IMTC

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.

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

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

• Fixed income software
• Portfolio management platform
• Order management system
• Separately managed accounts
• Wealth management technology

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. 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

Core 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

Named customers8 records

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration17 records

AI capability5 records

Feature7 records

Partnerships

15 partnerships are on record, tiered flagship and major.

• Nomura Asset Management InternationalflagshipTechnology or Integration · 17 March 2026Nomura 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 DATAmajorTechnology or Integration · 1 February 2026DPC 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)majorTechnology or Integration · 1 October 2025Cambridge Trust Wealth Management, a division of Eastern Bank, adopted IMTC's fixed income technology platform for their wealth management operations.
• Amerant InvestmentsmajorTechnology or Integration · 1 April 2025Amerant Investments leverages IMTC's fixed income platform to improve insights and workflows for advisors and enhance separate account management.
• Franklin TempletonflagshipTechnology or Integration · 1 March 2025Franklin 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 PriceflagshipTechnology or Integration · 1 March 2025T. 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 AbbettflagshipTechnology or Integration · 1 November 2024Lord 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 InvestmentsmajorTechnology or IntegrationLMCG 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.
• BloombergmajorTechnology or IntegrationBloomberg data and connectivity integrated into IMTC's platform as part of the 25+ key platform and data integrations.
• Moody'smajorTechnology or IntegrationMoody's credit data and analytics integrated into IMTC's fixed income platform.
• MarketAxessmajorTechnology or IntegrationMarketAxess electronic trading platform connectivity integrated for execution capabilities.
• OrionmajorTechnology or IntegrationOrion portfolio management and reporting platform integrated for data connectivity.
• SalesforcemajorTechnology or IntegrationSalesforce CRM integration for advisor and client communication workflow enhancement.
• AddeparmajorTechnology or IntegrationAddepar wealth management platform integrated for portfolio data aggregation.
• RidgelinemajorTechnology or IntegrationRidgeline operational and portfolio management platform integrated for data connectivity.

Scale indicators13 records

Recent moves6 records

Expansion highlights6 records

Direct 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

• LinkedInlinkedin.com/company/imtechcorp
• Xx.com/IMTC_Tech
• Facebookfacebook.com/IMTCorp

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds2 records

Investors7 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 IMTC