Oltis Software Overview

  • Founded

  • 1998

Founded
  • Status

  • Acquired/​Merged

  • Employees

  • 11

Employees
  • Latest Deal Type

  • M&A

  • Financing Rounds

  • 1

Oltis Software General Information

Description

Provider of software to the financial sector. The company provides financial planning software, estate planning software, asset allocation and client financial portal to financial services firms, including broker-dealers, banks & trusts, insurance, registered investment adviser (RIA), asset managers, technology and services providers.

Contact Information

Website
www.financelogix.com
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Financial Software
Acquirer
Envestnet
Primary Office
  • 5151 East Broadway Boulevard
  • Suite 620
  • Tucson, AZ 85711
  • United States

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Oltis Software Valuation & Funding

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

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Oltis Software Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of software to the financial sector. The company provides financial planning software, estate planning software
Financial Software
Tucson, AZ
11 As of 2015
00.00 0000-00-00
000000&0

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000000000 00000000
Milwaukee, WI
000 As of 0000
000.00
000000000000 000.00

000000

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000000000 00000000
Surrey, Canada
000 As of 0000
000.00
000000000000
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Oltis Software Competitors (25)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Advicent Solutions Private Equity-Backed Milwaukee, WI 000 000.00 000000000000 000.00
000000000000 Private Equity-Backed Surrey, Canada 000 000.00 000000000000
00000000 Formerly VC-backed Salt Lake City, UT 000 000.00 000000&0 000.00
00000000 Venture Capital-Backed Wakefield, MA 000 000.00 00000000000 000.00
00000000 0000000 Formerly PE-Backed New York, NY 000 000000&0
You’re viewing 5 of 25 competitors. Get the full list »

Oltis Software Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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