About VettaFi
VettaFi is a Technology company based in New York (United States) founded in 2022, and was acquired by T M X in December 2023. Provider of indexing services, data analytics, and digital marketing solutions for asset managers. 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. Its chief executive, as recorded, is Leland Clemons. Its website vettafi.com draws about 52 thousand monthly visits. VettaFi offers products and services including Indexing Services, Digital Marketing, and Data Analytics. Its focus areas include FinTech, Investment Tech, Capital Market IT and Index Management. Its legal entity is VETTAFI, LLC. Its competitors include Optimal Asset Management and Etna Research; 2 of its 2 listed competitors have raised funding.
Company details
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.
- Headquarters New York, United States
- Stage Acquired
- SectorsTechnology
- Website category Finance · Investing
- Website vettafi.com
- Social LinkedIn X YouTube
- Acquired by T M X (Dec 2023)
- Legal Name Vettafi, Llc
- Total Equity Funding$175M (USD)
in 1 rounds
- Latest Funding Round$175M (USD), Series D
Jan 2023
- Investors
- Investments & AcquisitionsAdvisor Perspectives
& 3 more
- Acquired byT M X
(Dec 2023)
Products & Services of VettaFi
VettaFi offers a comprehensive portfolio of products and services, including Indexing Services, Digital Marketing, and Data Analytics.
Provides index licensing and calculation for asset management
Delivers display ads and lead generation for advisors
Offers lead subscriptions and web traffic tracking tools
Apps and channels of VettaFi
its YouTube channel VettaFi has 4.53K subscribers and 30 videos.
Videos from VettaFi
The most watched videos on VettaFi's YouTube channel, VettaFi (4.53K subscribers). Click a video to play it here.
More on VettaFi.
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 $175M
- Total Rounds 1
- Last Round Series D — $175M
- First Round $175M
(Jan 2023)
- Investors Count 1
All 1 funding rounds of VettaFi 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 |
|---|---|---|---|---|---|
| Jan 2023 | $175M | Series D | – | T M X | – |
1 investors in total: 1 institutional.
Investors in VettaFi
VettaFi has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include T M X.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Provider of investment and trading data | 1861 | tmx.com | Toronto, Canada |
Investor details for VettaFi
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 VettaFi
56 people are tracked at VettaFi (31 in leadership, 25 in team).
| Name | Role | Group |
|---|---|---|
Leland Clemons | CEO | Leadership |
Ashley Melanson | Director of Client Success | Leadership |
Brad Baker, CFA | CTO - Index Operations | Leadership |
Doug Short | Vice President of Research | Leadership |
Stacey Morris | Head of Energy Research | Leadership |
Smita Chirputkar-Mehta | Head - Quantitative Products | Leadership |
Robert Devlin | Sales Director | Leadership |
Tiffany Moseley (Mellor) | Director Of Strategic Sales | Leadership |
Josh Wymard | Head Of Legal | Leadership |
Dalton Easterwood, CFA | Head Of Index Product | Leadership |
Karen Burke | Director, National Accounts | Leadership |
Laure Richmond | Chief Financial Officer | Leadership |
Sarah Alexander | Chief Engagement Officer | Leadership |
Roxanna I. | Head Of Sector & Industry Research | Leadership |
Vincent Merta | Director, Strategy And Operations | Leadership |
Damon Wirth | Director Of Engineering | Leadership |
Clay S. | Chief Financial Officer | Leadership |
Moshe Greenberg, CFA | Head Of Index Governance | Leadership |
Dawn Zarcaro | Director of Virtual Events | Leadership |
Tom Hendrickson (I'm Hiring) | President | Leadership |
36 more people are available in the full profile.
Complete people profiles for VettaFi
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Online platform offering finacial news | etfstream.com | London, United Kingdom | 2017 | Jun 2025 | •••• | |
Proprietary indexes are developed for asset management strategies. | eqmindexes.com | San Diego, United States | 2016 | Sep 2023 | •••• | |
Investments in emerging technologies are managed by ROBO Global. | roboglobal.com | Dallas, United States | 2013 | Apr 2023 | •••• | |
Online newsletters and commentary are delivered to financial advisors. | advisorperspectives.com | Lexington, United States | 2007 | Oct 2022 | •••• |
Complete acquisition details for VettaFi
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 VettaFi
7 dated milestones of VettaFi across 3 years, from founding to its latest funding, stage changes and deals.
- Founded VettaFi is founded.
- Acquisition Acquires Advisor Perspectives.
- Funding First funding round of $175.0M.
- Acquisition Acquires ROBO Global.
- Acquisition Acquires EQM Indexes.
- Exit Acquired by T M X.
- Acquisition Acquires ETF Stream.
Competitors of VettaFi
VettaFi has 2 listed competitors in our database, 2 of them funded. They include Optimal Asset Management and Etna Research.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| optimalam.com | 2012 | Los Altos, United States | $2.06M | Diversified investment management services are provided to clients. | ||
| etnaresearch.com | 2020 | United States | $285,292 | AI-driven quantitative investment strategies are provided to institutional clients. |
Detailed competitors of VettaFi
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 VettaFi
The website of VettaFi (vettafi.com) receives about 51.9K visits a month and ranks #603,889 among all websites worldwide, #5,961 in Investing.
- Monthly visits51.9K
▲ 3.6% vs previous month
- Unique visitors23.5K
per month
- Global rank#603,889
among all websites
- Category rank#5,961
Finance · Investing
- Bounce rate42%
- Pages per visit2.4
- Average visit40 sec
- DevicesDesktop 36% · Mobile 64%
Websites whose visitors overlap most with VettaFi. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| alpsfunds.com | 100% | #1,421,331 | View details | ||
| advisorperspectives.com | 97% | 194.1K | #287,690 | View details | |
| etftrends.com | 96% | 183.4K | #254,074 | View details | |
| fidelity.com | 89% | 129.5M | #275 | View details | |
| newsfilecorp.com | 82% | 213.8K | #217,050 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 8 similar websites and full traffic analytics for VettaFi
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 8 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as VettaFi (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 Vettafi
Complete news archive for VettaFi
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
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Frequently Asked Questions about VettaFi
VettaFi was founded in 2022 and raised its 1st funding round 1 year after it was founded.
VettaFi is headquartered in New York, United States. It is registered at New York, New York, United States.
Leland Clemons is the CEO of VettaFi, as recorded in our data.
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 2023.
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.
VettaFi's top competitors include Etna Research and Optimal Asset Management.
VettaFi offers Indexing Services, Digital Marketing, and Data Analytics.
VettaFi has made 4 acquisitions, including Advisor Perspectives, EQM Indexes, and ETF Stream.
VettaFi has 1 investor. Key investors include T M X.
VettaFi operates through Vettafi, Llc.
Yes. VettaFi was acquired by T M X in December 2023.