Essentia Analytics

wealthtech-retailother investments platform

FOUNDING YEAR: 2013
LOCATION: United Kingdom
Last Update: 17/07/2020

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About

Essentia provides an analytics software and consulting services that use behavioral analytics to improve the investment decision-making process. It enables fund managers to capture richer data about both their own behavior and its context, turning trade, market, and biometric data into actionable, personal insights. It received many awards recently including The Hedge Fund Journal Award in 2015 and EFMA Fintech in 2016.

Focus

PRODUCTS & SERVICES

Online financial performance analytics software platform. It helps both short and long-term professional investors to develop skill, maintain investment discipline, and achieve better performance. Essentia Insight service: It was designed for equity portfolio managers, discretionary traders, and analysts and helping them make the investment decisions they can. Essentia Note: It makes investment journaling as simple as replying to an email, its ability to collect and securely store both structured and unstructured data about the investment process. Essentia Consulting: Data-driven coaching, bespoke analysis, programs and workshops to further refine investment process and integrate behavioral science at an individual, team and organizational level.

REVENUE MODEL

It follows subscription-based revenue model (£10 fee).

People

FOUNDERS

Clare Flynn Levy

BOARD MEMBERS AND ADVISORS

Tom Abraham

Dr. Mark Fenton-O’Creevy

Dr. Tomas Chamorro-PremuzicKevin Eyres

Charles D. Ellis

Kevin Eyres

Peter Clarke

NUMBER OF EMPLOYEES

11-50

INVESTORS:

Calculus Capital

GoBeyond

SyndicateRoom

Venture Capital Trust

Momentum

FUNDED

YES

TOTAL FUNDING

$3.79 M

DATE OF LAST FUNDING

Jan 2019

SEED & PRIOR FUNDING

$495.49 K

SEED CLOSED ON

May 2016

FUNDING SERIES

SERIES A  · $3.3 M  · Jan 2019

LISTED

NO

BASICS

FOUNDING YEAR:

2013

LOCATION:

United Kingdom

Views:

116 VISITORS | 478 VIEWS
LATEST FUNDING ROUND

$3.79 M

TOTAL EMPLOYEES
11-50

About

Essentia provides an analytics software and consulting services that use behavioral analytics to improve the investment decision-making process. It enables fund managers to capture richer data about both their own behavior and its context, turning trade, market, and biometric data into actionable, personal insights. It received many awards recently including The Hedge Fund Journal Award in 2015 and EFMA Fintech in 2016.

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