In­te­gri­DATA

What In­te­gri­DATA does

IntegriDATA is a financial technology software and consulting company that provides alternative investment software solutions for the financial services industry. Founded in 2002 and headquartered in New York, the company served alternative asset managers — including hedge funds, private equity firms, and real estate funds — with a suite of financial operations tools covering expense allocation, accounts payable, cash and wire management, and collateral/treasury management. Its product portfolio consists of four offerings: the Expense Allocation System (EAS)™, an enterprise-grade allocation processing tool focused on accuracy, compliance, and in-house processing speed; Accounts Payable Services for vendor, contract, and budget management; CashWire, a cash and wire management solution providing security controls and straight-through processing; and CAARS, a collateral and treasury management platform that automates margin calls, optimizes collateral usage, and supports liquidity management. The products are designed to address the specialized back-office workflows of alternative investment managers where general-purpose ERP and accounting tools are typically insufficient.

The company has been acquired by Indus Valley Partners (IVP), a strategic operating company in the financial services technology sector. Post-acquisition, IntegriDATA operates as a subsidiary of IVP, with its solutions and resources now distributed through the IVP website and its copyright attribution consolidated under IVP. Pricing and revenue model details are not publicly disclosed; the firm appears to have operated as a B2B software and managed services vendor to institutional alternative investment clients. Leadership includes Mitch Schulman as CEO and founder, Giovanni Scerra as Head of Application Architecture & Development, and Nicholas Molina as Head of Marketing and Operations. Headcount is reported at 11–50 employees.

Name

In­te­gri­DATA

Website

https://integri-data.com

Company type

Private

Founded year

2002

Operating status

Acquired

Headcount range

11–50 employees

Short description

IntegriDATA provides alternative investment software and managed services for financial services firms, offering expense allocation, accounts payable, cash management, and collateral/treasury management solutions to hedge funds, private equity, and real estate asset managers. Now a subsidiary of Indus Valley Partners.

Ownership category

akta.pro rank

Headquarters

HQ city

New York

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

IntegriDATA develops and delivers alternative investment software and solutions for financial services firms, with a portfolio that includes the Expense Allocation System (EAS)™, CashWire cash and wire management, CAARS collateral and treasury management, and Accounts Payable Services. The company serves alternative asset managers such as hedge funds, private equity firms, and real estate funds with tools designed to improve accuracy, compliance, transparency, and straight-through processing across financial operations.

Product overview

IntegriDATA, acquired by Indus Valley Partners, provides a portfolio of alternative investment software solutions for the financial services industry. The product suite consists of four core offerings: the Expense Allocation System (EAS)™ for processing fee and expense allocations; Accounts Payable Services for vendor management and AP functions; CashWire for cash and wire management with straight-through processing; and CAARS for collateral and treasury management with margin call automation and liquidity optimization. These products work together to deliver efficiency, transparency, and compliance for alternative asset managers.

Differentiator

Problem solved

Functional benefit

Brands

• Expense Allocation System (EAS)™: Enhances accuracy and efficiency, reduces errors, ensures compliance, and enables in-house teams to process allocations swiftly.
• CashWire
• CAARS

Products and services

• Expense Allocation System (EAS)™ Enterprise-grade expense allocation software that enhances accuracy and efficiency, reduces errors, ensures compliance, and enables in-house teams to process fee and expense allocations swiftly for alternative asset managers.
• Accounts Payable Services Managed services for the accounts payable function, addressing growing demands for transparency in fee and expense allocations and managing vendor relationships, contracts, and budgets for alternative investment firms.
• CashWire (Cash Management Solution) Cash and wire management solution that streamlines cash and wire management workflows, delivering robust security controls and straight-through processing for alternative asset managers.
• CAARS (Collateral & Treasury Management) Collateral and treasury management platform that helps firms automate margin calls, optimize collateral usage, and manage liquidity efficiently for alternative asset managers.

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• Indus Valley Partners (IVP)coreStrategic or Co-development PartnerIntegriDATA was acquired by Indus Valley Partners (IVP). The acquisition combines expertise and solutions to strengthen delivery of innovative, scalable, and future-ready technology for the financial services industry. IntegriDATA solutions are now accessible through the IVP website, including the Expense Allocation System, Accounts Payable Services, Cash Management Solution, and Collateral & Treasury Management.

Recent moves3 records

Expansion highlights3 records

Direct peers

• eFront (BlackRock): Provider of end-to-end alternative investment management software spanning portfolio monitoring, investor reporting, and fund administration workflows. Closely comparable to IntegriDATA's alternative-asset-manager focus.
• SimCorp: Provider of the Dimension investment management platform used by asset managers and institutional investors for portfolio, risk, and fund accounting workflows. Comparable as a back-office fintech vendor for institutional/alt managers.
• Confluence Technologies: Provider of fund operations, regulatory reporting, and performance analytics software for asset managers. Comparable to IntegriDATA in serving alternative and traditional fund back-office needs.
• Alter Domus: Alternative asset servicing firm offering fund administration, accounting, and reporting for PE, real estate, and hedge funds. Comparable as a service-and-software provider targeting the same alternative manager back office.
• SS&C Technologies: Major vendor of fund administration, Advent, and GlobeOp platforms for hedge funds and alternative asset managers. Directly comparable as a leading provider of operational and accounting software for alternatives.
• GenII Fund Services: Private fund services firm offering fund administration, accounting, and reporting for hedge funds, private equity, and real estate funds. Directly comparable to IntegriDATA's expense allocation and AP service offerings.
• AcadiaSoft: Provider of collateral management infrastructure and post-trade workflows for derivatives and securities financing. Comparable to IntegriDATA's CAARS collateral and treasury management capabilities.

Broad incumbents

• Finastra: Large financial software provider serving banks, asset managers, and corporates with treasury, lending, and capital markets solutions. Comparable as a broad fintech incumbent in adjacent workflows.
• FIS: Large financial technology incumbent offering investment management, treasury, and asset servicing software. Comparable as a broad-suite vendor touching treasury, collateral, and back-office workflows.
• Indus Valley Partners: Parent company and financial services technology vendor offering middle- and back-office solutions to asset managers, hedge funds, and asset owners. Directly comparable as the acquirer integrating IntegriDATA's suite into its broader platform.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/IntegriDATA

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

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 In­te­gri­DATA