Wheelhouse Analytics Overview
- Year Founded
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2010

- Status
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Acquired/Merged
- Employees
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21

- Latest Deal Type
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M&A
- Latest Deal Amount
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$16.6M
Wheelhouse Analytics General Information
Description
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
Website
www.wheelhouseanalytics.comCorporate Office
- 117-123 West Gay Street
- 3rd Floor, Suite 334
- West Chester, PA 19380
- United States
Corporate Office
- 117-123 West Gay Street
- 3rd Floor, Suite 334
- West Chester, PA 19380
- United States
Wheelhouse Analytics Valuation & Funding
Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
---|---|---|---|---|---|---|
2. Merger/Acquisition | 03-Oct-2016 | $16.6M | Completed | Generating Revenue | ||
1. Early Stage VC | 01-Nov-2013 | Completed | Startup |
Wheelhouse Analytics Comparisons
Industry
Financing
Details
Wheelhouse Analytics Competitors (8)
One of Wheelhouse Analytics’s 8 competitors is SAP, a Corporation company based in Walldorf, Germany.
Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
---|---|---|---|---|---|---|
SAP | Corporation | Walldorf, Germany | ||||
Teradata | Formerly VC-backed | San Diego, CA | ||||
GoodData | Venture Capital-Backed | San Francisco, CA | ||||
ProgresSum | Accelerator/Incubator Backed | O'Fallon, MO | ||||
Calibre Systems | Corporation | Alexandria, VA |
Wheelhouse Analytics Patents
Wheelhouse Analytics Recent Patent Activity
Publication ID | Patent Title | Status | First Filing Date | Technology (CPC) | Citations |
---|---|---|---|---|---|
US-20130117672-A1 | Methods and systems for gathering data related to a presentation and for assigning tasks | Inactive | 03-Nov-2011 |
Wheelhouse Analytics Signals
Wheelhouse Analytics Former Investors (1)
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds |
---|---|---|---|---|
Trestle Ventures | Venture Capital | Minority |
Wheelhouse Analytics FAQs
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When was Wheelhouse Analytics founded?
Wheelhouse Analytics was founded in 2010.
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Where is Wheelhouse Analytics headquartered?
Wheelhouse Analytics is headquartered in West Chester, PA.
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What is the size of Wheelhouse Analytics?
Wheelhouse Analytics has 21 total employees.
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What industry is Wheelhouse Analytics in?
Wheelhouse Analytics’s primary industry is Financial Software.
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Is Wheelhouse Analytics a private or public company?
Wheelhouse Analytics is a Private company.
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What is the current valuation of Wheelhouse Analytics?
The current valuation of Wheelhouse Analytics is
. -
What is Wheelhouse Analytics’s current revenue?
The current revenue for Wheelhouse Analytics is
. -
Who are Wheelhouse Analytics’s investors?
Trestle Ventures has invested in Wheelhouse Analytics.
-
Who are Wheelhouse Analytics’s competitors?
SAP, Teradata, GoodData, ProgresSum, and Calibre Systems are some of the 8 competitors of Wheelhouse Analytics.
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When was Wheelhouse Analytics acquired?
Wheelhouse Analytics was acquired on 03-Oct-2016.
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Who acquired Wheelhouse Analytics?
Wheelhouse Analytics was acquired by Envestnet.
Data Transparency
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