eVestment

What eVestment does

eVestment Alliance, LLC, operating as Nasdaq eVestment, is a wholly-owned subsidiary of Nasdaq, Inc. (NASDAQ: NDAQ) that provides an institutional investment intelligence platform connecting asset managers, asset owners, and consultants through a centralized dataset, analytics, and benchmarking infrastructure. The platform covers 29,000+ investment strategies across 60+ countries and supports decisions affecting $90T+ in assets, drawing on 25+ years of institutional data. Its product portfolio spans the core Nasdaq eVestment platform alongside module solutions including Nasdaq Solovis (multi-asset portfolio analytics), TopQ+ (private market due diligence), Risk Plus (risk quantification), Market Lens (allocator behavior tracking), Nasdaq eVestment Omni (consultant database management), and the co-branded MercerInsight consulting platform. Distribution combines direct enterprise sales with authenticated platform access, channel partnerships (notably Mercer), and data marketplace listings on Snowflake and Databricks.

The company monetizes primarily through annual subscription contracts for platform access and data licensing, with quote-based enterprise pricing. Recent product expansion emphasizes agentic AI workflows: a 'Next Best Action for Institutional Capital' agent deployed on Snowflake Cortex AI infrastructure reports 10x faster prospect identification and 20-30% win rate improvements for early adopters, and a new Nasdaq Private Capital Indexes suite extends benchmarking into $11.4T of private market AUM. The company also operates Nasdaq Data Link as a separate cloud data distribution channel and pursues M&A historically to fold in complementary analytics assets (RedQuarry, Public Plan IQ, TopQ Software, PerTrac, among others). All product development is conducted under Nasdaq's GDPR compliance program as part of the parent company's privacy framework.

Name

eVestment

Legal name

eVestment Alliance, LLC

Website

https://evestment.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

101–250 employees

Short description

Nasdaq eVestment is an institutional investment intelligence platform, wholly owned by Nasdaq, Inc., that connects asset managers, asset owners, and consultants through data, analytics, and benchmarking tools covering 29,000+ strategies across 60+ countries.

Ownership category

akta.pro rank

Product category

Institutional Investment Intelligence / Investment Data & Analytics

NAICS

Portfolio Management and Investment Advice (523940), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282), Services-Prepackaged Software (7372)

akta.pro primary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

akta.pro secondary industries

Robo-Advice for Institutional/Treasury (OCIO-lite, Cash & Liquidity) (FSAGAEAJ), Evergreen / Open-Ended Multi-Manager Platforms (FSANAGAM)

Keywords

• Institutional investment data
• Portfolio analytics software
• Manager research platform
• Performance benchmarking tools
• Asset allocation analytics

Headquarters

HQ city

Marietta

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. Platform Subscription & Data Licensing: Subscription-based access to the institutional investment intelligence platform providing manager research, performance benchmarking, and consultant intelligence. Requires authenticated login per contract terms.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels4 records

Core offering

eVestment provides the institutional investment community with a database and cloud-based analytics software that delivers manager research, performance benchmarking, consultant intelligence, and portfolio analytics. The platform connects asset managers, consultants, and asset owners through a centralized ecosystem of trusted investment intelligence, covering $90T+ in assets across 29,000+ strategies in 60+ countries. Supporting modules include Solovis (multi-asset class analytics), TopQ+ (private market due diligence), Risk Plus (risk quantification), Market Lens (allocator behavior tracking), and Omni (consultant database management).

Product overview

Nasdaq eVestment is a platform-plus-modules architecture providing institutional investment intelligence. The core Nasdaq eVestment platform serves as the central hub connecting asset managers, consultants, and asset owners through data, analytics, and benchmarking tools. Supporting modules include Nasdaq Solovis (multi-asset class portfolio analytics), Top Q+ (private market due diligence), Risk Plus (risk quantification), Market Lens (allocator behavior tracking), Holdings Analysis (portfolio positioning), Peer Benchmarking, and Nasdaq eVestment Omni (consultant database management). The platform also integrates with Nasdaq Data Link for data distribution and partners with Mercer for the co-branded MercerInsight solution.

Differentiator

Problem solved

Functional benefit

Brands

• TopQ+: Private market due diligence and analytics platform
• Solovis
• Nasdaq eVestment Omni
• Risk Plus
• Market Lens

Products and services

• Nasdaq eVestment The leading institutional investment data and analytics platform connecting asset managers, consultants, and asset owners through a centralized ecosystem of trusted intelligence. Powers $90T+ in decisions across 29,000+ strategies in 60+ countries for 1,000+ organizations.
• Nasdaq Solovis Multi-asset class portfolio analytics platform providing instant insight across entire portfolios with one dashboard for modeling, analysis, and reporting, and empowering users with report writing tools for institutional investors.
• TopQ+ Private market due diligence solution streamlining the investment decision process with comprehensive analytics and benchmarking capabilities for private market allocators.
• Risk Plus Risk quantification tool providing precision monitoring of key risk metrics for institutional portfolios.
• Market Lens Market intelligence tool enabling tracking of allocator behavior and market trends for institutional investment decisions.
• Nasdaq eVestment Omni Consultant database management platform enabling investment managers to manage narratives alongside DDQ and RFP responses within a unified workflow.
• Nasdaq Data Link Powerful, centralized, cloud-based technology platform providing access to more than 250 trusted datasets, available via API for financial data integration.
• Next Best Action for Institutional Capital Agent Agentic AI solution that helps asset managers compress front-office workflows, improve prospect identification, and evaluate investment opportunities with institutional investors by recommending next best actions for prospect engagement.
• Nasdaq Private Capital Indexes Rules-based benchmark suite for consistent measurement in private markets, spanning private equity, buyout, venture capital, private debt, fund of funds, and real estate strategies; delivered through TopQ+, Nasdaq Global Index Watch, and other data licensing channels.

Quantifiable outcome

• 10x faster prospect identification and 20-30% lift in win rates for early adopters of agentic AI solution
• +1 more outcomes

Named customers6 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability4 records

Feature7 records

Partnerships

Three partnerships are on record, tiered core.

• SnowflakecoreTechnology or IntegrationStrategic partnership to deliver agentic AI solutions and AI-ready institutional data through Snowflake Marketplace. Nasdaq eVestment deployed the 'Next Best Action for Institutional Capital' agent leveraging Snowflake's AI infrastructure, enabling 10x faster prospect identification and 20-30% win rate improvements for asset managers. The partnership enables domain-specific data access without manual ETL processes.
• DatabrickscoreTechnology or IntegrationNasdaq eVestment Data made available on Databricks Marketplace through Delta Sharing, enabling asset managers to access institutional data through Databricks to enhance competitiveness in securing institutional mandates.
• MercercoreChannel Partner/ Reseller/ DistributorMercer is a key channel partner distributing Nasdaq eVestment solutions to consulting clients. Co-branded MercerInsight solution combining eVestment data with Mercer consulting services. Strategic partnership integrating eVestment data into Mercer's investment consulting platform.

Scale indicators7 records

Recent moves6 records

Expansion highlights7 records

Broad incumbents

• Bloomberg L.P. Dominant institutional data and analytics terminal for asset managers, asset owners, and consultants; overlaps with eVestment on portfolio analytics, performance, and market intelligence workflows but serves a much broader financial-information portfolio.
• LSEG (Refinitiv) Workspace: Workplace data and analytics platform serving investment professionals; comparable to eVestment's institutional intelligence coverage with broader fixed-income, FX, and cross-asset capabilities beyond manager research.
• Morningstar: Investment research, data, and analytics provider for asset managers, advisors, and asset owners; overlapping coverage on manager research and benchmarking extends eVestment-adjacent use cases to retail and wealth channels.
• S&P Global Market Intelligence: Delivers fundamental and quantitative data, analytics, and benchmarking for institutional investors; competes with eVestment's manager research and peer benchmarking in adjacent segments such as corporate intelligence and credit.

Direct peers

• FactSet: Provides portfolio analytics, performance attribution, and benchmarking for buy-side firms; competes most directly with eVestment's Solovis, Holdings Analysis, and Peer Benchmarking modules for the same asset-manager and asset-owner personas.
• MSCI: Provides institutional indexes, analytics, ESG, and real-asset data overlapping with eVestment's benchmarking, risk, and private capital index products; targets the same asset-owner/consultant buyer base.
• Preqin: Specialist private-markets data and benchmarking provider; the most direct competitor to eVestment's TopQ+ private market due diligence offering, with overlapping fund, deal, and performance datasets.
• PitchBook: Private-markets and public-equity intelligence platform used by institutional investors; overlaps with TopQ+ and Holdings Analysis for institutional due diligence and benchmarking workflows.

Emerging players

• AlphaSense: AI-native market and institutional intelligence platform increasingly competing for the same research-workflow budget; represents an emerging AI-first threat to traditional benchmarking platforms like eVestment.

Others

• Mercer Insight: Co-brand partner on MercerInsight, Mercer is both an investment consultant and a sizable competitor in benchmarking and asset-owner analytics; relevant as both channel and partial competitor in the consultant persona.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/eVestment
• Facebookfacebook.com/evestment
• LinkedInlinkedin.com/company/87238

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries1 record

Funding overview

Funding rounds2 records

Investors2 records

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

M&A8 records

Investments

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

Frequently asked questions about eVestment