PerTrac CMS Overview

  • Year Founded
  • 1996

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 100

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 3

  • Investments
  • 1

PerTrac CMS General Information

Description

Provider of analytics, reporting and communications software and services for investment professionals. The company offers asset allocation and investment analysis software. Its solutions cater to pensions, family offices, hedge funds, long-only managers, endowments, sovereign wealth funds, funds of funds and industry service providers.

Contact Information

Website
www.pertrac.com
Formerly Known As
PerTrac, Strategic Financial Solutions
Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Corporate Office
  • 58 West 40th Street
  • Fourth Floor
  • New York, NY 10018
  • United States
Primary Industry
Financial Software
Other Industries
Communication Software
Vertical(s)
Corporate Office
  • 58 West 40th Street
  • Fourth Floor
  • New York, NY 10018
  • United States

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PerTrac CMS Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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PerTrac CMS Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of analytics, reporting and communications software and services for investment professionals. The company offe
Financial Software
New York, NY
100 As of 2012

San Diego, CA
 

Dubai, United Arab Emirates
 
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PerTrac CMS Competitors (12)

One of PerTrac CMS’s 12 competitors is Kyriba, a Private Equity-Backed company based in San Diego, CA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Kyriba Private Equity-Backed San Diego, CA
SS&C Advent Formerly PE-Backed Dubai, United Arab Emirates
Eze Software Formerly PE-Backed Boston, MA
Finastra Private Equity-Backed London, United Kingdom
Murex Venture Capital-Backed Paris, France
You’re viewing 5 of 12 competitors. Get the full list »

PerTrac CMS Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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PerTrac CMS Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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PerTrac CMS Acquisitions (1)

PerTrac CMS’s most recent deal was a Merger/Acquisition with Whittaker Garnier. The deal was made on 02-Feb-2006.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Whittaker Garnier 02-Feb-2006 Merger/Acquisition Asset Management
To view PerTrac CMS’s complete acquisitions history, request access »

PerTrac CMS FAQs

  • When was PerTrac CMS founded?

    PerTrac CMS was founded in 1996.

  • Where is PerTrac CMS headquartered?

    PerTrac CMS is headquartered in New York, NY.

  • What is the size of PerTrac CMS?

    PerTrac CMS has 100 total employees.

  • What industry is PerTrac CMS in?

    PerTrac CMS’s primary industry is Financial Software.

  • Is PerTrac CMS a private or public company?

    PerTrac CMS is a Private company.

  • What is PerTrac CMS’s current revenue?

    The current revenue for PerTrac CMS is .

  • How much funding has PerTrac CMS raised over time?

    PerTrac CMS has raised $63M.

  • Who are PerTrac CMS’s investors?

    Insight Partners, Salmon River Capital, and eVestment Alliance have invested in PerTrac CMS.

  • Who are PerTrac CMS’s competitors?

    Kyriba, SS&C Advent, Eze Software, Finastra, and Murex are some of the 12 competitors of PerTrac CMS.

  • When was PerTrac CMS acquired?

    PerTrac CMS was acquired on 02-May-2013.

  • Who acquired PerTrac CMS?

    PerTrac CMS was acquired by Backstop (Business/Productivity Software).

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