ZeroBeta
ZeroBeta is a Toronto-based fintech that builds BlueShift, a cloud-native, multi-asset platform providing real-time risk, collateral, market data, and clearing and settlement infrastructure to FCMs, prime brokers, clearing houses, banks, exchanges, and digital asset institutions.
- Company typePrivate
- Founded-
- HeadquartersToronto, Canada
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What ZeroBeta does
ZeroBeta is a Toronto-based fintech that builds BlueShift, a multi-asset, cloud-native platform for capital markets risk and infrastructure. The platform delivers real-time, cross-asset computational capabilities across three integrated modules: risk and collateral management, market data management, and clearing and settlement. Advanced event-processing supports full revaluation of margins, exposures, and concentrations in real time, alongside on-demand stress testing, backtesting, and what-if simulations without impacting production workloads. Configurable risk models, theoretical pricing libraries, curve construction, and collateral optimization rules form the quantitative core of the product.
The company targets institutional clients including FCMs, prime brokers, broker-dealers, clearing houses, banks, fund managers, exchanges, and DeFi and crypto platforms. Named customers include Bullish, Eqonex, US Reserve (US-rem), YellowHeart, Ledger Edge, South Street, and Matrix. Revenue is generated through subscription-based platform licensing delivered via direct enterprise sales and, since March 2026, channel distribution through Ownera's SuperApps Platform, where three BlueShift applications (Portfolio Manager, Borrowing & Lending, and Staking) extend the platform into institutional digital asset operations and tokenized RWA workflows. Pricing is not publicly disclosed and follows a quote-based enterprise model. ZeroBeta is privately held and founder-led, with no disclosed external funding rounds or revenue figures.
ZeroBeta firmographics
Firmographics- Name
- ZeroBeta
- Legal name
- ZeroBeta
- Website
- https://zerobeta.xyz
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- ZeroBeta is a Toronto-based fintech that builds BlueShift, a cloud-native, multi-asset platform providing real-time risk, collateral, market data, and clearing and settlement infrastructure to FCMs, prime brokers, clearing houses, banks, exchanges, and digital asset institutions.
- Ownership category
- akta.pro rank
ZeroBeta industry classification
Industry- Product category
- Capital Markets Risk Management Software
- NAICS
- Software Publishers (5132), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Security & Commodity Brokers, Dealers, Exchanges & Services (6200)
- akta.pro primary industry
- Tokenized Collateral & On-Chain Credit Infrastructure (Collateral Mgmt, Liquidations) (FSAGAMAK)
- akta.pro secondary industries
- Institutional DeFi & On-Chain Liquidity Infrastructure (Permissioned DeFi, Lending) (FSAGAMAG), Prime Brokerage & Institutional Trading Services (FSAPADAF)
Keywords
Where ZeroBeta is headquartered
LocationHeadquarters
- HQ city
- Toronto
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
ZeroBeta business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- Platform Licensing: ZeroBeta offers its BlueShift platform as a cloud-native SaaS solution to institutional clients including FCMs, prime brokers, clearing houses, banks, and exchanges. Revenue is generated through platform licensing arrangements.
- Application Services: Three applications from the BlueShift platform (Portfolio Manager, Borrowing & Lending, and Staking) are available on Ownera's SuperApps Platform for institutional digital asset operations, providing risk analytics, collateral management, and staking capabilities.
Go-to-market motion2 records
Distribution channels2 records
Marketing channels3 records
ZeroBeta product offering
Product offeringCore offering
ZeroBeta sells the BlueShift Platform, a multi-asset, cloud-native capital markets platform that provides real-time risk and collateral management, market data management, and clearing and settlement capabilities. The platform serves institutional clients (FCMs, prime brokers, clearing houses, banks, exchanges, fund managers, and DeFi/crypto institutions) by consolidating market, liquidity, and credit risk across traditional and digital asset portfolios. Specialized applications (Portfolio Manager, Borrowing & Lending, Staking) extend the platform for institutional digital asset operations through Ownera's SuperApps Platform.
Product overview
ZeroBeta offers the BlueShift Platform, a multi-asset, cloud-native platform for capital markets that provides real-time cross-asset consolidation of market risk, liquidity risk, and credit risk. The platform consists of three integrated modules: Risk & Collateral Management, Market Data Management, and Clearing & Settlement. Additionally, three specialized applications (Portfolio Manager, Borrowing & Lending, and Staking) extend the platform for institutional digital asset operations on the Ownera SuperApps Platform. The architecture enables institutions to visualize, analyze, and manage risks across both traditional and digital asset portfolios through a single integration.
Differentiator
Problem solved
Functional benefit
Brands
- BlueShift Platform: Multi-asset and cloud-native platform for capital markets providing real-time risk and collateral management, market data management, and clearing and settlement capabilities.
Products and services
- BlueShift Platform A multi-asset, cloud-native capital markets platform that provides real-time risk and collateral management, market data management, and clearing and settlement capabilities. Designed to reduce total cost of ownership and increase capital efficiencies through real-time, true cross-asset computational capabilities. Encompasses three integrated modules: Risk & Collateral Management, Market Data Management, and Clearing & Settlement.
- Portfolio Manager (BlueShift application) A BlueShift application providing production-ready risk analytics for institutional digital asset operations, enabling institutions to monitor exposure across traditional and tokenized assets. Distributed via Ownera's SuperApps Platform.
- Borrowing & Lending (BlueShift application) A BlueShift application providing collateral management capabilities for crypto borrowing and lending workflows, with utilization checks and margin calls. Distributed via Ownera's SuperApps Platform for institutional digital asset operations.
- Staking (BlueShift application) A BlueShift application providing staking capabilities across crypto assets and tokenized real-world assets (RWAs) within the Ownera institutional network. Distributed via Ownera's SuperApps Platform.
Companies that use ZeroBeta
Customer profileNamed customers7 records
Segments6 records
Ideal customer profiles6 records
ZeroBeta technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature6 records
ZeroBeta partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- OwneracoreZeroBeta announced that three applications from its BlueShift platform (Portfolio Manager, Borrowing & Lending, and Staking) are now available on Ownera's SuperApps Platform for institutional digital asset operations. The integration provides institutional-grade risk analytics, collateral management, and staking capabilities across crypto assets, tokenized RWAs, and traditional markets through a single connection to Ownera's network. According to Ownera, the platform orchestrates over $5 billion in monthly trading volume between institutional counterparties.
Scale indicators1 record
Recent moves5 records
Expansion highlights4 records
ZeroBeta competitors and assessment
Company assessmentBroad incumbents
- ION Group: ION Group offers capital-markets technology spanning trading (Fidessa), treasury, and risk — directly overlapping ZeroBeta's target buyer set with deep institutional incumbency, even though its portfolio extends well beyond risk and collateral.
- MSCI: MSCI's BarraOne and RiskMetrics platforms provide institutional risk analytics used by banks, asset managers, and exchanges; the risk and exposure analytics overlap with BlueShift's risk module even though MSCI does not offer collateral optimization or clearing workflows.
- FIS (Capital Markets): FIS provides trading, risk, and post-trade platforms to capital markets participants across the sell-side and buy-side, offering overlapping collateral and risk functionality as part of a much wider banking and capital-markets software portfolio.
- Broadridge Financial Solutions: Broadridge's post-trade and capital-markets technology suite (including collateral and margin services) overlaps with BlueShift's clearing-and-settlement and collateral modules, though Broadridge serves a much broader portfolio of institutional workflows.
Direct peers
- Numerix: Numerix provides cross-asset pricing, risk analytics, and collateral management software to capital markets participants, with theoretical pricing libraries and curve construction capabilities closely mirroring BlueShift's market-data and valuation engine.
- Murex: Murex sells the MX.3 platform for cross-asset trading, risk, collateral, and treasury management to capital markets institutions globally — the most direct competitor to BlueShift's cross-asset risk and collateral value proposition across FCMs, prime brokers, and banks.
- Cassini Systems: Cassini delivers cross-asset margin and risk analytics for derivatives clearing and prime brokerage, directly overlapping BlueShift's real-time margin computation and pre-trade risk capabilities for exchanges, clearing houses, and prime brokers.
- Calypso Technology (Adenza): Calypso's cross-asset trading and collateral management platform, now owned by Thoma Bravo as Adenza, competes head-on with ZeroBeta's collateral optimization and margin workflow capabilities at banks, clearing houses, and buy-side firms.
- Acadia (AcadiaSoft): Acadia operates an industry-wide collateral, margin, and risk infrastructure network used by most major dealers and buy-side firms; its collateral-processing workflows directly substitute for the collateral-management module ZeroBeta sells into the same buyer base.
- Quantitative Risk Management (QRM): QRM provides asset-liability, market-risk, and counterparty-exposure analytics to banks and FCMs, competing with BlueShift's bank-segment value proposition around market risk, liquidity risk, and capital requirement calculations.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks1 record
Key highlights7 records
Customer concentration
ZeroBeta social profiles
Digital presenceZeroBeta financial estimates
Financial estimateRevenue estimate
Valuation estimate
ZeroBeta leadership team
Management profileNumber of profiles
Profiles7 records
ZeroBeta funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ZeroBeta 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 ZeroBeta
What does ZeroBeta do?
ZeroBeta sells the BlueShift Platform, a multi-asset, cloud-native capital markets platform that provides real-time risk and collateral management, market data management, and clearing and settlement capabilities. The platform serves institutional clients (FCMs, prime brokers, clearing houses, banks, exchanges, fund managers, and DeFi/crypto institutions) by consolidating market, liquidity, and credit risk across traditional and digital asset portfolios. Specialized applications (Portfolio Manager, Borrowing & Lending, Staking) extend the platform for institutional digital asset operations through Ownera's SuperApps Platform.
Is ZeroBeta a public or private company?
ZeroBeta is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was ZeroBeta founded?
ZeroBeta was founded in -1. It employs 11 to 50 people.
Where is ZeroBeta based?
ZeroBeta is headquartered in Toronto, Canada, in the North America region.
How does ZeroBeta make money?
Two revenue lines are on record. Platform Licensing is the primary driver. The others are application Services.
Who are ZeroBeta's main competitors?
Broad incumbents on record are ION Group, MSCI, FIS (Capital Markets) and Broadridge Financial Solutions. Direct peers are Numerix, Murex, Cassini Systems, Calypso Technology (Adenza), Acadia (AcadiaSoft) and Quantitative Risk Management (QRM).
Does ZeroBeta have an API?
No public API is recorded for ZeroBeta.
What industry is ZeroBeta in?
ZeroBeta's product category is Capital Markets Risk Management Software. Its primary akta.pro industry code is FSAGAMAK, Tokenized Collateral & On-Chain Credit Infrastructure (Collateral Mgmt, Liquidations), with a secondary code of FSAGAMAG, Institutional DeFi & On-Chain Liquidity Infrastructure (Permissioned DeFi, Lending). Its NAICS code is 5132 and its SIC code is 6200.