Chatham Financial Corp
Chatham Financial Corp is the largest independent financial risk management advisory and technology firm, providing interest rate, FX, and commodity hedging advisory plus the ONYX Pro SaaS platform to more than 3,500 corporate and real assets clients globally.
- Company typePrivate
- Founded1991
- HeadquartersKennett Square, United States
- Headcount501–1,000
- GTM typeB2B
- OfferingServices
What Chatham Financial Corp does
Chatham Financial Corp is the largest independent financial risk management advisory and technology firm, founded in 1991 and headquartered in Kennett Square, Pennsylvania. It advises corporate clients on managing exposure to interest rates, foreign currency, and commodities, and provides independent advisory and debt/derivative execution services to more than 3,500 companies through a platform that handles over $1 trillion in annual transaction volume and $2.9 trillion in commercial real estate loans. Revenue mechanics blend enterprise advisory engagements (quote-based, annual contracts) with subscription access to ChathamDirect and the ONYX Pro platform, distributed through regulated subsidiaries across the US (FINRA broker-dealer, CFTC/NFA, SEC Municipal Advisor), UK (FCA), EU (AFM), Singapore/Japan (FSA), and Australia (ASIC), giving the firm multi-jurisdictional reach without the conflicts of trading or underwriting affiliates.
The firm's core technology asset is ChathamDirect and the ONYX Pro SaaS platform, which provides portfolio visibility, debt and derivative origination workflows, and an embedded conversational AI assistant called ChatFIN that surfaces insights on positions, exposure, covenants, and upcoming events. Roadmap modules (ONYX Pro Portfolio and ONYX Pro Originations) extend the platform into unified asset/liability reporting and side-by-side counterparty bid execution. Free web-based calculators (Interest Rate Cap, Yield Maintenance, Defeasance) serve as top-of-funnel content marketing and lead capture tools. Go-to-market is predominantly enterprise field sales targeted at corporate treasurers, CFOs, and risk managers, supported by thought-leadership content (News & Insights, Edge in Uncertainty podcast, Bloomberg/BBC executive appearances), email newsletters, and the annual Global Client Summit in New York.
In April 2026 Chatham announced the acquisition of Hodes Weill & Associates (expected close Q2 2026), adding approximately 60 professionals and a $33 billion institutional capital advisory track record focused on real estate, infrastructure, and real assets; Hodes Weill founders David Hodes and Doug Weill will join the executive leadership team. Prior acquisitions include Verumex (Oct 2024), EA Markets (Oct 2023), and JCRA Group (Nov 2019), reflecting a multi-year, tuck-in M&A program that broadens both advisory coverage and platform capabilities. Chatham Financial Corp remains privately held with no disclosed external institutional investor or parent entity.
Chatham Financial Corp firmographics
Firmographics- Name
- Chatham Financial Corp
- Legal name
- Chatham Financial Corp.
- Website
- https://cf.com
- Company type
- Private
- Founded year
- 1991
- Operating status
- Operating
- Headcount range
- 501–1,000 employees
- Short description
- Chatham Financial Corp is the largest independent financial risk management advisory and technology firm, providing interest rate, FX, and commodity hedging advisory plus the ONYX Pro SaaS platform to more than 3,500 corporate and real assets clients globally.
- Ownership category
- akta.pro rank
Chatham Financial Corp industry classification
Industry- Product category
- Financial Risk Management Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Other Financial Investment Activities (5239), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE)
- akta.pro secondary industries
- Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA), Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)
Keywords
Where Chatham Financial Corp is headquartered
LocationHeadquarters
- HQ city
- Kennett Square
- HQ country
- United States
- HQ region
- North America
Offices6 records
Markets served
Chatham Financial Corp business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Financial Risk Management Advisory: Advisory services for interest rate, foreign currency, and commodity exposure management. Provides capital markets advisory, hedging strategies, and execution services to corporate clients.
- Technology Platform (ChathamDirect/ONYX): Subscription-based access to ChathamDirect platform for portfolio management, risk monitoring, and transaction execution tools.
- Capital Advisory Services: Capital raising and placement services for real estate, infrastructure, and real assets sectors through the Hodes Weill acquisition bringing approximately $33 billion track record.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise advisory and platform services |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
Chatham Financial Corp product offering
Product offeringCore offering
Chatham Financial Corp provides independent financial risk management advisory and technology solutions to more than 3,500 companies globally. Its core offering combines advisory services for interest rate, foreign currency, and commodity exposures with the ONYX Pro SaaS platform for portfolio visibility, debt and derivatives origination, and AI-powered portfolio intelligence. The firm executes over $1 trillion in annual transaction volume through its ChathamDirect platform and regulated subsidiaries across the US, UK, EU, Asia Pacific, and Australia.
Product overview
Chatham Financial Corp is the largest independent financial risk management advisory and technology firm. Its primary product is ONYX Pro, a SaaS platform for treasury and risk management offered as a core platform with add-on modules. ONYX Pro Portfolio provides unified asset and liability visibility, covenant monitoring, and reporting; ONYX Pro Originations handles debt and derivatives origination with competitive bidding and digital workflows. Both Portfolio and Originations modules are currently in development (Coming soon). The platform includes ChatFIN, a conversational AI assistant for natural language portfolio queries. Chatham also offers free web-based financial calculators (Interest Rate Cap Calculator, Yield Maintenance Calculator, Defeasance Calculator) that complement the paid platform. ChathamDirect is the authentication and access layer for ONYX Pro. The company operates through multiple regulated subsidiaries globally (Chatham Hedging Advisors, Chatham Financial Europe, Chatham Financial Pte., Chatham Financial Pty., Chatham Financial Securities, Chatham Capital Advisors) and is in the process of acquiring Hodes Weill & Associates to add institutional capital advisory capabilities.
Differentiator
Problem solved
Functional benefit
Brands
- ONYX: A unified portfolio management platform providing complete picture of assets, liabilities, derivatives, and leases with AI-powered conversational intelligence and configurable dashboards for portfolio managers, analysts, and CFOs.
- ChathamDirect
- ChatFIN
- ONYX Pro
Products and services
- ONYX Pro
Quantifiable outcome
- $1 trillion+ annual transaction volume
- +2 more outcomes
Companies that use Chatham Financial Corp
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles3 records
Chatham Financial Corp technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability3 records
Feature5 records
Chatham Financial Corp partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Hodes Weill & AssociatescoreChatham Financial has entered into a definitive agreement to acquire Hodes Weill & Associates, a global capital advisory firm focused on real estate, infrastructure, and other real assets. The acquisition combines two premier global firms with complementary service offerings, with Hodes Weill's approximately 60 professionals expected to join Chatham upon closing. Hodes Weill has advised on approximately $33 billion of capital across institutional offerings and brings specialized expertise in capital formation and advisory services for real assets managers. The deal is expected to close in Q2 2026 subject to regulatory approval. Following closing, Hodes Weill founders David Hodes and Doug Weill will join Chatham's executive leadership team.
Scale indicators7 records
Recent moves6 records
Expansion highlights6 records
Chatham Financial Corp competitors and assessment
Company assessmentBroad incumbents
- Bloomberg L.P. Bloomberg Terminal and Bloomberg's enterprise data products are an incumbent platform for capital markets analytics, pricing, and risk workflows, partially overlapping with ChathamDirect's data and analytics capabilities.
- CBRE Capital Markets: CBRE's Capital Markets group is a global real estate investment sales, debt, and structured finance advisor — a much larger incumbent that overlaps with Chatham's CRE capital advisory and debt/derivatives business.
- JLL Capital Markets: JLL Capital Markets (including the former HFF franchise) is a global CRE investment sales, debt placement, and capital markets advisor — a broad incumbent in the same capital advisory space Chatham is expanding into via Hodes Weill.
- Aon: Aon's Risk Capital and Human Capital solutions include corporate risk advisory overlapping with Chatham's hedging and capital markets advisory, though as part of a much broader insurance and risk brokerage portfolio.
Direct peers
- GTreasury: GTreasury provides treasury and risk management technology for cash, payments, FX, and hedge accounting — a head-to-head ONYX Pro competitor for the same corporate treasury buyer.
- Eastdil Secured: Eastdil Secured is a leading independent real estate capital markets advisor, highly comparable to Chatham's expanded real-assets capital advisory franchise following the Hodes Weill acquisition.
- Kyriba: Kyriba is a leading cloud treasury management platform offering cash management, risk management, payments, and connectivity — directly competing with ChathamDirect / ONYX Pro for enterprise treasury and risk SaaS wallets.
- Newmark Group: Newmark provides real estate capital markets, investment sales, and debt placement services — directly comparable to Chatham's CRE capital advisory and Hodes Weill-style institutional capital placement.
- DerivActiv: DerivActiv is an independent hedge accounting and derivatives advisory firm — the closest direct peer to Chatham Hedging Advisors (CHA) and a key competitor in derivative lifecycle advisory.
Emerging players
- Trovata: Trovata is an emerging, API-native treasury and cash management platform targeting mid-market and enterprise corporates — a younger, more narrowly focused rival to ONYX Pro's treasury and risk workflows.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights6 records
Customer concentration
Chatham Financial Corp social profiles
Digital presenceChatham Financial Corp compliance and trust
Trust signalCompliance11 records
Chatham Financial Corp financial estimates
Financial estimateRevenue estimate
Valuation estimate
Chatham Financial Corp leadership team
Management profileNumber of profiles
Profiles10 records
Chatham Financial Corp subsidiaries and ownership
Company hierarchySubsidiaries7 records
Chatham Financial Corp funding detail
Funding detailFunding overview
Funding rounds1 record
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Chatham Financial Corp M&A and investment
M&A and investmentM&A4 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Chatham Financial Corp
What does Chatham Financial Corp do?
Chatham Financial Corp provides independent financial risk management advisory and technology solutions to more than 3,500 companies globally. Its core offering combines advisory services for interest rate, foreign currency, and commodity exposures with the ONYX Pro SaaS platform for portfolio visibility, debt and derivatives origination, and AI-powered portfolio intelligence. The firm executes over $1 trillion in annual transaction volume through its ChathamDirect platform and regulated subsidiaries across the US, UK, EU, Asia Pacific, and Australia.
Is Chatham Financial Corp a public or private company?
Chatham Financial Corp is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Chatham Financial Corp founded?
Chatham Financial Corp was founded in 1991. It employs 501 to 1,000 people.
Where is Chatham Financial Corp based?
Chatham Financial Corp is headquartered in Kennett Square, United States, in the North America region.
How does Chatham Financial Corp make money?
Three revenue lines are on record. Financial Risk Management Advisory is the primary driver. The others are technology Platform (ChathamDirect/ONYX) and capital Advisory Services.
Who are Chatham Financial Corp's main competitors?
Broad incumbents on record are Bloomberg L.P., CBRE Capital Markets, JLL Capital Markets and Aon. Direct peers are GTreasury, Eastdil Secured, Kyriba, Newmark Group and DerivActiv. Trovata is listed as an emerging player.
Does Chatham Financial Corp have an API?
No public API is recorded for Chatham Financial Corp.
What industry is Chatham Financial Corp in?
Chatham Financial Corp's product category is Financial Risk Management Advisory. Its primary akta.pro industry code is BPAJANAE, Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing), with a secondary code of BPAJANAA, Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation). Its NAICS code is 523940 and its SIC code is 6282.