Haptiq
Haptiq is a private AI-native enterprise software company that builds Orion (enterprise operations platform), Olympus (alternative investment platform), and Pantheon (consulting services) to automate workflows, unify data across HRIS/finance/CRM, and deliver predictive insight for private equity firms, asset managers, institutions, governments, and family offices.
- Company typePrivate
- Founded2013
- HeadquartersNyack, United States
- Headcount251–500
- GTM typeB2B
- OfferingSoftware
What Haptiq does
Haptiq is a privately-held enterprise technology company that builds AI-native platforms for complex organizations including private equity firms, asset managers, family offices, public and private companies, institutions, and government entities. The company was established around 2009-2013 and operates with 251-500 employees from its US headquarters in New York City, with an engineering and delivery presence in Warsaw, Poland.
Its product portfolio is organized into three integrated offerings. Orion is an enterprise operations platform functioning as a cloud-based data integrator that connects HRIS, finance, CRM, and data warehouses, embedding AI agents for workflow automation and predictive insight. Olympus is an alternative-investment platform purpose-built for the full investment cycle, providing portfolio-grade performance management, document processing via Smart Document Classification, and a Credit AI module for credit underwriting and scenario modeling. Pantheon is a technology consulting and professional services arm that supports implementation, delivery enablement, and AI/data engagements. In early 2026 Haptiq shipped multiple AI workflow capabilities across these platforms, including agentic workflows, RAG-as-a-Service, Text-to-SQL analytics, a unified AI assistant, and financial/credit intelligence modules.
Haptiq generates revenue primarily through recurring SaaS subscriptions to Orion, Olympus, and Pantheon, complemented by professional services revenue from Pantheon implementation and consulting engagements. The company follows a direct enterprise sales motion with no disclosed resellers, channel partners, or marketplace presence, and uses 'Let's talk' quote-based pricing typical of complex B2B SaaS platforms. Content marketing and SEO-driven thought leadership through its blog and email newsletter support demand generation, while sales cycles are consultative and target enterprise buyers in PE, asset management, government, and institutional segments. The ownership structure is undisclosed, with no venture funding rounds or parent company referenced in available sources.
Haptiq firmographics
Firmographics- Name
- Haptiq
- Legal name
- Haptiq LLC
- Website
- https://haptiq.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- Haptiq is a private AI-native enterprise software company that builds Orion (enterprise operations platform), Olympus (alternative investment platform), and Pantheon (consulting services) to automate workflows, unify data across HRIS/finance/CRM, and deliver predictive insight for private equity firms, asset managers, institutions, governments, and family offices.
- Ownership category
- akta.pro rank
Haptiq industry classification
Industry- Product category
- Enterprise Operations & Alternative Investment Software
- NAICS
- Computer Systems Design Services (541512), Software Publishers (51321)
- SIC
- Services-Computer Integrated Systems Design (7373), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management) (HDAEANAA)
- akta.pro secondary industries
- Enterprise Integration, iPaaS & Middleware Services (API/EDI) (BPAEAGAH), Enterprise AI Data & Knowledge Platforms (Vector Databases, Knowledge Graphs) (HDAEANAH)
Keywords
Where Haptiq is headquartered
LocationHeadquarters
- HQ city
- Nyack
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Haptiq business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales
Revenue model
- SaaS Platform Subscriptions: Haptiq operates as a SaaS (Software-as-a-Service) provider offering subscription-based access to its enterprise platforms (Orion, Olympus, Pantheon). The company provides secured storage services, investor outreach assistance, portfolio management, and reporting/metrics services. Revenue is generated through recurring subscription fees for platform access, implementation services, and ongoing support.
- Professional Services: Pantheon provides technology consulting and professional services including implementation, operational enablement, and design/delivery support. These professional services complement platform subscriptions and represent an additional revenue stream.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Haptiq product offering
Product offeringCore offering
Haptiq provides AI-native enterprise platforms that connect enterprise systems (HRIS, finance, CRM, data warehouses) into unified operational and analytical views. Its flagship offerings are Orion (Enterprise Operations Platform) for organizations and Olympus (Alternative Investment Platform) for private equity, asset managers, family offices, and credit investors, complemented by Pantheon for implementation, workflow automation, and AI & data consulting services.
Product overview
Haptiq offers a three-platform architecture: Orion (Enterprise Operations Platform), Olympus™ (Alternative Investment Platform), and Pantheon (Technology Consulting & Professional Services). Orion serves as the core cloud-based data integrator for enterprise operations, connecting enterprise systems and embedding AI Agents for task automation and predictive outcomes. Olympus™ is purpose-built for the full investment cycle in private equity and alternative investments, offering portfolio-grade performance management, document processing, and a Credit AI module for credit investors. Pantheon provides professional services including workflow automation and AI & data consulting. The platforms are designed to work together, with Orion enabling operational execution across enterprise systems, Olympus centralizing financial and portfolio data for investment decision-making, and Pantheon providing implementation and delivery enablement. All platforms incorporate AI-native capabilities including autonomous agents, knowledge retrieval, predictive analytics, and process automation.
Differentiator
Problem solved
Functional benefit
Brands
- Orion: Enterprise Operations Platform for private companies, public companies, governments, and institutions seeking operational transparency and value creation.
- Olympus
- Pantheon
Products and services
- Orion Enterprise Operations Platform serving as a cloud-based data integrator that connects enterprise systems including HRIS, finance, CRM, and data warehouses. Provides unified operational dashboards, AI-powered predictive insights, and AI Agents that automate tasks, optimize processes, and predict outcomes for private companies, public companies, governments, and institutions.
- Olympus Alternative Investment Platform designed for private equity firms, asset managers, family offices, and credit investors to automate workflows, accelerate decision-making, and unlock portfolio intelligence. Provides portfolio-grade performance management, centralized financial data, document processing with Smart Document Classification, and an integrated Credit AI module for credit investors across the full investment lifecycle.
- Credit AI Module Purpose-built module within the Olympus Platform for credit investors that provides centralized credit intelligence, automated risk scoring, real-time alerts, and AI-powered analytical support for underwriting and scenario modeling.
- Pantheon Technology Consulting and Professional Services offering design and delivery enablement for Haptiq clients. Includes Workflow Automation for business process optimization and Pantheon AI & Data services for centralizing data in structured environments, supporting implementation, operational enablement, and ongoing delivery.
Companies that use Haptiq
Customer profileSegments7 records
Ideal customer profiles4 records
Haptiq technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability7 records
Feature10 records
Haptiq partnerships and signals
Strategic signalScale indicators1 record
Recent moves7 records
Expansion highlights6 records
Haptiq competitors and assessment
Company assessmentOthers
Direct peers
- Celonis: Process mining and execution management platform that connects enterprise systems (ERP, CRM) to surface inefficiencies and automate workflows. Highly comparable to Haptiq's integration-first approach and process automation capabilities.
- Appian: Low-code process automation and AI platform for enterprise workflows. Competes with Haptiq's agentic workflow and process automation capabilities across government, financial services, and large enterprise accounts.
- Carta: Equity management and cap table platform serving private companies, investors, and fund managers. Overlaps with Haptiq's Olympus in private market portfolio data, reporting, and investor workflows.
- Workiva: Cloud-based reporting and compliance platform widely used by PE firms, asset managers, and public companies for SEC and regulatory reporting. Comparable to Haptiq's Olympus reporting and portfolio intelligence capabilities in the alt-investment segment.
- iCapital: Alternative investment platform connecting advisors, wealth managers, and asset managers to private equity and alternative funds. Comparable to Haptiq's Olympus in serving the alternative investment lifecycle and PE operating workflows.
- Palantir Technologies: Enterprise AI and data integration platform serving governments, financial institutions, and large enterprises. Palantir's Foundry and AIP platforms compete directly with Haptiq's Orion on cross-system data orchestration, AI agents, and enterprise operations intelligence.
Emerging players
- Domo: Cloud-based BI and data integration platform offering AI-augmented analytics, workflow automation, and real-time dashboards. Comparable to Haptiq's predictive insight, dashboarding, and cross-enterprise system connectivity capabilities.
- Alteryx: Analytics automation and data science platform enabling enterprise users to blend, prepare, and analyze data across systems. Overlaps with Haptiq's Text-to-SQL and cross-system analytics capabilities for enterprise operations.
Broad incumbents
- Salesforce (Tableau + Einstein): Enterprise CRM and analytics incumbent offering Einstein AI agents, Tableau analytics, and Slack-based workflow automation. Competes broadly with Haptiq's enterprise AI orchestration and predictive insight capabilities across large enterprises.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Haptiq social profiles
Digital presenceHaptiq financial estimates
Financial estimateRevenue estimate
Valuation estimate
Haptiq leadership team
Management profileNumber of profiles
Profiles1 record
Haptiq funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Haptiq 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 Haptiq
What does Haptiq do?
Haptiq provides AI-native enterprise platforms that connect enterprise systems (HRIS, finance, CRM, data warehouses) into unified operational and analytical views. Its flagship offerings are Orion (Enterprise Operations Platform) for organizations and Olympus (Alternative Investment Platform) for private equity, asset managers, family offices, and credit investors, complemented by Pantheon for implementation, workflow automation, and AI & data consulting services.
Is Haptiq a public or private company?
Haptiq is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Haptiq founded?
Haptiq was founded in 2013. It employs 251 to 500 people.
Where is Haptiq based?
Haptiq is headquartered in Nyack, United States, in the North America region.
How does Haptiq make money?
Two revenue lines are on record. SaaS Platform Subscriptions are the primary driver. The others are professional Services.
Who are Haptiq's main competitors?
Microsoft (Fabric + Copilot + Power Platform) is listed as an others. Direct peers are Celonis, Appian, Carta, Workiva, iCapital and Palantir Technologies. Emerging players are Domo and Alteryx. Salesforce (Tableau + Einstein) is listed as a broad incumbent.
Does Haptiq have an API?
No public API is recorded for Haptiq.
What industry is Haptiq in?
Haptiq's product category is Enterprise Operations & Alternative Investment Software. Its primary akta.pro industry code is HDAEANAA, End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management), with a secondary code of BPAEAGAH, Enterprise Integration, iPaaS & Middleware Services (API/EDI). Its NAICS code is 541512 and its SIC code is 7373.