Fitzcores
Fitzcores is a SaaS-based investor targeting and intelligence platform that helps IR teams at public and private companies identify, prioritize, and engage institutional investors most likely to invest. Acquired by Computershare, it operates within the Investor Engagement business unit.
- Company typePrivate
- Founded2024
- HeadquartersCary, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Fitzcores does
Fitzcores is a global investor targeting and intelligence SaaS platform built for investor relations (IR) teams at public and private companies. Founded in March 2024 by Brendan Fitzpatrick, a 25-year IR and corporate access veteran, the company was acquired by Computershare shortly after launch and now operates as part of Computershare's Investor Engagement business. The platform is designed to help IR professionals identify, prioritize, and engage the institutional funds and portfolio managers most likely to take or expand a position in a client's stock, with stated use cases spanning small-cap IR teams, mid-cap IR plus executive configurations, and heavy corporate access programs running 6+ events and 100+ meetings per year.
The core technology is a proprietary empirical targeting algorithm modeled on forward consensus KPIs that combines fundamental analysis, security demographics, and investor purchase behavior data. The platform is delivered as an annual subscription SaaS product, bundled with the Fitzcores Brief Mobile app, which auto-generates PM briefings for every investor meeting, conference one-on-one, and roadshow stop. An add-on Access Optimizer product prioritizes and sequences corporate access meeting lists, and additional Optimizers (Roadshow, Investor Day) are disclosed in the product pipeline. The platform also supports datafeed integration and offline report exports (XLS, CSV) for in-house research teams.
Fitzcores operates a tiered annual subscription model with a $7,000 first-seat price and $1,500 per additional seat, plus usage-based Access Optimizer packs (single to 10+ events) with a 25% subscriber discount. The go-to-market combines self-serve online ordering (payments.fitzcores.com) for 1-5 seat accounts with direct sales for enterprise deals (6+ seats, multi-year, multi-entity, or activism/M&A scenarios). Distribution is global, with the platform delivered via a cloud dashboard (AWS QuickSight) and mobile app.
Fitzcores firmographics
Firmographics- Name
- Fitzcores
- Legal name
- Fitzcores LLC
- Website
- https://fitzcores.com
- Company type
- Private
- Founded year
- 2024
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Fitzcores is a SaaS-based investor targeting and intelligence platform that helps IR teams at public and private companies identify, prioritize, and engage institutional investors most likely to invest. Acquired by Computershare, it operates within the Investor Engagement business unit.
- Ownership category
- akta.pro rank
Fitzcores industry classification
Industry- Product category
- Investor Relations Software
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Lead Generation, Comparison & Marketplace Platforms (Financial Products) (FSAEAMAM)
Keywords
Where Fitzcores is headquartered
LocationHeadquarters
- HQ city
- Cary
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Fitzcores business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Investor Targeting Platform Subscription: Annual subscription-based revenue model with tiered per-seat pricing. First seat at $7,000/year includes Platform and Mobile Briefs. Additional seats priced at $1,500/seat/year. Billing cadence options include quarterly, semi-annual, or annual with auto-renewal. Subscribers receive 25% discount on Access Optimizer packs.
- Access Optimizer Packages: One-time-use credits for prioritizing corporate access events. Priced per event with volume discounts (Single: $500, Pack of 5: $2,000, Pack of 10: $3,500). Subscribers receive 25% discount. 11+ events available via sales contact for annual commitment, multi-entity, or activism/M&A scenarios.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | First seat - Platform + Mobile Briefs |
| Per seat | Annual | Seats 2-5 - Additional seats |
| Per seat | Multi-year contract | 6+ seats - Enterprise |
| Unit Pricing | Pay-as-you-go | Single Access Optimizer |
| Unit Pricing | Pay-as-you-go | Pack of 5 Access Optimizers |
| Unit Pricing | Pay-as-you-go | Pack of 10 Access Optimizers |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
Fitzcores product offering
Product offeringCore offering
Fitzcores sells a subscription-based Investor Targeting Platform that helps IR teams at public and private companies identify, engage, and close the institutional funds and portfolio managers most likely to invest in their stock. The platform is built on a proprietary empirical targeting algorithm modeled on forward consensus KPIs and combines fundamental analysis, security demographics, and investor purchase behavior. Companion paid offerings include the Access Optimizer (per-event prioritization of corporate access meeting lists) and Datafeed Integration for in-house research teams.
Product overview
Fitzcores offers a unified Investor Targeting Platform as its core product, which is an annual subscription SaaS service. The platform combines an empirical targeting algorithm with fundamental analysis, security demographics, and investor purchase behavior data to help IR teams identify and engage investors most likely to invest. Two add-on modules are available: Fitzcores Briefing (Mobile) provides auto-generated text briefings for investor meetings (included with platform subscription), and Access Optimizer prioritizes corporate access event meeting lists. Additional access methods include Datafeed Integration for in-house research teams and offline report exports (XLS, CSV). The platform targets IR teams at small-cap, mid-cap, and large-cap companies.
Differentiator
Problem solved
Functional benefit
Products and services
- Investor Targeting Platform Annual subscription SaaS platform that helps IR teams identify, engage, and close the individual funds and portfolio managers most likely to invest in their stock. Built on an empirical targeting algorithm modeled on forward consensus KPIs, combining fundamental analysis, security demographics, and investor purchase behavior. Includes investor targeting, investor management, market intelligence, and Fitzcores Brief Mobile, with a 25% discount on Access Optimizer packs.
- Access Optimizer
- Datafeed Integration
Quantifiable outcome
- 20x better conversion rate than market average
- +1 more outcomes
Companies that use Fitzcores
Customer profileSegments3 records
Ideal customer profiles3 records
Fitzcores technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability4 records
Feature3 records
Fitzcores partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- ComputershareflagshipComputershare acquired Fitzcores to expand its investor targeting capabilities. Fitzcores operates as part of Computershare's Investor Engagement business. The acquisition enhances Computershare's ability to provide comprehensive investor relations solutions to its client base.
Scale indicators3 records
Recent moves7 records
Expansion highlights5 records
Fitzcores competitors and assessment
Company assessmentDirect peers
- Morrow Sodali: Morrow Sodali provides investor engagement, shareholder identification, and corporate governance advisory services, including targeting and strategic IR counsel. Its shareholder analytics work overlaps with the buyer identification problem Fitzcores solves.
- Q4 Inc. Q4 is a public IR software platform offering investor targeting, CRM, webcasting, and analytics for corporate IR teams. Its targeting and stakeholder engagement workflows compete head-to-head with Fitzcores' platform and Access Optimizer products.
Regional players
- Investis Digital: Investis Digital provides IR websites, digital communications, and investor targeting/engagement tools for European and global public companies. Its targeting and audience engagement workflow overlaps with parts of Fitzcores' offering, particularly outside the U.S.
Broad incumbents
- S&P Capital IQ Pro: Capital IQ Pro provides fundamental data, ownership analytics, and investor intelligence used by IR and corporate strategy teams. It is a broader incumbent substitute for the data and analytics foundation of Fitzcores' targeting algorithm.
- Georgeson: Georgeson is a global shareholder services and corporate governance advisory firm with ownership intelligence and targeting capabilities. It serves many of the same corporate issuers as Fitzcores and is a comparable buyer-of-record for IR-targeted services.
- FactSet: FactSet offers portfolio analytics, ownership data, and IR workflow tools for buy-side and corporate clients. It competes for the same IR team's analytics budget as Fitzcores and can substitute with broader but less specialized targeting capabilities.
- Ipreo (S&P Global / LSEG): Ipreo is a long-established leader in investor targeting, ownership analytics, and corporate access workflow tools for IR teams, now part of S&P Global / London Stock Exchange Group. It is the most direct incumbent competitor to Fitzcores' core targeting and access prioritization functionality.
- Bloomberg Intelligence / Bloomberg Terminal: Bloomberg provides extensive investor analytics, ownership data, and meeting workflow tools used by IR teams globally. While not a focused targeting platform, its datasets and analytics are a substitute or complementary source for the same buyer.
- Nasdaq IR Insight: Nasdaq IR Insight provides investor intelligence, targeting, and corporate access planning tools to public-company IR teams. It overlaps directly with Fitzcores' investor targeting and meeting-prep use cases and benefits from Nasdaq's brand and dataset.
Emerging players
- AlphaSense: AlphaSense is a market intelligence and search platform for corporates and asset managers that surfaces investor-relevant research, transcripts, and analytics. It overlaps with Fitzcores' market intelligence layer and competes for IR and strategy team budgets.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Fitzcores social profiles
Digital presenceFitzcores financial estimates
Financial estimateRevenue estimate
Valuation estimate
Fitzcores leadership team
Management profileNumber of profiles
Profiles1 record
Fitzcores funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Fitzcores 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 Fitzcores
What does Fitzcores do?
Fitzcores sells a subscription-based Investor Targeting Platform that helps IR teams at public and private companies identify, engage, and close the institutional funds and portfolio managers most likely to invest in their stock. The platform is built on a proprietary empirical targeting algorithm modeled on forward consensus KPIs and combines fundamental analysis, security demographics, and investor purchase behavior. Companion paid offerings include the Access Optimizer (per-event prioritization of corporate access meeting lists) and Datafeed Integration for in-house research teams.
Is Fitzcores a public or private company?
Fitzcores is a private company. It is classified as corporate owned and is currently operating.
When was Fitzcores founded?
Fitzcores was founded in 2024. It employs 11 to 50 people.
Where is Fitzcores based?
Fitzcores is headquartered in Cary, United States, in the North America region.
How does Fitzcores make money?
Two revenue lines are on record. Investor Targeting Platform Subscription is the primary driver. The others are access Optimizer Packages.
Who are Fitzcores's main competitors?
Direct peers on record are Morrow Sodali and Q4 Inc.. Investis Digital is listed as a regional player. Broad incumbents are S&P Capital IQ Pro, Georgeson, FactSet, Ipreo (S&P Global / LSEG), Bloomberg Intelligence / Bloomberg Terminal and Nasdaq IR Insight. AlphaSense is listed as an emerging player.
Does Fitzcores have an API?
No public API is recorded for Fitzcores.
What industry is Fitzcores in?
Fitzcores's product category is Investor Relations Software. Its primary akta.pro industry code is FSAEAMAM, Lead Generation, Comparison & Marketplace Platforms (Financial Products). Its NAICS code is 523940 and its SIC code is 6282.