Point Group
- Company typePrivate
- Founded2017
- HeadquartersLondon, United Kingdom
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
Point Group firmographics
Firmographics- Name
- Point Group
- Legal name
- Point Group Limited
- Website
- https://pointgroup.io
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Point Group industry classification
Industry- Product category
- Wealthtech Investment Data Intelligence
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Enterprise AI Data & Knowledge Platforms (Vector Databases, Knowledge Graphs) (HDAEANAH)
Keywords
Where Point Group is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices2 records
Markets served
Point Group business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- Subscription-based SaaS: Flexible subscription-based pricing model. Costs are based on factors like the size of the organization, the number of data integrations, and the specific modules required. Licence fees scale primarily with AUM/AUA following clear and predictable fee bands (e.g., 0-500m, 500m-1bn, etc.). Third-party fees (market data licences, PowerBI, portal licences, CRM fees) are billed directly by those vendors.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | AUM/AUA-based fee bands |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Point Group product offering
Product offeringCore offering
Point Group builds and sells the Point Investment Data Intelligence (IDI) Platform, a cloud-native data orchestration layer for wealth and asset managers. It aggregates, reconciles, validates, and analyzes investment data across all custodians, asset classes, banks, managers and systems into a single secure Independent Investment Book of Record (IIBOR), and exposes analytics, automated PDF client reporting, open data APIs, and deterministic AI-driven meeting briefs (Point AI / Int Briefing). The company also offers a Target Operating Model (TOM) Design service for firms building scalable, data-driven operating models.
Product overview
Point Group offers the Point Investment Data Intelligence (IDI) Platform, a unified data-first solution for wealth and asset managers. The platform comprises core modules including the Investment Data Platform (for multi-custodial IBOR aggregation), Intelligence Engine (for persistent and on-demand analytics), Reporting Engine (for automated PDF reporting), Point AI (for natural language querying and briefing generation), and Data Integrity Interface (for data quality governance). The TOM Design service provides consulting for operating model design. Int Briefing (AI Meeting Briefs) is a feature within Point AI that generates deterministic, narrative-driven client meeting briefs. Together, these products create a data orchestration layer that aggregates, reconciles, and activates investment data across custodians, portfolios, and systems for AI-ready analytics and reporting.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Data Intelligence (IDI) Platform The core IDI platform that aggregates, reconciles, and structures investment data across custodians, asset classes, banks, managers, and systems into a single AI-ready source of truth, providing an Independent Investment Book of Record (IIBOR), data warehouse, analytics, reporting, and AI capabilities for wealth and asset managers.
- Investment Data Platform Module A module of the IDI platform that consolidates investment data across all asset classes, banks, and managers, enabling wealth and asset managers to build and maintain their own proprietary, secure Independent Investment Book of Record (IIBOR).
- Intelligence Engine An analytics module of the IDI platform supporting both persistent and on-demand analytics for portfolio and relationship managers, C-suite and finance teams, and operations, delivering metrics including TWR, Sharpe ratio, Sortino ratio, attribution, and private equity metrics (DPI, RVPI, TVPI).
- Reporting Engine A reporting module of the IDI platform that automatically generates pixel-perfect client PDF reports at the touch of a button from the underlying reconciled investment data, with standard templates or custom report-building capabilities for end-client deliverables.
- Point AI An AI module of the IDI platform providing a natural-language interface that unlocks clear, role-specific intelligence from reconciled investment data, generating tailored briefing notes, client-ready narratives, executive summaries, and investment overviews in seconds from the secure analytics foundation.
- Data Integrity Interface A data quality and governance module of the IDI platform that monitors reconciliation, detects outliers and anomalies, tracks data quality issues, and ensures the platform delivers accurate, trustworthy investment data through interactive tools for reconciliation difference tracking, price and performance outlier detection, and security attribute gap analysis.
- TOM Design Service A consulting service from Point Group that helps investment managers build scalable, efficient, and data-driven Target Operating Models, including Proof of Concept work using real client data in the actual client environment and alignment of people, process, and platform.
Quantifiable outcome
- 86% of financial services leaders lack confidence in their data when making decisions (InterSystems, 2023) - Point addresses this by providing reconciled, auditable data foundation
- +2 more outcomes
Companies that use Point Group
Customer profileNamed customers4 records
Segments5 records
Ideal customer profiles3 records
Point Group technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration7 records
AI capability8 records
Feature8 records
Point Group partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- InvestGlasscoreIntegration partnership with Swiss-based investment CRM platform. Enables InvestGlass users to access Point's IDI capabilities including multi-custodial data aggregation, advanced portfolio analytics, and automated client reporting. InvestGlass users gain access to Point's data orchestration layer while Point users gain access to InvestGlass's CRM, client onboarding, marketing automation, and client portal capabilities.
- moneyinfocoreIntegration completed enabling firms using moneyinfo to pull clean, analysed and reconciled investment data directly from Point platform into client-facing digital portals. Point acts as the data orchestration layer while moneyinfo delivers through its secure client portal and digital engagement platform.
- PretimcorePartnership announced April 2026 to enhance investment data management for wealth managers by delivering a data-first operating model with AI-ready, trusted data.
Scale indicators3 records
Recent moves6 records
Expansion highlights6 records
Point Group competitors and assessment
Company assessmentEmerging players
- Ortec Finance: Ortec Finance provides performance analytics, risk modeling, and investment decision support for wealth managers and asset owners — partially overlapping Point's Intelligence Engine analytics capabilities and deterministic-AI-driven portfolio insights.
Direct peers
- FNZ Group: FNZ is a global wealth management platform serving financial institutions with data aggregation, portfolio management, and reporting — highly comparable to Point's investment data intelligence layer for wealth and asset managers across multiple geographies.
- Confluence Technologies: Confluence delivers investment data management, performance analytics, and IBOR-like solutions for asset managers and asset servicers — directly comparable to Point's IIBOR, Intelligence Engine, and Data Integrity Interface for institutional investment operations.
- RIMES Technologies: RIMES provides managed data services for investment operations including benchmark, reference, and analytics data — comparable to Point's data orchestration and AI-ready data foundation across custodians and asset classes.
- Addepar: Addepar provides a wealth management data aggregation and reporting platform for family offices, advisors, and institutional investors — directly overlapping Point's IIBOR, data warehouse, and consolidated reporting capabilities for multi-custodian, multi-asset wealth portfolios.
- Investment Metrics (CEM Benchmarking): Investment Metrics provides performance analytics, reporting, and investment data management for institutional asset owners and consultants — directly comparable to Point's Intelligence Engine and Reporting Engine for wealth/asset management firms.
- Praemium: Praemium offers an outsourced platform for wealth managers combining portfolio management, data aggregation, and consolidated reporting — closely comparable to Point's IBOR and consolidated reporting use case for family offices and advisory managers.
Regional players
- GBST (now FNZ): GBST (acquired by FNZ) provides wealth management technology including data aggregation and reporting for UK/Australia wealth managers — historically a UK-focused peer comparable to Point's core SFO/MFO segment.
Broad incumbents
- SS&C Advent (Black Diamond / Geneva): SS&C's wealth and asset management suite (Black Diamond, Geneva, Advent) combines PMS, data aggregation, and reporting at scale. As an established incumbent serving many of the same customers Point targets, it represents both a competitor and a complementary integration partner.
- InvestCloud: InvestCloud is a large wealth management technology platform offering data aggregation, reporting, and digital portals to financial institutions globally — a broader incumbent with overlapping data orchestration and client reporting capabilities to Point's IDI platform.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Point Group social profiles
Digital presencePoint Group compliance and trust
Trust signalCompliance1 record
Point Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Point Group leadership team
Management profileNumber of profiles
Profiles8 records
Point Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Point Group 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 Point Group
What does Point Group do?
Point Group builds and sells the Point Investment Data Intelligence (IDI) Platform, a cloud-native data orchestration layer for wealth and asset managers. It aggregates, reconciles, validates, and analyzes investment data across all custodians, asset classes, banks, managers and systems into a single secure Independent Investment Book of Record (IIBOR), and exposes analytics, automated PDF client reporting, open data APIs, and deterministic AI-driven meeting briefs (Point AI / Int Briefing). The company also offers a Target Operating Model (TOM) Design service for firms building scalable, data-driven operating models.
Is Point Group a public or private company?
Point Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Point Group founded?
Point Group was founded in 2017. It employs 1 to 10 people.
Where is Point Group based?
Point Group is headquartered in London, United Kingdom, in the Europe region.
How does Point Group make money?
One revenue line is on record: subscription-based SaaS.
Who are Point Group's main competitors?
Ortec Finance is listed as an emerging player. Direct peers are FNZ Group, Confluence Technologies, RIMES Technologies, Addepar, Investment Metrics (CEM Benchmarking) and Praemium. GBST (now FNZ) is listed as a regional player. Broad incumbents are SS&C Advent (Black Diamond / Geneva) and InvestCloud.
Does Point Group have an API?
Yes. Point's Open Data platform shares accurate and reconciled investment data with existing tech solutions via APIs, data exports, semantic models and data warehouses. The platform can ingest structured and unstructured data from PMS/OMS, custodians, banks and PE tools, and push clean, enriched data into CRMs, portals and analytics suites. Both legacy and modern tech stacks are supported without requiring major re-architecture.
What industry is Point Group in?
Point Group's product category is Wealthtech Investment Data Intelligence. Its primary akta.pro industry code is HDAEANAH, Enterprise AI Data & Knowledge Platforms (Vector Databases, Knowledge Graphs). Its NAICS code is 51821 and its SIC code is 7370.