What Software Guru does

Software Guru, Inc. is a privately held, Chicago-based IT consulting firm founded in 2002 by Jerry Langland Ph.D. The company provides technology-agnostic consulting services to two primary customer sets: the financial services community — including RIAs, CTAs, Benefits Consultants, Investment Banks, ASPs, Service Bureaus, Family Offices, and High Wealth clients — and small to mid-sized businesses seeking general IT support. In financial services, the firm's core work centers on automating trade processing, portfolio accounting, performance reporting, and compliance, with specialization in Security Master and Pricing Master systems, multi-custodian and FCM data aggregation/ETL, electronic trading systems, and SSAE 16 audit readiness. For SMBs, services span hardware and software review and implementation, server and desktop setup, core business application rollouts, cloud migration, disaster recovery, and custom application development across web, mobile, desktop, and server platforms. A secondary media vertical offers multimedia authoring, encoding, webcasting, and live streaming.

The company's technology stack is intentionally broad and vendor-neutral. It holds Microsoft Business Partner and IBM Business Partner certifications, and delivers on Azure, Office 365, SQL Server, MS Dynamics, SharePoint, and Exchange, while also working across AWS, Google Cloud, and Rackspace. Database expertise spans SQL Server, Oracle, Sybase, MySQL, SQLite, Interbase/Firebird, and MongoDB. Cross-platform development is delivered through Embarcadero RAD Studio XE 5 (Delphi) and .Net/Mono. The firm's most differentiated proprietary capability is a custom ETL/data aggregation platform, sold under perpetual license, that normalizes data from multiple custodians and FCMs into formats suitable for back-office reporting. It also offers CloudProtect, a server backup and virtualization product that protects Windows Servers (2008+) to a cloud-based virtual DR LAN, and operates a vCloud/VPS hosting environment at softwareguru.cloud.

Commercially, Software Guru operates as a boutique professional services firm with 1–10 employees, generating revenue through quote-based consulting engagements, managed cloud hosting, and perpetual-license software sales. Distribution is entirely direct — engagements are sourced through founder-led relationships, partner referrals, and content marketing via Jerry Langland's blog ("The Guru's Blog"), which has been inactive since 2014. The firm has no external funding, no disclosed institutional customers, and no public pricing. Its stated differentiators are a small team of senior practitioners, technology agnosticism with no product resale markup, and an explicit preference for training client staff rather than creating dependency.

Name

Software Guru

Legal name

Software Guru, Inc.

Website

https://softwareguru.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

1–10 employees

Short description

Software Guru is a privately held, Chicago-based IT consulting firm founded in 2002, delivering technology-agnostic services to financial services firms and small to mid-sized businesses, with specialization in data aggregation, portfolio accounting, cloud hosting, and custom application development.

Ownership category

akta.pro rank

Product category

IT Consulting Services

NAICS

Other Computer Related Services (541519), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821), Computer Systems Design and Related Services (54151)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Programming Services (7371)

akta.pro primary industry

ITSM Platform Implementation & Administration (ServiceNow/JSM/BMC/etc.) (BPAEAJAC)

akta.pro secondary industries

Cloud & Infrastructure Support (Servers, Storage, Virtualization) (BPAAACAE), Backup & DR Software Implementation & Managed Platforms (BPAEALAI), IT Knowledge Management & Service Desk Platforms (HDAEALAH), IT Incident, Problem & Change Management Platforms (HDAEALAI)

Keywords

• IT consulting services
• Financial services technology
• Cloud hosting services
• Custom application development
• Data aggregation services

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Financial Services IT Consulting: Provides consulting services to the Financial Services community including RIA, CTA, Benefits Consultants, Investment Banks, ASPs and Service Bureaus. Services include Security Master and Pricing Master Solutions, Back Office Systems, Data Aggregation, Electronic Trading Systems, and SSAE 16 Assessment Preparation.
2. Small to Mid-Sized Business IT Services: Provides hardware/software review, assessment, acquisition and implementation, server and desktop setup, core business application implementation, cloud services, and custom application development.
3. Cloud Hosting Services: Cloud hosting services including vCloud and VPS Solutions for Windows and Linux, CloudProtect backup services, hosted Exchange, and Office 365 management.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Software Guru provides IT consulting and managed services for the financial services community (RIAs, CTAs, Benefits Consultants, Investment Banks, ASPs, Service Bureaus, Family Offices) and small to mid-sized businesses. Core deliverables include implementation of Security Master, Pricing Master, Portfolio Accounting, Performance Reporting, Value At Risk and Electronic Trading Systems, plus custom Data Aggregation/ETL applications consolidating data from multiple custodians and FCMs. The firm also delivers core IT infrastructure services, cloud hosting, CloudProtect server backup, custom application development (web/mobile/desktop/server), disaster recovery/business continuity, and SSAE 16 audit-readiness preparation.

Product overview

Software Guru is a technology consulting firm offering IT services and solutions primarily to the Financial Services community and Small to Mid-Sized Businesses. The company provides a combination of Financial Services Solutions (including Data Aggregation, Portfolio Accounting, Security Master, Pricing Master, and Electronic Trading Systems), Custom Application Development (Web, Mobile, Desktop), Cloud Services (CloudProtect backup, hosted infrastructure), and Media Services. The core offerings focus on automating trade processing, portfolio accounting, performance reporting, and compliance. The company operates as technology-agnostic consultants rather than a product vendor, recommending third-party solutions like Dell Equallogic SANs and SQL Server High Availability Groups as part of their implementation services.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Services IT Consulting (Security Master, Pricing Master, Back Office, Data Aggregation, Electronic Trading, SSAE 16)
• SMB IT Services (Hardware/Software Review, Implementation, Custom Application Development)
• Custom Application Development
• Data Aggregation Services
• Portfolio Accounting and Performance Reporting
• Electronic Trading Systems
• CloudProtect Server Backup and Virtualization
• Cloud Hosting Services
• Media Services (Streaming, Webcasting, Video Production)
• Disaster Recovery and Business Continuity Services
• High Availability Solutions (SQL Server HA Groups)
• SSAE 16 Assessment Preparation and Auditing Readiness

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Six partnerships are on record, tiered core and minor.

• Microsoft Business PartnercoreTechnology or IntegrationCertified Microsoft partner providing cloud services, Office 365 migration, and Microsoft solution implementation including Exchange, SharePoint, SQL Server, Dynamics, and Windows environments.
• Harvest Investments, Inc.minorStrategic or Co-development PartnerListed as a partner on Software Guru's website.
• Dell (Equallogic)coreTechnology or IntegrationRecommends Dell Equallogic Storage Area Networks for SMB clients. Equallogic provides easy-to-use, modular, reliable SAN solutions with features like dynamic disk allocation, over-allocation, and replication between sites.
• Embarcadero (RAD Studio XE 5)coreTechnology or IntegrationUses Embarcadero RAD Studio XE 5 for cross-platform mobile development targeting iOS, Android, WinRT, Windows Mobile, Mac OS X, and web apps.
• WatchGuardcoreTechnology or IntegrationRecommends WatchGuard firewalls for SMB clients due to ease of use, UTM features, and penetration testing success. Cited as having the simplest firewall management interface in the business.
• SonicWallcoreTechnology or IntegrationRecommends SonicWall firewalls as an alternative to WatchGuard for SMB clients, noting good VPN tunnel compatibility and consistent interface over the years.

Scale indicators1 record

Recent moves1 record

Expansion highlights3 records

Broad incumbents

• Envestnet: Large FS-technology platform serving advisors and large enterprise wealth managers with portfolio accounting and data-aggregation products — directly relevant given Software Guru's founder ran systems development at Envestnet and built consultative integrations for similar use cases.
• SS&C Technologies: Large incumbent across fund administration, portfolio accounting (Advent Geneva, Eze), and FS software — relevant for trading systems, portfolio accounting, performance reporting, and back-office automation where Software Guru provides implementation services.
• Addepar: Portfolio analytics and reporting platform aimed at Family Offices, RIAs, and private wealth — competes for the same consulting and integration dollars around back-office modernization that Software Guru services.
• Slalom: Large technology and management consulting firm with a dedicated Financial Services practice spanning cloud, data, and custom application delivery — competes for mid-market FS digital and modernization mandates.
• West Monroe Partners: US-based management and technology consulting firm with a strong Financial Services practice covering banking, capital markets, and asset management — directly comparable in IT consulting and custom delivery but at materially larger scale than Software Guru.
• Orion Advisor Technology: Larger incumbent providing portfolio accounting, performance reporting, and back-office platforms for RIAs and Family Offices — competes for the same buyer budget that Software Guru's consulting and implementation services target, but with a packaged software model.

Direct peers

• NetSol Technologies: IT consulting and software firm specializing in financial-services back-office implementations (asset finance, leasing, portfolio systems) for global clients — overlaps with Software Guru's back-office, data-aggregation, and trading-systems work for FS.
• Saggezza: Mid-sized US technology consulting firm with a financial-services practice delivering custom development, data, and cloud solutions to mid-market and enterprise buyers — directly comparable in delivery model and FS vertical focus to Software Guru's SMB/mid-market engagements.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/software-guru-inc-

Compliance1 record

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 Software Guru