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Delta Data Software

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Data governance and operational processing software for hedge funds and mutual funds

Columbus, United StatesFounded 1985Fintech
Valuation $50–100M Last recorded · 2016
Headcount <100 Current team size
Total funding $10–50M Disclosed equity funding
Unlock exact values This page shows ranges. Dealroom has the exact numbers for Delta Data Software and the history behind them.

About Delta Data Software

In 1985, a company named Delta Data was founded in Columbus, Georgia. For decades, it operated quietly, building critical back-end software for the mutual fund industry. The company focused on creating solutions for fund distributors, asset managers, and transfer agents to process transactions, manage data, and navigate complex regulations. A key figure in its long history is Burton Keller, who served as an Executive Vice President and later as Director Emeritus. Under his guidance, the firm established itself as a trusted name, handling trillions of dollars in assets for major U.S. banks, retirement recordkeepers, and asset managers. After nearly thirty years of steady operation, the company took its first institutional investment in 2014, a strategic growth equity partnership with Accel-KKR, to accelerate growth and expand its product portfolio. This set the stage for a more significant event. In May 2025, Delta Data was acquired by BetaNXT, a wealth management technology provider backed by Clearlake Capital Group and Motive Partners. The acquisition aimed to integrate Delta Data's specialized fund processing solutions into BetaNXT's broader platform, enhancing capabilities for a wider range of clients in the wealth management industry.

Source: Dealroom company data

At a glance

Status
Operational
Founded
1985
Headquarters
Columbus, United States
Employees
59
Open positions
None listed
Dealroom signal
67.9/100
Industry
Fintech, Enterprise Software
Sub-industry
Financial Management Solutions, Wealth Management
Sector
Fintech, Trading, Governance, Data Analytics, CRM, Customer Service, Payroll, Insurance, Process Technologies
Business model
SaaS
Client focus
b2b

Funding history

2 recorded events

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
LATE VC✓Equity / VC Aug 2016 $13M $52M Undisclosed —
LATE VC✓Equity / VC Sep 2014 $13M $51M Accel-KKR —
Showing the latest 2 of 2 recorded eventsBook a demo for the full funding history →

Growth signals

Delta Data Software website traffic

Latest recorded traffic for Delta Data Software is 0 monthly website visits, down 100% over the last three months. Delta Data Software's team declined 6.3% over the past year.

Latest monthly visits0 3-month web change-100% 1-year team growth-6.3%
Summary metrics are public; monthly history is available with a demoCompare with peers →

Investments and acquisitions

Capital deployed

Recent portfolio relationships for companies that also act as investors or acquirers.

Investors

1 investor on the cap table

From Dealroom's funding and investor records, grouped by the round each investor first entered.

Series B and later1 investor entered at this stage

  • Accel-KKR
Team profiled 11 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 3 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
1 countries with
team presence
🇺🇸 United States100%
1 country shown

Market sentiment

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about Delta Data Software 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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