FinFiles

Name

FinFiles

Legal name

A Brand New Concept BV

Website

https://finfiles.nl

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

1–10 employees

Short description

FinFiles is a Dutch B2B software provider that delivers investment information management infrastructure, including data integration, enrichment, API-first software components, and reporting/portals, to European financial institutions such as asset managers, wealth managers, banks, insurers and financial media publishers.

Ownership category

akta.pro rank

Product category

Investment Data Infrastructure Software

SIC

Finance Services (6199)

akta.pro primary industry

Account Aggregation & Connectivity (Multi-bank linking) (FSAGACAA)

Keywords

• Investment information management
• Fund data integration
• Asset management software
• Regulatory data exchange
• Investor portal solutions

Headquarters

HQ city

Utrecht

HQ country

Netherlands

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Software Infrastructure & Data Solutions: FinFiles provides infrastructure for asset managers and distributors to collect, manage and deliver investment information. Solutions span from data integration and enrichment to delivery through software and professional reporting.
2. Professional Services: Professional reporting services and implementation support for financial institutions across European markets.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

FinFiles provides a software and data-infrastructure platform that enables asset managers and distributors to collect, manage, validate and deliver investment information. The offering is structured around four pillars: Data Integration (connecting internal and external data sources), Information Enrichment (validating and structuring investment data), Software Components (API-first web modules for presenting information) and Reporting & Portals (automated reports, factsheets and integrated investor/client portals). It is sold as a subscription-based enterprise solution to financial institutions across Europe.

Product overview

FinFiles provides a unified investment information management platform built for financial institutions, consisting of four core pillars: Data Integration (connecting internal and external data sources), Information Enrichment (validating and enhancing data for accuracy and compliance), Software Components (API-first scalable web modules), and Reporting & Portals (automated reports and investor portals). The platform supports the full lifecycle from data integration and enrichment through digital delivery via the Fund Screener interface.

Differentiator

Problem solved

Functional benefit

Products and services

• Data Integration Connects internal systems with external data sources to create a consistent and reliable foundation for investment information management. Designed for asset managers, distributors and financial institutions managing multi-source investment data.
• Information Enrichment Validates, structures and enhances investment information to ensure accuracy and compliance across the full lifecycle of investment data. Targeted at financial institutions requiring regulatory-grade data quality.
• Software Components API-first and scalable web modules that present investment information through flexible, extensible software components. Built on Morningstar-certified APIs and designed for integration into client digital channels.
• Reporting & Portals Automated reports, factsheets and integrated investor or client portals for delivering investment information to advisors and end clients. Used by private banks and asset managers for client-facing investment information delivery.

Named customers10 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature4 records

Partnerships

Three partnerships are on record, tiered core and strategic.

• MorningstarcoreTechnology or IntegrationFinFiles is a certified Development Partner of Morningstar, one of a limited number of firms in Europe authorised to build on Morningstar's data infrastructure and APIs. This partnership provides access to Morningstar's data infrastructure and enables FinFiles to build integrated solutions for financial institutions.
• LSEG (London Stock Exchange Group)strategicTechnology or IntegrationIntegration with LSEG for market data access, complementing the Morningstar data partnership to provide financial institutions with multiple external data feeds.
• FactsetstrategicTechnology or IntegrationIntegration with Factset for market data capabilities, providing additional data source options alongside Morningstar and LSEG integrations.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Morningstar Direct: Comprehensive investment data, analytics and research platform for asset managers; operates as both a FinFiles data partner (via Certified Development Partner program) and a direct competitor in fund data and analytics.
• Ultumus: Provider of fund data, analytics and classification services to asset managers, distributors and exchanges; comparable to FinFiles on fund data aggregation and regulatory data services.
• Confluence Technologies: Delivers data management, performance analytics and regulatory reporting solutions for investment management firms; competes with FinFiles in fund reporting and data infrastructure.
• Fundinfo (formerly FE fundinfo): Post-merger entity (formerly FE and fundinfo, now part of Clearstream/Deutsche Börse) delivering fund data, document distribution and regulatory reporting services - directly overlaps FinFiles' screening, regulatory exchange, and investor portal offerings.
• Kneip Communications: Luxembourg-headquartered provider of fund data management, regulatory reporting and distribution solutions for asset managers and distributors; one of the closest direct competitors to FinFiles in European investment information infrastructure.

Emerging players

• YCharts: Investment research and analytics platform focused on screening, comparing and analyzing investment products; an emerging competitor in the fund data and screening space adjacent to FinFiles.

Broad incumbents

• Finastra: Large financial software vendor serving banks and capital markets with broad portfolios that overlap FinFiles at the financial data infrastructure layer for banking clients.
• SS&C Technologies: Broad investment management and financial services software vendor (including Eze Software) with significant overlap with FinFiles in asset manager data and reporting infrastructure.
• Bloomberg: Pre-eminent provider of investment data, analytics and research at scale; an alternative source of the same data feeds many of FinFiles' bank and asset manager clients consume.
• SimCorp: Large-scale investment management software platform (now part of Deutsche Börse) serving large asset managers with overlapping reporting and data infrastructure capabilities.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/finfiles

Compliance1 record

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 FinFiles