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CFRA
Global leader in forensic accounting research, analytics and advisory services
About CFRA
CFRA Research is a global leader in providing independent, unbiased, and actionable investment research, data, and analytics to clients worldwide. The company operates in the financial intelligence solutions market, serving a broad range of clients including investment professionals, fund managers, and businesses. CFRA's business model is centered around providing high-quality research and data to enhance portfolio performance and mitigate risk.
CFRA does not have an asset management or investment banking arm, meaning they do not manage money, make trades, or create products that compete with their clients. This ensures that the insights provided by CFRA are truly independent.
The company offers a dynamic ETF data platform designed for ETF and fund professionals. This platform provides comprehensive coverage of global themes, industries, and companies, enabling clients to confidently build portfolios and identify trading opportunities. CFRA covers more than 1,600 companies qualitatively and an additional 13,000+ global companies quantitatively.
CFRA also offers forensic accounting research to help clients understand the implications of public company financial reporting. Their global ETF data and analytics service provides the necessary data and analytics to navigate the ETF universe, quickly analyzing flows and identifying new product or investment opportunities.
The company's next-gen approach to content delivery and integration allows clients to fully customize the method used to integrate CFRA's insights and data into their operations, providing flexible and cost-effective solutions.
Source: Dealroom company dataAt a glance
- Status
- Operational
- Founded
- 1994
- Headquarters
- Charlottesville, United States
- Employees
- 213
- Open positions
- 7
- Dealroom signal
- 34.2/100
- Industry
- Fintech
- Sub-industry
- Financial Management Solutions
- Sector
- Fintech, Accounting, Risk Management, Sound Technology
- Client focus
- b2b
- Investment activity
- 1 company, latest Oct 2021
- Capital deployed
- —
- Preferred round
- ACQUISITION
Knowledge graph
More headlines
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| GROWTH EQUITY VCOther financing | Jan 2023 | $0 | — | Endicott Capital | ↗ |
| LATE VCOther financing | Nov 2003 | $60M | $240M | TA Associates | — |
Growth signals
Latest recorded traffic for CFRA is 18K monthly website visits, up 38.5% over the last three months. CFRA's team declined 3.2% over the past year.
Open positions
Similar companies
Company identity and context are open; selected comparison metrics preview what is available on the platform.
Investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Series B and later2 investors entered at this stage
TA Associates
Endicott Capital
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
An AI-synthesised read of the highest-engagement posts about CFRA on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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