What Opturo, Inc. does

Opturo, Inc. is a private financial technology company that provides data management and analytics software for investment operations. Founded in 2008 and headquartered at 15 Paradise Plaza, Suite 260 in Sarasota, Florida (with a listed address in Boston), the company operates with 11-50 employees and serves asset managers, wealth managers, pension funds, fund administrators, sovereign wealth funds, and family offices. Its platform is positioned as a bolt-on layer that integrates with clients' existing technology stacks via cloud or on-premises deployment, supporting performance calculation, attribution analysis, ex-ante and ex-post risk analytics, GIPS® composite management, reconciliation, workflow automation, and enterprise data governance.

Opturo's product portfolio is organized around two core platforms and a set of modules. The ODIN Platform is the enterprise offering, with modules including VICAP (GIPS composite management), Performance & Attribution, Ex-Post Analytics, Ex-ante Risk Summary, Adaptive Real-Time Reporting, Application Builder, Dashboard Builder, PDF Report Builder, Network Batch Processing, Workflow Management, Reconciliation, Enterprise Data Governance, Third-Party Integrations, and Multi-Language & Localization. The SAYS Platform™ is a U.S.-patented, cloud-hosted marketplace aimed at small and medium-sized businesses, offered via flexible month-to-month subscriptions with no long-term contracts and 15+ pre-built applications covering GIPS construction and reporting, performance and attribution analysis, ex-post risk, blended benchmarks, carve-out allocation, data normalization, drilldown/rollup, equity market data subscription, NAV return analysis, net transaction cost, return correlation matrix, and duplicate handling. Both platforms share ETL, reconciliation, and third-party integration capabilities.

Opturo monetizes the ODIN Platform through enterprise subscription agreements (cloud or on-premises) and the SAYS Platform through SMB monthly subscriptions. Its go-to-market combines consultative direct sales (free product tours with solutions architects, discovery calls) with strategic channel distribution, most notably a 2025 partnership with State Street Corporation under which Opturo powers the Enterprise Performance solution for State Street and Charles River Development clients. Named enterprise references include State Street and the World Bank, and the company states it is trusted to process over $1.5 trillion daily. No funding rounds, parent company, or revenue figures are disclosed in the source materials.

Name

Opturo, Inc.

Legal name

Opturo Inc.

Website

https://opturo.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

11–50 employees

Short description

Opturo, Inc. provides bolt-on data management and analytics software for investment operations, serving asset managers, wealth managers, pension funds, fund administrators, sovereign wealth funds, and family offices via the ODIN Platform (enterprise) and the patented SAYS Platform (SMB).

Ownership category

akta.pro rank

Product category

Investment Operations & Performance Analytics Software

NAICS

Software Publishers (5132), Computer Systems Design and Related Services (54151)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming Services (7371)

akta.pro primary industry

Goal-Based & Micro-Investing Platforms (Round-ups, Fractional) (FSAGAEAG)

Keywords

• Investment operations software
• Performance attribution analytics
• GIPS compliance management
• Investment data management
• Wealth management technology

Headquarters

HQ city

Boston

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, Infrastructure, Marketing or Sales, Operations

Revenue model

1. ODIN Platform Subscriptions: Enterprise data analytics platform offered on-premises or in the cloud, targeting asset managers, wealth managers, pension funds, fund administrators, sovereign wealth funds, and family offices. Likely sold through enterprise subscription agreements.
2. SAYS Platform Subscriptions: Cloud-hosted marketplace for small to medium-sized companies offering flexible month-to-month subscriptions with no contracts. Provides tools to deploy custom solutions using the data management and analytics platform.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Opturo develops and sells two subscription-based software platforms for financial services: the ODIN Platform, a bolt-on enterprise data management and analytics platform (on-premises or cloud) used by asset managers, wealth managers, pension funds, fund administrators, sovereign wealth funds, and family offices for performance attribution, GIPS® compliance, risk analytics, real-time reporting, and workflow automation; and the SAYS Platform™, a cloud-hosted, code-free/low-code application marketplace with month-to-month subscriptions that enables SMBs to deploy custom investment analytics applications without long-term contracts.

Product overview

Opturo offers a platform-plus-modules architecture consisting of two core products: the ODIN Platform and the SAYS Platform™. The ODIN Platform is a bolt-on enterprise data management and analytics platform available on-premises or in the cloud, targeting asset managers, wealth managers, pension funds, fund administrators, sovereign wealth funds, and family offices. It includes modules for GIPS® composite management (VICAP), performance & attribution, risk analytics, real-time reporting, application building, workflow management, and enterprise data governance. The SAYS Platform™ is a patented, cloud-hosted marketplace for small to medium-sized companies offering flexible month-to-month subscriptions with 15+ applications including composite management, performance analytics, data normalization, and benchmarking tools. Both platforms share data management capabilities including ETL, reconciliation, and third-party integrations.

Differentiator

Problem solved

Functional benefit

Brands

• ODIN Platform: A bolt-on data management and analytics platform for enterprises, available on-premises or in the cloud
• SAYS Platform
• VICAP

Products and services

• ODIN Platform A bolt-on enterprise data management and analytics platform for asset managers, wealth managers, pension funds, fund administrators, sovereign wealth funds, and family offices. Available on-premises or in the cloud, the ODIN Platform integrates with almost any existing tech stack to deliver performance attribution, GIPS® composite management (VICAP), real-time reporting, ex-ante and ex-post risk analytics, batch processing, workflow management, and enterprise data governance without requiring system overhauls.
• SAYS Platform™ A U.S.-patented, cloud-hosted data solution and application marketplace for small and medium-sized businesses, offering flexible month-to-month subscriptions with no contracts. Provides tools to quickly deploy custom investment analytics applications (composite construction/reporting, performance/attribution, NAV return, transaction cost, benchmarking, data normalization, and more) using a code-free/low-code Application Builder that requires a single configuration file.
• Enterprise Performance (powered by Opturo for State Street) A fully integrated performance calculation engine powered by Opturo and distributed by State Street (in conjunction with Charles River Development) to clients of both firms. The solution offers a single performance engine designed to deliver greater efficiency in performance operations for asset management firms using State Street and Charles River systems.

Quantifiable outcome

• Processes over $1.5 trillion daily for top financial institutions
• +3 more outcomes

Named customers3 records

Segments6 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Partnerships

Two partnerships are on record, tiered core.

• State Street CorporationcoreStrategic or Co-development Partner · 1 January 2025State Street has selected Opturo to power its Enterprise Performance solution. The comprehensive performance solution is now live for clients of State Street and Charles River Development. This fully integrated solution offers a single performance calculation engine enabling greater efficiency in performance operations.
• Charles River DevelopmentcoreTechnology or IntegrationThrough the State Street partnership, Opturo's Enterprise Performance solution is integrated for clients of Charles River Development. The solution provides a single performance calculation engine for clients using the Charles River Investment Management System.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• SS&C (Advent / Geneva / Eze): SS&C's Advent (Geneva, Axys) and Eze platforms are the dominant performance accounting, GIPS composite management, and OMS/EMS suites for buy-side firms — the closest direct competitor to Opturo's ODIN and VICAP offerings across the same target customers.
• StatPro (a Confluence company): StatPro Revolution provides cloud-based GIPS compliance, performance, attribution, and ex-ante/ex-post risk analytics for asset managers — a near one-for-one peer to Opturo's VICAP and Performance & Attribution modules in functionality and buyer profile.
• SimCorp: SimCorp Dimension is an integrated investment management platform covering portfolio management, performance, risk, and reporting for institutional asset managers — directly comparable in target buyer and in functional overlap with Opturo's enterprise ODIN stack.
• MSCI (BarraOne / RiskMetrics): MSCI's BarraOne and RiskMetrics platforms deliver multi-factor attribution, ex-ante risk decomposition, and performance analytics to large asset managers and asset owners — directly overlapping with Opturo's Performance & Attribution and Ex-ante Risk Summary modules.
• BNY Mellon Eagle Investment Systems: Eagle provides data management, investment accounting, and performance reporting for the buy-side, very comparable to Opturo's ODIN platform and reconciliation capabilities, serving many of the same asset managers and fund administrators.

Broad incumbents

• FactSet: FactSet offers a broad portfolio analytics, performance reporting, attribution, and data ecosystem — much wider than Opturo but heavily overlapping in performance, attribution, and reporting workflows for the same asset-management client base.
• BlackRock Aladdin: Aladdin is a full investment operations and risk platform used by large institutional asset managers and asset owners. It overlaps Opturo's analytics and reporting scope but as part of a much broader portfolio/operating system rather than a bolt-on.
• Bloomberg (AIM / PORT & Risk Analytics): Bloomberg's AIM, PORT, and Risk Analytics offerings provide enterprise-level performance, risk, and attribution analytics for asset managers, competing with Opturo's ODIN modules from inside the broader Bloomberg terminal/data ecosystem.
• Finastra: Finastra offers buy-side and wealth management platforms with portfolio management, performance, and reporting components, serving many of the same institutional segments as Opturo, though at much broader scale.

Others

• Charles River Development (State Street IMS): Listed as an Opturo integration partner through the State Street Enterprise Performance solution, Charles River IMS also competes broadly in the investment management system category — making it both an ecosystem partner and an adjacent competitor in investment operations.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/opturo
• LinkedInlinkedin.com/company/opturo-inc-

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Opturo, Inc.