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PerTrac Financial Solutions
Investment tools for hedge funds and institutional investors
About PerTrac Financial Solutions
Established in 1996, PerTrac Financial Solutions carved a niche in the financial technology sector by providing specialized analytics and workflow solutions for investment professionals. Initially known as Strategic Financial Solutions LLC, the New York-based company focused on equipping its clients with robust tools for investment analysis, portfolio construction, and reporting.
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PerTrac's core offering was its Analytical Platform, a comprehensive software suite used for discovering, tracking, and analyzing various investments. This platform was complemented by other products, including PerTrac CMS, a contact and information management software, and PerTrac Portfolio Manager, designed to assist funds of funds and institutional investors in managing multi-manager portfolios. The company served a diverse institutional client base, including banks, brokerage firms, consultants, family offices, investment managers, and funds of funds. Over the years, PerTrac expanded its operations globally, with offices in London, Hong Kong, and Tokyo, among others.
A significant milestone in the company's history was its acquisition by eVestment, a provider of institutional investment data, in November 2012. This acquisition was a strategic move by eVestment to broaden its capabilities in the alternative investments space, merging PerTrac's powerful analytics with its own data solutions. The combination aimed to provide a more holistic suite of tools to a client base that was increasingly diversifying into alternative asset classes. Subsequently, eVestment itself was acquired by Nasdaq in 2017, integrating PerTrac's legacy into a larger global financial technology and data powerhouse.
At a glance
- Status
- Acquired
- Founded
- 1996
- Headquarters
- New York City, United States
- Employees
- 6
- Open positions
- None listed
- Dealroom signal
- 25.3/100
- Industry
- Fintech
- Sub-industry
- Wealth Management
- Sector
- Fintech, Risk Management, Personal Finance, Social, Social Media, Monitoring, Reporting, Community, Investing, Insurtech, Database, Wealth Management
- Client focus
- b2b
Latest news
Press, funding announcements and product moves mentioning PerTrac Financial Solutions.
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| ACQUISITIONOther financing | Nov 2012 | — | — | eVestment | — |
| LATE VCOther financing | Jul 2005 | $63M | $252M | Insight Partners | — |
Growth signals
Latest recorded traffic for PerTrac Financial Solutions is 110 monthly website visits. PerTrac Financial Solutions's team grew 0% over the past year.
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Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Series B and later1 investor entered at this stage
Other known investors1 additional known investor
eVestment
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
An AI-synthesised read of the highest-engagement posts about PerTrac Financial Solutions on X, ranked by likes and reposts, corporate channels excluded.
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Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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