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Solovis

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Dallas, United StatesFounded 2013Fintech
Valuation $25–50M Last recorded · 2018
Revenue $1–10M Latest reported FY
Headcount 100–500 Current team size
Total funding $10–50M Disclosed equity funding
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About Solovis

Solovis is an institutional investment management platform specifically designed for limited partners (LPs). It operates in the financial services market, focusing on large, multi-asset class portfolio management. Solovis serves a diverse range of clients including family offices, endowments, foundations, fund of fund managers, insurance companies, and pension funds. The platform offers comprehensive tools for portfolio management, liquidity modeling, and private equity pacing, enabling clients to make informed investment decisions and reduce portfolio reporting time. Solovis generates revenue through subscription fees for its platform and additional services. The company has been recognized as a leader in family office portfolio management technology and has been shortlisted for best portfolio management system by Fund Intelligence. Keywords: institutional investment, portfolio management, limited partners, multi-asset class, family offices, endowments, foundations, insurance companies, pensions, liquidity modeling.

Source: Dealroom company data

At a glance

Founded
2013
Headquarters
Dallas, United States
Sector
Fintech

Investors

9 investors on the cap table

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

Seed6 investors entered at this stage

  • Edison Partners
  • OCA Ventures
  • MissionOG
  • Jeremie Bacon
  • Timberline Venture Partners
  • FinTech Sandbox

Series A2 investors entered at this stage

  • Cultivation Capital
  • Northwestern University, Kellogg School of Management

Series B and later1 investor entered at this stage

Team profiled 4 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 2 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
🇺🇸 United States · Dallas HQ
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Market sentiment

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about Solovis 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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