MetroFi

About MetroFi

MetroFi operates as a specialized financial technology firm, delivering a data and analytics platform for the $4 trillion municipal bond market. The company targets investment management professionals, including financial advisors, asset managers, and hedge funds, who require sophisticated tools for navigating this complex sector.

The platform is engineered to support the entire investment lifecycle, from discovery and analysis to ongoing portfolio monitoring. Clients utilize the service to identify investment opportunities, perform in-depth credit analysis, and surveil existing holdings. The business model is predicated on providing subscription-based access to its proprietary database and analytical tools, addressing the market's need for an automated system that merges fundamental credit analysis with relative yield evaluations.

MetroFi's core service helps users assess credit momentum and yield attractiveness to identify optimal bond offerings before a trade is executed. Furthermore, it provides post-trade surveillance by categorizing portfolio holdings based on proprietary metrics. This focus on delivering scrubbed, actionable data aims to enhance transparency and efficiency for investors in the municipal securities market. The platform integrates comprehensive disclosure data, news feeds, and advanced analytics to provide a holistic view of investment risks and opportunities.