and capital pools are enabled. Consolidated reports are automated and delivered to facilitate operations from front to back office.
Who are the top competitors of Solovis?
Solovis's top competitors include Altruist, Nucleus Financial and QPLIX.
How many acquisitions has Solovis made?
Solovis has made 1 acquisition, including Betflix 8K.
Who are Solovis's investors?
Solovis has 10 investors. Key investors include Nasdaq, Northwestern University, Edison Partners, MissionOG, and OCA Ventures.
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