INDATA
- Company typePrivate
- Founded1998
- HeadquartersGreenwich, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
INDATA firmographics
Firmographics- Name
- INDATA
- Legal name
- INDATA
- Website
- https://indataipm.com
- Company type
- Private
- Founded year
- 1998
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Ownership category
- akta.pro rank
INDATA industry classification
Industry- Product category
- Investment Management Software
- NAICS
- Software Publishers (513210), Custom Computer Programming Services (541511), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Enterprise PaaS (App Runtime & Managed Application Platforms) (HDAEAKAB)
- akta.pro secondary industries
- End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management) (HDAEANAA), iPaaS / Cloud Data Integration (HDAEACAD)
Keywords
Where INDATA is headquartered
LocationHeadquarters
- HQ city
- Greenwich
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
INDATA business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations
Revenue model
- SaaS Software Subscriptions: Subscription-based SaaS model where firms pay for cloud-based investment management software access. Updates are automatic and included in base cost. Eliminates capital expenses from on-premises installations. Firms can choose update frequency (weekly, monthly, quarterly, semi-annually, or annually).
- Managed Services: Back office managed services including complete outsourcing solutions, à la carte services for custodial data reconciliation, trade settlement, compliance-as-a-service, IT, and data management services. Offered as standalone or bundled with SaaS platform.
- Professional Services: Implementation services, legacy system decommissioning support, data migrations, and ongoing expert assistance for compliance rule setup and administration.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Multi-year contract | Quote-based enterprise pricing |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
INDATA product offering
Product offeringCore offering
INDATA provides a cloud-native SaaS investment management platform for buy-side firms, unifying trade order management (OMS/EMS), portfolio management (PMS), portfolio accounting, compliance (pre/post/real-time), performance and attribution reporting, and BI analytics into a single real-time system. The platform embeds practical AI capabilities (NLP, machine learning, Generative AI/LLMs, Agentic AI) across all functions, runs on a single-database Master Data Model architecture, and is deployed via the company's private iPM Cloud hosting environment. Complementary offerings include managed services (Compliance-as-a-Service, Back Office Managed Services) and professional services for implementation, data migration, and legacy decommissioning.
Product overview
INDATA offers a platform-plus-modules architecture for investment management. The core platform is Investment Management Software providing a comprehensive front-to-back-office SaaS solution unifying trade order management, compliance, portfolio management, and portfolio accounting. Key products include: (1) INDATA iPM Portfolio Architect AI - the industry-first AI-driven OMS/PMS platform combining portfolio construction, modeling, rebalancing, compliance, trading, and reporting; (2) INDATA Nexus - AI Platform with Master Data Model for Q&A, portfolio management scenarios, and MCP server for AI agent connectivity; (3) Architect AI Reporting - Power BI-based BI reporting add-on; (4) iPM Portal - portfolio analytics and CRM client portal; (5) iPM Cloud - private cloud hosting infrastructure; (6) Compliance-as-a-Service - managed compliance services; (7) Back Office Managed Services - outsourced middle and back office operations. The ecosystem is built on SaaS with embedded practical AI tools (NLP, machine learning, Generative AI/LLMs) and supports integrations with Microsoft Power BI, FIX protocol, Omgeo CTM, and Microsoft Outlook.
Differentiator
Problem solved
Functional benefit
Brands
- iPM Portfolio Architect AI: AI-driven portfolio management software combining OMS, EMS, PMS, reporting and portfolio accounting
- INDATA Nexus
- iPM Portal
- iPM Cloud
- Architect AI Reporting
- Compliance-as-a-Service (CaaS)
Products and services
- INDATA iPM Portfolio Architect AI AI-driven OMS/EMS/PMS platform that combines portfolio construction, modeling, rebalancing, compliance, trading, and advanced reporting in a cloud-native SaaS solution for investment management firms. Designed for buy-side firms requiring AI-augmented order and execution management with embedded NLP, machine learning, and reporting.
- INDATA Nexus Comprehensive AI platform powered by INDATA's Integrated Master Data Model (IMDM) that expands data querying capabilities via natural language Q&A, provides intelligent portfolio management and trading scenario tools, supports custom report writing with dynamic charting, and exposes data through REST APIs and an MCP server for external AI agents. Targeted at firms wanting AI-augmented access to portfolio and trading data.
- Trade Order Management (TOMS) SaaS-based trade order management system (TOMS) delivering comprehensive multi-asset support across equities, fixed income, currencies, cash products, derivatives, and alternative investments, with AI-driven portfolio management, modeling, rebalancing, OMS compliance, and advanced reporting. Connects via FIX protocol to ECNs, ATSs, brokers, and EMS. Designed for buy-side trading desks.
- Portfolio Accounting Software Multi-instrument, multi-currency portfolio accounting solution powered by AI tools that manages holdings and transaction archives, capital changes, dividends, pricing, automated reconciliation, NAV calculation, and performance measurement with multi-currency accounting and audit trails. Targeted at back-office operations and accounting teams at investment firms.
- iPM Portal Portfolio analytics, client portfolio management, and CRM tool providing a complete view of portfolio information and client relationship activities in one system, with a web-based client portal offering 24/7 secure access and Microsoft Outlook integration for calendars, tasks, email, notes, and document management. Targeted at wealth managers, RIAs, and advisors serving end clients.
- Architect AI Reporting AI-enhanced investment management reporting tool that integrates, analyzes, and reports on data from any source using Microsoft Power BI, providing interactive dashboards, advanced data insights, integrated data dimensions, time horizons, and visualizations for comprehensive enterprise-wide BI. Targeted at firms needing flexible, low-code BI reporting.
- iPM Cloud Private cloud platform hosting all INDATA SaaS-based solutions, providing a secure remote environment with automatic updates, built-in disaster recovery, full redundancy, and no commingling of client data, eliminating capital expenses from on-premises installations. Targeted at investment firms requiring segregated, fiduciary-aligned hosting.
- Compliance-as-a-Service (CaaS) Managed compliance service providing rule writing, setup, testing, real-time alerts, automated reporting, and pre-trade/post-trade compliance checks within a single integrated offering of software, technology, services, and data. Includes GSDS compliance functionality. Targeted at compliance officers and firms outsourcing regulatory rule administration.
- Back Office Managed Services Outsourced investment management services including complete outsourcing solutions and à la carte services for portfolio accounting, system administration, daily custodial data reconciliation, trade settlement, IT, data management, and compliance-as-a-service. Can be bundled with the SaaS platform. Targeted at firms seeking to outsource middle- and back-office operations.
Companies that use INDATA
Customer profileNamed customers5 records
Segments8 records
Ideal customer profiles4 records
INDATA technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
AI capability8 records
Feature8 records
INDATA partnerships and signals
Strategic signalScale indicators3 records
Recent moves6 records
Expansion highlights6 records
INDATA competitors and assessment
Company assessmentBroad incumbents
- Morningstar Direct: Morningstar Direct provides investment analytics, performance reporting, and portfolio analysis for asset managers and wealth managers, offering overlapping BI/reporting functionality with INDATA's Architect AI Reporting capabilities.
- FactSet: FactSet provides portfolio analytics, performance attribution, risk, and reporting solutions for buy-side firms, overlapping with INDATA's performance, reporting, and BI capabilities as part of a broader financial data and analytics platform.
- BlackRock Aladdin: BlackRock's Aladdin platform is a comprehensive investment management operating system used by large institutional asset managers and asset owners, providing overlapping portfolio management, risk, trading, and compliance capabilities at the enterprise tier.
- Envestnet: Envestnet offers portfolio management, trading, reporting, and advisor analytics for wealth managers and RIAs, competing with INDATA in the wealth management segment with broader data aggregation and Tamarac platform capabilities.
- Bloomberg AIM: Bloomberg's Asset and Investment Manager (AIM) platform provides order management, compliance, and post-trade functionality integrated with Bloomberg's broader data and analytics ecosystem, serving larger institutional buy-side firms globally.
Direct peers
- Addepar: Addepar offers a portfolio analytics, reporting, and rebalancing platform for wealth managers, family offices, and institutional investors with comparable multi-asset support and emphasis on data unification.
- Orion Advisor Solutions: Orion provides portfolio management, accounting, CRM, and reporting technology for RIAs and wealth managers, directly competing with INDATA's wealth management and RIA segment offerings across the front-to-back workflow.
- SS&C Advent: SS&C Advent provides portfolio management, accounting, and reporting solutions for buy-side firms including Axys, Geneva, and Advent Portfolio Exchange (APX), with overlapping functional coverage of INDATA's OMS, PMS, and accounting offerings.
- Charles River Development (State Street): State Street's Charles River IMS is a direct competitor offering front-to-back-office investment management software for buy-side firms, including order management, portfolio management, compliance, and post-trade processing across institutional and wealth segments.
- SS&C Eze (Eze Software): SS&C's Eze platform is a leading cloud-based OMS and execution management system for buy-side firms, with comparable trade order management, compliance, and portfolio management capabilities targeting hedge funds, asset managers, and wealth managers.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks2 records
Key highlights7 records
Customer concentration
INDATA social profiles
Digital presenceINDATA compliance and trust
Trust signalCompliance4 records
INDATA financial estimates
Financial estimateRevenue estimate
Valuation estimate
INDATA leadership team
Management profileNumber of profiles
INDATA funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
INDATA 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 INDATA
What does INDATA do?
INDATA provides a cloud-native SaaS investment management platform for buy-side firms, unifying trade order management (OMS/EMS), portfolio management (PMS), portfolio accounting, compliance (pre/post/real-time), performance and attribution reporting, and BI analytics into a single real-time system. The platform embeds practical AI capabilities (NLP, machine learning, Generative AI/LLMs, Agentic AI) across all functions, runs on a single-database Master Data Model architecture, and is deployed via the company's private iPM Cloud hosting environment. Complementary offerings include managed services (Compliance-as-a-Service, Back Office Managed Services) and professional services for implementation, data migration, and legacy decommissioning.
Is INDATA a public or private company?
INDATA is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was INDATA founded?
INDATA was founded in 1998. It employs 51 to 100 people.
Where is INDATA based?
INDATA is headquartered in Greenwich, United States, in the North America region.
How does INDATA make money?
Three revenue lines are on record. SaaS Software Subscriptions are the primary driver. The others are managed Services and professional Services.
Who are INDATA's main competitors?
Broad incumbents on record are Morningstar Direct, FactSet, BlackRock Aladdin, Envestnet and Bloomberg AIM. Direct peers are Addepar, Orion Advisor Solutions, SS&C Advent, Charles River Development (State Street) and SS&C Eze (Eze Software).
Does INDATA have an API?
Yes. INDATA Nexus API provides access to a full library of INDATA published APIs based on INDATA's Integrated Master Data Model (IMDM), including holdings, transactions, trading activity, performance, and much more. It supports both traditional REST API endpoints and an MCP server, enabling secure data access to external AI Agents and data providers that support MCP. The API allows viewing API data in real time and configuring data endpoints, as well as connecting external systems in real-time via INDATA APIs. Open APIs are used for connectivity with various systems, trading counterparties, and third-party software using the FIX protocol. Developer documentation is at www.indataipm.com/indata-nexus.
What industry is INDATA in?
INDATA's product category is Investment Management Software. Its primary akta.pro industry code is HDAEAKAB, Enterprise PaaS (App Runtime & Managed Application Platforms), with a secondary code of HDAEANAA, End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management). Its NAICS code is 513210 and its SIC code is 7372.