Ledgex Systems Overview

  • Year Founded
  • 2011

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 2

Ledgex Systems General Information

Description

Developer of portfolio management software intended to serve family offices, wealth managers and financial institutions. The company offers tools for data aggregation, investment reporting, performance analytics and partnership accounting, thereby enabling firms to streamline operations and improve transparency in managing complex portfolios.

Contact Information

Website
www.ledgex.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Corporate Office
  • PO BOX 3568
  • Framingham, MA 01705-3568
  • United States
+1 (888)
Primary Industry
Financial Software
Parent Company
Vertical(s)
Corporate Office
  • PO BOX 3568
  • Framingham, MA 01705-3568
  • United States
+1 (888)

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Ledgex Systems Valuation & Funding

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

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Ledgex Systems Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of portfolio management software intended to serve family offices, wealth managers and financial institutions.
Financial Software
Framingham, MA

Denver, CO
 

San Francisco, CA
 
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Ledgex Systems Competitors (34)

One of Ledgex Systems’s 34 competitors is FinFolio, a Venture Capital-Backed company based in Denver, CO.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
FinFolio Venture Capital-Backed Denver, CO
StratiFi Venture Capital-Backed San Francisco, CA
SS&C Advent Formerly PE-Backed San Francisco, CA
Imagineer Technology Group Private Equity-Backed New York, NY
MIK Fund Solutions Corporation New York, NY
You’re viewing 5 of 34 competitors. Get the full list »

Ledgex Systems Patents

Ledgex Systems Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20210224909-A1 Determining and expressing data reliability Inactive 17-Jan-2020

Ledgex Systems Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Ledgex Systems FAQs

  • When was Ledgex Systems founded?

    Ledgex Systems was founded in 2011.

  • Where is Ledgex Systems headquartered?

    Ledgex Systems is headquartered in Framingham, MA.

  • What industry is Ledgex Systems in?

    Ledgex Systems’s primary industry is Financial Software.

  • Is Ledgex Systems a private or public company?

    Ledgex Systems is a Private company.

  • What is Ledgex Systems’s current revenue?

    The current revenue for Ledgex Systems is .

  • Who are Ledgex Systems’s investors?

    ECI has invested in Ledgex Systems.

  • Who are Ledgex Systems’s competitors?

    FinFolio, StratiFi, SS&C Advent, Imagineer Technology Group, and MIK Fund Solutions are some of the 34 competitors of Ledgex Systems.

  • When was Ledgex Systems acquired?

    Ledgex Systems was acquired on 15-Jan-2026.

  • Who acquired Ledgex Systems?

    Ledgex Systems was acquired by The Players Impact.

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