Edgefolio
wealthtech-retail . investment 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
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:
Momentum
FUNDED
YES
TOTAL FUNDING:
$680 K
LISTED
NO
SEED & PRIOR FUNDING
$680 K