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Investment Metrics

Investment Metrics

IT Services and IT ConsultingFlag of USNorwalk, Connecticut, United States21-50 Employees

Company overview

Headquarters800 Connecticut Ave, 5th Floor, Norwalk, Connecticut 06854, US
Phone number+18888289759
Website
NAICS5415
SIC737
Keywords
Wealth Advisors, Hedge Funds, Asset Manager, Performance Reporting, Institutional Investing, Institutional Investors, Investment Consultants, Portfolio Analytics, Portfolio Allocation, Market Research And Intelligence, Investment Analytics, Manager Research, Plan Sponsor, Asset Manager Database, Asset Manager Due-Diligence, Asset Manager Performance, Asset Manager Research, Performance Reporting Software
Founded2010
Employees21-50
Socials

Key Contacts at Investment Metrics

Flag of US

Josh Garis

Senior Director Of Client Services

Flag of US

Purnendu Kagtada

Director \ Lead Software Engineer

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Blake Mclaughlin

Head Of Product Management

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Susan Benedetto

Director

Investment Metrics Email Formats

Investment Metrics uses 4 email formats. The most common is {first initial}.{last name} (e.g., j.doe@invmetrics.com), used 61.1% of the time.

FormatExamplePercentage
{first initial}.{last name}
j.doe@invmetrics.com
61.1%
{first name}.{last name}
john.doe@invmetrics.com
27.8%
{first initial}{last name}
jdoe@invmetrics.com
5.6%
{first initial}.{first initial}
j.j@invmetrics.com
5.6%

About Investment Metrics

Investment Metrics, a Confluence Company, is a leading global provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights. Our solutions drive insights across 20K+ institutional asset pools, 28K+ funds, 910K+ portfolios, representing $14T+ in AUA. With over 400 clients across 30 countries and industry-leading solutions in institutional portfolio analytics and reporting, factor and ESG analysis, and manager research/competitor analysis, we bring insights, transparency, and competitive advantage to help institutional investors and advisors achieve better financial outcomes. Investment Metrics is now part of Confluence. For more information, please visit: https://www.confluence.com/confluence-to-acquire-compliance-solutions-strategies-css-and-investment-metrics/.

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Investment Metrics revenue & valuation

Annual revenue$30,000,000
Revenue per employee$1,000,000
Estimated valuation?$96,000,000
Total fundingNo funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Manager
Entry
Senior

Employees by Department

Investment Metrics has 17 employees across 6 departments.

Departments

Number of employees

Funding Data

Explore Investment Metrics's funding history, including investment rounds, total capital raised, and key backers.

Funding Date
Round
Amount
Link to Article
2017-07-2011N/A

Funding Insights

1

Number of funding rounds

Frequently asked questions

Investment Metrics is located in Norwalk, Connecticut, US.
You can reach Investment Metrics at +18888289759.
Investment Metrics was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.
Investment Metrics has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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