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Investment Metrics

Performance reporting
Investment analytics
Manager research
Portfolio analytics
Plan sponsor

Investment Metrics information

Investment Metrics, a Confluence Company, is a leading global provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights.Our solutions drive insights across 20K+ institutional asset pools, 28K+ funds, 910K+ portfolios, representing $14T+ in AUA.With over 400 c...
Investment Metrics, a Confluence Company, is a leading global provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights.Our solutions drive insights across 20K+ institutional asset pools, 28K+ funds, 910K+ portfolios, representing $14T+ in AUA.With over 400 clients across 30 countries and industry-leading solutions in institutional portfolio analytics and reporting, factor and ESG analysis, and manager research/competitor analysis, we bring insights, transparency, and competitive advantage to help institutional investors and advisors achieve better financial outcomes.Investment Metrics is now part of Confluence. For more information, please visit: https://www.confluence.com/confluence-to-acquire-compliance-solutions-strategies-css-and-investment-metrics/.

Employees

Purnendu Kagtada
Director \ Lead Software Engineer
Phil Bardsley
Operations Manager
David Nicosia
Sales Director, Institutional
Robert Jaeckel
Project Manager
Lee Grimmer
Sr. Implementation Specialist

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Investment Metrics' financial review

Investment Metrics' Revenue (Yearly)

12.4M

Employees

49


Technologies

Salesforce
Customer Relationship Management
Outlook
Email Providers
Pardot
Marketing Automation
Route 53
Domain Name Services

Alumni

Anas Cheriya
Principal Software Engineer
Confluence
Brian Peterson
Director, Citi Investment Management
Citi
Michael Azevedo
Associate Brand Manager - Madden NFL
Electronic Arts (EA)

Employees

Purnendu Kagtada
Director \ Lead Software Engineer
Phil Bardsley
Operations Manager
David Nicosia
Sales Director, Institutional
Robert Jaeckel
Project Manager
Lee Grimmer
Sr. Implementation Specialist

Looking for a particular Investment Metrics Employee?

Investment Metrics' financial review

Investment Metrics' Revenue (Yearly)

12.4M

Employees

49


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