What MDOTM Ltd. does

MDOTM Ltd. is a London-based fintech founded in 2015 that builds AI-driven investment decision-support software for institutional investors. Its core offering is the Sphere platform, a unified AI system comprising three modules: AI-Driven Investment Insights (market regime analysis, positioning indicators, and macro context turned into actionable strategy inputs), Portfolio Studio (mass customization and scalable rebalancing of thousands of portfolios with controlled tracking error), and StoryFolio (Generative-AI-powered portfolio-specific commentary and reporting). The proprietary algorithms are developed in-house by a team of more than 100 physicists, data scientists, engineers, and finance professionals, with the company supplementing its capabilities through the January 2022 acquisition of Mercurius Betting Intelligence, which contributed expertise in game theory, rare event forecasting, and tail risk management.

MDOTM serves institutional investors across asset management, wealth management, banking, and insurance — including named clients such as JPMorgan, Morgan Stanley, UniCredit, Amundi, Zurich Insurance, MGIM, Lazard, and Sella SGR. The company operates a direct enterprise sales motion, distributing Sphere via field sales with personalized demos and consultation targeting UK, continental European, and US institutional buyers. It maintains offices in London (headquarters), New York, and Milan, and is positioned within the UK regulatory perimeter as an appointed representative of Thornbridge Investment Management LLP (FRN 824056) under the Financial Conduct Authority, holding ISO 27001 certification and signatory status to the UN Principles for Responsible Investment.

The business model is a subscription-based enterprise SaaS arrangement on Sphere, with pricing not publicly disclosed and offered on a quote-based, demo-led basis. Revenue has not been disclosed; the company is venture-backed, having raised a €6.2 million seed round in September 2021 with Banca Profilo and three business angels, alongside additional capital events in 2018 and 2025. Marketing and thought leadership are supported through the 'Beyond the Noise' podcast, research publications including 'The 2024 State of AI Research Report', and industry events.

Name

MDOTM Ltd.

Legal name

MDOTM Ltd.

Website

https://mdotm.eu

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

101–250 employees

Short description

MDOTM Ltd. is a London-based fintech that builds the Sphere AI platform — comprising investment insights, scalable portfolio rebalancing, and Generative AI commentary — for institutional asset managers, wealth managers, banks, and insurers across the UK, Europe, and US.

Ownership category

akta.pro rank

Product category

AI-Driven Investment Management Software

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Enterprise PaaS (App Runtime & Managed Application Platforms) (HDAEAKAB)

akta.pro secondary industries

End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management) (HDAEANAA), Enterprise Foundation Model Integration & APIs (Connectors, Governance, Deployment) (HDAAACAO), AI/ML Solution Integration & MLOps Enablement (BPAEAAAJ)

Keywords

• AI investment platform
• Portfolio rebalancing software
• Asset management AI
• Wealth management technology
• Investment decision support

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. AI Platform Subscription: MDOTM provides its AI platform 'Sphere' as a subscription-based solution to asset and wealth managers. The platform offers portfolio advisory, asset allocation services, and AI-driven investment solutions on a recurring subscription basis.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

Sphere is an AI platform developed by MDOTM for institutional investment managers, providing AI-driven portfolio rebalancing, market signal generation, and automated investment commentaries. The platform integrates three modules — AI-Driven Investment Insights, Portfolio Studio, and StoryFolio — to support asset and wealth managers in making allocation decisions and producing client-facing narratives at scale.

Product overview

MDOTM Ltd offers Sphere, a unified AI platform for investment professionals comprising three integrated modules: AI-Driven Investment Insights provides market analysis and positioning indicators; Portfolio Studio enables scalable portfolio rebalancing and mass customization; and StoryFolio automates portfolio commentaries using Generative AI. These solutions work together to support the full investment workflow from decision-making to client reporting.

Differentiator

Problem solved

Functional benefit

Brands

• Sphere: AI platform for investment professionals enabling portfolio rebalancing, automated commentaries, and AI-driven investment insights for asset and wealth managers.

Products and services

• Sphere

Quantifiable outcome

• Mass customization and scalable portfolio rebalancing of thousands of portfolios with controlled tracking error
• +1 more outcomes

Named customers9 records

Segments6 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability5 records

Feature4 records

Partnerships

Four partnerships are on record, tiered core.

• Alpha FMCcoreStrategic or Co-development Partner · 18 February 2026Alpha FMC and MDOTM released a joint whitepaper exploring how AI and API-driven workflows are transforming model portfolio delivery for asset and wealth managers. The research highlights asset managers' increasing prioritization of API connectivity for real-time portfolio distribution with AI becoming essential for scalable customization.
• Mercurius Betting IntelligencecoreStrategic or Co-development Partner · 24 January 2022MDOTM acquired Mercurius Betting Intelligence, a company with AI expertise in sports betting and prediction. The acquisition aimed to enhance MDOTM's capabilities with Mercurius' skills in game theory, rare event forecasting, and tail risk management.
• Momentum Global Investment Management (MGIM)coreStrategic or Co-development PartnerStrategic partnership where MGIM integrates Artificial Intelligence technology into their processes and decision-making, gaining additional unbiased insights that complement their existing tools and processes.
• Thornbridge Investment Management LLPcoreStrategic or Co-development PartnerMDOTM Ltd (FRN: 824056) is an appointed representative of Thornbridge Investment Management LLP (FRN: 713859) which is authorised and regulated by the Financial Conduct Authority.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Boosted.ai: Boosted.ai provides an AI-powered investment platform (Boosted Insights) for asset managers and wealth advisors, directly competing with MDOTM's Sphere in AI-driven portfolio insights and strategy support for institutional investors.
• ForwardLane: ForwardLane delivers AI-driven intelligence and portfolio insights for wealth managers and financial advisors, overlapping directly with MDOTM's AI-driven investment insights and personalized commentary use cases.
• QPLIX: QPLIX is a portfolio management platform for wealth managers and family offices covering multi-asset rebalancing, reporting, and client servicing — closely comparable to MDOTM's Portfolio Studio and StoryFolio modules.
• Ortec Finance: Ortec Finance provides investment decision support, asset allocation, and risk analytics for institutional investors and pension funds, competing in the same AI/quantitative advisory space as MDOTM.

Broad incumbents

• Addepar: Addepar is a leading wealth management technology platform serving large RIAs, family offices, and institutional investors with portfolio analytics, reporting, and rebalancing — a broader incumbent in MDOTM's addressable market.
• BlackRock (Aladdin): BlackRock's Aladdin is the dominant enterprise investment management and risk platform used by global asset managers and asset owners, competing broadly with MDOTM for institutional portfolio management and analytics budgets.
• FactSet: FactSet provides data, analytics, and workflow tools to the global investment community, including portfolio analytics and reporting capabilities that overlap with MDOTM's positioning in asset and wealth management.
• Bloomberg (AIM/PORT): Bloomberg's Asset & Investment Manager (AIM) and PORT platforms offer enterprise portfolio and risk analytics to buy-side institutions, positioning Bloomberg as a broad incumbent competing for the same technology budget.
• InvestCloud: InvestCloud is a global wealthtech platform offering portfolio management, reporting, and digital tools to asset and wealth managers, overlapping with MDOTM's enterprise platform positioning.

Regional players

• Avaloq: Avaloq (now part of NEC) is a Swiss-headquartered wealth management platform serving private banks and wealth managers primarily in Europe, competing in similar portfolio management and reporting workflows as MDOTM.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCoyiu4DdF2XqHFgI17apZOQ
• LinkedInlinkedin.com/company/mdotm-ltd

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

Funding overview

Funding rounds4 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about MDOTM Ltd.