IW Financial Overview

  • Year Founded
  • 2001

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 4

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 3

IW Financial General Information

Description

Provider of financial services intended for asset management firms managed accounts sponsors, institutional investors, plan sponsors and investment advisors. The company offers environmental, social, and governance research, consulting and portfolio management services, thereby helping organizations identify risks, enhance productivity, provide higher levels of service, increase revenues and retain productive advisors.

Contact Information

Website
www.iwfinancial.com
Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Business/Productivity Software
Financial Software
Acquirer
Institutional Shareholder Services
Primary Office
  • 80 Exchange Street
  • Suite 22
  • Portland, ME 04101
  • United States

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

IW Financial Valuation & Funding

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

This information is available in the PitchBook Platform. To explore IW Financial‘s full profile, request access.

Request a free trial

IW Financial Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of financial services intended for asset management firms managed accounts sponsors, institutional investors, p
Consulting Services (B2B)
Portland, ME
4 As of 2017
00000
000000000000 00000

000000

amco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in r
0000000000, 00000 00
Chicago, IL
0000 As of 0000
0000000000.

000000

r incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nos
0000000000, 00000 00
Toronto, Canada
00000 As of 0000
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

IW Financial Competitors (3)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Andersen Corporate Backed or Acquired Chicago, IL 0000 0000000000.
00000000 000000 Corporation Toronto, Canada 00000
000 Corporation London, United Kingdom 000000
You’re viewing 3 of 3 competitors. Get the full list »

IW Financial Patents

  • 6

    Total Documents Applications and Grants

  • 000

    Total Patents Families

  • 1

    Granted

  • 000

    Pending

  • 000

    Expiring in next 12 mo

IW Financial Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20050021390-A1 Rating an item Inactive 03-Jun-2003 000000000 00
US-7003503-B2 Ranking items Active 07-Jun-2001 00000000000
US-20030028527-A1 Ranking items Active 07-Jun-2001 00000000000
US-7499901-B2 Ranking items Inactive 07-Jun-2001 00000000000
US-20060184495-A1 Ranking items Active 07-Jun-2001 G06F16/9535
To view IW Financial’s complete patent history, request access »

IW Financial 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

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

IW Financial Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

This information is available in the PitchBook Platform. To explore IW Financial‘s full profile, request access.

Request a free trial