BlazePortfolio

What BlazePortfolio does

BlazePortfolio is a privately held software company headquartered in Chicago, Illinois, founded in 2005 to serve investment advisors. The firm operates under the trade name cResults and develops an investment automation platform aimed at the wealth management and trading workflows of financial advisors. The company has maintained continuous operations for over two decades, evidenced by a copyright span of 2005-2026 on its web properties, with the cResults platform currently at version 7.1.510.

The cResults platform is positioned as a wealth management and trading tool, though the available source material does not detail its specific functional modules, integration points, or underlying technology stack beyond the version identifier. No pricing model, customer segments, named client logos, distribution channels, or marketing channels are disclosed in the available sources. There are no documented partnerships, certifications, regulatory filings, or AI/ML capabilities associated with the platform in the input data.

The business model cannot be fully determined from available evidence: no revenue figures, funding history, or pricing details are provided. The firm operates with 11-50 employees and has remained privately held without external capital raises documented across its 20+ year history, suggesting a self-funded, mature small-business posture. Ownership structure, management team composition, and customer concentration are not evidenced in the source material, representing significant information gaps for any prospective investor or acquirer.

Name

BlazePortfolio

Website

https://blazeportfolio.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

11–50 employees

Short description

BlazePortfolio is a Chicago-based private software company founded in 2005 that develops cResults, an investment automation platform serving investment advisors in the wealth management and trading space. It operates with 11-50 employees and has remained privately held for over two decades.

Ownership category

akta.pro rank

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Core offering

BlazePortfolio sells cResults, a software platform for investment automation aimed at investment advisors. The platform supports wealth management and trading workflows, as indicated by its versioned release (7.1.510) and continuous development since 2005.

Differentiator

Problem solved

Functional benefit

Products and services

• cResults

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves2 records

Expansion highlights1 record

Direct peers

• Addepar: Portfolio management and analytics platform for advisors and family offices, focused on data aggregation, reporting, and rebalancing — closely aligned with BlazePortfolio's investment automation remit.
• Advyzon: Cloud-based advisor tech platform combining CRM, portfolio management, reporting, and account aggregation — a direct competitor targeting the same RIA segment as BlazePortfolio.
• Tamarac (Envestnet): Advisor portfolio management and reporting suite offering rebalancing, performance, and CRM-like capabilities to RIAs — a direct competitor in the advisor back-office stack.
• Morningstar Office: Advisor-facing investment planning, portfolio analytics, and research workstation used by RIAs — comparable to cResults in serving the investment automation workflow.
• Orion Advisor Technology: A leading portfolio accounting, performance reporting, and advisor workstation platform serving RIAs. Directly comparable to BlazePortfolio's investment automation value proposition for the same RIA buyer.
• Black Diamond (SS&C Advent): Wealth management platform providing portfolio reporting, rebalancing, and trading workflows to advisors — overlapping directly with cResults' investment automation role.
• Riskalyze (now Orion): Risk tolerance and investment analytics tools for advisors (now part of Orion) — adjacent to the investment automation category BlazePortfolio serves.

Broad incumbents

• Envestnet: Large, diversified wealth-tech platform offering portfolio management, data, and advisor solutions across multiple product lines including Tamarac — competes broadly with BlazePortfolio across the RIA stack.
• Orion: Multi-product wealthtech provider (post Orion-Riskalyze-Advent integration) covering advisor tech, risk, and portfolio management — competes broadly with BlazePortfolio for RIA wallet share.
• SS&C Advent: Established financial software vendor with the Black Diamond platform among other wealth offerings — a broad incumbent in the same advisor technology space.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks4 records

Key highlights4 records

Customer concentration

• Xx.com/BlazePortfolio
• Facebookfacebook.com/blazeportfoliosystems
• LinkedInlinkedin.com/company/1229583

Revenue estimate

Valuation estimate

Number of profiles

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 BlazePortfolio