Exact Strategies Overview

  • Founded
  • 2014
Founded
  • Status
  • Private
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Exact Strategies General Information

Description

Developer of quantitative investment tool intended to deliver advanced portfolio construction technology. The company's tool analyzes mutual funds and ETFs and determines portfolio allocation, helping financial advisors, asset managers and financial institutions to improve business and investment outcomes.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Financial Software
Primary Office
  • 4040 Embassy Parkway
  • Suite 350
  • Akron, OH 44333
  • United States
+1 (216) 000-0000
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Exact Strategies Valuation & Funding

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

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Exact Strategies Executive Team (3)

Name Title Board Seat Contact Info
Kevin Ramsier Chief Executive Officer, Co-Owner & President
Casey Urdiales Chief Compliance Officer & Co-Owner
Alan Scofield Co-Owner, Executive Chairman & Treasurer
To view Exact Strategies’s complete executive team members history, request access »

Exact Strategies Board Members (1)

Name Representing Role Since
0000 00000000 Exact Strategies Co-Owner, Executive Chairman & Treasurer 000 0000
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Exact Strategies Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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