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Novantas

Full company profile

uuid00093hy

Namestring
Novantas
Legal namestring
Curinos
Websiteurl
novantas.com
Company typeenum
Private
Founded yearint
2008
Descriptiontext

Novantas is a New York-based private firm founded in 1999 that provides analytic advisory services and decision intelligence technology to financial institutions, operating commercially today under the Curinos brand. Its core offering is an AI-first Decision Intelligence Platform (Curinos One) that combines proprietary benchmark data covering a significant share of U.S. deposit balances, 12 specialized Analyzer modules (spanning commercial, retail deposit, digital banking, mortgage, wealth, treasury, marketing, distribution, and small business lending), and 8 Optimizer products that embed optimization science into pricing, distribution, and personalization workflows. The company also sells Intelligent Data products (Pricing Data, Treasury Strategies) and offers project- or retainer-based Advisory Services to translate analytics into execution.

The business model is a hybrid of subscription-based analytics and data products, optimizer software deployed into enterprise workflows, and high-touch advisory engagements. Go-to-market is enterprise sales-led, targeting senior retail banking and treasury leaders at retail/commercial banks, mortgage lenders, credit unions, fintechs, and insurance providers. The firm has executed selective M&A (Treasury Strategies in 2016, Amplero in 2020) to extend capabilities and currently operates offices in Boston (headquarters), New York, Chicago, and San Francisco.

Short descriptiontext

Novantas (operating as Curinos) provides an AI-first decision intelligence platform and advisory services to banks, credit unions, mortgage lenders, fintechs, and insurers, combining proprietary deposit benchmarks, comparative analytics, and optimization software.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
51–100
akta.pro rankint
HeadquartersNew York, United States
HQ citystring
New York
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices4 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
banking analytics, decision intelligence, competitive benchmarking, deposit optimization, financial advisory
Industry2 codes
1Customer Experience & Engagement (CRM, Support, Rewards, Loyalty)
CodeFSAGAAAMPrimaryYes
2Digital/Robo Financial Planning
CodeFSAEAAAKPrimaryNo
NAICS code2 codes
  • Other Scientific and Technical Consulting Services54169
  • Other Scientific and Technical Consulting Services541690
SIC code1 code
  • Services-Computer Processing & Data Preparation7374
Product category
Banking Analytics Software
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model3 records
1Analytics and Intelligence Solutions
TypeSubscription Recurring
Description

Subscription-based access to Curinos' comparative analytics and optimization platforms including Commercial Analyzer, Digital Banking Analyzer, Retail Deposit Analyzer, Wealth Analyzer, and various optimizer products.

curinos.com
2Data Solutions
TypeSubscription Recurring
Description

Pricing data and intelligent data offerings derived from primary and secondary sources for day-to-day decision-making.

curinos.com
3Advisory Services
TypeProfessional Services
Description

Project-based or retainer-based strategic advice offered across all client businesses.

curinos.com
Marketing channels4 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
GTM typeB2B
B2B
Offering typeSoftware
Software
Brand1 of 6 records shown
1Curinos One
Description

The Decision Intelligence Platform for Banking - AI-first platform for financial institutions

curinos.com
+5 more records
Core offering1 text field

Novantas is the industry leader in analytic advisory services and technology solutions for financial institutions. It sells the AI-first Curinos One Decision Intelligence Platform together with a suite of Comparative Analyzer products, science-based Optimization Platforms (including Amplero Personalization Optimizer), Intelligent Data products (Pricing Data, Treasury Strategies), and project/retainer-based Advisory Services targeting retail and commercial banks, credit unions, mortgage lenders, fintechs, and insurance providers.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Curinos is a Decision Intelligence Platform for financial institutions organized as a unified platform with three integrated solution categories: Intelligent Data, Comparative Analytics, and Optimization Platforms. The core Curinos One platform serves as the foundation, supported by 12 specialized Analyzer products (Commercial Analyzer, Commercial Digital Analyzer, Digital Banking Analyzer, Distribution Analyzer, eBenchmarkers Analyzer, LendersBenchmark Analyzer, LendersBenchmark Analyzer For Small Business Lending, Marketing Analyzer, Retail Deposit Analyzer, Small Business Deposit Analyzer, Treasury Analyzer, Wealth Analyzer) that provide cross balance sheet insights and competitive benchmarking. The Optimization Platform layer includes 8 products (Amplero Personalization Optimizer, Commercial Optimizer, Deposit Optimizer Essentials, Distribution Optimizer - Canada, Distribution Optimizer - US, Lenders Optimizer, Profitability Optimizer, Retail Deposit Optimizer, Wealth Optimizer) that drive sustained performance improvement through science-based optimization. The Intelligent Data layer provides foundational Pricing Data and Treasury Strategies assets. Advisory Services are offered across all solution areas on a project or retainer basis.

Product and service1 record
1Curinos One
Scale indicator2 records

Each record includes

Type, Value, Description, Source

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Peers10 records
TypeDirect peer
Description

Research and advisory firm focused exclusively on financial services — directly comparable in mission, client base (banks, credit unions, insurers), and subscription benchmarking/analytics offerings.

TypeDirect peer
Description

Financial-services-focused research and advisory firm; competes head-to-head in banking benchmarking, deposit analytics, and decision support subscriptions serving similar institutional clients.

TypeDirect peer
Description

Banking advisory and research firm serving community and mid-size banks with benchmarking and strategic advisory — a focused alternative to Curinos in the community bank segment.

TypeBroad incumbent
Description

Global management consultancy with a large financial services practice; competes in retail banking strategy, deposit optimization, and analytics, but as part of a much broader portfolio.

TypeBroad incumbent
Description

Global strategy consultancy whose QuantumBlack unit and Banking Practice deliver AI-driven analytics and benchmarking to tier-one banks — a broad incumbent with overlapping decision intelligence capabilities.

TypeBroad incumbent
Description

Top-tier consultancy with a deep Financial Services practice covering retail banking, wealth, and lending; competes for transformation mandates that bundle analytics and advisory.

TypeDirect peer
Description

Global consulting firm specializing in pricing, monetization, and sales — directly comparable to Curinos' pricing-data and retail deposit optimization offerings for banks and fintechs.

TypeBroad incumbent
Description

Global systems integrator with a dedicated Banking practice bundling data, analytics, and AI services — competes for the same enterprise budget pool as Curinos' analytics platform.

TypeEmerging player
Description

Enterprise data and AI platform increasingly adopted by banks (e.g., serving the U.S. financial sector); represents a structural threat as banks look to consolidate vendors onto broader AI platforms.

TypeBroad incumbent
Description

CRM platform with a dedicated Financial Services Cloud and personalization capabilities (competing directly with Curinos' Amplero Personalization Optimizer) targeting the same banking CRM/engagement budgets.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat5 records

Each record includes

Type, Details

Key risks7 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers4 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment5 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile4 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
Yes
API detail
Has APIbool
No

Docs URL, Description

AI capability5 records

Each record includes

Type, Description, Source

AI maturity
App detail

Has app

Feature3 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles6 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

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

M&A2 records

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

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

Novantas

Banking Analytics Softwarenovantas.com

Novantas (operating as Curinos) provides an AI-first decision intelligence platform and advisory services to banks, credit unions, mortgage lenders, fintechs, and insurers, combining proprietary deposit benchmarks, comparative analytics, and optimization software.

What Novantas does

Novantas is a New York-based private firm founded in 1999 that provides analytic advisory services and decision intelligence technology to financial institutions, operating commercially today under the Curinos brand. Its core offering is an AI-first Decision Intelligence Platform (Curinos One) that combines proprietary benchmark data covering a significant share of U.S. deposit balances, 12 specialized Analyzer modules (spanning commercial, retail deposit, digital banking, mortgage, wealth, treasury, marketing, distribution, and small business lending), and 8 Optimizer products that embed optimization science into pricing, distribution, and personalization workflows. The company also sells Intelligent Data products (Pricing Data, Treasury Strategies) and offers project- or retainer-based Advisory Services to translate analytics into execution.

The business model is a hybrid of subscription-based analytics and data products, optimizer software deployed into enterprise workflows, and high-touch advisory engagements. Go-to-market is enterprise sales-led, targeting senior retail banking and treasury leaders at retail/commercial banks, mortgage lenders, credit unions, fintechs, and insurance providers. The firm has executed selective M&A (Treasury Strategies in 2016, Amplero in 2020) to extend capabilities and currently operates offices in Boston (headquarters), New York, Chicago, and San Francisco.

Novantas firmographics

Firmographics
Name
Novantas
Legal name
Curinos
Website
https://novantas.com
Company type
Private
Founded year
2008
Operating status
Operating
Headcount range
51–100 employees
Short description
Novantas (operating as Curinos) provides an AI-first decision intelligence platform and advisory services to banks, credit unions, mortgage lenders, fintechs, and insurers, combining proprietary deposit benchmarks, comparative analytics, and optimization software.
Ownership category
akta.pro rank

Novantas industry classification

Industry
Product category
Banking Analytics Software
NAICS
Other Scientific and Technical Consulting Services (54169), Other Scientific and Technical Consulting Services (541690)
SIC
Services-Computer Processing & Data Preparation (7374)
akta.pro primary industry
Customer Experience & Engagement (CRM, Support, Rewards, Loyalty) (FSAGAAAM)
akta.pro secondary industry
Digital/Robo Financial Planning (FSAEAAAK)

Keywords

  • Banking analytics
  • Decision intelligence
  • Competitive benchmarking
  • Deposit optimization
  • Financial advisory

Where Novantas is headquartered

Location

Headquarters

HQ city
New York
HQ country
United States
HQ region
North America

Offices4 records

Markets served

Novantas business model

Business model
GTM type
B2B
Offering type
Software
Cost components
Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

  1. Analytics and Intelligence Solutions: Subscription-based access to Curinos' comparative analytics and optimization platforms including Commercial Analyzer, Digital Banking Analyzer, Retail Deposit Analyzer, Wealth Analyzer, and various optimizer products.
  2. Data Solutions: Pricing data and intelligent data offerings derived from primary and secondary sources for day-to-day decision-making.
  3. Advisory Services: Project-based or retainer-based strategic advice offered across all client businesses.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Novantas product offering

Product offering

Core offering

Novantas is the industry leader in analytic advisory services and technology solutions for financial institutions. It sells the AI-first Curinos One Decision Intelligence Platform together with a suite of Comparative Analyzer products, science-based Optimization Platforms (including Amplero Personalization Optimizer), Intelligent Data products (Pricing Data, Treasury Strategies), and project/retainer-based Advisory Services targeting retail and commercial banks, credit unions, mortgage lenders, fintechs, and insurance providers.

Product overview

Curinos is a Decision Intelligence Platform for financial institutions organized as a unified platform with three integrated solution categories: Intelligent Data, Comparative Analytics, and Optimization Platforms. The core Curinos One platform serves as the foundation, supported by 12 specialized Analyzer products (Commercial Analyzer, Commercial Digital Analyzer, Digital Banking Analyzer, Distribution Analyzer, eBenchmarkers Analyzer, LendersBenchmark Analyzer, LendersBenchmark Analyzer For Small Business Lending, Marketing Analyzer, Retail Deposit Analyzer, Small Business Deposit Analyzer, Treasury Analyzer, Wealth Analyzer) that provide cross balance sheet insights and competitive benchmarking. The Optimization Platform layer includes 8 products (Amplero Personalization Optimizer, Commercial Optimizer, Deposit Optimizer Essentials, Distribution Optimizer - Canada, Distribution Optimizer - US, Lenders Optimizer, Profitability Optimizer, Retail Deposit Optimizer, Wealth Optimizer) that drive sustained performance improvement through science-based optimization. The Intelligent Data layer provides foundational Pricing Data and Treasury Strategies assets. Advisory Services are offered across all solution areas on a project or retainer basis.

Differentiator

Problem solved

Functional benefit

Brands

  • Curinos One: The Decision Intelligence Platform for Banking - AI-first platform for financial institutions
  • Amplero
  • eBenchmarkers
  • LendersBenchmark
  • Retail Deposit Optimizer
  • Digital Banking Analyzer

Products and services

  • Curinos One

Companies that use Novantas

Customer profile

Named customers4 records

Segments5 records

Ideal customer profiles4 records

Novantas technology and API

Technology

Technology focussed Yes

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

AI capability5 records

Feature3 records

Novantas partnerships and signals

Strategic signal

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Novantas competitors and assessment

Company assessment

Direct peers

  • Aite-Novarica Group: Research and advisory firm focused exclusively on financial services — directly comparable in mission, client base (banks, credit unions, insurers), and subscription benchmarking/analytics offerings.
  • Datos Insights: Financial-services-focused research and advisory firm; competes head-to-head in banking benchmarking, deposit analytics, and decision support subscriptions serving similar institutional clients.
  • Cornerstone Advisors: Banking advisory and research firm serving community and mid-size banks with benchmarking and strategic advisory — a focused alternative to Curinos in the community bank segment.
  • Simon-Kucher & Partners: Global consulting firm specializing in pricing, monetization, and sales — directly comparable to Curinos' pricing-data and retail deposit optimization offerings for banks and fintechs.

Broad incumbents

  • Oliver Wyman: Global management consultancy with a large financial services practice; competes in retail banking strategy, deposit optimization, and analytics, but as part of a much broader portfolio.
  • McKinsey & Company (QuantumBlack): Global strategy consultancy whose QuantumBlack unit and Banking Practice deliver AI-driven analytics and benchmarking to tier-one banks — a broad incumbent with overlapping decision intelligence capabilities.
  • Bain & Company: Top-tier consultancy with a deep Financial Services practice covering retail banking, wealth, and lending; competes for transformation mandates that bundle analytics and advisory.
  • Accenture (Financial Services): Global systems integrator with a dedicated Banking practice bundling data, analytics, and AI services — competes for the same enterprise budget pool as Curinos' analytics platform.
  • Salesforce (Financial Services Cloud): CRM platform with a dedicated Financial Services Cloud and personalization capabilities (competing directly with Curinos' Amplero Personalization Optimizer) targeting the same banking CRM/engagement budgets.

Emerging players

  • Palantir Technologies: Enterprise data and AI platform increasingly adopted by banks (e.g., serving the U.S. financial sector); represents a structural threat as banks look to consolidate vendors onto broader AI platforms.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

Novantas social profiles

Digital presence

Novantas financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Novantas leadership team

Management profile

Number of profiles

Profiles6 records

Novantas funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Novantas M&A and investment

M&A and investment

M&A2 records

Investments

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

Frequently asked questions about Novantas

What does Novantas do?

Novantas is the industry leader in analytic advisory services and technology solutions for financial institutions. It sells the AI-first Curinos One Decision Intelligence Platform together with a suite of Comparative Analyzer products, science-based Optimization Platforms (including Amplero Personalization Optimizer), Intelligent Data products (Pricing Data, Treasury Strategies), and project/retainer-based Advisory Services targeting retail and commercial banks, credit unions, mortgage lenders, fintechs, and insurance providers.

When was Novantas founded?

Novantas was founded in 2008. It employs 51 to 100 people.

Where is Novantas based?

Novantas is headquartered in New York, United States, in the North America region.

How does Novantas make money?

Three revenue lines are on record. Analytics and Intelligence Solutions are the primary driver. The others are data Solutions and advisory Services.

Who are Novantas's main competitors?

Direct peers on record are Aite-Novarica Group, Datos Insights, Cornerstone Advisors and Simon-Kucher & Partners. Broad incumbents are Oliver Wyman, McKinsey & Company (QuantumBlack), Bain & Company, Accenture (Financial Services) and Salesforce (Financial Services Cloud). Palantir Technologies is listed as an emerging player.

Does Novantas have an API?

No public API is recorded for Novantas.

What industry is Novantas in?

Novantas's product category is Banking Analytics Software. Its primary akta.pro industry code is FSAGAAAM, Customer Experience & Engagement (CRM, Support, Rewards, Loyalty), with a secondary code of FSAEAAAK, Digital/Robo Financial Planning. Its NAICS code is 54169 and its SIC code is 7374.

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Live signals
PR NewswireNovantas Acquires Treasury StrategiesNovantas, Inc. has acquired Chicago-based Treasury Strategies, Inc., a consultancy specializing in bank and corporate treasury functions. The transaction combines over 200 professionals to expand Novantas' portfolio into the corporate arena while retaining the Treasury Strategies brand for its advisory business line. Financial details of the acquisition were not disclosed.PR NewswireEdward Niestat Joins Novantas; Expands Company Expertise in PaymentsNovantas Inc. has appointed Edward Niestat as a Managing Director in its New York Office to enhance its Payments Business Unit and establish a Payments Center of Excellence. Niestat brings over 30 years of experience in strategy and data analytics within the payments sector for financial institutions in North America and Europe. His expertise will enable Novantas to provide integrated banking solutions that respond to evolving customer needs in a digital environment.PR NewswireNovantas Releases New Information Service for Comparative Deposit AnalyticsNovantas announced the launch of Comparative Deposit Analytics (CDA), an information service built on its Deposit Optimization Technology Platform that provides detailed customer-focused insights for banks using account-level datasets and weekly updates. The service, which completed a successful pilot phase with selected banks, is now advancing to large-scale production and expanding the metrics tracked across a larger group of banks. The platform currently monitors more than $1.2 trillion in deposits daily, and Novantas claims no other vendor has the capability to provide these comparative data.PR NewswireNovantas Identifies Formulas to Win New Checking CustomersOn February 11, 2016, over 100 executives from 42 banks and credit unions attended a presentation by Novantas that revealed insights into which institutions were successfully acquiring new checking account customers. The event highlighted strategies, including competitive product offerings from banks like Banner Bank and marketing initiatives associated with BBVA Compass Bank's NBA sponsorship. Novantas will further produce a report focusing on Millennial customers, emphasizing the importance of understanding customer acquisition dynamics.