Key Business Breakdowns
Products & Services
Revenue Management Platform
Cloud-based fee calculation and billing solution for wealth and asset managers to automate revenue/fee calculations, reporting, and billing with AI-dr•••• •••••••••.
Pricing & Go-to-market
Pricing model
Subscription-based pricing model that varies based on assets under management, number of users, selected modules, and client size, with larger clients ••••••••• ••••••••• •••••• ••••••••••• •••••.
Average Sales Value
••••• ••••••••• ••••• •••• $•••-$•••• ••• ••••, ••••• •••••• ••••••••• ••• ••••• •• •• •.$••.
Average Sales Cycle
••-•• ••••••.
Growth Review
Customer Overview
c.130 customers in the financial services industry vertical, including banks with wealth management business lines, independent wealth managers, insti•••••••• ••••• ••••••••, ••• ••••• •••••••••• ••••••• •••••••••.
Customer Concentration
••• ••• •• ••••••••• •••••••••• •.••% •• •••••••.
Customer Retention
•.••%.
Barriers to Switching
•••• ••••••••••• ••• ••••••••• •••••.
| Company Name | Revenue | FTE | Proprietary Insights | HQ | Ownership Type |
|---|---|---|---|---|---|
 PureFacts | $1••m '•• | ••• '•• | - | Canada | P•••••••• |
 Univeris | - | - | - | - | - |
 Vestmark | - | - | - | - | - |
 Oracle | - | - | - | - | - |
 SAP | - | - | - | - | F•••••••••••• |
 EbixCash Financial Technologies | - | - | - | - | - |
 Fiserv | - | - | - | - | P••••• |
 Broadridge | - | - | - | - | - |
Relevant Companies
CircleBlack
Cloud-based software platform for wealth management firms and financial advisors to manage performance reporting, rebalancing, billing, and account connectivity with integration to custodians and third-party tools.
HQ
Ownership
Investors
Eton Solutions
Wealth management platform for customers in multi-family offices and high-net-worth advisory firms to manage investment reporting, entity administration, and client relationship workflows.