Solve Advisors

What Solve Advisors does

Solve Advisors is a fixed income market data and analytics platform serving both buy-side and sell-side participants across the fixed income market. Founded in 2011 and headquartered in New York, the company aggregates 24M+ daily quotes from street messages across eight asset classes—including corporate bonds, municipal bonds, syndicated loans, structured products, BDCs/private credit, credit default swaps, convertibles, and indices—and converts them into structured, searchable market data. The platform combines SOLVE Quotes (quote aggregation), SOLVE Px (AI-driven predictive trade pricing with confidence scoring across 250,000+ corporates and 900,000+ munis), SOLVE Relative Value Analysis (cohort-based benchmarking), and a regulatory compliance suite covering G-47 time-of-trade disclosure and 15c2-12 analysis. Distribution is enterprise-direct via consultative, demo-driven sales, with tiered client login portals (SolveQuotes, AdvantageData, DIVER products, MBS Source) indicating subscription relationships with asset managers, trading desks, underwriting teams, compliance teams, municipal advisors, and direct lending/BDC platforms.

The company operates a SaaS subscription plus data licensing revenue model. In 2022, following a growth investment from private equity firm Charlesbank Capital Partners, Solve Advisors executed a roll-up strategy: it acquired Advantage Data and Best Credit Data in March 2022 to broaden credit and municipal coverage, and acquired Lumesis in September 2022 for $5.3 million to integrate the DIVER product suites and deepen municipal bond analytics. Earlier backing came from Credit Suisse NEXT Investors in 2019. The combined platform spans primary issuance (debt analysis, new issue pricing, scale writing), secondary trading (quotes, predictive pricing, relative value), private credit (BDC holdings and benchmarking), and regulatory workflows. Headcount stands at 101–250 employees.

Name

Solve Advisors

Legal name

SOLVE Advisors, Inc.

Website

https://solveadvisors.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

101–250 employees

Short description

Solve Advisors is a fixed income market data and analytics platform that aggregates 24M+ daily quotes across eight asset classes and delivers AI-driven predictive pricing to buy-side and sell-side financial institutions.

Ownership category

akta.pro rank

Product category

Fixed Income Market Data & Analytics

NAICS

Securities and Commodity Contracts Intermediation and Brokerage (5231), Securities and Commodity Exchanges (523210)

SIC

Services-Prepackaged Software (7372), Security & Commodity Brokers, Dealers, Exchanges & Services (6200)

akta.pro primary industry

Fixed Income Electronic Trading Platforms (Bonds/Credit) (FSAFANAB)

akta.pro secondary industry

Algorithmic Trading & Execution Platforms (FSAFANAN)

Keywords

• Fixed income analytics
• Bond market data
• Structured products pricing
• Municipal bond analytics
• Predictive trade pricing

Headquarters

HQ city

Stamford

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Platform Subscription: Subscription-based access to SOLVE's market data and analytics platform, with tiered client login portals including SolveQuotes, AdvantageData, DIVER products, and MBS Source. Customers access data and analytics tools on a recurring basis.
2. Data & Analytics Licensing: Licensing of proprietary data products including SOLVE Quotes, SOLVE Px pricing data, and DIVER municipal analytics to financial institutions for use in trading, compliance, and portfolio management workflows.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Solve Advisors operates a cloud-based fixed income market data and analytics platform that aggregates 24M+ daily quotes from street messages into structured, searchable market data across corporate bonds, municipal bonds, syndicated loans, structured products, BDCs, CDS, and convertibles. The platform delivers AI-driven predictive trade pricing with confidence scoring (SOLVE Px), cohort-based relative value analysis, and regulatory compliance tools for financial institutions.

Product overview

SOLVE is a fixed income market data and analytics platform offering a comprehensive suite of tools across primary market, secondary market, private credit, and regulatory compliance. The platform aggregates 24M+ daily quotes from street messages into structured data and provides AI-driven predictive trade pricing. Key product families include SOLVE Quotes (market data aggregation), SOLVE Px (predictive pricing with confidence scoring), SOLVE Relative Value Analysis (peer benchmarking), DIVER product suites (municipal bond solutions acquired from Lumesis), Advantage Data (credit and analytics acquired brand), and specialized workstations for BDC data and banking analytics.

Differentiator

Problem solved

Functional benefit

Products and services

• SOLVE Quotes Aggregates and parses 24M+ daily quotes from street messages into structured, searchable market data for fixed income securities; serves asset managers, trading desks, and underwriting teams.
• SOLVE Px | Corporate Bonds AI-driven predictive trade pricing with confidence scoring for 250,000+ corporate bonds to support trading and valuations; designed for fixed income trading desks and portfolio managers.
• SOLVE Px | Municipal Bonds Predictive trade pricing for municipal bonds with confidence scores and broad daily coverage for 900,000+ securities; supports municipal market trading, valuation, and underwriting workflows.
• SOLVE Relative Value Analysis Cohort-based, configurable framework for identifying when bonds or sectors are trading rich or cheap versus peers by benchmarking yields, spreads, and liquidity; provides a real-time decision framework for fixed income relative value.
• SOLVE | MBS Source MBS (Mortgage-Backed Securities) data and analytics platform providing structured products coverage for MBS market participants.
• DIVER Analytics

Quantifiable outcome

• 24M+ daily quotes aggregated and parsed into structured market data
• +2 more outcomes

Named customers2 records

Segments6 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability3 records

Feature5 records

Scale indicators10 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Bloomberg L.P. Dominant fixed income data, analytics, and messaging terminal with deeply embedded workflows across trading desks; Solve explicitly positions its quotes, pricing, and relative value tools as alternatives to Bloomberg functions, making it the primary competitive benchmark.
• Intercontinental Exchange (ICE): Operates fixed income pricing data (e.g., ICE Data Services), exchanges, and analytics; comparable as a large incumbent offering overlapping fixed income market data, indices, and valuation services used by Solve's customer base.
• London Stock Exchange Group (LSEG / Refinitiv): Provides fixed income evaluated pricing, reference data, and analytics through the Refinitiv franchise; directly comparable to SOLVE Px and SOLVE Quotes in delivering pricing intelligence and market data to trading and valuation teams.
• S&P Global Market Intelligence: Provides fixed income reference data, evaluated pricing, and analytics (including through S&P Capital IQ Pro); overlaps with SOLVE on bond pricing, debt analysis, and municipal market data.
• Moody's Analytics: Offers fixed income data, credit analytics, and structured finance solutions; comparable to SOLVE's credit data and analytics products serving valuation, risk, and compliance teams at financial institutions.
• FactSet: Provides financial data and analytics including fixed income portfolios, pricing, and portfolio analytics; comparable as an integrated data and analytics platform targeting the same institutional buy-side and sell-side segments.
• MSCI: Provides fixed income indices, risk analytics, and ESG data; overlaps with SOLVE's index coverage and serves similar institutional asset owner and asset manager clients for portfolio benchmarking.

Direct peers

• MarketAxess: Electronic trading platform for fixed income with deep bond market data and analytics (including municipal bonds); comparable as a fixed income electronic marketplace with embedded pricing data and workflow tools serving similar buy-side and sell-side institutions.
• Tradeweb Markets: Leading electronic fixed income trading venue with extensive market data across credit, rates, and municipals; serves the same institutional customers and competes for the same wallet around secondary market pricing and execution intelligence.

Others

• Broadridge Financial Solutions: Provides post-trade, data, and workflow solutions for fixed income and broader capital markets; adjacent infrastructure provider comparable in serving fixed income trading, operations, and compliance workflows at large financial institutions.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/SolveFixedInc
• LinkedInlinkedin.com/company/solve-fixed-income
• Facebookfacebook.com/SOLVEfixedincome

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries3 records

Funding overview

Funding rounds1 record

Investors1 record

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

M&A3 records

Investments

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

Frequently asked questions about Solve Advisors