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
Locked
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Website
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Social
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- Legal Name Solovis, Inc.
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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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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People of Solovis
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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.
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.
| 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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Locked | Locked | Locked | |
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Growth-stage US companies are invested in by MissionOG.
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Seed and early-stage US venture capital investments are managed.
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Locked | Locked | Locked |
Investor details for Solovis
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Investments & Acquisitions by Solovis
Solovis has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Betflix 8K.
Investment portfolio details for Solovis
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- Transaction dates
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| 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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Locked | Locked | 2013 | Locked |
Complete acquisition details for Solovis
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Financial Statements - Solovis
Detailed financials for Solovis
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Solovis Comparisons
Peer comparison for Solovis
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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.
| Company Name | Domain | Founded year | HQ Location | Description |
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| Locked | Locked | Locked |
Portfolio management software for financial advisors
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| Locked | Locked | Locked |
Portfolio management solutions are offered to financial advisors.
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| Locked | Locked | Locked |
Financial planning and advisory solutions are offered to wealth managers.
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Digital wealth tools are provided to empower financial advisors.
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Integrated wealth management solutions are offered for advisors and institutions.
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Portfolio management software
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Detailed competitors of Solovis
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Latest news on Solovis
Complete news archive for Solovis
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Frequently Asked Questions about Solovis
Solovis was founded in 2013 and raised its 1st funding round 1 year after it was founded.
Solovis is headquartered in Dallas, United States. It is registered at Dallas, Texas, United States.
Solovis is a funded company, having raised a total of $20.75M across 5 funding rounds to date.
As of Dec 31, 2020, the latest employee count at Solovis is 106.
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.
Solovis's top competitors include Altruist, Nucleus Financial and QPLIX.
Solovis has made 1 acquisition, including Betflix 8K.
Solovis has 10 investors. Key investors include Nasdaq, Northwestern University, Edison Partners, MissionOG, and OCA Ventures.