ADAX Online

Name

ADAX Online

Legal name

Australian Digital Asset Exchange Pty Ltd

Website

https://adaxonline.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Melbourne

HQ country

Australia

HQ region

Oceania

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Platform Subscription: Subscription-based pricing model for access to the ADAX platform and its modules. Pricing is based on Funds Under Management (FUM), starting at $990/month. Platform offers over 60 modules which can be scaled up or down depending on individual requirements.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

ADAX Online is a cloud-based, end-to-end SaaS platform that consolidates CRM, lending/deal management, investor onboarding, investment and funds management, back office, document storage, and white-label investor/advisor portals into a single interconnected system of over 60 modules for fund managers, intermediaries and wholesale investors. The company also offers managed Administration Solutions where its team performs back office and middle office functions on behalf of clients. Pricing starts at $990/month based on Funds Under Management (FUM).

Product overview

ADAX Online is a cloud-based, end-to-end financial services platform designed for fund managers, intermediaries, and wholesale client investors. The platform comprises a unified core system with over 60 interconnected modules that plug and play together. The product portfolio includes the following named technology modules: CRM (Customer Relationship Management), Pipeline Management, Lending/Deal Management, Digital Investor Onboarding, Investment Management, Funds Management, Document Storage and Management, Back Office, Investor Portal, and Advisor Portal. These modules share a centralized data architecture — data entered in one module is seamlessly available across the entire platform. ADAX also offers an Administration Solutions managed service for back and middle office outsourcing, and a Reporting module for analytics. Pricing starts at $990/month based on Funds Under Management (FUM).

Differentiator

Problem solved

Functional benefit

Products and services

• Technology Solutions Platform Cloud-based, end-to-end SaaS platform comprising over 60 integrated modules covering CRM, pipeline management, lending/deal management, digital investor onboarding, investment management, funds management, document storage, back office, and investor and advisor portals, sold to fund managers, intermediaries and wholesale client investors in Australia.
• Administration Solutions Managed service in which ADAX's team performs back office and middle office functions on behalf of clients' funds, including loan management, deal management, fund management, investor management, AML/KYC, settlement, reporting, distribution calculations and withholding tax.
• Reporting Data-driven insights and advanced reporting across all key platform metrics, enabling real-time decisions and structured analytics for business growth.

Quantifiable outcome

• Go live within weeks of signing up with comprehensive training and customer support

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature11 records

Scale indicators3 records

Recent moves4 records

Expansion highlights5 records

Direct peers

• MRI Software: MRI Software sells a broad suite for commercial and residential investment management, fund accounting and investor reporting, with similar lending/deal management depth. It is a long-standing incumbent in the same vertical SaaS category ADAX targets.
• Yardi: Yardi provides integrated real estate and investment management software covering property, fund and loan accounting, investor services and back-office workflows — overlapping closely with ADAX's lending, funds and investor administration modules. It is a meaningful direct comparator for the property-backed lending segment ADAX originates from.
• FundCount: FundCount delivers integrated fund accounting, investor accounting and reporting software for fund administrators and investment managers. It competes with ADAX at the fund administration and investor reporting layer.
• DealCloud: DealCloud is a CRM and deal pipeline platform built for financial services including capital markets, lending and investment management. It is highly comparable to ADAX's Pipeline Management and CRM modules.
• SS&C Globe (SS&C Technologies): SS&C's Globe product is a leading fund accounting, investor servicing and administration platform for hedge funds, private equity and credit funds. It directly competes with ADAX's Funds Management, Investment Management and Back Office modules.
• Black Mountain Systems: Black Mountain Systems (now part of Intercontinental Exchange) provides loan and asset management software purpose-built for private credit, hedge funds and fund administrators. It is among the closest analogues to ADAX's end-to-end lending and deal management stack.
• Backstop Solutions: Backstop Solutions provides CRM, deal pipeline and investor relations software tailored to hedge funds, private equity and fund of funds. It overlaps with ADAX's CRM, Pipeline Management and Investor Portal capabilities for institutional fund managers.

Broad incumbents

• Finastra: Finastra provides broad financial services software across lending, treasury, capital markets and fund operations. While a much larger horizontal vendor, it competes at the back-office and lending operations layer that ADAX also targets for mid-market managers.
• AppFolio: AppFolio offers property and investment management software that includes accounting, leasing and investor features. While broader than ADAX and primarily US-focused, it serves overlapping property management and investor workflows.
• Salesforce Financial Services Cloud: Salesforce Financial Services Cloud is a horizontal CRM/portal platform extended with finance-specific data models and workflows. It competes for the CRM, portal and onboarding layers that ADAX also covers, and could be assembled into a partial substitute by larger buyers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/adax-online

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 ADAX Online