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Kurtosys

Description

Provider of digital marketing and client reporting tools for financial advisory firms. The company provides a platform that streamlines the ingestion of data into all of its technologies, including customized client and portfolio reports, mobile applications, interactive charting and Web portals for investors, advisers and documents.

2002

Founded

PRIVATE

Status

51-200

Employees

Later Stage VC

Latest Deal Type

$5.28M

Latest Deal Amount

$21.7M

Total Amount Raised

Description

Provider of digital marketing and client reporting tools for financial advisory firms. The company provides a platform that streamlines the ingestion of data into all of its technologies, including customized client and portfolio reports, mobile applications, interactive charting and Web portals for investors, advisers and documents.

Website:

www.kurtosys.com

Ownership Status

Privately held (backing)

Financing Status

Venture Capital-Backed

Primary Industry

Information Services (B2C)

Other Industries

Financial Software
Communication Software

Primary Office

134 Fifth Avenue 3rd Floor New York, NY 10011United States +1 (646) 380-3877
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Kurtosys Valuation and Funding

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Deal TypeDateAmountRaised to DatePost-ValStatusStage

Kurtosys Investors (3)

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Investor NameInvestor TypeHoldingInvestor SinceParticipating RoundsBoard
Seat
Contact
Info
Suba SubramaniamAngel (individual)Minority000 0000000 0000
Triangle Peak PartnersVenture CapitalMinority000 0000000 0000
True VenturesVenture CapitalMinority000 0000000 0000
Suba Subramaniam Angel (individual)
Triangle Peak Partners Venture Capital
True Ventures Venture Capital

Kurtosys Executive Team (6)

NameTitleBoard
Seat
Contact
Info
Jeff HendrenChief Executive Officer & Board Member
Scott GellmanChief Financial Officer & Chief Operating Officer
Stephen ZucknovichChief Technology Officer
Sunil OdedraDirector of of Engineering & Infrastructure, Head of Product Engineering and Senior Software Develop
Paul FawcettDirector of Sales - EMEA
Jeff Hendren Chief Executive Officer & Board Member
Scott Gellman Chief Financial Officer & Chief Operating Officer
Stephen Zucknovich Chief Technology Officer
Sunil Odedra Director of of Engineering & Infrastructure, Head of Product Engineering and Senior Software Develop
Paul Fawcett Director of Sales - EMEA

Kurtosys Board Members (6)

NameRepresentingRoleSinceContact
Info
David PesikoffTriangle Peak PartnersCo-Founding Partner & President000 0000
Harry ThompsonKurtosysCo-Founder & Board Member000 0000
Jeff HendrenKurtosysChief Executive Officer & Board Member000 0000
Mainesh PatelKurtosysCo-Founder & Executive Chairman000 0000
Philip BlackTrue VenturesCo-Founder000 0000
David Pesikoff Co-Founding Partner & President Triangle Peak Partners
Harry Thompson Co-Founder & Board Member Kurtosys
Jeff Hendren Chief Executive Officer & Board Member Kurtosys
Mainesh Patel Co-Founder & Executive Chairman Kurtosys
Philip Black Co-Founder True Ventures
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