


Investment Metrics
IT Services and IT Consulting • Norwalk, Connecticut, United States • 21-50 Employees
Company overview
| Headquarters | 800 Connecticut Ave, 5th Floor, Norwalk, Connecticut 06854, US |
| Phone number | +18888289759 |
| Website | |
| NAICS | 5415 |
| SIC | 737 |
| 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 |
| Founded | 2010 |
| Employees | 21-50 |
| Socials |
Key Contacts at Investment Metrics
Josh Garis
Senior Director Of Client Services
Purnendu Kagtada
Director \ Lead Software Engineer
Blake Mclaughlin
Head Of Product Management
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.
| Format | Example | Percentage |
|---|---|---|
{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/.
Investment Metrics revenue & valuation
| Annual revenue | $30,000,000 |
| Revenue per employee | $1,000,000 |
| Estimated valuation?This valuation is estimated based on industry average for the IT Services and IT Consulting industry and current estimated revenues | $96,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Investment Metrics has 17 employees across 6 departments.
Departments
Number of employees
Frequently asked questions
4.8
40,000 users



