About Solovis
Solovis is a Technology company based in Dallas (United States) founded in 2013, and was acquired by Insight Partners in September 2025. Multi-asset class portfolios are managed and reported via Solovis platform. Solovis has raised $20.75 million across 5 funding rounds from investors including Nasdaq, Northwestern University and Edison Partners. The company has 106 employees. Solovis has completed 1 acquisition, including Betflix 8K. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Portfolio Management. Its legal entity is SOLOVIS, INC. Its competitors include Altruist, CAIS and GeoWealth; 3 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Dallas, United States
- Employees 106
- Stage Acquired
- SectorsTechnology
- Website solovis.com
- Social LinkedIn X
- Acquired by Nasdaq (Mar 2020)
- Legal Name Solovis, Inc.
- Total Equity Funding$20.75M (USD)
in 5 rounds
- Latest Funding Round$8M (USD), Series A
May 2018
- InvestorsNasdaq
& 9 more
- Employee Count106
- Investments & Acquisitions
- Acquired by
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 $20.75M
- Total Rounds 5
- Last Round Series A — $8M
- First Round $250,000
(Apr 2014)
- Investors Count 8
All 5 funding rounds of Solovis 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 |
|---|---|---|---|---|---|
| May 2018 | $8M | Series A | – | – | – |
| May 2017 | $8M | Series A | – | Edison Partners | |
| Oct 2016 | $1.25M | Series A | – | – | – |
| Jan 2016 | $3.25M | Series A | – | Edison Partners | |
| Apr 2014 | $250,000 | Seed | – | – | – |
10 investors in total: 9 institutional and 1 angel.
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 |
|---|---|---|---|---|
Provider of a growth equity firm for adaptive and personalized plans | edisonpartners.com | Princeton, United States | ||
Growth-stage US companies are invested in by MissionOG. | missionog.com | Philadelphia, United States | ||
Seed and early-stage US venture capital investments are managed. | ocaventures.com | Chicago, United States | ||
| timberlinevc.com | ||||
| cultivateventures.co | ||||
| fintopcapital.com | ||||
Investment firm scaling software and technology companies from early to late stages. | insightpartners.com | |||
Various courses and degrees are offered across diversified academic streams. | 1851 | northwestern.edu | United States | |
Stock trading, clearing, and securities listing services are operated globally. | 1971 | nasdaq.com | New York, United States | |
JB Jeremie Bacon | Angel investor, entrepreneur, focused on tech startups, based in India. | unknown_9650a4b115c040a8a |
Investor details for Solovis
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.
People of Solovis
6 people are tracked at Solovis (4 in leadership, 2 in team); the tracked headcount is 106.
| Name | Role | Group |
|---|---|---|
Josh Smith | CEO | Leadership |
Michael Uram | Chief Product Officer | Leadership |
James Burke | Vice President Of Product Management | Leadership |
Emmitte Griggs | Chief Knowledge Officer | Leadership |
Ashley Newman | Document Management Specialist | Team |
Shametria Favors Richardson | Document Management Manager | Team |
Complete people profiles for Solovis
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
SaaS-based business intelligence platform is provided for asset management. | madroneco.com | San Francisco, United States | 2013 | Dec 2017 | •••• |
Complete acquisition details for Solovis
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Solovis
6 dated milestones of Solovis across 12 years, from founding to its latest funding, stage changes and deals.
- Founded Solovis is founded.
- Funding First funding round of $250K.
- Acquisition Acquires Betflix 8K.
- Funding Latest funding round, Series A, of $8.0M.
- Exit Acquired by Nasdaq.
- Exit Acquired by Insight Partners.
Competitors of Solovis
Solovis has 3 listed competitors in our database, 3 of them funded. They include Altruist, CAIS and GeoWealth.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| altruist.com | 2018 | Los Angeles, United States | $601.5M | 169 | Portfolio management software for financial advisors | |
| caisgroup.com | 2009 | New York, United States | $734M | Financial planning and advisory solutions are offered to wealth managers. | ||
| geowealth.com | 2010 | Chicago, United States | $75M | Integrated wealth management solutions are offered for advisors and institutions. |
Detailed competitors of Solovis
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 Solovis
The website of Solovis (solovis.com) receives about 6.6K visits a month.
- Monthly visits6.6K
▲ 76.6% vs previous month
Websites whose visitors overlap most with Solovis. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| fidelity.com | 100% | 129.5M | #275 | View details |
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Solovis (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 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. The company's 1st funding round was a Seed of $250K, raised on Apr 2014.
Solovis has 106 employees.
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 has made 1 acquisition, including Betflix 8K.
Solovis has 10 investors. Key investors include Nasdaq, Northwestern University, Edison Partners, MissionOG, and OCA Ventures.
Solovis operates through Solovis, Inc..
Yes. Solovis was acquired by Nasdaq in March 2020.