Solovis
Solovis is a multi-asset class portfolio management, analytics, and reporting SaaS platform for institutional investors, offering positions-based IBOR, risk, forecasting, and outsourced data operations modules to pensions, endowments, foundations, and family offices.
- Company typePrivate
- Founded2013
- HeadquartersIrving, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Solovis does
Solovis is a multi-asset class portfolio management, analytics, and reporting technology platform built for institutional investors. The platform is delivered as a unified SaaS solution with modular components: Portfolio Analytics provides consolidated, bottom-up views and reporting across public and private holdings; Risk Analytics delivers factor-based risk metrics, historical scenario analysis, and market stress testing built on positions-level (not returns-based) data for more accurate ex-ante risk prediction; Predict enables forecasting of portfolio performance, liquidity, and the impact of future investment decisions, including private equity J-curve and pacing modeling; and Analyst Services provides outsourced data capture, aggregation, and operations support through sub-services (Analyst Operations, Public Analyst, Private Analyst). The architecture is cloud-based with open APIs for ecosystem integration and positions-level IBOR capability.
The company serves pensions, endowments, foundations, family offices, and government retirement systems, with named customers including UC Investments (Office of the Chief Investment Officer of the University of California), Georgia Tech Foundation, The Wallace Foundation, Bardos LLC, and the City of Fresno Retirement System. Go-to-market is exclusively direct enterprise field sales with a consultative selling motion, and revenue is generated through SaaS subscriptions plus Analyst Services professional services fees. Pricing is quote-based and not publicly disclosed.
Solovis was founded in 2013, is headquartered in Irving, Texas with a registered office in New York, operates with 11-50 employees, and was acquired by Insight Partners in October 2025 from prior owner Nasdaq, with ST6 partnering as an operations team to accelerate growth and AI integration. The company has raised approximately $19.5M in disclosed equity funding across 2014-2018 and acquired Madrone in December 2017.
Solovis firmographics
Firmographics- Name
- Solovis
- Legal name
- Solovis, Inc.
- Website
- https://solovis.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Solovis is a multi-asset class portfolio management, analytics, and reporting SaaS platform for institutional investors, offering positions-based IBOR, risk, forecasting, and outsourced data operations modules to pensions, endowments, foundations, and family offices.
- Ownership category
- akta.pro rank
Solovis industry classification
Industry- Product category
- Institutional Investment Management Software
- NAICS
- Portfolio Management and Investment Advice (523940), Other Financial Vehicles (52599)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Family Office Services (Single & Multi-Family Office) (FSABADAF)
Keywords
Where Solovis is headquartered
LocationHeadquarters
- HQ city
- Irving
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Solovis business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Subscription: Subscription-based software-as-a-service model with automatic renewal unless canceled. The platform is provided for internal business purpose only, suggesting enterprise licensing. Payment accepted via ACH and wire in USD.
- Analyst Services (Professional Services): Outsourced analyst operations services providing data capture, aggregation, and analytics to extend client team capacity. Includes dedicated analyst support for portfolio data management.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise multi-asset portfolio management platform with subscription pricing |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Solovis product offering
Product offeringCore offering
Solovis is a multi-asset class portfolio management, analytics, and reporting SaaS platform for institutional investors. The platform consolidates public and private asset data into a single Investment Book of Record, enabling bottom-up portfolio analysis, risk assessment, and forecasting. It is sold via enterprise subscriptions with optional outsourced Analyst Services for data capture and aggregation.
Product overview
Solovis is a multi-asset-class portfolio management platform delivered as a unified platform with modular components. The core platform (Portfolio Analytics) provides consolidated views, reporting, and analysis across public and private asset classes. Three key modules extend the platform: Risk Analytics delivers factor-based risk metrics and scenario analysis; Predict enables forecasting and modeling of investment decisions; and Analyst Services provides outsourced data operations with three sub-services (Analyst Operations, Public Analyst, and Private Analyst). Clients such as UC Investments ($125B AUM), Georgia Tech Foundation ($2.3B AUM), The Wallace Foundation ($1.7B AUM), and Bardos LLC use the platform for institutional investment management.
Differentiator
Problem solved
Functional benefit
Products and services
- Portfolio Analytics Core portfolio management and analytics module providing consolidated views across multi-asset class portfolios with customizable reports, visualizations, and bottom-up analysis capabilities for both public and private holdings. Used by institutional investors as their central portfolio analytics and IBOR system.
- Risk Analytics Risk management and reporting module delivering factor-based risk metrics, scenario analysis, and market stress testing across all asset types using positions-based (not returns-based) calculations for more accurate ex-ante risk prediction.
- Predict Forecasting and modeling module enabling investment teams to model variables and assess the impact of future investment decisions on portfolio performance, liquidity, and risk, including private equity J-curve and pacing analysis.
- Analyst Services Outsourced data capture, aggregation, and analytics service that expands client team capacity by offloading portfolio data collection from managers, custodians, and market data vendors, delivered alongside the Solovis platform.
Quantifiable outcome
- $125 billion portfolio transformed in one year
- +3 more outcomes
Companies that use Solovis
Customer profileNamed customers5 records
Segments3 records
Ideal customer profiles3 records
Solovis technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
Solovis partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- ST6flagshipST6 is an operations team partnering with Insight Partners to help accelerate Solovis' growth as an independent company. ST6 provides operational expertise and support to drive growth and innovation initiatives.
Scale indicators4 records
Recent moves5 records
Expansion highlights5 records
Solovis competitors and assessment
Company assessmentBroad incumbents
- BlackRock Aladdin: BlackRock's Aladdin is the dominant enterprise investment management platform combining portfolio management, risk, trading, and operations. It is the broadest incumbent competing for the same institutional buyer as Solovis but at much larger scale and across more asset classes.
- Bloomberg AIM: Bloomberg's Asset and Investment Manager (AIM) platform delivers order management, portfolio management, and compliance for buy-side firms. It is an incumbent competitor, broader in scope but overlapping on core portfolio and risk workflows that Solovis targets.
- FIS InvestOne: FIS InvestOne is an integrated investment accounting and performance measurement platform used by insurance companies and asset managers. It competes with Solovis on accounting book of record and multi-asset reporting, especially for institutions transitioning away from legacy systems.
Direct peers
- MSCI Barra: MSCI provides portfolio analytics, multi-asset risk modeling, and factor-based risk tools used by institutional investors. It overlaps directly with Solovis' Portfolio Analytics and Risk Analytics modules, particularly for pension and endowment clients.
- SS&C Advent: SS&C's Advent suite includes Axys, APX, and Moxy, which handle portfolio accounting, performance, and reporting for institutional and wealth managers. It is one of the most direct competitors to Solovis' IBOR and portfolio reporting capabilities.
- State Street Charles River IMS: Charles River Development (State Street) provides the Charles River Investment Management Solution (CR IMS) for front-to-back office trading, portfolio management, and compliance. It serves large institutional asset managers and overlaps with Solovis on multi-asset portfolio management workflows.
- Clearwater Analytics: Clearwater Analytics provides investment accounting, reporting, and reconciliation for institutional investors including pensions, endowments, and insurers. It competes most directly with Solovis' IBOR and reporting capabilities and has scaled rapidly via cloud-native architecture.
- eFront (BlackRock): eFront specializes in alternative investment management software for private equity, real estate, infrastructure, and private debt. It overlaps with Solovis' Predict module and Private Analyst services for institutional LPs managing large private market allocations.
- Adenza (formerly Calypso + AxiomSL): Adenza combines Calypso's cross-asset trading and risk platform with AxiomSL's regulatory reporting and investment accounting. It is a peer in multi-asset, multi-jurisdiction institutional technology stacks, recently taken private by Thoma Bravo.
Emerging players
- FundCount: FundCount provides investment accounting and partnership accounting for hedge funds, fund admins, and family offices. It is a smaller, emerging competitor that overlaps with Solovis' Analyst Services and private fund holdings capabilities for mid-sized institutional buyers.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Solovis social profiles
Digital presenceSolovis financial estimates
Financial estimateRevenue estimate
Valuation estimate
Solovis leadership team
Management profileNumber of profiles
Profiles4 records
Solovis funding detail
Funding detailFunding overview
Funding rounds5 records
Investors8 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Solovis M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Solovis
What does Solovis do?
Solovis is a multi-asset class portfolio management, analytics, and reporting SaaS platform for institutional investors. The platform consolidates public and private asset data into a single Investment Book of Record, enabling bottom-up portfolio analysis, risk assessment, and forecasting. It is sold via enterprise subscriptions with optional outsourced Analyst Services for data capture and aggregation.
Is Solovis a public or private company?
Solovis is a private company. It is classified as private equity controlled and is currently operating.
When was Solovis founded?
Solovis was founded in 2013. It employs 11 to 50 people.
Where is Solovis based?
Solovis is headquartered in Irving, United States, in the North America region.
How does Solovis make money?
Two revenue lines are on record. SaaS Subscription is the primary driver. The others are analyst Services (Professional Services).
Who are Solovis's main competitors?
Broad incumbents on record are BlackRock Aladdin, Bloomberg AIM and FIS InvestOne. Direct peers are MSCI Barra, SS&C Advent, State Street Charles River IMS, Clearwater Analytics, eFront (BlackRock) and Adenza (formerly Calypso + AxiomSL). FundCount is listed as an emerging player.
Does Solovis have an API?
No public API is recorded for Solovis.
What industry is Solovis in?
Solovis's product category is Institutional Investment Management Software. Its primary akta.pro industry code is FSABADAF, Family Office Services (Single & Multi-Family Office). Its NAICS code is 523940 and its SIC code is 7370.