Imagineer Technology Group
Imagineer Technology Group provides subscription-based CRM (Clienteer) and investor portal/CMS (WebVision) software for hedge funds, private equity, and traditional asset managers, automating investor relations, fund marketing, and compliance workflows.
- Company typePrivate
- Founded1998
- HeadquartersNew York, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Imagineer Technology Group does
Imagineer Technology Group is a US-based software company founded in 1998 that develops CRM, fund marketing, and investor relations platforms for asset managers, including hedge funds, private equity and venture capital firms, and traditional asset managers. The company's product portfolio centers on two integrated platforms: Clienteer, a relationship management platform for tracking capital raising pipelines, investor account balances and transactions, fund marketing campaigns, and compliance reporting; and WebVision, a cloud-based content management system and investor portal for distributing fund marketing materials and performance reports. Both products are available as desktop, web, and mobile applications and are deployable via cloud (Microsoft Azure), on-premise, or client-hosted configurations.
The company operates a subscription-based revenue model with multiple pricing tiers plus a professional services revenue stream covering implementation, training, fund administrator upload services, website design, and reputation management. Pricing is quote-based with annual billing cadence, and the go-to-market is sales-led with direct enterprise field sales and inside sales motions, supplemented by event and email marketing. Customers include enterprise asset managers such as a $9B+ asset manager and a $5B hedge fund, with named verticals spanning hedge funds, private equity and venture capital, and traditional asset management. The company maintains offices in New York (HQ), Chicago, and London, and reports a professional services team with an average tenure of seven years.
In September 2020, Dynamo Software acquired Imagineer Technology Group, and the Clienteer product has since been rebranded to Dynamo. Imagineer continues to operate as a subsidiary brand within Dynamo's portfolio, with WebVision retaining its original identity. The company is structured as a private LLC, has no public listing, and has no disclosed external funding rounds.
Imagineer Technology Group firmographics
Firmographics- Name
- Imagineer Technology Group
- Legal name
- Imagineer Technology Group, LLC
- Website
- https://imagineertechnology.com
- Company type
- Private
- Founded year
- 1998
- Operating status
- Acquired
- Headcount range
- 51–100 employees
- Short description
- Imagineer Technology Group provides subscription-based CRM (Clienteer) and investor portal/CMS (WebVision) software for hedge funds, private equity, and traditional asset managers, automating investor relations, fund marketing, and compliance workflows.
- Ownership category
- akta.pro rank
Imagineer Technology Group industry classification
Industry- Product category
- Asset Management Software
- NAICS
- Software Publishers (5132), Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Customer Engagement, CRM & Agent/Broker Enablement Platforms (FSAGAGAD)
Keywords
Where Imagineer Technology Group is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Imagineer Technology Group business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Operations, Marketing or Sales
Revenue model
- Clienteer Subscription: Subscription-based CRM platform for hedge funds, private equity, and asset managers with multiple subscription levels that scale to organization needs
- WebVision Subscription: Cloud-based CMS and investor portal platform, deployable as a fund/investor reporting module or stand-alone custom website
- Professional Services: Project management, training, fund administrator upload services, website design, and reputation management services
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Subscription-based pricing with multiple levels |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Imagineer Technology Group product offering
Product offeringCore offering
Imagineer Technology Group develops and sells two core software products for asset management firms: Clienteer, a configurable relationship management (CRM) platform for hedge funds, private equity, and other asset managers covering capital raising, fund marketing, and investor relations workflows; and WebVision, a cloud-based content management system and investor portal platform used to distribute fund marketing materials, performance data, and reports. The company also offers professional services for implementation, training, and website design.
Product overview
Imagineer Technology Group offers a platform-plus-modules architecture centered on two core products: Clienteer (a relationship management platform for hedge funds, private equity, and asset managers) and WebVision (a cloud-based CMS and investor portal). These integrate with each other for enhanced control and automation. The portfolio also includes multiple add-on modules including Clienteer Mobile App, Event Management, Watermarking, Two-Factor Authentication/SSO, DocuSign Integration, Webshot, BlackBerry Workspaces DRM, and professional services including training, fund administrator upload services, website design, and reputation management.
Differentiator
Problem solved
Functional benefit
Brands
- Clienteer: An intuitive and highly configurable relationship management platform designed for hedge funds, private equity, and other asset managers to streamline CRM, fund marketing, and investor relations workflows.
- WebVision
Products and services
- Clienteer Intuitive and highly configurable relationship management platform designed for hedge funds, private equity, and other asset managers to streamline CRM, fund marketing, and investor relations workflows. Includes capital raising pipeline tracking, campaign management, balance and transaction reporting, compliance tracking, and email integration with Outlook, Exchange, and Gmail.
- WebVision Highly-secure, fully customizable cloud-based content management system (CMS) and investor portal platform used by asset managers to deliver fund marketing materials, account and fund-level performance data, and regulatory reporting. Deployable as a module connected to an existing website or as a stand-alone custom website.
- Imagineer Professional Services Project management and professional services including premium support and training, fund administrator upload services, reputation management via FiveBlocks integration, and asset management website design services.
- Training Camp Client training portal providing access to in-depth training sessions to ensure users are up to speed on all software functionality.
Quantifiable outcome
- Saved hundreds of hours each month on account, purchases, and asset flow tracking
- +1 more outcomes
Companies that use Imagineer Technology Group
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles3 records
Imagineer Technology Group technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration18 records
Feature8 records
Imagineer Technology Group partnerships and signals
Strategic signalPartnerships
16 partnerships are on record, tiered core and supporting.
- Advent Portfolio ExchangecoreIntegrated portfolio management solution for traditional asset managers. APX bridges the gap between accounting, marketing, and investor solutions with Clienteer.
- SoloviscoreMulti-asset class portfolio management, analytics and reporting platform for limited partners, asset owners and allocators.
- PreqincoreThe leading source of data, insights and tools for alternative asset professionals. Provides in-depth data and research for fundraising, investor relations, asset allocation, and fund manager selection.
- BlackBerry WorkspacessupportingSecure enterprise-grade file sync and share with Digital Rights Management (DRM) capabilities. Enables firms to limit viewers ability to copy, print, save and screen capture PDF documents.
- HarvestsupportingDigital content platform for the investor community where investment organizations distribute their latest insights, empowering investors to make informed decisions.
- Microsoft Office 365supportingLine of subscription services including email integrated with Clienteer for seamless workflow.
- Microsoft ExchangesupportingEnterprise email service integrated with Clienteer for business operations.
- G SuitesupportingGoogle collaboration and productivity apps for business integrated with Clienteer.
- Microsoft AzuresupportingCloud services platform used for hosting Clienteer and WebVision deployments.
- DST Sales ConnectsupportingAggregates advisor trades and asset positions from multiple record keeping platforms.
- VerasupportingData security platform that follows files everywhere, integrated for enhanced document protection.
- DocuSignsupportingLeading provider of e-signature technology for electronic document completion through branded websites.
- OKTAsupportingIdentity and access management solution enabling smoother and more secure application access.
- OneLoginsupportingIdentity and access management solution integrated for secure single sign-on.
- Duo SecuritysupportingTwo-factor authentication, endpoint remediation and secure single-sign-on tools.
- FiveBlockssupportingDigital consulting and technology firm focused on reputation management. Integrated with WebVision to monitor keywords impacting firm online reputation.
Scale indicators1 record
Expansion highlights5 records
Imagineer Technology Group competitors and assessment
Company assessmentBroad incumbents
- Salesforce Financial Services Cloud: Salesforce's Financial Services Cloud offers wealth and asset management CRM capabilities as part of a broader enterprise CRM platform. Competes with Imagineer in the asset management CRM category but as a horizontal incumbent rather than a vertical specialist.
- Addepar: Addepar offers a wealth management technology platform serving RIAs, family offices, and asset managers with portfolio analytics, reporting, and data aggregation. Adjacent overlap with Imagineer's traditional asset management clients but a much broader platform play.
- eFront (BlackRock): eFront, now owned by BlackRock, provides end-to-end alternative investment management software including investor portal and CRM-adjacent functionality. Overlaps with Imagineer in serving PE/VC firms but operates at much larger scale across the investment lifecycle.
Direct peers
- Backstop Solutions: Backstop Solutions offers investor relationship management, CRM, and document management software specifically for hedge funds, funds of funds, and institutional investors. Closely comparable to Imagineer in serving alternative asset managers with workflow and IR-focused tooling.
- Altvia: Altvia delivers CRM and investor relationship management solutions for private equity, venture capital, and hedge fund firms. Comparable to Imagineer's Clienteer in serving alternative asset managers with fundraising pipeline, LP portal, and CRM functionality.
- Juniper Square: Juniper Square provides an investor CRM and reporting portal for private equity, venture capital, and real estate funds. Directly comparable to WebVision's investor portal capabilities and Clienteer's LP relationship management, with strong overlap in PE/VC customer base.
- DealCloud: DealCloud provides CRM and deal management software purpose-built for alternative investment firms (PE, VC, hedge funds, real estate). Directly comparable to Imagineer's Clienteer in customer base, vertical focus, and feature set including pipeline tracking and LP relationship management.
- Dynamo Software: Dynamo Software is the parent company that acquired Imagineer in September 2020 and now offers the rebranded Clienteer alongside Dynamo's portfolio of alternative investment software. Most directly comparable given ownership relationship and product integration trajectory.
Emerging players
- Visible.vc: Visible.vc provides investor reporting, fundraising, and portfolio monitoring software primarily for venture capital firms. Comparable to WebVision's investor portal capabilities with focused VC customer overlap, though more emerging in scale and scope.
- SalesPage Technologies: SalesPage provides CRM, investor portal, and marketing automation software for asset managers and financial advisors. Comparable to Imagineer in serving traditional and alternative asset managers with integrated CRM and investor portal functionality.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Imagineer Technology Group social profiles
Digital presenceImagineer Technology Group compliance and trust
Trust signalCompliance6 records
Imagineer Technology Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Imagineer Technology Group leadership team
Management profileNumber of profiles
Profiles3 records
Imagineer Technology Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Imagineer Technology Group M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Imagineer Technology Group
What does Imagineer Technology Group do?
Imagineer Technology Group develops and sells two core software products for asset management firms: Clienteer, a configurable relationship management (CRM) platform for hedge funds, private equity, and other asset managers covering capital raising, fund marketing, and investor relations workflows; and WebVision, a cloud-based content management system and investor portal platform used to distribute fund marketing materials, performance data, and reports. The company also offers professional services for implementation, training, and website design.
Is Imagineer Technology Group a public or private company?
Imagineer Technology Group is a private company. It is classified as corporate owned and is currently acquired.
When was Imagineer Technology Group founded?
Imagineer Technology Group was founded in 1998. It employs 51 to 100 people.
Where is Imagineer Technology Group based?
Imagineer Technology Group is headquartered in New York, United States, in the North America region.
How does Imagineer Technology Group make money?
Three revenue lines are on record. Clienteer Subscription is the primary driver. The others are webVision Subscription and professional Services.
Who are Imagineer Technology Group's main competitors?
Broad incumbents on record are Salesforce Financial Services Cloud, Addepar and eFront (BlackRock). Direct peers are Backstop Solutions, Altvia, Juniper Square, DealCloud and Dynamo Software. Emerging players are Visible.vc and SalesPage Technologies.
Does Imagineer Technology Group have an API?
Yes. Clienteer's architecture allows for both direct API and open database access, facilitating the ability to streamline workflows between systems, including Mobile Device Management (MDM) products, accounting systems, and data intelligence sources. WebVision's architecture also allows for both direct API and open database access.
What industry is Imagineer Technology Group in?
Imagineer Technology Group's product category is Asset Management Software. Its primary akta.pro industry code is FSAGAGAD, Customer Engagement, CRM & Agent/Broker Enablement Platforms. Its NAICS code is 5132 and its SIC code is 7372.