About VettaFi
VettaFi is a company based in New York (United States) founded in 2022 was acquired by T M X in December 2023.. VettaFi has raised $175 million across 1 funding round from investors including T M X. VettaFi has completed 4 acquisitions, including Advisor Perspectives, EQM Indexes and ETF Stream. VettaFi offers products and services including Indexing Services, Digital Marketing, and Data Analytics. VettaFi operates in a competitive market with competitors including Solactive, Wilshire Indexes, BITA, Foxberry and Optimal Asset Management, among others.
- Headquarter New York, United States
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Sectors
Technology
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Phone
*********
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Website
*********
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Social
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- Legal Name Vettafi, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$175 M (USD)
in 1 rounds
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Latest Funding Round
$175 M (USD), Series D
Jan 09, 2023
- Investors
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Employee Count
Employee Count
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Investments & Acquisitions
Advisor Perspectives
& 3 more
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Acquired by
T M X
(Dec 13, 2023)
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Products & Services of VettaFi
VettaFi offers a comprehensive portfolio of products and services, including Indexing Services, Digital Marketing, and Data Analytics. 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.
Provides index licensing and calculation for asset management
Delivers display ads and lead generation for advisors
Offers lead subscriptions and web traffic tracking tools
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Funding Insights of VettaFi
VettaFi has successfully raised a total of $175M through 1 strategic funding round. The most recent funding activity was a Series D round of $175 million completed in January 2023. 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 1
- Last Round Series D — $175.0M
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First Round
First Round
(09 Jan 2023)
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan, 2023 | Amount | Series D - VettaFi | Valuation | T M X |
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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 VettaFi
VettaFi has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include T M X. 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 investment and trading data
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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 VettaFi
VettaFi has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include Advisor Perspectives, EQM Indexes and ETF Stream. 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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Online platform offering finacial news
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2017 | ||||
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Proprietary indexes are developed for asset management strategies.
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2016 | ||||
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Investments in emerging technologies are managed by ROBO Global.
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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 - VettaFi
| 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 |
Vettafi Comparisons
Competitors of VettaFi
VettaFi 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 Solactive, Wilshire Indexes, BITA, Foxberry and Optimal Asset Management, 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 |
Tailor-made multi-asset class index solutions are developed for investment products.
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| domain | founded_year | HQ Location |
Provider of financial platform providing real-time quotes, performance history, and news
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| domain | founded_year | HQ Location |
AI-based investment data analysis is offered to investors.
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| domain | founded_year | HQ Location |
Index management solutions
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| domain | founded_year | HQ Location |
Diversified investment management services are provided to clients.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| 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 Vettafi
Frequently Asked Questions about VettaFi
When was VettaFi founded?
VettaFi was founded in 2022 and raised its 1st funding round 1 year after it was founded.
Where is VettaFi located?
VettaFi is headquartered in New York, United States. It is registered at New York, New York, United States.
Who is the current CEO of VettaFi?
Leland Clemons is the current CEO of VettaFi.
Is VettaFi a funded company?
VettaFi is a funded company, having raised a total of $175M across 1 funding round to date. The company's 1st funding round was a Series D of $175M, raised on Jan 09, 2023.
What does VettaFi do?
VettaFi was established in 2022 in New York, United States, within the asset management sector. Indexing solutions are delivered to facilitate the creation of index-based financial products. Data analytics and lead generation tools are supplied to link asset managers with financial advisors. Digital marketing services are provided to support advisor engagement and product expansion. Operations focus on enhancing efficiency and market access for industry clients.
Who are the top competitors of VettaFi?
VettaFi's top competitors include Solactive, Wilshire Indexes and Etna Research.
What products or services does VettaFi offer?
VettaFi offers Indexing Services, Digital Marketing, and Data Analytics.
How many acquisitions has VettaFi made?
VettaFi has made 4 acquisitions, including Advisor Perspectives, EQM Indexes, and ETF Stream.
Who are VettaFi's investors?
VettaFi has 1 investor. Key investors include T M X.
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