MarbleTech
- Company typePrivate
- Founded2009
- HeadquartersJohannesburg, South Africa
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
MarbleTech firmographics
Firmographics- Name
- MarbleTech
- Legal name
- Marbletech
- Website
- https://marbletech.co.za
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
MarbleTech industry classification
Industry- Product category
- Investment Management Software
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Investment Banking and Securities Intermediation (52315)
- SIC
- Security & Commodity Brokers, Dealers, Exchanges & Services (6200), Investment Advice (6282)
- akta.pro primary industry
- Robo-Advice for Institutional/Treasury (OCIO-lite, Cash & Liquidity) (FSAGAEAJ)
Keywords
Where MarbleTech is headquartered
LocationHeadquarters
- HQ city
- Johannesburg
- HQ country
- South Africa
- HQ region
- Africa
Offices1 record
Markets served
MarbleTech business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- Marble Platform SaaS Subscription: MarbleTech operates as a SaaS provider offering its integrated investment management platform on a subscription basis. The platform provides comprehensive functionality including CRM, accounting, compliance, performance tracking, and reporting for financial institutions.
Go-to-market motion2 records
Distribution channels1 record
Marketing channels5 records
MarbleTech product offering
Product offeringCore offering
MarbleTech develops and sells an integrated SaaS investment management platform that combines CRM, IFRS-compliant investment accounting, compliance monitoring, performance tracking, portfolio rebalancing, and tax calculations for wealth and institutional asset managers. The company also offers Engage, a secure SaaS solution for end-to-end Corporate Actions lifecycle management covering event discovery, proxy voting, cash elections, and results delivery for stockbrokers and institutional teams.
Product overview
MarbleTech offers two primary product lines: the Marble Platform as the core unified investment management system, and Engage as a dedicated module for Corporate Actions and elections management. The Marble Platform is an all-in-one investment administration platform combining CRM, investment accounting (IFRS-compliant), portfolio management, compliance monitoring, performance calculation, and tax calculations in a single integrated system. Engage extends the platform's capabilities by providing end-to-end Corporate Actions processing including event discovery, beneficial owner communications, proxy voting, cash elections, and results reporting. A third offering, iCA (institutional Corporate Actions platform), is a co-developed solution with partner Ince for online proxy and elective processing. The platform supports over 2.5 million portfolios worth R1 trillion (USD 50 billion) and serves Wealth & Institutional Asset Managers and Investment Banks in southern Africa.
Differentiator
Problem solved
Functional benefit
Brands
- Marble Platform: An integrated, end-to-end investment administration platform for Institutional and Wealth asset management industry. The all-in-one investment management system includes CRM, investment accounting, compliance monitoring, performance, and tax calculations.
- Engage
- iCA
Products and services
- Marble Platform An integrated, end-to-end investment administration platform for Institutional and Wealth asset managers that combines CRM, IFRS-compliant investment accounting, compliance monitoring, performance tracking, portfolio rebalancing, and tax calculations in a single source of truth.
- Engage A secure SaaS solution that manages the full Corporate Actions lifecycle for stockbrokers and institutional teams, covering event discovery and publication, client elections, mandates, proxy voting, cash elections, and final results delivery across meetings, value events, and mandatory events.
Quantifiable outcome
- Supports over 2.5 million portfolios worth R1 trillion (USD 50 billion)
Companies that use MarbleTech
Customer profileNamed customers1 record
Segments4 records
Ideal customer profiles4 records
MarbleTech technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature14 records
MarbleTech partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and supporting.
- IncecoreInce is MarbleTech's partner regarding corporate and shareholder communications. Together they jointly created the iCA (on-line proxy and elective solution). Ince uses Marble as their technology partner for iEdit and XBRL. This is a strategic co-development partnership for the corporate actions and shareholder communications product.
- Running ComputerssupportingRunning Computers is MarbleTech's IT infrastructure partner with over 20 years of experience in creating an industry-leading provider of IT services and skills to the South African marketplace. Provides technology infrastructure support services.
- RsecuresupportingRsecure is MarbleTech's partner for Technology and Infrastructure security. They provide services including Penetration Tests and Compliance Assessments to help ensure MarbleTech's platform security.
Scale indicators3 records
Recent moves5 records
MarbleTech competitors and assessment
Company assessmentPeers
Direct peers
- SimCorp: SimCorp Dimension is an integrated investment management platform used by institutional asset managers and banks for portfolio accounting, compliance, and reporting — competing with MarbleTech in the institutional wealth segment.
- Charles River Development: Charles River (a State Street company) provides an enterprise investment management platform covering order management, portfolio management, compliance, and post-trade processing — directly comparable to MarbleTech's Marble Platform for institutional asset managers and investment banks.
- SS&C Advent: SS&C Advent (Advent Portfolio Exchange / Geneva) offers integrated portfolio management, accounting, and reporting software for asset managers and hedge funds, overlapping closely with MarbleTech's accounting, performance, and CRM functionality.
Broad incumbents
- BlackRock Aladdin: BlackRock's Aladdin is a broad enterprise risk, portfolio, and operations platform serving large institutional asset managers and banks. It is a broad incumbent rather than a niche specialist, but competes for the same enterprise investment management software budgets as MarbleTech.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
MarbleTech social profiles
Digital presenceMarbleTech compliance and trust
Trust signalCompliance2 records
MarbleTech financial estimates
Financial estimateRevenue estimate
Valuation estimate
MarbleTech leadership team
Management profileNumber of profiles
Profiles1 record
MarbleTech funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
MarbleTech 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 MarbleTech
What does MarbleTech do?
MarbleTech develops and sells an integrated SaaS investment management platform that combines CRM, IFRS-compliant investment accounting, compliance monitoring, performance tracking, portfolio rebalancing, and tax calculations for wealth and institutional asset managers. The company also offers Engage, a secure SaaS solution for end-to-end Corporate Actions lifecycle management covering event discovery, proxy voting, cash elections, and results delivery for stockbrokers and institutional teams.
Is MarbleTech a public or private company?
MarbleTech is a private company. It is classified as unknown and is currently operating.
When was MarbleTech founded?
MarbleTech was founded in 2009. It employs 11 to 50 people.
Where is MarbleTech based?
MarbleTech is headquartered in Johannesburg, South Africa, in the Africa region.
How does MarbleTech make money?
One revenue line is on record: marble Platform SaaS Subscription.
Who are MarbleTech's main competitors?
Bloomberg AIM is listed as a peer. Direct peers are SimCorp, Charles River Development and SS&C Advent. BlackRock Aladdin is listed as a broad incumbent.
Does MarbleTech have an API?
No public API is recorded for MarbleTech.
What industry is MarbleTech in?
MarbleTech's product category is Investment Management Software. Its primary akta.pro industry code is FSAGAEAJ, Robo-Advice for Institutional/Treasury (OCIO-lite, Cash & Liquidity). Its NAICS code is 523940 and its SIC code is 6200.