MDOTM
MDOTM provides Sphere, an AI-driven investment platform that enables asset and wealth managers to personalize portfolio rebalancing at scale, automate client reporting through Generative AI, and access forward-looking investment insights for strategic and tactical asset allocation.
- Company typePrivate
- Founded2015
- HeadquartersCity Of London, United Kingdom
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What MDOTM does
MDOTM Ltd is a London-headquartered, privately held fintech founded in 2015 that builds Sphere, an AI platform for institutional asset and wealth managers. The platform combines Analytical and Generative AI across three integrated modules: AI-Driven Investment Insights (forward-looking risk/return views, market regime analysis, positioning indicators), Portfolio Studio (mass customization and scalable rebalancing of thousands of portfolios with controlled tracking error), and StoryFolio (automated portfolio-specific commentaries via Generative AI). The underlying technology comprises over 1M lines of proprietary code in Python and C++, processing millions of market data points continuously and integrating behavioral finance methodologies into a documented scientific investment decision model.
The company sells annual subscriptions on a quote-based basis to banks, asset managers, wealth managers, insurance companies, family offices, and pension funds, distributed through direct enterprise sales supplemented by channel partnerships (WealthAi MarketPlace, Alpha FMC, EY). Pricing is not publicly disclosed, but named enterprise customers include Amundi, UniCredit, JP Morgan, Morgan Stanley, Zurich Insurance, Unipol, Lazard, MGIM, Sella SGR, and a cluster of Italian banks, with the company holding ISO 27001, SOC 2 Type II, UN PRI signatory, and FCA appointed-representative credentials.
MDOTM operates from London (headquarters), New York (Americas HQ led by Partner & Head of Americas Peter J. Zangari), and Milan (R&D hub). Headcount is 110+, including physicists, data scientists, engineers, and finance professionals. The company has raised $10M cumulatively from institutional investors and finance professionals, with capital explicitly earmarked for international expansion. Founders Tommaso Migliore (CEO) and Federico Invernizzi (COO) lead the firm, which has accumulated multiple industry awards including Morningstar's 2025 Fintech Showcase and inclusion in the 2025 WealthTech100.
MDOTM firmographics
Firmographics- Name
- MDOTM
- Legal name
- MDOTM Ltd
- Website
- https://mdotm.ai
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- MDOTM provides Sphere, an AI-driven investment platform that enables asset and wealth managers to personalize portfolio rebalancing at scale, automate client reporting through Generative AI, and access forward-looking investment insights for strategic and tactical asset allocation.
- Ownership category
- akta.pro rank
MDOTM industry classification
Industry- Product category
- Investment Management Software
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282), Finance Services (6199)
- akta.pro primary industry
- Execution-Only / Self-Directed Investing Platforms (FSAAAAAI)
- akta.pro secondary industry
- Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)
Keywords
Where MDOTM is headquartered
LocationHeadquarters
- HQ city
- City Of London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices3 records
Markets served
MDOTM business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Sphere Platform Subscription: Annual subscription to the Sphere AI platform providing access to three core modules: AI-Driven Investment Insights, Portfolio Studio, and StoryFolio. Targeted at institutional investors including banks, asset managers, and wealth managers. Pricing is quote-based and negotiated per institution.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise subscription for institutional investors |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels7 records
MDOTM product offering
Product offeringCore offering
MDOTM sells Sphere, a B2B AI platform for institutional investment managers that combines Analytical and Generative AI across three modules: AI-Driven Investment Insights (forward-looking market views and risk/return signals), Portfolio Studio (mass-customized portfolio construction and rebalancing at scale), and StoryFolio (automated portfolio-specific commentaries and reports). The platform is sold via annual subscriptions to banks, asset managers, wealth managers, insurance companies, family offices, and pension funds.
Product overview
MDOTM offers a unified AI platform called Sphere for asset and wealth managers, comprising three integrated modules. The core platform provides AI-driven investment decision support, with three main solutions that work together: AI-Driven Investment Insights delivers forward-looking market views and regime analysis; Portfolio Studio handles mass portfolio construction and rebalancing; and StoryFolio automates portfolio reporting using Generative AI. These modules are designed to work as a full-stack AI solution to streamline every stage of the investment process.
Differentiator
Problem solved
Functional benefit
Brands
- Sphere: AI Platform for Investment Managers that enables asset and wealth managers to personalize and scale portfolio rebalancing, while automating commentaries and reporting through Generative AI. Three core solutions: AI-Driven Investment Insights, Portfolio Studio, and StoryFolio.
Products and services
- Sphere Sphere is MDOTM's unified AI platform for investment managers that enables asset and wealth managers to personalize and scale portfolio rebalancing while automating commentaries and reporting through Generative and Analytical AI. It is sold via annual enterprise subscriptions to banks, asset managers, wealth managers, insurance companies, family offices, and pension funds.
- AI-Driven Investment Insights Module of Sphere providing unbiased insights that turn complex market data into actionable inputs for portfolio strategy and risk alignment, including AI-driven positioning indicators, market regime analysis, and forward-looking investment views on expected risk and return across single stocks, sectors, and asset classes.
- Portfolio Studio Module of Sphere that enables mass customization and scalable portfolio rebalancing aligned with investment strategy, constraints, and objectives, supporting bulk creation and rebalancing of thousands of customized portfolios with controlled tracking error.
- StoryFolio Module of Sphere providing automated, portfolio-specific commentaries and reports powered by Generative AI that translate complex portfolio data into clear, tailored investment narratives for client communication and engagement.
Quantifiable outcome
- According to Deloitte research, institutional investors that adopt AI in the investment process see an average increase in productivity of 14%, AuM growth of over 8%, and revenues of 7%
Companies that use MDOTM
Customer profileNamed customers15 records
Segments6 records
Ideal customer profiles4 records
MDOTM technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability8 records
Feature5 records
MDOTM partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and minor.
- WealthAicoreStrategic partnership to bring MDOTM's Sphere platform to wealth managers and advisors through the WealthAi MarketPlace. The integration enables wealth managers to access advanced AI tools for portfolio construction, optimization, and automated reporting within their existing WealthAi workflows. Jason Nabi, CEO & Founder of WealthAi, noted Sphere as 'by far the best-in-class application for portfolio construction and optimization.'
- EYcoreCollaborative research partnership with EY to produce the report 'Artificial Intelligence: The Value is in Scale' exploring successful AI adoption case studies and critical factors for embedding AI into business models. The partnership positions EY's strategic perspective with MDOTM's applied AI experience.
- Clarity AIcoreStrategic partnership to help wealth managers deliver large-scale, personalized portfolios that integrate sustainability preferences and meet growing ESG client expectations. Combines MDOTM's investment AI with Clarity AI's sustainability platform.
- Alpha FMCcorePartnership for joint whitepaper on 'Scaling Custom Model Portfolio Management with AI.' Hosted Executive Roundtable in New York bringing together senior leaders from across the US asset and wealth management industry. Alpha FMC is a leading management consulting firm for financial services.
- Thornbridge Investment Management LLPcoreMDOTM Ltd (FRN: 824056) is an appointed representative of Thornbridge Investment Management LLP (FRN: 713859) which is authorised and regulated by the Financial Conduct Authority. This regulatory relationship enables MDOTM to operate in the UK market.
- GoogleminorMDOTM was the only European Fintech selected for Google's Silicon Valley acceleration programme. This early validation helped accelerate the company's development and international expansion.
Scale indicators5 records
Recent moves8 records
Expansion highlights6 records
MDOTM competitors and assessment
Company assessmentDirect peers
- Orion Advisor Technology: Orion provides portfolio management, rebalancing, and reporting software to wealth managers and advisors. It is one of the closest direct competitors to MDOTM Sphere for the wealth management segment of MDOTM's customer base.
- Addepar: Addepar is a portfolio analytics and reporting platform built for wealth managers and family offices. Like MDOTM, it provides technology to scale portfolio management and personalized client reporting, serving institutional wealth and asset management firms.
Broad incumbents
- Bloomberg: Bloomberg Terminal and Bloomberg AIM (Asset & Investment Manager) provide market data, analytics, and portfolio tools to institutional investors. Bloomberg is increasingly embedding AI-driven insights and reporting features that compete directly with Sphere modules.
- MSCI: MSCI provides portfolio analytics, risk models, and ESG data to institutional investors globally. It competes with MDOTM's investment insights and ESG capabilities but serves a broader analytics and index ecosystem.
- FactSet: FactSet delivers portfolio analytics, market data, and workflow tools to asset managers and wealth managers. Its portfolio analytics and reporting suite directly overlaps MDOTM Sphere's Portfolio Studio and StoryFolio capabilities.
- BlackRock Aladdin: Aladdin is BlackRock's enterprise investment management platform used by major asset managers and asset owners for portfolio construction, risk, and analytics. It competes with MDOTM Sphere at large institutions but as part of a much broader portfolio offering.
- Charles River Development (State Street): Charles River is an enterprise front-to-back investment management platform used by asset managers, asset owners, and banks. Its portfolio management and rebalancing modules compete with MDOTM's Portfolio Studio within large institutional workflows.
Emerging players
- TIFIN: TIFIN builds AI-driven platforms for asset and wealth management, including investment personalization and portfolio intelligence. It is a thematic competitor in applying AI to investment workflows, overlapping with MDOTM's Sphere product strategy.
- AlphaSense: AlphaSense is an AI market intelligence and research platform used by financial institutions for investment research and decision-making. It addresses the same institutional buyer as MDOTM with AI-driven research, though more focused on external research aggregation than portfolio construction.
- Rogo: Rogo is an AI research and analytics platform purpose-built for investment professionals at hedge funds, banks, and asset managers. It overlaps with MDOTM's AI-Driven Investment Insights module as an AI-native research offering for institutional investors.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
MDOTM social profiles
Digital presenceMDOTM compliance and trust
Trust signalCompliance2 records
MDOTM financial estimates
Financial estimateRevenue estimate
Valuation estimate
MDOTM leadership team
Management profileNumber of profiles
Profiles6 records
MDOTM funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
MDOTM 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 MDOTM
What does MDOTM do?
MDOTM sells Sphere, a B2B AI platform for institutional investment managers that combines Analytical and Generative AI across three modules: AI-Driven Investment Insights (forward-looking market views and risk/return signals), Portfolio Studio (mass-customized portfolio construction and rebalancing at scale), and StoryFolio (automated portfolio-specific commentaries and reports). The platform is sold via annual subscriptions to banks, asset managers, wealth managers, insurance companies, family offices, and pension funds.
Is MDOTM a public or private company?
MDOTM is a private company. It is classified as venture growth investor backed and is currently operating.
When was MDOTM founded?
MDOTM was founded in 2015. It employs 51 to 100 people.
Where is MDOTM based?
MDOTM is headquartered in City Of London, United Kingdom, in the Europe region.
How does MDOTM make money?
One revenue line is on record: sphere Platform Subscription.
Who are MDOTM's main competitors?
Direct peers on record are Orion Advisor Technology and Addepar. Broad incumbents are Bloomberg, MSCI, FactSet, BlackRock Aladdin and Charles River Development (State Street). Emerging players are TIFIN, AlphaSense and Rogo.
Does MDOTM have an API?
No public API is recorded for MDOTM.
What industry is MDOTM in?
MDOTM's product category is Investment Management Software. Its primary akta.pro industry code is FSAAAAAI, Execution-Only / Self-Directed Investing Platforms, with a secondary code of FSAAABAM, Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs). Its NAICS code is 523940 and its SIC code is 6282.