What Holtara does

Holtara is an ESG and sustainability services firm that targets private market investors, fund managers, and companies with a three-part offering: the Holtara.io platform, Data Services, and Advisory. Holtara.io is described as an AI-native SaaS platform supporting ESG data collection, human expert data validation, private market benchmarking, unlimited data slicing, and tailorable dashboards across global regulatory frameworks including CSRD, SFDR, SDR, SEC climate rules, California SB 253, and TNFD-aligned disclosures. Data Services deploys project teams to work directly with portfolio companies to ensure high data coverage, while Advisory provides strategic consulting across regulatory compliance, carbon and climate, due diligence, impact measurement, nature and biodiversity, and sustainable finance. The firm serves 400+ GPs/LPs and 6,000+ companies globally, with named clients including BlackRock, TA Associates, Adams Street, HPS, Genstar, Investec, and BGF.

Holtara operates from six hubs (London HQ, New York, Madrid, Amsterdam, Mumbai, Bangalore) with 150+ dedicated ESG, climate, sustainability, and impact specialists. The brand was launched on January 11, 2024, consolidating Apex Group's existing ESG capabilities with the ESG Advantage business acquired via Apex's 2023 acquisition of MJ Hudson. Holtara is a wholly-owned subsidiary of Apex Group Limited, a $3.5 trillion AuA financial services firm with 13,000 employees operating in 50+ jurisdictions.

The business model combines annual enterprise SaaS subscriptions for the platform with project-based data services engagements and professional services advisory fees. Pricing is custom and quote-based, reflecting enterprise procurement norms in the segment. The go-to-market is sales-led with consultative selling ("Request a demo," "Talk to an expert") targeting GPs, LPs, and corporate sustainability teams. Revenue mix, contract values, and profitability are not publicly disclosed.

Name

Holtara

Legal name

Holtara B.V.

Website

https://holtara.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

51–100 employees

Short description

Holtara is an ESG and sustainability services firm for private markets, offering an AI-native SaaS platform (Holtara.io), expert Data Services, and Advisory across regulatory, climate, due diligence, and sustainable finance workflows. Founded in 2024, it is a wholly-owned subsidiary of Apex Group serving 400+ GPs/LPs and 6,000+ companies.

Ownership category

akta.pro rank

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices6 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Platform Licensing: SaaS platform subscription for ESG data collection, reporting, and dashboard analytics delivered through Holtara.io
2. Advisory Services: Sustainability consulting engagements including strategic transformation, reporting support, due diligence, and regulatory compliance advisory
3. Data Services: Project-based data collection, validation, and verification services ensuring high data coverage and audit-level quality

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels6 records

Core offering

Holtara provides an AI-native ESG data collection and sustainability reporting platform (Holtara.io), complemented by human expert data validation services and strategic sustainability advisory. The offering enables private market investors, fund managers, and portfolio companies to collect ESG data, comply with global regulations (CSRD, SFDR, SDR), benchmark sustainability performance, and execute sustainability transformations across the full investment lifecycle.

Product overview

Holtara is an ESG and sustainability services firm offering a three-part portfolio: (1) Holtara.io — an AI-native SaaS platform for ESG data collection, validation, benchmarking, and reporting with unlimited data slicing and dashboarding; (2) Data Services — human expert teams that work with portfolio companies to ensure high data coverage and audit-level quality; and (3) Advisory — strategic consulting across six solution areas (Regulatory, Carbon & Climate, Due Diligence, Impact, Nature & Biodiversity, and Sustainable Finance). All three pillars serve the same client base of 400+ GPs/LPs and 6,000+ companies in private markets, supported by a parent company Apex Group with $3 trillion AuA. The Holtara brand was formed in January 2024 from the merger of ESG Advantage and MJ Hudson ESG businesses.

Differentiator

Problem solved

Functional benefit

Products and services

• Holtara.io Platform AI-native ESG data collection and sustainability reporting platform enabling seamless data collection, human expert validation, private market benchmarking, and unlimited data slicing and dashboarding for regulatory and voluntary ESG disclosure workflows across the investment lifecycle.
• Data Services Project teams ensure high data coverage by working directly with portfolio companies. Human experts validate every datapoint to audit-level quality and deliver seamless and accurate ESG reporting, complementing the Holtara.io platform with expert data collection and validation support.
• Advisory Strategic sustainability consulting covering strategic transformation, sustainability reporting cycles, regulatory compliance, carbon and climate, due diligence, impact, nature and biodiversity, and sustainable finance, delivered by 150+ ESG, climate, and sustainability specialists across the full investment lifecycle.
• Regulatory Solutions Advisory and platform support for regulatory compliance including CSRD, SFDR, SDR, SEC climate rules, California SB 253, Australian mandatory climate reporting, HKEX climate requirements, and ADGM ESG framework, converting regulatory complexity into strategic advantage.
• Carbon and Climate Solutions Carbon accounting, Scope 1/2/3 measurement, decarbonisation strategies, net-zero pathways, science-based target setting, and climate risk assessment, including GHG Protocol Scope 2 revision guidance, carbon footprint benchmarking, and climate scenario analysis.
• Due Diligence Solutions ESG due diligence for pre- and post-deal engagements delivering analyses of target risk profiles, business resilience, and value creation potential, covering industrial processes in manufacturing and energy generation, GHG control, and carbon capture assessment.
• Impact Solutions Impact measurement and management covering impact strategy, theory of change, impact KPIs, monitoring and reporting, supporting investors identifying, structuring, and managing investments that generate both financial returns and measurable societal or environmental outcomes.
• Nature and Biodiversity Solutions Nature-related risk and dependency assessment, TNFD-aligned disclosures, biodiversity impact measurement, and nature-based solutions guidance, translating nature-related risks and dependencies into strategic opportunities.
• Sustainable Finance Solutions Structuring and issuance of sustainable lending instruments including Sustainability-Linked Loans (SLLs) and Green Bonds, with advisory on EU taxonomy alignment, EU Green Bond Standard, and SFDR compliance for fund managers.

Quantifiable outcome

• Trusted by 400+ LPs and GPs and 6000+ companies globally
• +1 more outcomes

Named customers11 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability5 records

Feature3 records

Partnerships

One partnership is on record.

• Pictet Alternative Advisors (PAA)coreStrategic or Co-development Partner · 1 January 2023Renewed partnership with Pictet Alternative Advisors, the Pictet Group's wholly owned alternative investment business, to support environmental and social themed investing. Holtara provides data collection, verification, and sustainability reporting services for regulatory and voluntary purposes through advisory and technology-enabled services.

Scale indicators7 records

Recent moves7 records

Expansion highlights6 records

Market position

Weaknesses5 records

Competitive moat5 records

Customer concentration

• Xtwitter.com/ApexGlobalGroup
• YouTubeyoutube.com/user/ApexFundServices
• Facebookfacebook.com/apexfundservices
• LinkedInlinkedin.com/company/holtara
• Instagraminstagram.com/apex_group_ltd

Revenue estimate

Valuation estimate

Number of profiles

Profiles21 records

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 Holtara