Solovis Overview

  • Founded
  • 2013
  • Status
  • Acquired/​Merged
  • Employees
  • 26
  • Latest Deal Type
  • Debt

Solovis General Information


Provider of a multi-asset class portfolio management, analytics and reporting platform intended to leverage open architecture asset management. The company's platform provides foundations, endowments, pensions, OCIOs and family offices with a multi-asset class portfolio management services for performance, exposures, liquidity and cash flow forecasting with front-to-back-office integration, enabling investment managers to manage, view and analyze the entire investment structure.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Formerly VC-backed
Primary Industry
Business/Productivity Software
Other Industries
Asset Management
Media and Information Services (B2B)
Parent Company
Primary Office
  • 5030 Riverside Drive
  • Building 2, Suite 350
  • Irving, TX 75039
  • United States
+1 (844) 000-0000
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Solovis Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
6. Debt - General Completed Generating Revenue
5. Merger/Acquisition 09-Mar-2020 0000 Completed Generating Revenue
4. Later Stage VC 15-Oct-2019 00.000 0000 Completed Generating Revenue
3. Early Stage VC 16-May-2018 000 000.00 Completed Generating Revenue
2. Early Stage VC (Series A) 09-May-2017 $12.5M $13.5M Completed Generating Revenue
1. Seed Round 01-Apr-2014 $1M $1M Completed Generating Revenue
To view Solovis’s complete valuation and funding history, request access »

Solovis Comparisons

HQ Location
Total Raised
Post Valuation
Last Financing Details
Provider of a multi-asset class portfolio management, analytics and reporting platform intended to leverage open archite
Business/Productivity Software
Irving, TX
26 As of 2016


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Pittsburgh, PA
000 As of 0000


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New York, NY
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Solovis Competitors (40)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Confluence Technologies Private Equity-Backed Pittsburgh, PA 000 000000000000
0000000 Venture Capital-Backed New York, NY 000 00.000 00000000000 00.000
0000000 00000 0000 Corporate Backed or Acquired Burlington, MA 000 000000&0
0000000000 0000000 Private Equity-Backed Norwalk, CT 000.00 000000000 000.00
000000 Corporation New York, NY 00 000000000 -
You’re viewing 5 of 40 competitors. Get the full list »

Solovis Executive Team (18)

Name Title Board Seat Contact Info
Joshua Smith Co-Founder, Chief Executive Officer & Board Member
Rick Mora Chief Financial Officer
Ron Pruitt Chief Operating Officer
Caleb Doise Co-Founder, Board Member & Chief Software Architect
Carter Bradford Chief Technology Officer
You’re viewing 5 of 18 executive team members. Get the full list »

Solovis Board Members (6)

Name Representing Role Since
Andrew Newcomb MissionOG Board Observer 000 0000
Caleb Doise Solovis Co-Founder, Board Member & Chief Software Architect 000 0000
Rick Kushel FINTOP Capital Board Member 000 0000
You’re viewing 3 of 6 board members. Get the full list »

Solovis 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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Solovis Former Investors (9)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Edison Partners Venture Capital Minority 000 0000 000000 0
FINTOP Capital Venture Capital Minority 000 0000 000000 0
Jeremie Bacon Angel (individual) Minority 000 0000 000000 0
MissionOG Venture Capital Minority 000 0000 000000 0
Northwestern University Endowment Limited Partner Minority 000 0000 000000 0
You’re viewing 5 of 9 investors. Get the full list »

Solovis Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 05-Dec-2017 000000000000000000 Media and Information Services (B2B) 000000 00000
To view Solovis’s complete acquisitions history, request access »