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
Locked
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Website
Locked
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Social
Locked
- Legal Name Vettafi, Llc
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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
$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
Not available
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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.
Provides index licensing and calculation for asset management
Delivers display ads and lead generation for advisors
Offers lead subscriptions and web traffic tracking tools
People of VettaFi
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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.
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 |
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Provider of investment and trading data
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Investor details for VettaFi
Investor domains, locations, round participation, and complete history require an active premium plan.
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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.
Investment portfolio details for VettaFi
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Online platform offering finacial news
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Locked | Locked | 2017 | Locked | |
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Proprietary indexes are developed for asset management strategies.
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Locked | Locked | 2016 | Locked | |
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Investments in emerging technologies are managed by ROBO Global.
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Locked | Locked | 2013 | Locked |
Complete acquisition details for VettaFi
Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.
- Transaction dates
- Acquired stakes
- Disclosed values
- Domains and locations
Verified entity values are shown only after access is granted.
Financial Statements - VettaFi
Detailed financials for VettaFi
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
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Vettafi Comparisons
Peer comparison for VettaFi
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- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
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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.
| Company Name | Domain | Founded year | HQ Location | Description |
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Tailor-made multi-asset class index solutions are developed for investment products.
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Provider of financial platform providing real-time quotes, performance history, and news
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| Locked | Locked | Locked |
AI-based investment data analysis is offered to investors.
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Index management solutions
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Diversified investment management services are provided to clients.
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Detailed competitors of VettaFi
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
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- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on 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
Verified entity values are shown only after access is granted.
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 current CEO of VettaFi.
VettaFi is a funded company, having raised a total of $175M across 1 funding round to date.
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 Solactive, Wilshire Indexes and Etna Research.
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.