Voyant

Austin, United States Founded: 2006 • Age: 20 yrs Acquired By AssetMark
Financial planning software is offered for RIAs and advisers.
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About Voyant

Voyant is a company based in Austin (United States) founded in 2006 was acquired by AssetMark in March 2021.. The company has 31 employees as of December 31, 2020. Voyant operates in a competitive market with competitors including Planful, Iress, Modern Wealth Management, Wealthpilot and Link Group, among others.

  • Headquarter Austin, United States
  • Employees 31 as on 31 Dec, 2020
  • Sectors
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Voyant, Inc.
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    31

    as on Dec 31, 2020

  • Acquired by
    AssetMark

    (Mar 01, 2021)

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People of Voyant
Headcount 10-50
Employee Profiles 21
Employee Profiles
People
Garima Sehgal
Analyst
People
Sarah Yonkowski
Senior Enterprise Sales Executive
People
Jamie Phelps
Customer Success Lead
People
Anna Bai
Frontend Software Developer

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Funding Insights of Voyant

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Voyant

Voyant has secured backing from 1 investor. Prominent investors backing the company include AssetMark. 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.

All
Investor Description Founded Year Domain Location
Wealth management and technology solutions are offered to financial advisors.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Voyant

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Voyant

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Voyant Comparisons

Employees
+
Add Comparison
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Competitors of Voyant

Voyant 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 Planful, Iress, Modern Wealth Management, Wealthpilot and Link Group, 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
Cloud-based financial planning and advisory solutions are provided for businesses.
domain founded_year HQ Location
Wealth management solutions are provided online for financial markets.
domain founded_year HQ Location
Wealth management services are provided to clients by the firm.
domain founded_year HQ Location
SaaS-based financial advisory & planning solutions
domain founded_year HQ Location
Retirement and superannuation solutions are provided, including investments and pensions.
domain founded_year HQ Location
Financial planning software for IRA recordkeeping is offered.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Voyant

Frequently Asked Questions about Voyant

When was Voyant founded?

Voyant was founded in 2006.

Where is Voyant located?

Voyant is headquartered in Austin, United States. It is registered at Austin, Texas, United States.

How many employees does Voyant have?

As of Dec 31, 2020, the latest employee count at Voyant is 31.

What does Voyant do?

Financial planning software for RIAs. It offers financial planning software for consumers, professional financial planners, financial consultants, advisers, IFAs, RIAs, and FSAFINRA registered representatives. Its products include Adviser, Advisergo, and Blocks. It claims to have more than 2000 firms as clients that include Lloyds Bank, Aon Hewitt, AXA, St. James Place Wealth Management, Bellpenny, and more.

Who are the top competitors of Voyant?

Voyant's top competitors include Iress, Planful and iraLogix.

Who are Voyant's investors?

Voyant has 1 investor. Key investors include AssetMark.

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