Investment Technology Partners

What Investment Technology Partners does

Investment Technology Partners (ITP) is a privately held managed cloud services provider founded in 2004 and headquartered at 14 Wall Street in New York. The company specializes exclusively in serving small to mid-sized independent Registered Investment Advisor (RIA) firms, delivering private cloud hosting, cybersecurity and compliance, application management (notably for Advent Software APX, AXYS, and MOXY environments), and a premium white-glove support tier branded as ITP Concierge. ITP fully hosts and supports more than fifteen Advent portfolio management and order management environments, positioning itself as a leading third-party host for this software stack within the RIA segment.

ITP's underlying platform is a 100% dedicated, fully managed virtual private cloud built on VMware virtualization and Microsoft integrated software, deployed in Tier 4 data centers with N+1 conditioned power, diesel-backed generators, biometric and proximity-card site security, and software-defined storage over enterprise Storage Area Networks. The cybersecurity offering translates policy requirements (SEC OCIE examinations, FINRA) into operational controls, including active defense threat intelligence correlated across file, web, message, and network vectors, supported by SSAE 18, SOC 2 Type 2, and ISO 27001 certifications. ITP integrates with major financial software platforms including Bloomberg, FactSet, Morningstar Direct, Zephyr, and Advent, and operates with core technology partnerships across VMware, Microsoft, SonicWall, and the major RIA custodians (Charles Schwab, Fidelity).

ITP operates a recurring subscription revenue model with no long-term contracts and flexible monthly fees that can scale up or down with client headcount and service scope. The company goes to market via direct enterprise field sales, supported by a distributed footprint of sales and client support offices in Red Bank NJ, Wayne PA, Raleigh NC, San Francisco CA, West Palm Beach FL, and Green Bay WI. The company is an LLC with no disclosed external funding, no parent company, and no subsidiaries, indicating a bootstrapped, likely founder-controlled operating model.

Name

Investment Technology Partners

Legal name

Investment Technology Partners, LLC

Website

https://investtechpartners.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

11–50 employees

Short description

Investment Technology Partners provides managed private cloud hosting, cybersecurity, and application services — including specialized hosting of Advent Software — exclusively to small and mid-sized independent registered investment advisor (RIA) firms across the United States.

Ownership category

akta.pro rank

Product category

Managed Cloud Services for Financial Advisory Firms

NAICS

Computer Facilities Management Services (541513), Computer Systems Design and Related Services (54151)

SIC

Services-Computer Integrated Systems Design (7373), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

ITSM Managed Services (Run/Operate/Optimize) (BPAEAJAN)

akta.pro secondary industries

Cloud & Infrastructure Support (Servers, Storage, Virtualization) (BPAAACAE), Service Desk & ITSM Outsourcing (BPAEAMAF)

Keywords

• Managed cloud hosting
• Cybersecurity compliance
• RIA technology services
• Private cloud infrastructure
• Application management services

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices8 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Managed Cloud Services: ITP delivers cloud-based managed services to clients including private cloud hosting, security, application management, and concierge support. The company operates on a recurring subscription model with 'no contract' monthly fees that can be adjusted upward or downward based on firm needs.
2. Private Cloud Hosting: Managed hosting services for front-, middle-, and back-office financial applications. Clients access expert technology professionals including engineers, systems administrators, database administrators, project managers and technical advisors under a defined inclusive recurring subscription.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels2 records

Core offering

Investment Technology Partners (ITP) delivers managed private cloud hosting, cybersecurity, application management, and white-glove IT support services specifically to small and mid-sized independent Registered Investment Advisor (RIA) firms. Since 2004, ITP has operated a fully managed, dedicated virtual infrastructure built on VMware and Microsoft technologies, hosting front-, middle-, and back-office financial applications such as Advent APX, AXYS, MOXY, Bloomberg, FactSet, and Morningstar Direct for financial advisory clients under recurring monthly subscriptions.

Product overview

Investment Technology Partners offers a unified managed services platform for the independent RIA (Registered Investment Advisor) market. The core portfolio consists of Private Cloud Hosting (the foundational infrastructure service), Cyber Security (compliance-driven security services), Application Services (managing Advent Software environments), and ITP Concierge (premium white-glove add-on support). These services are delivered as an integrated managed hosting solution, allowing clients to run Fortune 100-caliber IT infrastructure without capital investment. ITP Concierge serves as an enhanced support tier layered on top of the core services.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Firms can enjoy Fortune 100-level IT infrastructure without capital investment
• +1 more outcomes

Named customers1 record

Segments2 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature4 records

Partnerships

Ten partnerships are on record, tiered core and secondary.

• Charles SchwabcoreTechnology or IntegrationCharles Schwab logo appears in ITP's 'Our Partners' section. Charles Schwab provides custody and brokerage services commonly used by independent RIAs, and integration with ITP's cloud services enables clients to access Schwab trading and account management platforms.
• Fidelity InvestmentscoreTechnology or IntegrationFidelity Investments logo appears in ITP's 'Our Partners' section. Fidelity provides custody, trading, and investment management services for RIAs, with ITP providing the cloud infrastructure and managed services that enable clients to access these platforms securely.
• MicrosoftcoreTechnology or IntegrationMicrosoft logo appears in ITP's 'Our Partners' section. ITP utilizes Microsoft integrated software technologies in their private cloud infrastructure, leveraging Microsoft virtualization and cloud platforms.
• VMwarecoreTechnology or IntegrationVMware logo appears in ITP's 'Our Partners' section. ITP's private cloud is built on VMware virtualization technology, utilizing VMware's enterprise infrastructure solutions for their 100% dedicated, fully managed virtual infrastructure.
• SonicWallsecondaryTechnology or IntegrationSonicWall logo appears in ITP's 'Our Partners' section. SonicWall provides cybersecurity solutions including firewalls and network security that complement ITP's managed security services.
• DFP (Portfolio Solutions)secondaryTechnology or IntegrationDFP logo appears in ITP's 'Our Partners' section. DFP provides portfolio management and reporting solutions commonly used by investment advisors, integrated with ITP's hosted environment.
• Advent SoftwarecoreTechnology or IntegrationITP brings years of familiarity hosting and supporting Advent Software products including APX, AXYS and MOXY environments. ITP fully hosts and supports more than fifteen Advent environments, positioning them as a leader in Advent hosting for the RIA market.
• BloombergsecondaryTechnology or IntegrationBloomberg market data integration is mentioned as part of ITP's application management services. Bloomberg provides financial market data and trading terminals integrated with ITP's hosted environment.
• Morningstar DirectsecondaryTechnology or IntegrationMorningstar Direct is listed among applications integrated with ITP's systems. Morningstar Direct provides investment research and portfolio analysis functionality.
• FactSetsecondaryTechnology or IntegrationFactSet is listed among applications integrated with ITP's systems. FactSet provides financial data and analytics software used by investment professionals.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Orion Advisor Technology: Largest SaaS portfolio and practice-management platform purpose-built for independent RIAs. Competes directly with ITP's hosted Advent and application services stack by delivering cloud-native PMS/account aggregation that obviates the need for third-party hosting layers.
• Black Diamond (SS&C): SS&C's cloud-native portfolio management and reporting platform for RIAs. Directly substitutes for hosted Advent environments that constitute ITP's largest franchise, making Black Diamond both a competitive threat and a natural anchor for a migration services offering.

Emerging players

• Addepar: Fast-growing cloud-native wealth and portfolio management platform targeting larger RIAs and family offices. Represents a structural risk to ITP's hosted legacy software positioning as more sophisticated advisors adopt unified, SaaS-first operating models.
• Advyzon: Cloud-based practice management, portfolio management, and CRM platform purpose-built for small-to-mid independent RIAs. Competes in the same customer segment as ITP, with an integrated suite that reduces the need for separate infrastructure, hosting, and application management services.
• Nitrogen (formerly Riskalyze): Risk tolerance, proposal generation, and client engagement platform for RIAs. Adjacent rather than direct competitor to ITP's hosting stack but increasingly part of the same RIA procurement conversation, and a signal of how point-solution cloud platforms are reshaping RIA tech stacks.

Broad incumbents

• Envestnet: Large incumbent technology platform serving RIAs with data, portfolio analytics, and turnkey asset management programs. Overlaps with ITP's target customers and competes for technology budget, though operating as a much broader platform than ITP's hosting-centric offering.
• SS&C Technologies (Advent / Eze): Owner of the Advent Software franchise that ITP hosts, plus Eze software platforms. Functions simultaneously as a critical supply-side partner to ITP and as a competitive threat when SS&C pushes customers toward its own SS&C Private Cloud / hosted environments.
• Dataprise: Scaled managed IT services provider serving financial services and other regulated industries with private cloud, cybersecurity, and application support. Comparable in service mix to ITP but with broader vertical exposure and larger headcount.
• TierPoint: National colocation, managed cloud, and IT services provider with regulated-industry focus including financial services. Competes for the same private cloud and managed hosting wallet share as ITP, though at meaningfully larger scale and across multiple verticals beyond RIAs.
• SEI Investments: Established wealth management technology and outsourced operations platform serving RIAs and family offices. Comparable to ITP in addressing regulated advisor technology needs, but operating with deeper institutional capital and broader product coverage.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/investment-technology-partners

Compliance3 records

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 Investment Technology Partners