Delta Data
Delta Data, founded in 1985 and headquartered in Columbus, Ohio, provides software solutions for the mutual fund and pooled fund industry, specializing in fund management, transfer, and trading tools. The company serves mutual fund service providers through a horizontal go-to-market approach and has expanded via the acquisitions of National Quality Review and Phoenix Systems.
- Company typePrivate
- Founded1985
- HeadquartersColumbus, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Delta Data does
Delta Data is a private software solutions provider focused on the pooled-asset and mutual fund industry, delivering software for fund management, transfer, and trading workflows. Founded in 1985 and headquartered in Columbus, Ohio, the company serves providers of pooled fund and mutual fund services through a horizontal go-to-market approach targeting a single vertical, with no publicly disclosed pricing or revenue mechanics.
The company's product suite is built through acquisition rather than purely organic R&D. In August 2023, Delta Data acquired National Quality Review to add quality review capabilities to its pooled fund solutions, and in March 2024 it acquired Phoenix Systems Inc., a fintech firm whose transfer-and-trading technology expanded Delta Data's international presence. Following the Phoenix Systems deal, Delta Data rebranded the acquired products (announced June 2024) to unify them under the Delta Data brand, citing improved customer experience and integration. A Delaware court in March 2026 declined to enforce an earn-out condition in a dispute with Phoenix Systems' former owners, allowing breach-of-contract and implied-covenant claims to proceed — an item investors should monitor.
Delta Data is privately held with 51-100 employees and has raised approximately $25.6M across two disclosed funding rounds (a 2014 round led by Accel-KKR and a 2016 follow-on). Pricing, revenue, and financial KPIs are not publicly disclosed, and the ownership structure beyond institutional backers is opaque. The stated business thesis is integrated global mutual fund and pooled fund software solutions, executed primarily through inorganic product consolidation.
Delta Data firmographics
Firmographics- Name
- Delta Data
- Website
- https://deltadata.com
- Company type
- Private
- Founded year
- 1985
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Delta Data, founded in 1985 and headquartered in Columbus, Ohio, provides software solutions for the mutual fund and pooled fund industry, specializing in fund management, transfer, and trading tools. The company serves mutual fund service providers through a horizontal go-to-market approach and has expanded via the acquisitions of National Quality Review and Phoenix Systems.
- Ownership category
- akta.pro rank
Delta Data industry classification
Industry- Product category
- Mutual Fund Software
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821), Financial Transactions Processing, Reserve, and Clearinghouse Activities (522320)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Processing & Data Preparation (7374)
- akta.pro primary industry
- Transfer Agency & Shareholder Recordkeeping (FSAAAMAA)
- akta.pro secondary industry
- Data Engineering, Integration & ETL/ELT Services (BPAEAHAB)
Keywords
Where Delta Data is headquartered
LocationHeadquarters
- HQ city
- Columbus
- HQ country
- United States
- HQ region
- North America
Markets served
Delta Data business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales
Delta Data product offering
Product offeringCore offering
Delta Data provides software solutions for the mutual fund and pooled fund industry, covering fund management, transfer, and trading workflows. Following its acquisition of Phoenix Systems in March 2024, it unified and rebranded those products under the Delta Data brand to offer an integrated global mutual fund transfer and trading suite.
Product overview
Delta Data is a provider of software solutions for the mutual fund and pooled fund industry. The company expanded its portfolio following the acquisition of Phoenix Systems Inc. in March 2024, integrating and rebranding products to unify its offering under the Delta Data brand. Delta Data also previously acquired National Quality Review. The rebranding effort aims to improve customer experience and leverage combined expertise in global mutual fund transfer and trading solutions.
Differentiator
Problem solved
Functional benefit
Products and services
- Mutual Fund and Pooled Fund Software Suite
- Global Mutual Fund Transfer and Trading Solutions
Companies that use Delta Data
Customer profileSegments1 record
Ideal customer profiles1 record
Delta Data technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Delta Data partnerships and signals
Strategic signalRecent moves5 records
Expansion highlights4 records
Delta Data competitors and assessment
Company assessmentMarket position
Strengths4 records
Competitive moat3 records
Key risks6 records
Key highlights5 records
Customer concentration
Delta Data social profiles
Digital presenceDelta Data financial estimates
Financial estimateRevenue estimate
Valuation estimate
Delta Data leadership team
Management profileNumber of profiles
Profiles1 record
Delta Data funding detail
Funding detailFunding overview
Funding rounds2 records
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Delta Data M&A and investment
M&A and investmentM&A2 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Delta Data
What does Delta Data do?
Delta Data provides software solutions for the mutual fund and pooled fund industry, covering fund management, transfer, and trading workflows. Following its acquisition of Phoenix Systems in March 2024, it unified and rebranded those products under the Delta Data brand to offer an integrated global mutual fund transfer and trading suite.
Is Delta Data a public or private company?
Delta Data is a private company. It is classified as private equity controlled and is currently operating.
When was Delta Data founded?
Delta Data was founded in 1985. It employs 51 to 100 people.
Where is Delta Data based?
Delta Data is headquartered in Columbus, United States, in the North America region.
Does Delta Data have an API?
No public API is recorded for Delta Data.
What industry is Delta Data in?
Delta Data's product category is Mutual Fund Software. Its primary akta.pro industry code is FSAAAMAA, Transfer Agency & Shareholder Recordkeeping, with a secondary code of BPAEAHAB, Data Engineering, Integration & ETL/ELT Services. Its NAICS code is 51821 and its SIC code is 7370.