Style Analytics
Style Analytics is a portfolio analytics product within Confluence Technologies that provides holdings-based factor analysis for global asset managers, owners, service providers, and consultants across 28,000+ funds and 130+ factors.
- Company typePrivate
- Founded1996
- HeadquartersLondon, United Kingdom
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Style Analytics does
Style Analytics® is a portfolio analytics product operated by Confluence Technologies, Inc., a US-incorporated private company. Founded in 1996 and headquartered in London, Style Analytics provides holdings-based factor analysis software to the global asset management industry. Its core platform computes factor exposures across 60,000+ securities within 28,000+ funds spanning 134 countries, drawing on a proprietary library of 130+ factors. The platform is delivered through a core engine plus specialized modules: Portfolio Analyzer, ESG Analytics, Peer Insights™, Similyzer, DeltaZoom, Fund of Funds Studio, Markets Analyzer, and the Style Skyline™ visualization feature.
The product serves four primary customer segments: asset managers (the primary segment, covering mutual funds, ETFs, and alternative vehicles), asset owners (pension funds, endowments, foundations, sovereign wealth funds), asset service providers (custodians, fund administrators, transfer agents), and investment consultants. Named customers include HSBC Global Asset Management, Vontobel, and Aberdeen Standard Investments. Use cases span portfolio analytics, factor exposure analysis, performance attribution, ESG integration, peer benchmarking, manager due diligence, and risk monitoring.
Revenue is generated via an enterprise subscription model with annual billing and custom pricing. The go-to-market motion is direct enterprise field sales with a demo-led, consultative engagement process. Distribution is global, executed through Confluence Technologies' direct sales organization. No public pricing, API, or third-party integrations are disclosed in the available data.
Style Analytics firmographics
Firmographics- Name
- Style Analytics
- Legal name
- Confluence Technologies, Inc.
- Website
- https://styleanalytics.com
- Company type
- Private
- Founded year
- 1996
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Style Analytics is a portfolio analytics product within Confluence Technologies that provides holdings-based factor analysis for global asset managers, owners, service providers, and consultants across 28,000+ funds and 130+ factors.
- Ownership category
- akta.pro rank
Style Analytics industry classification
Industry- Product category
- Portfolio Analytics Software
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Model Portfolio & Portfolio Construction Engines (FSAGAEAD)
- akta.pro secondary industry
- Target-Risk / Risk-Profile Model Portfolios (FSAAAJAD)
Keywords
Where Style Analytics is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Markets served
Style Analytics business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations
Revenue model
- Enterprise Software Licensing: B2B enterprise software sold to asset management firms, institutional investors, and financial institutions through direct sales engagement with demo-based qualification
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise subscription model with custom pricing |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Style Analytics product offering
Product offeringCore offering
Style Analytics® is an enterprise portfolio analytics platform that delivers holdings-based factor analysis for the asset management industry. It provides asset managers with access to 130+ factors across 60,000+ securities in 28,000+ funds globally, enabling factor exposure comparison, peer benchmarking, ESG assessment, and fund-of-funds construction through a suite of specialized modules and the proprietary Style Skyline™ visualization.
Product overview
Style Analytics is a platform-plus-modules architecture offering factor analysis and portfolio insights for the asset management industry. The core Style Analytics® platform provides factor-based analysis with 130+ factors, 60,000+ securities, and 28,000+ funds across 134 countries. The platform includes seven specialized modules: Portfolio Analyzer for uncovering factor exposures and risk; ESG Analytics for comprehensive ESG insights; Peer Insights™ for competitive fund comparison; Similyzer for holdings-based fund similarity analysis; DeltaZoom for factor change decomposition; Fund of Funds Studio for fund-of-funds analysis; and Markets Analyzer for market-level factor performance. The Style Skyline™ visualization feature enables visual comparison of fund factor exposures against benchmarks.
Differentiator
Problem solved
Functional benefit
Brands
- Style Analytics®: Industry-leading visually compelling portfolio insights for the asset management industry providing factor analysis capabilities.
- Style Skyline™
- Portfolio Analyzer
- ESG Analytics
- Peer Insights™
- Similyzer
- DeltaZoom
- Fund of Funds Studio
- Markets Analyzer
Products and services
- Style Analytics® Enterprise portfolio analytics platform providing holdings-based factor analysis for the asset management industry, with 130+ factors, coverage of 60,000+ securities in 28,000+ funds across 134 countries, and the proprietary Style Skyline™ visualization for benchmarking factor exposures against peers.
- Portfolio Analyzer Specialized module that uncovers factor exposures, performance, attribution, and risk in user portfolios, sold as part of the Style Analytics® platform to asset managers and institutional investors.
- ESG Analytics Specialized module providing comprehensive ESG insights at portfolio, sector, regional, and security levels, with peer comparison and ESG risk analysis capabilities for institutional asset managers.
- Peer Insights™ Specialized module delivering competitive insights through fund comparison, covering factor exposures, performance, risk measures, and ESG across over 28,000 funds and ETFs.
- Similyzer Holdings-based comparison tool that quantifies how similar a selected fund is to all others in the Style Analytics database of 28,000 global funds, supporting fund substitution and peer selection decisions.
- DeltaZoom Holdings-based factor change decomposition tool that gives investors granular insights into how a portfolio's factor exposures have changed over time, supporting investment review and manager oversight processes.
- Fund of Funds Studio Module for building, comparing, and assessing fund-of-funds portfolios, enabling multi-manager portfolio construction and analysis in minutes.
- Markets Analyzer Module that exposes market-level drivers behind factor performance and risk, providing macro context for portfolio factor positioning.
Quantifiable outcome
- 28,000+ funds with pre-calculated factor exposures available for comparison
- +3 more outcomes
Companies that use Style Analytics
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles3 records
Style Analytics technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability2 records
Feature8 records
Style Analytics partnerships and signals
Strategic signalScale indicators4 records
Recent moves4 records
Expansion highlights4 records
Style Analytics competitors and assessment
Company assessmentBroad incumbents
- MSCI: MSCI is a leading global provider of investment decision support tools, including factor models, risk analytics, and ESG ratings used by institutional asset managers. Its Barra factor risk models and ESG products directly compete with Style Analytics' factor and ESG modules, though MSCI operates at significantly larger scale and broader scope.
- FactSet: FactSet provides portfolio analytics, performance attribution, and multi-asset class data to institutional investors. Its analytics suite, including risk and factor decomposition tools, overlaps with Style Analytics' Portfolio Analyzer and Peer Insights capabilities for asset management clients.
- Bloomberg: Bloomberg's Terminal and PORT functions deliver portfolio analytics, risk, and factor exposure analysis to institutional asset managers globally. Bloomberg competes with Style Analytics by offering factor and analytics tools bundled with its dominant market data and workflow platform.
- Morningstar: Morningstar provides investment research, portfolio analytics (Morningstar Direct), and ESG data to asset managers and asset owners. Its style box classification and factor-based analytics overlap directly with Style Analytics' factor exposure and peer comparison offerings.
- Aladdin (BlackRock): BlackRock's Aladdin platform is a comprehensive investment management, risk, and analytics system used across the asset management industry. It competes with Style Analytics in portfolio risk and factor analytics, though Aladdin is a full operating platform rather than a focused factor analytics tool.
Direct peers
- Qontigo (Axioma): Qontigo, formed from the combination of Axioma and STOXX, provides factor risk models, portfolio construction, and ESG analytics to buy-side firms. Its holdings-based factor risk and optimization products are the closest direct competitor to Style Analytics' factor and portfolio construction modules.
- eVestment (Nasdaq): eVestment, a Nasdaq business, offers institutional investment analytics and manager research data used by asset owners and consultants. Its peer analysis and due diligence capabilities overlap with Style Analytics' Peer Insights and factor benchmarking modules for the asset owner and consultant buyer.
- SimCorp: SimCorp provides an investment management platform covering portfolio management, risk, compliance, and analytics for institutional asset managers. Its analytics and risk modules address similar institutional workflows as Style Analytics, particularly for large global asset managers.
- Style Research: Style Research provides style and factor classification analytics for mutual funds and institutional portfolios, including peer comparison and risk decomposition. Its product scope closely mirrors Style Analytics' holdings-based style and factor analysis capabilities, making it a direct competitor in the same niche.
- RiskMetrics Group (MSCI): RiskMetrics, now part of MSCI, provides portfolio risk and factor exposure analytics used by institutional investors. Its factor risk decomposition tools address the same buy-side factor analysis use cases as Style Analytics' Portfolio Analyzer and DeltaZoom modules.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Style Analytics social profiles
Digital presenceStyle Analytics financial estimates
Financial estimateRevenue estimate
Valuation estimate
Style Analytics leadership team
Management profileNumber of profiles
Profiles1 record
Style Analytics funding detail
Funding detailFunding overview
Funding rounds1 record
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Style Analytics M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Style Analytics
What does Style Analytics do?
Style Analytics® is an enterprise portfolio analytics platform that delivers holdings-based factor analysis for the asset management industry. It provides asset managers with access to 130+ factors across 60,000+ securities in 28,000+ funds globally, enabling factor exposure comparison, peer benchmarking, ESG assessment, and fund-of-funds construction through a suite of specialized modules and the proprietary Style Skyline™ visualization.
When was Style Analytics founded?
Style Analytics was founded in 1996. It employs 51 to 100 people.
Where is Style Analytics based?
Style Analytics is headquartered in London, United Kingdom, in the Europe region.
How does Style Analytics make money?
One revenue line is on record: enterprise Software Licensing.
Who are Style Analytics's main competitors?
Broad incumbents on record are MSCI, FactSet, Bloomberg, Morningstar and Aladdin (BlackRock). Direct peers are Qontigo (Axioma), eVestment (Nasdaq), SimCorp, Style Research and RiskMetrics Group (MSCI).
Does Style Analytics have an API?
No public API is recorded for Style Analytics.
What industry is Style Analytics in?
Style Analytics's product category is Portfolio Analytics Software. Its primary akta.pro industry code is FSAGAEAD, Model Portfolio & Portfolio Construction Engines, with a secondary code of FSAAAJAD, Target-Risk / Risk-Profile Model Portfolios. Its NAICS code is 52394 and its SIC code is 6282.