Telemet America
Telemet America is a privately held US financial data vendor, founded 1979 and based in Alexandria, VA, that sells the Telemet Orion integrated platform of real-time market data, charting, news, portfolio analytics, and ESG data to investment professionals and academic finance labs via annual subscriptions and ecosystem integrations with major portfolio accounting systems.
- Company typePrivate
- Founded1979
- HeadquartersAlexandria, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Telemet America does
Telemet America, Inc. is a privately held US financial data and analytics vendor founded in 1979 and headquartered in Alexandria, Virginia. The company builds and sells Telemet Orion, an integrated desktop and web platform that consolidates real-time market data (stocks, options, futures, fixed income), 25 years of quarterly fundamental financial data, Dow Jones streaming news, advanced charting with 30+ technical indicators, ESG consensus ratings, and security-level portfolio attribution into a single workspace for investment professionals. Add-on modules include Telemet IQ (spreadsheet linking and PDF report generation), TeleVista (price/dividend/split synchronization with SS&C Advent Axys/APX), TeleFlash (internal research distribution), and Portfolio Accounting APIs that connect Black Diamond, Orion Advisor, and Schwab PT PortfolioCenter.
The platform is sold on an annual seat-based subscription, marketed at less than half the price of comparable well-known services, and distributed through a direct enterprise field sales team, soft-dollar relationships with major US broker-dealers (BNY Convergex, Citigroup, CAPIS, Schwab, Fidelity, Instinet), and technology integrations with the dominant US RIA/wealth back-office stack. The customer base is described as 'thousands' of financial professionals, including equity researchers, portfolio managers, wealth managers, buy-side traders, and investment managers, with a parallel academic vertical (Telemet Finance Lab) selling to university finance labs.
Telemet is led by founder and CEO Frederick Parsons, operates with 11-50 employees, and shows no public signals of external institutional investment, M&A activity, or geographic expansion beyond the United States. The business model is a mature, recurring-revenue SaaS model with no disclosed AI/ML capabilities, with strategic emphasis placed on integration interoperability, ESG data aggregation, and academic market development rather than rapid top-line growth.
Telemet America firmographics
Firmographics- Name
- Telemet America
- Legal name
- Telemet America, Inc.
- Website
- https://taquote.com
- Company type
- Private
- Founded year
- 1979
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Telemet America is a privately held US financial data vendor, founded 1979 and based in Alexandria, VA, that sells the Telemet Orion integrated platform of real-time market data, charting, news, portfolio analytics, and ESG data to investment professionals and academic finance labs via annual subscriptions and ecosystem integrations with major portfolio accounting systems.
- Ownership category
- akta.pro rank
Where Telemet America is headquartered
LocationHeadquarters
- HQ city
- Alexandria
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Telemet America business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales, Supply Chain, Infrastructure
Revenue model
- Telemet Orion Platform Subscription: Annual subscription license for the integrated financial data platform providing market data, charts, news, research, and portfolio analytics. Includes built-in attribution and contribution analysis. Supports portable licenses for flexible workplace access.
- Telemet Finance Lab Academic Licensing: Specialized academic licensing for universities with campus-wide virtual lab access, on-campus finance lab options, and library research versions with 91-page university curriculum included.
- Add-on Services: Additional services including Telemet IQ for Excel reporting, TeleVista for Advent Software integration, TeleFlash for internal research distribution, and Portfolio Accounting APIs for connecting to Black Diamond, Orion Advisor, and Schwab PT.
- ESG Data Add-on: ESG sustainability metrics available as an add-on service for both the main platform and Finance Lab.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Telemet Orion Platform License |
| Subscription | Annual | Telemet Finance Lab Academic License |
| Subscription | Annual | Add-on Services |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels5 records
Telemet America product offering
Product offeringCore offering
Telemet America sells Telemet Orion, a subscription-based integrated financial data platform for investment professionals that combines real-time market data (stocks, options, futures, fixed income), news feeds (Dow Jones), 25 years of quarterly financial research, advanced charting with 30+ technical indicators, ESG data, and security-level portfolio attribution analytics. The company also offers Telemet Finance Lab, an academic variant for university finance labs, plus add-on modules (Telemet IQ, TeleVista, TeleFlash, Portfolio Accounting APIs) that integrate with portfolio accounting platforms such as Black Diamond, Orion Advisor, and Advent Axys/APX.
Product overview
Telemet America offers Telemet Orion, an integrated financial data platform designed for investment professionals including equity researchers, portfolio managers, wealth managers, buy-side traders, and research analysts. The platform bundles real-time market data, news, charts, portfolio analytics, ESG data, and 25 years of quarterly financial data into compact display workspaces. Add-on modules include Telemet IQ (spreadsheet linking and PDF reporting), TeleVista (Advent Axys/APX data synchronization), TeleFlash (internal research distribution), and Portfolio Accounting APIs (integration with Black Diamond, Orion Advisor, and Schwab PT's PortfolioCenter). The company also offers Telemet Finance Lab, a variant of the platform customized for academic finance labs with curriculum materials and tools tailored for student managed investment funds.
Differentiator
Problem solved
Functional benefit
Brands
- Telemet Orion: Integrated financial data platform providing investment research, charts, news, portfolio analytics, and market data for financial professionals.
- Telemet Finance Lab
Products and services
- Telemet Orion Integrated Financial Data Platform
- Telemet Finance Lab Leading-edge software platform for academic finance labs that bundles the same integrated investment platform used by Wall Street, tailored for on-campus and virtual finance labs with a 91-page University Curriculum; sold via specialized academic licensing with campus-wide virtual lab access, on-campus finance lab options, and library research versions.
- Telemet IQ Add-on module that links company financials and real-time data to spreadsheets, enabling users to create reports using spreadsheet graphics and styles and generate client-ready Adobe PDF reports for management and client reviews.
- TeleVista Add-on service for Advent Software APX and Axys that updates prices, dividends, and splits, loading end-of-day prices on stocks, indices, options, and treasuries, plus dividend amounts, pay dates, x-dates, record dates, split information, and security information file updates.
- TeleFlash Add-on tool providing instant access across a firm to proprietary research documents and spreadsheets, allowing internal research to be commingled with news or separately displayed and searched, with real-time updates to portfolio managers and traders.
- Portfolio Accounting APIs APIs that link Black Diamond, Orion Advisor, Schwab PT's PortfolioCenter, and other portfolio accounting packages to Telemet Orion, enabling portfolio analytic reports with time-weighted performance and attribution, plus "as of date" reports showing holdings as of a chosen date with performance and financial metrics.
Quantifiable outcome
- Less than half the cost of comparable services
- +3 more outcomes
Companies that use Telemet America
Customer profileNamed customers4 records
Segments2 records
Ideal customer profiles2 records
Telemet America technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
Feature12 records
Telemet America partnerships and signals
Strategic signalPartnerships
16 partnerships are on record, tiered core and minor.
- BNY ConvergexcoreSoft dollar partner providing market access and trading services enabling client access through Telemet platform
- CitigroupcoreSoft dollar partner for market data and trading services integration
- CAPIScoreCommission sharing agreement partner for institutional trading services
- Charles SchwabcoreSoft dollar and technology partner providing trading and portfolio accounting integration
- Fidelity InvestmentsminorSoft dollar partner for institutional trading services
- InstinetminorSoft dollar partner for electronic trading services
- SS&C AdventcoreTechnology partner providing integration with Advent APX and Axys portfolio management systems via TeleVista add-on service
- Charles River DevelopmentcoreTechnology partner with integration for portfolio management and trading workflows
- SS&C EzecoreTechnology partner for portfolio management system integration
- Northern TrustcoreTechnology partner for institutional asset management system integration
- Black Diamond Wealth PlatformcoreTechnology partner with API integration for portfolio analytics and accounting through Portfolio Accounting APIs
- Orion AdvisorcoreTechnology partner with API integration for portfolio analytics and reporting
- Schwab Performance TechnologiescoreTechnology partner for PortfolioCenter integration via Portfolio Accounting APIs
- Dow JonescoreProduct/service partner providing streaming news from Dow Jones Broad tape including presswires and real-time traders news
- CFA InstituteminorAssociation partner representing investment professionals; Telemet supports CFA charterholders and candidates
- AUG (The Exchange)minorAssociation partner established 1998 for wealth and investment management industry professionals
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
Telemet America competitors and assessment
Company assessmentEmerging players
- Tiingo: An emerging lower-cost financial data API and research platform targeting individual investors and small funds. Partial overlap with Telemet Orion on fundamentals, news, and market data.
- AlphaSense: An AI-driven market intelligence and research platform serving investment professionals. While differentiated by AI search, AlphaSense competes for the same research budget allocation as Telemet.
- YCharts: A lower-priced financial data and research platform targeting RIAs and advisors, competing with Telemet on price-sensitive buyers and overlapping on charting, fundamentals, and screening use cases.
- Koyfin: An emerging financial data platform marketing itself as a more affordable alternative to Bloomberg/FactSet — competes in the same mid-market and RIA segment where Telemet is positioned.
Direct peers
- S&P Capital IQ Pro: S&P Global's flagship financial data and research platform, offering market data, fundamentals, and analytics to investment professionals — directly comparable to Telemet Orion's bundled data/research/analytics offering.
- Morningstar Direct: Morningstar's investment analysis platform for asset managers and RIAs — competes head-to-head with Telemet in the wealth management segment, particularly around portfolio analytics and research.
- FactSet: FactSet provides integrated financial data, analytics, and workstation solutions for investment professionals — the closest direct competitor to Telemet Orion, serving portfolio managers, research analysts, and wealth managers with overlapping functionality.
Broad incumbents
- LSEG Workspace (Refinitiv): London Stock Exchange Group's Refinitiv Workspace is a direct competitor for investment professionals, bundling market data, news, analytics, and collaboration features similar to Telemet Orion's integrated approach.
- Bloomberg Terminal: The dominant incumbent financial data workstation used by investment professionals globally. Bloomberg competes with Telemet across the same core use cases (real-time data, news, analytics) at a significantly higher price point.
Others
- SS&C Advent (Axys/APX): Portfolio accounting and management software provider integrated with Telemet via the TeleVista add-on. Listed as a technology partner — represents an ecosystem relationship rather than direct competition, but adjacent in workflow.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Telemet America social profiles
Digital presenceTelemet America financial estimates
Financial estimateRevenue estimate
Valuation estimate
Telemet America leadership team
Management profileNumber of profiles
Profiles1 record
Telemet America funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Telemet America 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 Telemet America
What does Telemet America do?
Telemet America sells Telemet Orion, a subscription-based integrated financial data platform for investment professionals that combines real-time market data (stocks, options, futures, fixed income), news feeds (Dow Jones), 25 years of quarterly financial research, advanced charting with 30+ technical indicators, ESG data, and security-level portfolio attribution analytics. The company also offers Telemet Finance Lab, an academic variant for university finance labs, plus add-on modules (Telemet IQ, TeleVista, TeleFlash, Portfolio Accounting APIs) that integrate with portfolio accounting platforms such as Black Diamond, Orion Advisor, and Advent Axys/APX.
Is Telemet America a public or private company?
Telemet America is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Telemet America founded?
Telemet America was founded in 1979. It employs 11 to 50 people.
Where is Telemet America based?
Telemet America is headquartered in Alexandria, United States, in the North America region.
How does Telemet America make money?
Four revenue lines are on record. Telemet Orion Platform Subscription is the primary driver. The others are telemet Finance Lab Academic Licensing, add-on Services and ESG Data Add-on.
Who are Telemet America's main competitors?
Emerging players on record are Tiingo, AlphaSense, YCharts and Koyfin. Direct peers are S&P Capital IQ Pro, Morningstar Direct and FactSet. Broad incumbents are LSEG Workspace (Refinitiv) and Bloomberg Terminal. SS&C Advent (Axys/APX) is listed as an others.
Does Telemet America have an API?
Yes. Portfolio Accounting APIs allow linking Black Diamond, Orion Advisor, Schwab PT's PortfolioCenter and other portfolio accounting packages to Telemet Orion. With these APIs, users can create portfolio analytic reports with time-weighted performance and attribution, as well as "as of date" reports showing holdings as of a chosen date with performance and financial metrics.