What Finadium does

Finadium is an independent capital markets research and advisory firm founded in 2005 and headquartered in Concord, Massachusetts, that serves financial institutions, asset managers, hedge funds, prime brokers, and custodians worldwide. The firm's core focus is funding, financing, and infrastructure for securities finance markets, with deep specialization in securities lending, repo markets, and collateral management, areas where it provides regulatory analysis, market structure research, and executive education. Its product portfolio is anchored by subscription-based research reports and the Big Ideas Quarterly publication, complemented by a suite of proprietary data products (Hedge Fund Exposures, Repo Analytics, UCITS Filings in Securities Lending, SFTR Data, US Mutual Fund and ETF Filings, and US OTC Equity Derivatives), industry directories covering agent lenders, triparty agents, technology vendors, and execution platforms, plus consulting engagements and owned events such as Rates & Repo North America and Portfolio Finance for the Buy Side.

The firm operates on a subscription-driven go-to-market model, with annual subscriptions for research and data, paid consulting projects, executive training, and sponsored industry events as its revenue mechanisms. Distribution is primarily direct-to-institution through finadium.com, supplemented by webinars, podcasts, and a content marketing engine targeting capital markets professionals. In May 2026, EquiLend acquired Finadium to expand its market intelligence and consulting capabilities; Finadium continues to operate as an independent subsidiary under founder Josh Galper, with research and editorial operations remaining independent. The firm's competitive positioning rests on the depth of its content library, its proprietary datasets in niche securities finance data, and its role as a specialist commentator on regulatory and market structure developments in the repo and collateral space.

Name

Finadium

Legal name

Finadium

Website

https://finadium.com

Company type

Private

Founded year

2005

Operating status

Acquired

Headcount range

1–10 employees

Short description

Finadium is an independent capital markets research and advisory firm specializing in securities lending, repo, and collateral management, serving financial institutions, asset managers, hedge funds, and custodians via subscription research, proprietary data products, industry directories, and consulting.

Ownership category

akta.pro rank

Headquarters

HQ city

Concord

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Pricing tiers

Distribution channels1 record

Marketing channels5 records

Core offering

Finadium is an independent consultancy providing subscription-based research, proprietary data, and advisory services focused on securities finance, repo markets, and collateral management for capital market participants globally. It produces research reports, industry directories, specialized datasets (e.g., hedge fund exposures, SFTR data, repo analytics), and runs industry events, webinars, podcasts, and executive training programs.

Product overview

Finadium is a capital markets research and advisory firm specializing in funding, financing, and infrastructure for securities finance markets. The company operates as a subscription-based research and consulting service offering a portfolio of products including research reports, consulting services, executive training, industry events, directories, and specialized data products covering hedge fund exposures, repo analytics, SFTR data, and fund filings. Finadium was acquired by EquiLend in May 2026 and continues operating as an independent subsidiary under founder Josh Galper.

Differentiator

Problem solved

Functional benefit

Products and services

• Research Reports Subscription-based research reports covering securities finance, repo markets, collateral management, and capital markets topics including regulatory analysis, market structure, and industry surveys, targeted at capital markets participants.
• Consulting Services Advisory and consulting services for capital markets clients including sample projects and executive training on funding, financing, and infrastructure topics.
• Events and Podcasts Industry events such as Rates & Repo North America, webinars, panel replays, and podcast interviews covering securities finance and collateral management topics for capital markets professionals.
• Industry Directories Subscription-accessible directories listing agent lenders, buy-side treasury systems, securities finance data providers, technology vendors, triparty agents, and execution platforms.
• Hedge Fund Exposures Data Proprietary data service providing hedge fund exposure information used in securities finance analysis.
• Repo Analytics Analytical data covering repo market activity and trends for capital markets participants.
• UCITS Filings in Securities Lending Database of UCITS fund securities lending information and regulatory filings.
• SFTR Data Securities Financing Transactions Regulation (SFTR) reporting data and analysis.
• US Mutual Fund and ETF Filings in Securities Lending SEC fund data on securities lending activities for US mutual funds and ETFs.
• US OTC Equity Derivatives Data Over-the-counter equity derivatives market data and analysis for capital markets participants.

Quantifiable outcome

• Published whitepaper with Broadridge showing 15% usage of intraday DLR could reduce intraday liquidity buffer needs by 8-17%

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Celent: Celent (part of Oliver Wyman) is a financial technology research and advisory firm publishing subscription research and consulting on capital markets technology, including securities finance, post-trade, and collateral management. Comparable to Finadium's advisory + subscription research model and overlapping coverage of capital markets infrastructure technology vendors.
• Tabb Group: Tabb Group is a long-standing capital markets research and advisory firm producing subscription research, events and advisory across equities, fixed income, derivatives and securities finance. It is the closest direct competitor to Finadium in target audience (sell-side traders, asset managers, custodians) and product format (research subscriptions plus conferences).
• Chartis Research: Chartis Research is a research and advisory firm covering risk management, financial-crime, trading, and post-trade technology across capital markets. It sells subscription research and quadrant/peer-rankings studies, making it a comparable peer in business model and buyer-base overlap, though its breadth extends beyond Finadium's securities-finance niche.
• Aite-Novarica Group: Aite-Novarica is a research and advisory firm focused on financial services technology and operations, producing subscription reports, advisory and consulting for banks, asset managers, and capital markets participants. Directly comparable consulting/research subscription model with overlapping buyer personas, though broader in scope than Finadium's securities-finance focus.
• Coalition Greenwich (Greenwich Research): Coalition Greenwich conducts subscription research and benchmarking across capital markets, securities finance and corporate banking, with similar customer-base and research-report + advisory engagement model. Direct competitor for institutional research budgets.
• Burton-Taylor: Burton-Taylor publishes market research and share/ranking data on the financial-services software, data and consulting industry, serving similar capital-markets technology buyers with subscription reports. Smaller, niche firm similar in profile to Finadium.

Broad incumbents

• S&P Global Market Intelligence: S&P Global Market Intelligence is a broad-scale data, research and analytics provider serving capital markets participants with securities-lending datasets, research and benchmarks. A scaled incumbent referenced on Finadium's own podcast as a content partner; competes for the same institutional budgets from a much wider product portfolio.
• Bloomberg Intelligence: Bloomberg Intelligence is Bloomberg's subscription research arm, providing capital markets and securities-finance research to the Bloomberg Terminal user base. Incumbent at much larger scale that competes for the same budget line as Finadium.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Finadium