IMTC
IMTC provides a cloud-native, AI-enhanced platform for fixed-income portfolio and order management, serving enterprise asset managers and wealth management firms. Its integrated suite automates compliance, optimization, allocation, and execution across hundreds to thousands of customized separately managed accounts.
- Company typePrivate
- Founded2022
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What IMTC does
IMTC is a cloud-native fintech platform purpose-built for fixed-income investment management, serving enterprise asset managers and wealth management firms that operate SMA, model portfolio, and separately managed account strategies. The platform integrates six core modules—Portfolio Management, Order Management, Risk & Compliance, Data & Analytics, Performance Reporting, and Managed Data Integration—around its proprietary CBXmarket optimization engine, which executes portfolio optimization and investment decision-making at speeds cited as 450x faster than traditional methods. AI-powered capabilities, including intelligent account identification, automated tax-loss harvesting, predictive credit momentum scoring (via a DPC DATA integration), and rules-compliant optimization, run across all modules to enable management of hundreds or thousands of customized accounts without proportional headcount growth.
The company monetizes via enterprise SaaS subscriptions sold through consultative direct sales to asset managers and wealth firms. Marquee clients include T. Rowe Price ($1.78T AUM), Franklin Templeton ($1.68T AUM), Lord Abbett ($242B AUM), Nomura Asset Management International ($166B AUM), SEI, LMCG Investments, Amerant Investments, and Cambridge Trust Wealth Management (a division of Eastern Bank). IMTC maintains 25+ platform and data integrations with ecosystem providers including Bloomberg, Moody's, MarketAxess, Orion, Salesforce, Addepar, and Ridgeline, and holds SOC 2 Type 2 certification. Pricing is not publicly disclosed.
Founded originally as CBXmarket and rebranded to IMTC, the company is headquartered in New York City, operates with 11–50 employees, and has raised a cumulative $12 million across a 2022 seed round and a December 2025 Series A led by Nyca Partners with strategic investment from Lord Abbett and Tribeca ESP. The addressable market is substantial: the fixed income SMA market has grown to approximately $1.2–1.3 trillion across 180+ managers, with $16 billion in taxable SMA flows in Q4 2024 alone, against a broader U.S. fixed income securities market of $48.9 trillion.
IMTC firmographics
Firmographics- Name
- IMTC
- Legal name
- IMTC
- Website
- https://imtc.com
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- IMTC provides a cloud-native, AI-enhanced platform for fixed-income portfolio and order management, serving enterprise asset managers and wealth management firms. Its integrated suite automates compliance, optimization, allocation, and execution across hundreds to thousands of customized separately managed accounts.
- Ownership category
- akta.pro rank
IMTC industry classification
Industry- Product category
- Fixed Income Investment Management Software
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Services-Computer Integrated Systems Design (7373)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
- akta.pro secondary industries
- Managed Account / SMA Multi-Manager Platforms (FSANAGAL), Fixed Income Electronic Trading Platforms (Bonds/Credit) (FSAFANAB)
Keywords
Where IMTC is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
IMTC business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- SaaS/Platform Subscription: IMTC operates as an enterprise fintech SaaS platform providing subscription-based access to its fixed income portfolio and order management technology. Asset managers and wealth management firms pay for access to the platform to manage their fixed income SMA businesses.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
IMTC product offering
Product offeringCore offering
IMTC provides a cloud-native, AI-powered fixed income investment management platform that automates portfolio construction, optimization, order management, compliance, and reporting for institutional asset managers and wealth management firms running separately managed account (SMA) businesses. The platform enables simultaneous management of hundreds to thousands of customized taxable and tax-exempt fixed income portfolios with embedded pre-trade compliance, a proprietary 450x faster optimization engine, and 25+ data and execution integrations.
Product overview
IMTC offers an integrated fixed income technology platform consisting of six core modules: Portfolio Management, Order Management, Risk & Compliance, Data & Analytics, Performance Reporting, and Managed Data Integration. The platform provides end-to-end workflow automation for fixed income management, featuring a proprietary optimization engine (CBXmarket) that processes investment decisions 450x faster than traditional methods. AI-powered intelligent tools run across all modules, enabling intelligent account identification, automated tax-loss harvesting, dynamic portfolio construction, and rules-compliant optimization at scale.
Differentiator
Problem solved
Functional benefit
Products and services
- Portfolio Management Module Comprehensive bond portfolio management module enabling rapid portfolio adjustments, dynamic portfolio construction, optimization via the proprietary 450x faster engine, simultaneous management of multiple accounts, account identification, best-fit bond matching, cash and cash flow management, and equitable allocation across accounts. Built for institutional asset managers and wealth management firms operating fixed income SMA businesses.
- Order Management System (OMS) Fixed income order management system with a trade blotter, direct connectivity to ECNs, dealers, and third-party OMS/EMS platforms via FIX protocol. Automates trade capture, routing, execution, post-trade allocations, and compliance for institutional fixed income managers.
- Risk & Compliance Module Embedded compliance rules engine with hard rules, soft rules, and at-time-of-purchase rules. Performs pre-trade and post-trade compliance checks integrated into every investment decision for fixed income SMAs, reducing pre-trade compliance burden by 90% for clients.
- Data & Analytics Module Data aggregation and analytics module providing security masters, live market data, scenario analysis, and investment intelligence. Includes embedded DPC DATA Credit Momentum Score for issuer-level credit surveillance, portfolio surveillance, trade idea generation, and compliance rules workflows.
- Performance & Reporting Module Reporting module for fixed income portfolio performance measurement and attribution, including white-labelled portfolio reporting, composite reporting, and portfolio comparisons for internal and client-facing use.
- Managed Data & Integrations Service Managed service where IMTC builds and maintains all data and platform integrations—including 25+ key connections to Bloomberg, Moody's, MarketAxess, Orion, Salesforce, Addepar, Ridgeline, S&P Global, Hilltop, and others—to minimize the burden of managing data and enable straight-through processing for client firms.
- Implementation Services Implementation services for enterprise clients adopting IMTC's fixed income platform, covering deployment, configuration, integration, and onboarding to enable new SMA offerings to launch within 60-90 days.
- Client Success Services Ongoing client success services supporting enterprise clients in maximizing value from IMTC's platform, including adoption support, optimization guidance, and continued alignment with evolving fixed income SMA workflows.
Quantifiable outcome
- Time to optimize bond portfolios reduced by 95%+
- +6 more outcomes
Companies that use IMTC
Customer profileNamed customers8 records
Segments4 records
Ideal customer profiles2 records
IMTC technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration17 records
AI capability5 records
Feature7 records
IMTC partnerships and signals
Strategic signalPartnerships
15 partnerships are on record, tiered flagship and major.
- Nomura Asset Management InternationalflagshipNomura Asset Management International entered an agreement to use IMTC's fixed income platform capabilities across taxable and tax-exempt strategies. The platform enables Nomura to offer customized solutions at scale for separately managed accounts while modernizing its fixed income offerings.
- DPC DATAmajorDPC DATA integrated their Credit Momentum Score into IMTC's platform, providing clients real-time access to actionable relative value metrics for identifying issuer-level credit trends. Available across portfolio surveillance, trade idea generation, and compliance rules workflows.
- Cambridge Trust Wealth Management (Eastern Bank)majorCambridge Trust Wealth Management, a division of Eastern Bank, adopted IMTC's fixed income technology platform for their wealth management operations.
- Amerant InvestmentsmajorAmerant Investments leverages IMTC's fixed income platform to improve insights and workflows for advisors and enhance separate account management.
- Franklin TempletonflagshipFranklin Templeton, managing $1.68 trillion in assets, partnered with IMTC to enhance customization and automation within their fixed income SMA business. Leverages end-to-end platform for optimization, allocation, investment compliance, and order management.
- T. Rowe PriceflagshipT. Rowe Price, managing over $1.78 trillion in assets, selected IMTC to power their new fixed income SMA offering. Mike Benedetto noted innovations from IMTC are set to redefine SMA management.
- Lord AbbettflagshipLord Abbett selected IMTC's technology to offer more personalized fixed income solutions to clients. The global asset manager adopted the technology to optimize operations supporting its taxable fixed income retail SMA business.
- LMCG InvestmentsmajorLMCG Investments uses IMTC's platform to manage fixed income portfolios with higher volume and greater speed. The firm reported confidence in handling growth within the system.
- BloombergmajorBloomberg data and connectivity integrated into IMTC's platform as part of the 25+ key platform and data integrations.
- Moody'smajorMoody's credit data and analytics integrated into IMTC's fixed income platform.
- MarketAxessmajorMarketAxess electronic trading platform connectivity integrated for execution capabilities.
- OrionmajorOrion portfolio management and reporting platform integrated for data connectivity.
- SalesforcemajorSalesforce CRM integration for advisor and client communication workflow enhancement.
- AddeparmajorAddepar wealth management platform integrated for portfolio data aggregation.
- RidgelinemajorRidgeline operational and portfolio management platform integrated for data connectivity.
Scale indicators13 records
Recent moves6 records
Expansion highlights6 records
IMTC competitors and assessment
Company assessmentDirect peers
- Addepar: Wealth management technology platform providing portfolio analytics, reporting, and data aggregation. Overlaps with IMTC in serving wealth managers managing custom portfolios, though Addepar is asset-class-agnostic and IMTC is fixed-income-specialized.
- Orion Advisor Tech: Advisor-focused portfolio management, reporting, and trading technology. Comparable in serving wealth managers and RIAs needing custom portfolio workflows; IMTC differentiates via fixed-income-native optimization and OMS.
- Vestmark: Wealth management and SMA technology platform enabling managed account programs at scale. Direct overlap with IMTC in powering SMA and UMA workflows for wealth managers and asset managers.
Broad incumbents
- BlackRock Aladdin: Industry-leading enterprise investment management platform spanning portfolio management, trading, risk, and compliance across asset classes. The dominant incumbent IMTC must displace at large asset managers.
- State Street Charles River Development: Long-standing order management and portfolio management platform used by global asset managers. A direct competitor in the OMS/PMS layer IMTC competes in, with broader asset-class coverage and entrenched customer base.
- Bloomberg AIM / PORT: Bloomberg's portfolio and order management suite widely embedded at buy-side firms. A formidable incumbent given Bloomberg's data ecosystem dominance and fixed income analytics heritage.
- SS&C Advent: Established buy-side portfolio management and accounting platform with significant asset manager penetration. Competes with IMTC in PMS workflows, particularly for firms standardizing on SS&C's broader operating stack.
- Envestnet: Large wealth management technology platform offering portfolio management, advisory tools, and managed account solutions. Competes with IMTC in enabling custom fixed income SMAs within advisor platforms.
- SimCorp: Enterprise investment management platform (Dimension) serving large asset managers and insurance firms. Competes in integrated PMS/OMS with broader asset-class coverage; IMTC's edge is fixed-income specialization and cloud-native architecture.
Emerging players
- Advyzon: Cloud-native wealth management technology platform for RIAs, including portfolio management and reporting. Comparable as a modern, cloud-first alternative to legacy incumbents, though focused on the advisor segment rather than institutional asset managers.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
IMTC social profiles
Digital presenceIMTC compliance and trust
Trust signalCompliance1 record
IMTC financial estimates
Financial estimateRevenue estimate
Valuation estimate
IMTC leadership team
Management profileNumber of profiles
Profiles6 records
IMTC funding detail
Funding detailFunding overview
Funding rounds2 records
Investors7 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
IMTC M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about IMTC
What does IMTC do?
IMTC provides a cloud-native, AI-powered fixed income investment management platform that automates portfolio construction, optimization, order management, compliance, and reporting for institutional asset managers and wealth management firms running separately managed account (SMA) businesses. The platform enables simultaneous management of hundreds to thousands of customized taxable and tax-exempt fixed income portfolios with embedded pre-trade compliance, a proprietary 450x faster optimization engine, and 25+ data and execution integrations.
Is IMTC a public or private company?
IMTC is a private company. It is classified as venture growth investor backed and is currently operating.
When was IMTC founded?
IMTC was founded in 2022. It employs 11 to 50 people.
Where is IMTC based?
IMTC is headquartered in New York, United States, in the North America region.
How does IMTC make money?
One revenue line is on record: saaS/Platform Subscription.
Who are IMTC's main competitors?
Direct peers on record are Addepar, Orion Advisor Tech and Vestmark. Broad incumbents are BlackRock Aladdin, State Street Charles River Development, Bloomberg AIM / PORT, SS&C Advent, Envestnet and SimCorp. Advyzon is listed as an emerging player.
Does IMTC have an API?
No public API is recorded for IMTC.
What industry is IMTC in?
IMTC's product category is Fixed Income Investment Management Software. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of FSANAGAL, Managed Account / SMA Multi-Manager Platforms. Its NAICS code is 523940 and its SIC code is 7373.