Solovis Overview

  • Year Founded
  • 2013

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 26


  • Latest Deal Type
  • Debt

Solovis General Information


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

Contact Information

Ownership Status
Financing Status
Formerly VC-backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Asset Management
Corporate Office
  • 5030 Riverside Drive
  • Building 2, Suite 350
  • Irving, TX 75039
  • United States

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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
Developer of a multi-asset class portfolio management, analytics and reporting platform designed to leverage open archit
Financial Software
Irving, TX
26 As of 2016


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New York, NY
000 As of 0000
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00000000000 00000


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000000000 00000000
Berwyn, PA
0000 As of 0000
00.00 0000-00-00
000000000000 00000
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Solovis Competitors (33)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
FundGuard Venture Capital-Backed New York, NY 000 00000 00000000000 00000
Envestnet Formerly VC-backed Berwyn, PA 0000 00000 000000000000 00000
Addepar Venture Capital-Backed Mountain View, CA 000 00000 00000000000 00000
Investment Metrics Private Equity-Backed Norwalk, CT 000 000.00 000000000000 000.00
Quantifi (Financial Software) Corporation Summit, NJ 00
You’re viewing 5 of 33 competitors. Get the full list »

Solovis Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %
-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 (10)

Investor Name Investor Type Holding Investor Since Participating Rounds
Cultivation Capital Venture Capital Minority 000 0000 000000 0
Edison Partners Growth/Expansion 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
You’re viewing 5 of 10 investors. Get the full list »

Solovis Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Madrone 05-Dec-2017 0000000000 Media and Information Services (B2B) 000000 00
To view Solovis’s complete acquisitions history, request access »

Solovis FAQs

  • When was Solovis founded?

    Solovis was founded in 2013.

  • Who is the founder of Solovis?

    Caleb Doise and Joshua Smith are the founders of Solovis.

  • Where is Solovis headquartered?

    Solovis is headquartered in Irving, TX.

  • What is the size of Solovis?

    Solovis has 26 total employees.

  • What industry is Solovis in?

    Solovis’s primary industry is Financial Software.

  • Is Solovis a private or public company?

    Solovis is a Private company.

  • What is Solovis’s current revenue?

    The current revenue for Solovis is 00000.

  • How much funding has Solovis raised over time?

    Solovis has raised $26M.

  • Who are Solovis’s investors?

    Cultivation Capital, Edison Partners, FINTOP Capital, Jeremie Bacon, and MissionOG are 5 of 10 investors who have invested in Solovis.

  • Who are Solovis’s competitors?

    FundGuard, Envestnet, Addepar, Investment Metrics, and Quantifi (Financial Software) are some of the 33 competitors of Solovis.

  • Who acquired Solovis?

    Solovis was acquired by Nasdaq.

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