Bipsync

wealthtech-retailfinancial research

FOUNDING YEAR: 2012
LOCATION: United States
Last Update: 17/07/2020

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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

BOARD MEMBERS AND ADVISORS

Ken Fine

David Eisner

Russell Siegelman

James Cameron

NUMBER OF EMPLOYEES

11-50

INVESTORS:

BFS Capital

ComplySci

David Eisner

Edison Partners

MoneyLion

Predata

Russell Siegelman

Steadfast Venture Capital

KEY EMPLOYEES:

James Cameron

Momentum

FUNDED

YES

TOTAL FUNDING

$11.21 M

DATE OF LAST FUNDING

Jan 2019

SEED & PRIOR FUNDING

$4.21 M

SEED CLOSED ON

May 2016

FUNDING SERIES

SERIES A  · $7 M  · Jan 2019

LISTED

NO

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