Style Analytics

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.

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

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

• Factor analysis software
• Portfolio analytics
• Investment research
• ESG analytics
• Fund peer comparison

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. 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

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core 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

Named customers3 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability2 records

Feature8 records

Scale indicators4 records

Recent moves4 records

Expansion highlights4 records

Broad 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

• Xx.com/StyleAnalytics
• LinkedInlinkedin.com/company/style-analytics

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds1 record

Investors2 records

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 Style Analytics