Ledgex Systems Overview
- Year Founded
-
2011
- 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(Operating Subsidiary)
Corporate Office
- PO BOX 3568
- Framingham, MA 01705-3568
- United States
Corporate Office
- PO BOX 3568
- Framingham, MA 01705-3568
- United States
Ledgex Systems Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Ledgex Systems Comparisons
Industry
Financing
Details
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 |
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 |
|---|
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.
Data Transparency
-
Meet our data hygiene team
Discover how our experts ensure you’re getting the most accurate financial data in the industry.
Read more -
How PitchBook sources data
Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.
Discover our process