What Arcesium does

Arcesium is a privately held financial technology company headquartered in New York that provides middle- and back-office technology and services to alternative asset managers, hedge funds, private market investors, and capital markets participants. The company operates a multi-platform architecture built around three core platforms: Opterra, a front-to-back operational platform that unifies portfolio and order management (via Limina), regulatory reporting, automated allocations, reconciliations, treasury management, and a universal book of record; Aquata, a data harmonization and analytics platform with pre-configured integrations, data quality validation, and an AI Copilot for natural language data interaction; and Limina, a cloud-native portfolio and order management system (P/OMS) integrated following Arcesium's February 2026 acquisition. Underlying technology includes an MCP server for connecting enterprise AI tools, an AI platform called Arcesium Intelligence featuring 100+ pre-configured AI agents with a self-service development studio, and a 300+ partner network with 1,000+ built-in integrations.

Name

Arcesium

Legal name

Arcesium

Website

https://arcesium.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Arcesium is a New York-based fintech providing front-to-back investment operations, data management, and AI platforms to hedge funds, private market managers, and institutional investors globally, with over $6.4 trillion in serviced assets.

Ownership category

akta.pro rank

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Platform SaaS / Subscription: Arcesium generates revenue primarily through annual subscription agreements for its Opterra and Aquata platforms, typically sold as enterprise contracts to asset managers, hedge funds, and institutional investors. Contracts are multi-year with annual billing, reflecting the recurring nature of the software-as-a-service model.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Arcesium provides front-to-back investment operations and data management platforms (Opterra, Aquata, Limina) for institutional asset managers, hedge funds, private market managers, prime brokers, and asset servicers. Its offerings include portfolio and order management, regulatory reporting, universal book of record accounting, automated allocations, reconciliation, treasury management, data harmonization, and an AI platform (Arcesium Intelligence) that deploys agentic AI across investment workflows. The company sells these capabilities primarily through multi-year enterprise subscriptions.

Product overview

Arcesium offers a multi-platform architecture serving institutional investors, hedge funds, private markets firms, capital markets and prime brokers, institutional asset managers, asset servicers, and fund managers. The core product portfolio consists of three interconnected platforms: Opterra for end-to-end investment lifecycle operations and data management; Aquata for data harmonization, analytics, and AI-ready data infrastructure; and Limina (acquired February 2026) for front-office portfolio and order management. A new AI platform called Arcesium Intelligence was launched in May 2026 to operationalize agentic AI across the investment workflow. The platforms work together to connect front-office trading through middle- and back-office operations, accounting, reconciliation, and regulatory compliance, with over $6.4 trillion in gross AUM serviced across more than 2,400 global employees.

Differentiator

Problem solved

Functional benefit

Brands

• Opterra: Front-to-back operational platform that simplifies complex workflows, unlocks operational clarity, and drives investment performance. Includes Limina portfolio and order management system, regulatory reporting, unified accounting, automated allocations, reconciliations, treasury management, and data harmonization.
• Aquata
• Limina
• Arcesium Intelligence

Products and services

• Opterra Front-to-back operational platform that simplifies complex workflows, unlocks operational clarity, and drives investment performance for asset managers, hedge funds, and institutional investors. Includes Limina P/OMS with multi-asset coverage, regulatory reporting, unified accounting through a universal book of record (UBOR), automated allocations, reconciliations from any counterparty, administrator, client, or third-party system, treasury management, and data harmonization.
• Aquata Data harmonization and analytics platform that transforms fragmented information across asset classes, portfolios, and clients into a single source of truth. Capabilities include pre-configured, adaptable, and flexible data modeling and integrations, granular discovery and governance, reliable data quality and health validation, and reporting and distribution, with AI Copilot features for enhanced data preparation and querying for institutional investors.
• Limina Cloud-native portfolio and order management system (P/OMS) providing multi-asset coverage for smooth front-office workflows, integrated into the Opterra front-to-back platform following Arcesium's February 2026 acquisition of Stockholm-based Limina. Delivers real-time visibility of positions, cash, exposures, and performance within a unified front-to-back architecture.
• Arcesium Intelligence AI platform for institutional investment firms enabling deployment of agentic AI across front-to-back operational and data workflows. Features more than 100 pre-configured AI agents, a self-service agent development studio, and an orchestration layer to automate and govern investment workflows with compliance, auditability, and human oversight embedded. Integrates with Opterra and Aquata.
• FactSet-Arcesium Unified Investment Management Platform Joint solution combining FactSet's analytics and portfolio management tools with Arcesium's post-trade technology, including Investment Book of Record, Accounting Book of Record, and Reference Data solutions, to address data fragmentation across front, middle, and back office for institutional investors.

Quantifiable outcome

• $6.4T in gross AUM and $1.2T in sell-side capital balances serviced across the client base
• +2 more outcomes

Named customers3 records

Segments6 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability7 records

Feature7 records

Partnerships

Three partnerships are on record, tiered core.

• Limina (Acquired)coreTechnology or Integration · 2 February 2026Arcesium acquired Stockholm-based Limina, a provider of portfolio and order management systems, on February 2, 2026, for an undisclosed amount. The acquisition is Arcesium's first and combines Limina's front-office P/OMS technology with Arcesium's middle- and back-office solutions to create a unified full front-to-back operating platform for asset managers, hedge funds, and asset owners. The entire Limina team, including CEO Kristoffer Fürst, joined Arcesium reporting to President of Product and Technology Bryan Dougherty. The acquisition supports Arcesium's international growth strategy, particularly in Europe.
• FactSetcoreTechnology or Integration · 3 December 2025FactSet and Arcesium announced a strategic partnership on December 3, 2025, to deliver a unified investment management platform integrating front, middle, and back office workflows across public, private, and alternative markets. The collaboration combines FactSet's analytics and portfolio management tools with Arcesium's post-trade technology including Investment Book of Record, Accounting Book of Record, and Reference Data solutions. The partnership addresses data fragmentation and operational challenges faced by asset managers, including rising compliance costs and increasing portfolio complexity.
• Arcesium Global Partner NetworkcoreTechnology or IntegrationArcesium maintains a global partner network of over 300 partners and 1,000+ built-in integrations spanning data providers, software houses, counterparties, lending platforms, and fund administrators worldwide. This partner ecosystem provides seamless connectivity and interoperability, unifying data in Arcesium's domain-aware, purpose-built platform. The network includes the Aquata Marketplace with pre-configured connectors to over 20 external partners.

Scale indicators6 records

Recent moves8 records

Expansion highlights7 records

Direct peers

• Confluence Technologies: Confluence provides investment data management, performance and analytics, regulatory reporting, and fund administration solutions to asset managers and asset servicers. Comparable to Arcesium's Aquata and Opterra platforms in serving similar buy-side and fund administrator customers.
• BlackRock Aladdin: BlackRock's Aladdin is the most established institutional investment operations platform, combining portfolio management, risk analytics, trading, and post-trade operations for the world's largest asset owners and managers. Direct competitor to Arcesium's Opterra+Aquata+Limina stack at the upper end of the institutional market.
• SimCorp: SimCorp provides front-to-back investment management software (including the Dim Dimension platform acquired in 2023) for asset managers, insurers, and pension funds globally. Highly comparable to Arcesium in target customer (institutional asset managers), product breadth, and SaaS delivery model.
• State Street Alpha: State Street's Alpha platform integrates Charles River IMS, custody data, and middle/back-office services into a unified front-to-back offering for asset managers and asset owners. Direct competitor to Arcesium, particularly in servicing large pensions, insurers, and traditional asset managers.
• Bloomberg AIM: Bloomberg AIM is a leading buy-side order and investment management system used by hedge funds and asset managers worldwide. Direct competitor to Arcesium's Limina P/OMS, especially among hedge funds already embedded in the Bloomberg ecosystem.

Broad incumbents

• Envestnet: Envestnet is a wealth management technology platform serving financial advisors, RIAs, and institutions with portfolio management, reporting, and data solutions. Broader incumbent with overlapping data and analytics capabilities to Arcesium's Aquata platform.
• FIS: FIS (Fidelity National Information Services) is a large financial technology provider offering investment management and data solutions alongside its core banking and payments businesses. Broad incumbent with overlapping capabilities to Arcesium in serving institutional asset managers.
• SS&C Technologies: SS&C is a large financial technology firm offering Eze Software (OMS), Advent (portfolio accounting), and other investment management products, alongside fund administration and accounting. Broader incumbent with overlapping capabilities to Arcesium's Opterra and Limina products.
• Finastra: Finastra is a large financial technology provider serving banks, asset managers, and other financial institutions with capital markets, investment management, and treasury solutions. Broad incumbent with partial overlap to Arcesium's Opterra platform capabilities.

Others

• FactSet: FactSet is a financial data and analytics platform serving asset managers and investment professionals. Strategic partner of Arcesium (Dec 2025 partnership), with complementary rather than directly overlapping capabilities in the front-to-back investment workflow.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/arcesium
• Facebookfacebook.com/arcesium
• LinkedInlinkedin.com/company/arcesium

Revenue estimate

Valuation estimate

Number of profiles

Profiles25 records

Subsidiaries1 record

Funding overview

Funding rounds1 record

Investors1 record

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

M&A1 record

Investments

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

Frequently asked questions about Arcesium