Name

C8 Technologies

Legal name

C8 Technologies

Website

https://c8-technologies.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

WealthTech Investment Software

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Investment Banking and Securities Intermediation (523150)

SIC

Investment Advice (6282), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Model Portfolio & Portfolio Construction Engines (FSAGAEAD)

akta.pro secondary industries

Automated Rebalancing, Tax-Loss Harvesting & Tax-Optimized Investing Tools (FSAGAEAE), Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

Keywords

• Investment technology platform
• Portfolio optimization software
• Direct indexing solutions
• Tax loss harvesting
• Wealth management software

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Platform/SaaS Subscription: Platform and technology services provided to professional investors, institutions, and wealth management firms on a subscription basis for access to portfolio allocation tools, marketplace, and execution capabilities.
2. Transaction/Trading Fees: Transaction fees generated through trading execution services for direct indexing, bespoke indices, and strategy implementation across asset classes.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

C8 Technologies develops and sells an end-to-end investment technology platform for professional investors, providing broker-agnostic direct access to active and passive strategies, bespoke indices, direct indexing, tax-loss harvesting, portfolio optimization, and FX hedging. Its four core products (C8 Alpha, C8 Allocate, C8 Wealth, C8 Hedge) cover the full workflow from strategy design and portfolio construction through to global execution.

Product overview

C8 Technologies is an investment technology platform offering four integrated core products for professional investors: C8 Alpha (active/passive strategies marketplace and direct indexing), C8 Allocate (portfolio optimization and construction), C8 Wealth (wealth management and bespoke marketplace), and C8 Hedge (FX hedging solutions). The platform provides an end-to-end solution encompassing the investment marketplace, portfolio design, and execution services with a focus on independence, transparency, and access to global index providers.

Differentiator

Problem solved

Functional benefit

Brands

• C8 Alpha: Active and Passive Strategies Marketplace featuring bespoke strategies, direct indexing, and tax loss harvesting solutions.
• C8 Allocate
• C8 Wealth
• C8 Hedge

Products and services

• C8 Alpha Active and passive strategies marketplace providing direct indexing capabilities, bespoke indices and strategies, tax-loss harvesting, and wrapped strategies delivered via UCITS Funds, Certificates, and TRS solutions. Designed for professional investors seeking institutional-grade exposure and direct ownership of underlying assets.
• C8 Allocate Portfolio allocation and optimization platform providing bespoke portfolios, risk-managed portfolios, tactical portfolios, sparse portfolios, and tracking portfolios using systematic out-of-sample optimization and continuous rebalancing. Targeted at professional investors building customized portfolios.
• C8 Wealth Wealth management platform featuring a bespoke marketplace for clients' own financial products (Funds, ETFs, Certificates), optimal portfolio blend development, custom wealth solutions, and comprehensive reporting. Built for wealth advisors and family offices.
• C8 Hedge FX risk management solution providing bespoke hedging strategies, advanced FX models, optimal FX ratio calculation, automated FX risk management processes, and FX research for institutional investors managing currency exposure.

Quantifiable outcome

• Sample portfolio performance: 6.63% annualized return, 0.76 Sharpe ratio, 1.11 Sortino ratio, 68.7% winning months

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability4 records

Feature4 records

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Addepar: Addepar is a portfolio management and reporting platform built for RIAs, family offices, and institutional investors. It is directly comparable to C8's wealth-management and portfolio-construction capabilities, serving the same professional buyer segments with technology-enabled portfolio analytics.
• Orion Advisor Technology: Orion provides portfolio management, trading, and rebalancing software to RIAs and wealth managers. It overlaps directly with C8 Allocate's optimization and C8 Alpha's strategy marketplace, targeting the same enterprise wealth-management buyer.
• Riskalyze (Nitrogen): Riskalyze (now Nitrogen) provides risk tolerance, portfolio construction, and proposal tools for financial advisors. It overlaps with C8 Allocate's portfolio optimization and risk-managed portfolios targeting the same RIA buyer.
• Parametric Portfolio Associates: Parametric is a leading direct-indexing and customized-separately-managed-account provider. Its direct indexing, tax-loss harvesting, and bespoke SMA capabilities compete head-on with C8 Alpha's core feature set for institutional and advisor clients.

Broad incumbents

• AssetMark: AssetMark is a turnkey asset management platform serving financial advisors with model portfolios, SMA programs, and platform technology. It overlaps with C8 Wealth's bespoke marketplace and C8 Allocate's model-portfolio offerings.
• BlackRock (Aladdin): BlackRock's Aladdin platform offers institutional portfolio management, risk analytics, and trading tools. It is a broad incumbent operating in C8's institutional segment with far greater scale and breadth of asset coverage.
• Morningstar Direct: Morningstar Direct provides investment research, portfolio analysis, and asset-allocation tools to professional investors. It overlaps with C8 Allocate's analysis-and-research and portfolio construction functionality for institutional and advisor segments.
• Envestnet: Envestnet provides a broad wealth management platform spanning portfolio construction, trading, and reporting to advisors and institutions. It is a broad incumbent serving the same professional investor segments C8 targets, with overlapping portfolio-construction and execution functionality.
• SS&C Advent (Eze / Geneva): SS&C's Advent and Eze platforms provide portfolio management, trading, and reconciliation software to asset managers and hedge funds. They are comparable broad incumbents offering execution-adjacent infrastructure for institutional investment professionals.

Emerging players

• iCapital: iCapital is a financial technology platform connecting advisors and wealth managers to alternative investments. It is comparable in addressing the bespoke, multi-asset, and 'independence from large institutions' narrative that C8 promotes to family offices and RIAs.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks7 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds1 record

Investors1 record

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 C8 Technologies