Solovis
Company

Last deal

$8M

Amount

Venture - Series Unknown

Stage

29.05.2018

Date

3

all rounds

$19.5M

Total amount

date founded

Financing round

General

About Company
Solovis is a fintech company that offers a portfolio management, analytics and reporting technology platform for institutional investors.

Industry

Sector :

Subsector :

Keywords :

founded date

01.01.2013

Number of employees

Company Type

For Profit

Last funding type

Venture - Series Unknown

IPO status

Private

Description

The Solovis platform is designed to transform how institutional investors collect and aggregate investment data, analyze portfolio performance, model and predict future outcomes, and share meaningful portfolio insights with key stakeholders. The platform provides a range of services, including performance, exposures, liquidity, and cash flow forecasting, with front-to-back-office integration. It enables investment managers to manage, view, and analyze the entire investment structure, with detailed analysis and dynamic data modeling across multiple portfolios and pools of capital for actionable, transparent insights that empower both operations and investment teams. Solovis is part of Nasdaq Asset Owner Solutions and is leading fintech innovation for the asset owner community, including endowments, foundations, pensions, OCIOs, and family offices.
Contacts

Contact Email

Phone number

Social url

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3

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Acquisitions
1
Acquiree Name 
Date 
Price 
Acquisition Name 
Madrone acquired by Solovis

Madrone acquired by Solovis

acquirer

Solovis
Solovis

date

05.12.2017

type

Acquisition
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People

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2
Caleb Doise
Caleb Doise

Caleb Doise

Caleb brings his superior coding skills and comprehensive investment management knowledge to Solovis which he garnered while working as a lead architect at an outsourced CIO as well as an early .NET team member at Microsoft, for which he’s named on numerous patents. Caleb’s passion for focused, powerful, and sophisticated technology help ensure Solovis brings tremendous value to investment management organizations.

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Josh Smith
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Josh brings a wealth of experience in investment management having worked in various investment capacities and as a consultant for investment management organizations. Josh has spent time in multiple roles as an analyst, investment team member, operations associate and subsequently, to a head of technology creating a software platform that helped a large outsourced CIO manage operations, risk and daily investment activities. After consulting for family offices, endowments and fund of funds, his passion for improving operational efficiencies and helping investment professionals make more informed decisions led Josh to co-found Solovis - the first true multi-asset class portfolio management and reporting application focused exclusively on the limited partner community.

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Employee Profiles
13
Carter Bradford

Carter Bradford

Chief Technology Officer

Caleb Doise

Caleb Doise

Co-Founder & Chief Software Architect

Ron Pruitt

Ron Pruitt

Chief Operating Officer

Laura Mooney

Laura Mooney

Chief Marketing Officer

Shane Hopkins

Sales executive

Rick Mora

Rick Mora

CFO

Mclean Oshiokpekhai

Software engineer

N'Tamo De Mendonça

Operations analyst

Activity

Recent News
1