Infanger Investment Technology

What Infanger Investment Technology does

Infanger Investment Technology, LLC is a privately held, SEC-registered investment advisor and software developer founded in 1998 by Dr. Gerd Infanger and headquartered in Mountain View, California. The firm operates a dual business model combining investment advisory services for mutual funds, hedge funds, banks, and individual investors with licensing of three proprietary portfolio and stochastic optimization software products: IITPortf™ (mean-variance mean-variance optimization and backtesting for large universes of assets), WealthiOR™ (dynamic portfolio optimization via stochastic dynamic programming), and DECIS™ (general large-scale stochastic optimization using Benders Decomposition and Monte Carlo methods). At the core of the technology stack are mathematical models including Markowitz mean-variance, fundamental and statistical factor models, Monte Carlo simulation, Benders Decomposition, and stochastic dynamic programming, supplemented by proprietary nonlinear multivariate discriminant analysis for investment selection. The software is deployed as web applications and integrates with external data sources such as Zacks Research System and the GAMS modeling environment.

The firm generates revenue through two streams: recurring investment advisory fees for managing custom asset allocation and equity strategies, and software licensing royalties for the three products sold primarily to institutional clients and investment advisors. Distribution is direct sales to enterprise and mid-market customers, with no disclosed pricing, no app marketplace presence, and no external venture or private equity backing. Ownership is concentrated with the founder, and the firm operates with 1-10 employees, indicating a boutique, founder-led operating model with no recent visible scaling signals.

Name

Infanger Investment Technology

Legal name

Infanger Investment Technology, LLC

Website

https://infanger.com

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

1–10 employees

Short description

Infanger Investment Technology is a privately held SEC-registered investment advisor and software developer founded in 1998 that combines quantitative asset management for mutual funds, hedge funds, banks, and individual investors with proprietary stochastic optimization software products (IITPortf™, WealthiOR™, DECIS™).

Ownership category

akta.pro rank

Product category

Investment Management Software

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Computer Systems Design Services (541512)

SIC

Investment Advice (6282), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Multi-Asset Solutions for Institutional (Pensions/Endowments/Sovereigns) (FSAAAJAJ)

akta.pro secondary industry

Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)

Keywords

• Portfolio optimization software
• Stochastic optimization
• Asset allocation services
• Investment advisory
• Quantitative portfolio management

Headquarters

HQ city

Mountain View

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Investment Advisory Services: SEC-registered investment advisor providing portfolio management services to mutual funds, hedge funds, banks, and individual investors using proprietary mathematical models for asset allocation and equity selection.
2. Software Products: Licensing and sale of portfolio optimization software including IITPortf™, WealthiOR™, and DECIS™ to investment advisors and institutional clients.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Infanger Investment Technology is an SEC-registered investment advisor that combines financial advisory services with proprietary portfolio optimization software. It provides asset allocation, mutual/hedge fund management, and customized strategies for banks and individual investors, and licenses three core software systems — IITPortf™ (mean-variance portfolio optimization and backtesting), WealthiOR™ (dynamic stochastic-dynamic-programming portfolio optimization), and DECIS™ (large-scale stochastic optimization via Benders Decomposition).

Product overview

Infanger Investment Technology offers a comprehensive solution combining financial services and software products. The product portfolio consists of three main software systems: IITPortf™ for advanced portfolio optimization and backtesting using Markowitz mean-variance techniques with factor models; WealthiOR™ for dynamic portfolio optimization employing stochastic dynamic programming; and DECIS™ for general large-scale stochastic optimization. The company also provides SEC-registered investment advisory services through Asset Allocation Portfolios. These products share a common foundation in solving optimization problems where uncertainty is explicitly incorporated in the models, developed over many years of research with rigorous theoretical justification.

Differentiator

Problem solved

Functional benefit

Brands

• DECIS™: A state-of-the-art system for solving general, large-scale stochastic optimization problems for which uncertain parameters can be characterized by probability distributions
• WealthiOR™
• IITPortf™

Products and services

• IITPortf™ Advanced system for portfolio optimization and backtesting that enables very fast computation of optimal portfolios for large universes of thousands of assets using mean-variance techniques pioneered by Markowitz. Supports fundamental, statistical, and hybrid factor models and handles long-only, leveraged, and long-short portfolios with constraints on leverage, holdings, factor exposures, and transaction costs. Intended for investment advisors and institutional clients managing equity or fund-of-funds portfolios.
• WealthiOR™ Dynamic portfolio optimization tool that uses stochastic dynamic programming to compute truly dynamic asset allocation strategies contingent on attained portfolio value, time horizon, risk aversion, cash flow patterns, and asset return distributions. Includes Monte Carlo simulation of portfolio value evolution and is deployed as a web application. Used by investment advisors to service individual and institutional clients.
• DECIS™ State-of-the-art system for solving general, large-scale stochastic optimization problems whose uncertain parameters are characterized by probability distributions. Solves two-stage stochastic programs with recourse via Benders Decomposition and provides approximately optimal solutions through Monte Carlo sampling methods (pre-sampling, importance sampling, control variates). Available as a solver within the GAMS modeling environment and via a C/FORTRAN API. Targeted at quantitative researchers and institutions in finance, energy, manufacturing, and distribution.
• Asset Allocation Portfolios SEC-registered investment advisory service that applies the firm's proprietary quantitative models and stochastic optimization techniques to manage global asset allocation and regional equity strategies for mutual funds, hedge funds, banks, and individual investors.

Named customers4 records

Segments2 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability5 records

Feature3 records

Partnerships

One partnership is on record.

• GAMS Development CorporationcoreTechnology or IntegrationDECIS™ is available as a solver within the GAMS (General Algebraic Modeling System) modeling environment. GAMS users can select DECIS™ to solve stochastic optimization problems, with GAMS handling the transformations and expansions necessary for communicating the problem to DECIS™.

Scale indicators2 records

Recent moves6 records

Expansion highlights3 records

Broad incumbents

• BlackRock Aladdin: BlackRock's Aladdin platform is the largest enterprise risk and portfolio management system globally, offering optimization, simulation, and analytics that overlap with the full Infanger product suite, though aimed at the largest institutions.
• AQR Capital Management: AQR is a large quantitative asset manager applying factor models and systematic strategies across asset classes, comparable to Infanger's asset management practice serving mutual funds, hedge funds, and banks.
• Charles River Development (State Street): Charles River's investment management platform supports portfolio management, trading, and compliance for asset managers, competing broadly with Infanger's combined advisory + software offering at the institutional end of the market.
• Bloomberg Portfolio & Risk Analytics (PORT): Bloomberg's PORT is a leading enterprise portfolio analytics suite offering multi-asset optimization, risk, and scenario analysis, broadly comparable to Infanger's IITPortf™ and WealthiOR™ offerings but embedded in the broader Bloomberg terminal.

Direct peers

• Numerix: Numerix develops quantitative analytics and optimization software for derivatives, risk, and portfolio management, comparable to Infanger's quantitative mathematical modeling stack and stochastic optimization capability.
• MSCI (Barra): MSCI's Barra portfolio risk and optimization suite is the dominant institutional benchmark for factor-based portfolio construction and risk modeling, directly overlapping IITPortf™'s mean-variance and factor-model capability.
• Axioma (Qontigo / part of SimCorp): Axioma provides portfolio construction, risk, and factor-based optimization software for institutional asset managers, directly competing with IITPortf™'s factor-model and mean-variance optimization capability.
• FactSet: FactSet provides portfolio analytics, optimization, and backtesting tools to investment advisors and asset managers, competing with IITPortf™ for mid-sized institutional and RIA buyers.
• Wilshire Analytics: Wilshire provides portfolio analytics, optimization, and benchmarking tools to advisors and institutions, with similar multi-asset and mean-variance capabilities to those offered by IITPortf™ and WealthiOR™.

Others

• GAMS Development Corporation: GAMS is the algebraic modeling environment in which DECIS™ is integrated as a solver; it is a technology and distribution partner rather than a competitor, but represents the closest adjacent ecosystem in numerical optimization.

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 Infanger Investment Technology