Winfund Software Overview

  • Year Founded
  • 1997

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 51

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 3

Winfund Software General Information

Description

Developer of a wealth management platform based in Ontario, Canada. The company offers technology products, consulting services and custom development services to mutual fund dealers and insurances providers, enabling clients to get a framework that offers a consistent method to attain direct, valuable and precise review of dealer's internal activities.

Contact Information

Website
www.winfund.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Financial Software
Parent Company
Broadridge Financial Solutions
Primary Office
  • 2 Gurdwara Road
  • Suite 206
  • Ottawa, Ontario K2E 1A2
  • Canada
+1 (613) 000-0000

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Winfund Software Valuation & Funding

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

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Winfund Software Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a wealth management platform based in Ontario, Canada. The company offers technology products, consulting s
Financial Software
Ottawa, Canada
51 As of 2015
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Toronto, Canada
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Chatham, NJ
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Winfund Software Competitors (21)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Univeris Private Equity-Backed Toronto, Canada 000 000000000000
0000000000 Corporation Chatham, NJ 0
000000 Pending Transaction (M&A) New York, NY 0000 00000 000000&0 00000
000000 Private Equity-Backed San Diego, CA 000 000.00 000000000 000.00
00000000 Private Equity-Backed Minneapolis, MN 0000 00000 000000000 00 00000
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Winfund Software Executive Team (10)

Name Title Board Seat Contact Info
Ashima Ghei Chief Financial Officer (ICS) Broadridge
Timothy Gokey Chief Executive Officer & Board Member, Broadridge
Christopher Perry President, Broadridge
Edmund Reese Chief Financial Officer
Matthew Connor Chief Operating Officer, Broadridge
You’re viewing 5 of 10 executive team members. Get the full list »

Winfund Software Board Members (6)

Name Representing Role Since
00000 000000 Self Independent Director, Broadridge 000 0000
000000 0000 Self Lead Independent Director, Broadridge 000 0000
000000 0000000 Self Independent Director, Broadridge 000 0000
0000000 0000 Self Chairman & Board Member, Broadridge 000 0000
000000 000000 Self Independent Director & Governance and Nominating Committee Chair, Broadridge 000 0000
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Winfund 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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Winfund Software Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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