Viking Harbour Investment Solutions

What Viking Harbour Investment Solutions does

Viking Harbour Investment Solutions is an SEC Registered Investment Advisor founded in 2023 and headquartered in New York, operating as a subsidiary of C8 Technologies (founded 2017). The firm provides data-driven portfolio construction and investment research services to financial advisors, wealth managers, asset managers, institutional investors, and financial institutions. Its core platform, Navigator, enables users to research, customize, and execute trading strategies across multiple asset classes, with self-service tools including curated ETF lists, stock rankings, model portfolios, and a portfolio builder. A complementary enterprise channel offers white-label deployment and APIs for firms seeking to embed Viking Harbour's capabilities under their own brand.

The underlying technology stack centers on proprietary multi-factor equity models that rank 500+ stocks across eleven factors (Growth, Momentum, Quality, Sentiment, Volatility, Trend, Deferred Revenue, Free Cash Flow, Carry, Value), supported by a systematic risk optimization toolkit with time-varying weights and proprietary ranking metrics including the Viking Ratio. Product surface spans featured portfolios (Evolution, Resilience, Quality, QualityADR, Factor), a suite of C8 Systematic Equity model portfolios, OCIO services, tax-loss harvesting / direct indexing, alternative and CTA funds, custom research and scenario modeling, and API/white-label integration.

The business model combines subscription/management fees on model portfolios with custom professional-services engagements for institutional clients. Pricing is negotiable and varies by client relationship; disclosed per-model fee points range from 0% fixed on BCD Portfolios to 0.75%-1% on other named models. Go-to-market blends a self-service Navigator platform for advisors with direct enterprise sales for OCIO, custom, and white-label mandates, supported by strategic partnerships with index providers (S&P Global, Morningstar, Indxx, EQM Indexes) and research firms (Ned Davis Research, Tematica). The firm is privately held with 1-10 employees and no disclosed funding rounds or external institutional investment.

Name

Viking Harbour Investment Solutions

Legal name

Viking Harbour Investment Solutions Limited

Website

https://vikingharbour.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

1–10 employees

Short description

Viking Harbour Investment Solutions is an SEC-registered investment advisor offering data-driven model portfolios, multi-factor equity rankings, and the Navigator platform for financial advisors, asset managers, and institutional clients.

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

Keywords

• Investment advisory services
• Model portfolio strategies
• Portfolio optimization tools
• Multi-factor equity research
• Outsourced CIO solutions

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory Services: SEC Registered Investment Advisor providing model portfolio strategies to financial services firm clients. Management fees are negotiable and vary based on client relationship. Trading costs are separate from advisory fees.
2. Model Portfolio Distribution: Strategies accessible through mutual funds, ETFs, managed accounts, and custom model agreements. Revenue generated through management fees and potentially performance fees on certain strategies.
3. Custom Research and Analytics: Custom research, proprietary analytics, and scenario modeling services tailored to discretionary, systematic, or hybrid investment strategies.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels4 records

Core offering

Viking Harbour Investment Solutions is an SEC Registered Investment Advisor that delivers data-driven investment strategies and outsourced portfolio solutions through its Navigator platform. The firm offers systematic model portfolios, custom research and analytics, multi-factor equity models, white-label and API solutions, and outsourced CIO (OCIO) services designed for financial advisors, asset managers, and institutional clients.

Product overview

Viking Harbour Investment Solutions is an SEC Registered Investment Advisor offering a comprehensive investment platform. The core offering is the Navigator platform - a personalized investment platform that enables users to research, customize, and execute trading strategies across multiple asset classes. The platform provides featured portfolios (Evolution, Resilience, Quality, QualityADR, Factor), model portfolios (including C8 Systematic Equity series, Tematica Select Core Holdings, and BCD Portfolios), and services (Alternative Funds, Custom Portfolios, Tax Loss Harvesting, OCIO Services, Portfolio Optimization). The ecosystem also includes white-label solutions and API access for financial institutions. The platform integrates ETF curation, stock rankings across 11 factors, model portfolio builder, and portfolio optimization tools.

Differentiator

Problem solved

Functional benefit

Brands

• Navigator: Personalized investment platform designed to help investors make confident, informed financial decisions with tailored investment strategies, real-time market data, and portfolio management tools.

Products and services

• Navigator Platform A personalized investment platform that allows financial advisors to research, customize, and execute trading strategies across multiple asset classes, featuring curated ETFs, stock rankings, model portfolios, portfolio builder tools, and white-label/API integration.
• Featured Model Portfolios (Evolution, Resilience, Quality, QualityADR, Factor) Systematic model portfolios allocating across asset classes using U.S.-listed ETFs: Evolution (business cycle and theme based), Resilience (sector and style trends), Quality (U.S. large-cap core equity), QualityADR (international ADR quality), and Factor (exposure to thirteen equity factors).
• Alternative Funds Liquid alternative investments and CTA (Commodity Trading Advisor) funds providing diversification beyond traditional asset classes for investors seeking non-correlated return streams.
• Custom Portfolios Model portfolio solutions empowering financial advisors and investors with tools to build high-performing custom models tailored to personal financial goals and client mandates.
• Tax Loss Harvesting Tax-sensitive direct indexing service that optimizes tax benefits for investors by harvesting losses and reducing realized gains to retain more investment income.
• OCIO Services Outsourced Chief Investment Officer services for clients and institutions seeking a sophisticated, hands-on approach to portfolio management combining expertise, innovation, and personalized attention.
• Portfolio Optimization Sophisticated algorithms and systematic portfolio optimization toolkit that continuously analyzes and adjusts portfolios using time-varying weights and risk contribution objectives, designed to maximize risk-adjusted returns.
• White-Label Solutions White-label platform integration that enables financial institutions to leverage Viking Harbour's investment strategies and platform capabilities while maintaining their own brand identity.
• API Solutions APIs designed for flexibility and ease of use, allowing financial institutions to customize and automate portfolio management, enhance reporting, and scale services efficiently.
• Manager Strategies & Research Comprehensive manager strategies and proprietary research resources providing in-depth market insights and individual stock analysis to support informed investment decisions.
• Custom Research and Analytics Custom research, proprietary analytics, and scenario modeling services tailored to discretionary, systematic, or hybrid investment strategies for institutional and advisor clients.

Quantifiable outcome

• Strategies accessible through mutual funds, ETFs, managed accounts, and custom model agreements
• +1 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

AI capability4 records

Feature4 records

Partnerships

Nine partnerships are on record, tiered core and supporting.

• S&P GlobalcoreTechnology or IntegrationS&P Global provides index and data services that support Viking Harbour's investment research and portfolio construction capabilities. Strategic partner providing market intelligence and benchmarking tools.
• MorningstarcoreTechnology or IntegrationMorningstar provides index services and investment research data that enhance Viking Harbour's product offerings and market analysis capabilities.
• Ned Davis Research (NDR)coreTechnology or IntegrationNDR provides research and model portfolio solutions including ETF models and market analysis integrated into the Navigator platform.
• Tematica SignalssupportingTechnology or IntegrationTematica provides thematic research and investment signals that complement Viking Harbour's multi-factor models and portfolio strategies.
• AlphaVeesupportingTechnology or IntegrationTechnology partner providing additional analytical capabilities and investment data services to enhance platform functionality.
• IndxxsupportingTechnology or IntegrationIndex provider offering thematic and factor-based indices that may be integrated into Viking Harbour's model portfolios.
• EQM Indexes LLCsupportingTechnology or IntegrationIndex provider specializing in thematic and alternative index methodologies that complement Viking Harbour's investment approach.
• Folio BeyondsupportingTechnology or IntegrationPartner providing alternative investment data and research capabilities to enhance diversification options on the platform.
• THOR Wealth ManagementsupportingChannel Partner/ Reseller/ DistributorWealth management firm that may utilize Viking Harbour's platform and investment solutions for client portfolio management.

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Morningstar: Provides investment research, model portfolios, and advisor-facing analytics. Comparable because Morningstar supplies the same advisor and asset-manager segments with research, portfolio construction tools, and managed investment data that Viking Harbour's Navigator platform addresses.
• YCharts: Investment research and analytics platform targeted at financial advisors and asset managers. Highly comparable in delivering screening, ranking, and model portfolio functionality to the same Viking Harbour buyer personas.
• Riskalyze: Risk analytics and portfolio construction tools for advisors. Comparable as an embedded risk-and-portfolio platform serving the same advisor and asset manager segments Viking Harbour targets.
• Ned Davis Research: Independent institutional research and model portfolio provider for advisors and asset managers. Closely comparable in offering systematic ETF and allocation models, though it is also an active Viking Harbour data partner.
• WisdomTree: ETF issuer offering thematic and factor-based model portfolios for advisors. Comparable in the factor/thematic model portfolio space and in delivering systematic equity strategies to the same Viking Harbour client base.
• Addepar: Wealth management technology platform offering portfolio analytics, reporting, and model marketplace capabilities. Comparable as an advisor and OCIO-facing platform with similar custom model, white-label, and API distribution vectors.
• Orion Advisor Technology: Portfolio management, accounting, and model marketplace platform for RIAs and broker-dealers. Directly comparable in serving advisors with model portfolio construction, rebalancing, and custom strategy hosting.

Broad incumbents

• Bloomberg: Provider of investment data, analytics, and portfolio tools via the Bloomberg Terminal. A broad incumbent serving asset managers with research and portfolio construction capabilities that overlap Viking Harbour's offerings.
• Envestnet: Large TAMP and portfolio management infrastructure provider serving advisors with model portfolios, OCIO, and managed account solutions. A broader incumbent that overlaps Viking Harbour's white-label, OCIO, and model distribution offerings.
• S&P Dow Jones Indices (S&P Global): Global index provider supplying factor, thematic, and benchmark indices that feed model portfolio construction. Comparable as a data and index partner/competitor in the same advisor and asset manager workflow Viking Harbour targets.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/viking-harbour-investment-solutions

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Viking Harbour Investment Solutions