Wheelhouse Analytics Overview

  • Founded
  • 2010
  • Status
  • Acquired/​Merged
  • Employees
  • 21
  • Latest Deal Type
  • M&A
  • Latest Deal Amount
  • $16.6M
Latest Deal Amount

Wheelhouse Analytics General Information


Provider of SaaS based tools for financial product distributors and manufacturers. The company develops mobile software and software-as-a-service (SaaS) platforms for the mutual fund and financial services industries. It also offers training and consulting services to their clients.

Contact Information

Ownership Status
Financing Status
Formerly VC-backed
Primary Industry
Financial Software
Other Industries
Consulting Services (B2B)
Application Software
Primary Office
  • 117-123 West Gay Street
  • 3rd Floor, Suite 334
  • West Chester, PA 19380
  • United States
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Wheelhouse Analytics Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Merger/Acquisition 03-Oct-2016 $16.6M 000.00 Completed Generating Revenue
1. Early Stage VC Completed Startup
To view Wheelhouse Analytics’s complete valuation and funding history, request access »

Wheelhouse Analytics Comparisons

HQ Location
Total Raised
Post Valuation
Last Financing Details
Provider of SaaS based tools for financial product distributors and manufacturers. The company develops mobile software
Financial Software
West Chester, PA
21 As of 2016
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Fremont, CA
00 As of 0000


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Paso Robles, CA
000 As of 0000
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Wheelhouse Analytics Competitors (10)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Accrue Software Corporation Fremont, CA 00 00000000
0000 Formerly PE-Backed Paso Robles, CA 000 00000 000000&0 00000
000000 00000000000 Formerly VC-backed Cambridge, MA 000 00000 000000&0 00000
00000000 Venture Capital-Backed San Francisco, CA 000 00000 000000000 00000
00000 Angel-Backed Shelton, CT 00 000000000 -
You’re viewing 5 of 10 competitors. Get the full list »

Wheelhouse Analytics Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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Wheelhouse Analytics Former Investors (1)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Trestle Ventures Venture Capital Minority 000 0000 000000 0
To view Wheelhouse Analytics’s complete investors history, request access »