Skematic
- Company typePrivate
- Founded2022
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
Skematic firmographics
Firmographics- Name
- Skematic
- Legal name
- SKE ACQUISITION, LLC
- Website
- https://skematic.com
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Skematic industry classification
Industry- Product category
- Financial Services Compliance Management Software
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Cloud Compliance, Audit & Continuous Controls Monitoring (CCM/GRC) (HDABAHAI)
- akta.pro secondary industry
- Vendor & Contract Management (Software/Cloud) (BPAEAOAD)
Keywords
Where Skematic is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Skematic business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Subscription (Compliance Platform): Skematic operates as a cloud-based SaaS compliance management platform, charging subscription fees for access to its firm compliance and employee compliance modules. Pricing is tiered and published on their website, with plans including Skematic Starter for emerging managers and enterprise tiers for larger firms. Implementation and onboarding support is included in the subscription.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Skematic Starter — for emerging managers |
| Subscription | Annual | Enterprise / Full Platform — for established financial services firms |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Skematic product offering
Product offeringCore offering
Skematic sells a cloud-based, AI-enabled compliance management SaaS platform that unifies firm-level compliance workflows (policies, tasks, case management, marketing reviews, reporting) with employee-level compliance (Code of Ethics certifications, disclosures, preclearance, personal trade surveillance) for financial services firms. The platform is sold as a tiered subscription (Skematic Starter for emerging managers and Enterprise plans for established firms), with implementation and onboarding support delivered by former compliance officers at no extra cost.
Product overview
Skematic is a unified compliance management platform for financial services firms, delivered as a platform-plus-modules architecture. The core Skematic Platform serves as the operating system for compliance programs, connecting four primary modules: Firm Compliance (policies, tasks, case management, and reporting), Employee Compliance (Code of Ethics, certifications, preclearance, and personal trading oversight), Contract Compliance (legal document and side letter management), and Marketing Compliance (marketing material review and approval). SkematicAI is built intrinsically into the platform as an AI layer that surfaces insights across all modules from the unified data layer. The platform also offers a Skematic Starter tier for emerging managers and a Compliance Consultant variant for advisory firms.
Differentiator
Problem solved
Functional benefit
Products and services
- Skematic Platform
Quantifiable outcome
- 99% client retention rate across 400+ firms served
- +3 more outcomes
Companies that use Skematic
Customer profileNamed customers1 record
Segments6 records
Ideal customer profiles3 records
Skematic technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
AI capability3 records
Feature5 records
Skematic partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Salus GRCcoreSalus GRC, a governance, risk, and compliance advisory firm backed by Charlesbank Capital Partners, serves as a channel partner reselling Skematic's Employee Compliance solution to its existing client base of 350+ investment advisers, private fund managers, and broker-dealers. The partnership enables firms to replace manual, fragmented compliance workflows with Skematic's audit-ready system that digitizes personal trade surveillance, employee certifications, conflict disclosures, and preclearance approvals. This expands Skematic's presence within the advisory and outsourced compliance market while extending Salus GRC's technology-forward advisory model.
Scale indicators6 records
Recent moves7 records
Expansion highlights6 records
Skematic competitors and assessment
Company assessmentDirect peers
- ComplySci: ComplySci is the founding-category employee compliance and Code of Ethics platform for financial services — the same company where Skematic's two co-founders (Kesselman, Steerman) worked for 20+ years. It is Skematic's most direct peer and conceptual benchmark, with overlapping products (personal trading surveillance, certifications, preclearance) and overlapping customer base of RIAs, broker-dealers, and asset managers.
- StarCompliance: StarCompliance provides employee compliance, personal trading oversight, code of ethics, and trade surveillance software to hedge funds, asset managers, and broker-dealers. It is a direct competitor across Skematic's Employee Compliance module and serves an overlapping buyer (CCOs at financial services firms) with a similar SaaS delivery model.
- Greenboard (Greenboard Compliance): Greenboard is a compliance operations platform purpose-built for financial services firms (RIAs, broker-dealers, hedge funds). Skematic publishes direct comparison content against Greenboard, signaling it as a named head-to-head competitor with overlapping firm-compliance and employee-compliance functionality.
- Hadrius: Hadrius is a modern compliance platform for investment advisers, broker-dealers, and hedge funds covering policies, tasks, marketing reviews, and employee compliance. Like Skematic, it positions as a unified, AI-enabled alternative to legacy compliance tools — Skematic publishes competitive comparison content against Hadrius, confirming direct overlap in customer and product.
- Cipperman Compliance Services: Cipperman provides outsourced CCO and compliance consulting services to RIAs and hedge funds, including proprietary compliance technology. It directly overlaps with Skematic's compliance consultant offering and is a known competitor in the RIA/hedge fund compliance services space.
- RIA in a Box: RIA in a Box provides compliance, operations, and cybersecurity solutions to RIAs and broker-dealers, including policy management, employee compliance, and regulatory filings. It is a direct competitor in the RIA compliance market — a core Skematic customer segment.
- National Regulatory Services (NRS): NRS delivers compliance consulting, technology, and education to broker-dealers and investment advisers. Its compliance technology products overlap with Skematic's firm-compliance and supervisory workflow capabilities for the same broker-dealer buyer segment.
Broad incumbents
- Wolters Kluwer: Wolters Kluwer is a large incumbent with a portfolio of financial services compliance products (e.g., OneSumX for Compliance Risk Indicators). It serves the same regulated financial services buyers as Skematic but as part of a much broader governance/risk/regulatory suite rather than a focused compliance OS.
- ACA Compliance Group: ACA Compliance Group is a large-scale GRC consulting and technology firm serving investment advisers, private fund managers, and broker-dealers. It competes broadly with Skematic in compliance program management and employee compliance, but at a much larger scale and via consulting-led engagements.
Emerging players
- Smarsh: Smarsh provides communications surveillance, archiving, and compliance review tools for regulated financial services firms. While more focused on communications capture, its e-comm/marketing compliance review capabilities intersect with Skematic's Marketing Compliance module and its integrations (Mirror Web, Red Oak) complement this space.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Skematic financial estimates
Financial estimateRevenue estimate
Valuation estimate
Skematic leadership team
Management profileNumber of profiles
Profiles2 records
Skematic funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Skematic 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 Skematic
What does Skematic do?
Skematic sells a cloud-based, AI-enabled compliance management SaaS platform that unifies firm-level compliance workflows (policies, tasks, case management, marketing reviews, reporting) with employee-level compliance (Code of Ethics certifications, disclosures, preclearance, personal trade surveillance) for financial services firms. The platform is sold as a tiered subscription (Skematic Starter for emerging managers and Enterprise plans for established firms), with implementation and onboarding support delivered by former compliance officers at no extra cost.
Is Skematic a public or private company?
Skematic is a private company. It is classified as corporate owned and is currently operating.
When was Skematic founded?
Skematic was founded in 2022. It employs 11 to 50 people.
Where is Skematic based?
Skematic is headquartered in New York, United States, in the North America region.
How does Skematic make money?
One revenue line is on record: saaS Subscription (Compliance Platform).
Who are Skematic's main competitors?
Direct peers on record are ComplySci, StarCompliance, Greenboard (Greenboard Compliance), Hadrius, Cipperman Compliance Services, RIA in a Box and National Regulatory Services (NRS). Broad incumbents are Wolters Kluwer and ACA Compliance Group. Smarsh is listed as an emerging player.
Does Skematic have an API?
No public API is recorded for Skematic.
What industry is Skematic in?
Skematic's product category is Financial Services Compliance Management Software. Its primary akta.pro industry code is HDABAHAI, Cloud Compliance, Audit & Continuous Controls Monitoring (CCM/GRC), with a secondary code of BPAEAOAD, Vendor & Contract Management (Software/Cloud). Its NAICS code is 513210 and its SIC code is 7372.