Edgefolio

wealthtech-retailinvestment platforms

FOUNDING YEAR: 2013
LOCATION: Hong Kong
Last Update: 19/01/2021

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About

Edgefolio provides industry-leading technology solutions for the asset management industry. Our clients include some of the world's largest institutional investors, prime brokerage teams, top hedge funds, UCITS platforms, managed account platforms, placement agencies, and family offices. Our platform helps to overcome 3 key challenges:1 - The Hidden Cost of Fundraising 2 - Compliance & Regulations3 - Investor Relations at ScaleWe are transforming the way the industry works towards greater efficiency through digitisation, transparency, and greater investor satisfaction. Ready to take a look at what we have to offer? Request a demo today edgefolio.com/get-started

MEDICI Analysis

Edgefolio takes hedge fund data and creates social profiles for these funds that are both visible and searchable to investors.

Focus

PRODUCTS & SERVICES

FundPortal: FundPortal is a modern investor portal. It’s a bespoke CRM. It’s a powerful campaign manager. It’s everything fund managers and marketers need to engage their clients, convert new prospects, and keep everyone happy! ResearchEdge: ResearchEdge is a powerful analysis and due diligence platform for traditional and alternative investments. Enterprise: Want to grow your client list, raise assets, and stand out in a highly competitive landscape? Our technology and expertise in the industry can help.

REVENUE MODEL

We charge a software licensing fee for all products.

MAIN CLIENTS

Retail investors

PRIMARY PROBLEM SOLVED

Digital sharing of alternative performance and investor relations at scale.

Traction

VALUATION / MARKET CAP:

$4 M in 2015

company provided insights
Web Traffic

Web Traffic

MONTHLY VISITS

1,070

AVERAGE VISITS (6 MONTHS)

1,457.75

MONTHLY VISITS GROWTH

-36.04%

VISIT DURATION

13

VISIT DURATION GROWTH

-92.85%

PAGE VIEWS VISIT

1.78

PAGE VIEWS VISIT GROWTH

-64.7%

BOUNCE RATE

53.19%

BOUNCE RATE GROWTH

15.94%

GLOBAL TRAFFIC RANK

6,138,328

MONTHLY RANK CHANGE

1,126,574

MONTHLY RANK GROWTH

22.48%

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EdgeFolio

About

Edgefolio provides industry leading technology solutions for the Asset Management industry. Our clients include some of the world's largest institutional investors, prime brokerage teams, top hedge funds, UCITS platforms, managed accounts platforms, introducing brokers, and family offices (fintech). Our tech solves for 3 main parts: 1 - The Hidden Cost of Fundraising 2 - Compliance & Regulation 3 - Investor Relations at Scale We are leading the digital wave that is transforming the way the industry works, towards greater efficiency, transparency, and an overall higher standard of excellence.

Focus

PRODUCTS & SERVICES

FundPortal: FundPortal is a modern investor portal. It’s a bespoke CRM. It’s a powerful campaign manager. It’s everything fund managers and marketers need to engage their clients, convert new prospects, and keep everyone happy! ResearchEdge: ResearchEdge is a powerful analysis and due diligence platform for traditional and alternative investments. Enterprise: Want to grow your client list, raise assets, and stand out in a highly competitive landscape? Our technology and expertise in the industry can help.

REVENUE MODEL

We charge a software licensing fee for all products.

TOP PROBLEM SOLVED

Digital sharing of alternative performance and investor relations at scale.

PRODUCT DEVELOPMENT STAGE

V2.0 or BEYOND

KEY DIFFERENTIATORS

We are a fully integrated solution replacing multiple platforms in each product instance.

PRIMARY CUSTOMER TYPE

Enterprise - Banks or Financial Institutions

PRODUCT ATTRIBUTES

SaaS

White label

Customer facing

Traction

LIVE USERS/TRANSACTIONS:

Yes, in live production

CHANNEL STATUS

MULTIPLE CHANNELS

People

NUMBER OF EMPLOYEES

11-50

TEAM COMMENT:

We are a team of engineers, hustlers,,misfits who have the backing of industry titans. We have all the right ingredients to pull this off,create the industry standard for how fund data is shared,analysed.

INVESTORS:

Beta factory

Simula innovation

Momentum

FUNDED

YES

TOTAL FUNDING:

$680 K

LISTED

NO

SEED & PRIOR FUNDING

$680 K

FUNDING SERIES