Bipsync

wealthtech (retail)financial research

FOUNDING YEAR: 2012
LOCATION: United States
Last Update: 01/05/2020

Subscribe to the MEDICI Inner Circle Membership and gain access to an exclusive Slack community where you can engage in discussions with global industry experts!

About

Bipsync provides a research automation platform to maximize the productivity of professional investors.

Focus

PRODUCTS & SERVICES

Research management software (RMS Software) for modern investors to automate the research activity. Provide a secure and compliant research environment for analysts.

REVENUE MODEL

The company generates the revenue from subscription fee. They charge $500 for Basic, $3000 for Plus, and $6000 for Enterprise services.

MAIN CLIENTS

Institutional investors

COMMENT

The company uses modern technologies and user-centered design to speed up data capture, automate research maintenance and identify insights that drive better decisions for investors and funds.

Traction

VALUATION / MARKET CAP:

$10 M in 2015

People

FOUNDERS

Danny Donado

Dan Zambonini

James Cameron

BOARD MEMBERS AND ADVISORS

Ken Fine

David Eisner

Russell Siegelman

James Cameron

NUMBER OF EMPLOYEES

11-50

INVESTORS:

David Eisner

Russell Siegelman

Steadfast Venture Capital

Momentum

FUNDED

YES

TOTAL FUNDING

$13.21 M

DATE OF LAST FUNDING

Jan 2019

SEED & PRIOR FUNDING

$6.21 M

SEED CLOSED ON

May 2016

FUNDING SERIES

SERIES A  · $7 M  · Jan 2019

LISTED

NO

BASICS

FOUNDING YEAR:

2012

LOCATION:

United States

Views:

122 VISITORS | 318 VIEWS
LATEST FUNDING ROUND

$13.2 M

TOTAL EMPLOYEES
11-50

About

Bipsync provides a research automation platform to maximize the productivity of professional investors.

Subscribe to the MEDICI Inner Circle Membership and gain access to an exclusive Slack community where you can engage in discussions with global industry experts!

Focus+
Momentum+
Traction+
People+
Other+

Join the exclusive global FinTech community

Be a part of the global FinTech community on Slack