The Collaborative Exchange
- Company typePrivate
- Founded2018
- HeadquartersRichards Bay, South Africa
- Headcount1–10
- GTM typeB2B
- OfferingServices
The Collaborative Exchange firmographics
Firmographics- Name
- The Collaborative Exchange
- Website
- https://thecollaborative.co.za
- Company type
- Private
- Founded year
- 2018
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
The Collaborative Exchange industry classification
Industry- Product category
- Asset Management Research and Data
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Finance & Investment Conferences (MPAGAGAG)
Keywords
Where The Collaborative Exchange is headquartered
LocationHeadquarters
- HQ city
- Richards Bay
- HQ country
- South Africa
- HQ region
- Africa
Markets served
The Collaborative Exchange business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
The Collaborative Exchange product offering
Product offeringCore offering
The Collaborative Exchange supplies investment events, research, and consulting services, alongside the Fundhub.co.za data resource, to asset and wealth managers. It functions as a South Africa-focused industry intelligence and convening provider for the institutional investment community.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Events
Companies that use The Collaborative Exchange
Customer profileIdeal customer profiles1 record
The Collaborative Exchange technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The Collaborative Exchange partnerships and signals
Strategic signalRecent moves3 records
The Collaborative Exchange competitors and assessment
Company assessmentRegional players
- AFSIC – African Financial Services Investment Conference: Dedicated African investment management and financial services conference with research and networking components aimed at asset managers and institutional investors. Comparable to The Collaborative Exchange's investment events offering for asset and wealth managers, with a continental rather than South-Africa-only focus.
- Africa Investor (Ai): Pan-African investment platform running institutional investor events, research, and data covering African capital markets and asset management. Comparable to The Collaborative Exchange on the events-and-research-for-asset-managers model, but with broader African rather than purely South African reach.
- FA News: South African online publication and event organizer covering financial advisors and wealth managers. Comparable as a regional peer targeting the same wealth management buyer segment with news, research, and events.
Broad incumbents
- Informa (Financial Events & Research): Large global events and B2B information group that runs numerous asset management and investment conferences and publishes related research. Comparable as a broad incumbent in investment events and research, overlapping with The Collaborative Exchange's core service lines.
- Euromoney Institutional Investor: Global organizer of investment banking, asset management, and capital markets events, alongside research and data products. Comparable to The Collaborative Exchange as an incumbent in the finance-and-investment conferences and research space, though operating at vastly greater scale and geographic breadth.
- Morningstar: Global investment research and fund data provider serving asset and wealth managers with analytics, ratings, and platform data. Comparable to the research and Fundhub.co.za data offerings of The Collaborative Exchange, though operating globally and at much greater scale.
Direct peers
- Funds Society / GlobalCapital: B2B media brands serving the asset management and fund distribution industry with news, events, and research. Directly comparable to The Collaborative Exchange's research and events focus on asset and wealth managers, though operating at European rather than African scope.
- Moneyweb: South African financial media and events company serving investors and asset managers with news, data, and investment-related events. Directly comparable to The Collaborative Exchange in terms of geography, customer segment (SA asset and wealth managers), and product mix across content, events, and data.
Emerging players
- IRESS: Provider of data, analytics, and trading/workflow software to wealth managers and asset managers, including market and fund data feeds. Comparable to the Fundhub.co.za data product angle of The Collaborative Exchange, though IRESS is materially larger and broader in scope.
- Global Investor Group / A-Team Group: B2B events, research, and data provider focused on the buy-side, asset management, and securities services ecosystems. Comparable niche B2B model to The Collaborative Exchange's events-and-research focus on asset and wealth managers.
Market position
Strengths1 record
Weaknesses1 record
Competitive moat3 records
Key risks5 records
Key highlights4 records
Customer concentration
The Collaborative Exchange social profiles
Digital presenceThe Collaborative Exchange financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Collaborative Exchange leadership team
Management profileNumber of profiles
The Collaborative Exchange funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Collaborative Exchange 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 The Collaborative Exchange
What does The Collaborative Exchange do?
The Collaborative Exchange supplies investment events, research, and consulting services, alongside the Fundhub.co.za data resource, to asset and wealth managers. It functions as a South Africa-focused industry intelligence and convening provider for the institutional investment community.
When was The Collaborative Exchange founded?
The Collaborative Exchange was founded in 2018. It employs 1 to 10 people.
Where is The Collaborative Exchange based?
The Collaborative Exchange is headquartered in Richards Bay, South Africa, in the Africa region.
Who are The Collaborative Exchange's main competitors?
Regional players on record are AFSIC – African Financial Services Investment Conference, Africa Investor (Ai) and FA News. Broad incumbents are Informa (Financial Events & Research), Euromoney Institutional Investor and Morningstar. Direct peers are Funds Society / GlobalCapital and Moneyweb. Emerging players are IRESS and Global Investor Group / A-Team Group.
Does The Collaborative Exchange have an API?
No public API is recorded for The Collaborative Exchange.
What industry is The Collaborative Exchange in?
The Collaborative Exchange's product category is Asset Management Research and Data. Its primary akta.pro industry code is MPAGAGAG, Finance & Investment Conferences. Its NAICS code is 523940 and its SIC code is 6282.