Allvue Systems Competitors and Similar CompaniesClear all

Allvue Systems's competitors and similar companies include CAIS, Addepar, EquBot, Value Line and SS&C Eze.
Allvue Systems
Allvue Systems
Allvue Systems (formerly known as Black Mountain Systems) is a company that provides AI-powered alternative investment software services.
CAIS
CAIS
CAIS is a financial product platform offering wealth managers access to a diversified menu of funds and products.
Addepar
Addepar
Addepar is a technology company that develops software and data platforms for investment portfolios.
EquBot
EquBot
EquBot is a technology based investment management company.
Value Line
Value Line
Value Line is a complete, multidimensional investment management solution that enables both new and experienced investors to make timely decisions.
SS&C Eze
SS&C Eze
SS&C Eze (also known as Eze Software Group) is a provider of investment management software solutions.
Founding Date
Founding Date
2007
Founding Date
2009
Founding Date
2009
Founding Date
2017
Founding Date
1931
Founding Date
1995
Type
Type
Subsidiary
Type
Private
Type
Private
Type
Private
Type
Public
Type
Subsidiary
Tags
Locations
Locations
Coral Gables, US HQ
Pune, IN
Kraków, PL
London, GB
New York, US
San Diego, US
Locations
New York, US HQ
Austin, US
Beverly Hills, US
Locations
New York, US HQ
Salt Lake City, US
Locations
San Francisco, US HQ
Locations
New York, US HQ
Locations
Boston, US HQ
Sydney, AU
Jardim Paulistano, BR
Toronto, CA
Kokapet, IN
Nanakaramguda, IN
see more
Employees
Employees
5992% increase
Employees
771% increase
Employees
1,2183% increase
Employees
544% increase
Employees
1625% decrease
Employees
9551% decrease

Financial

Revenue (est.)
Revenue (est.)
N/A
Revenue (est.)
N/A
Revenue (est.)
N/A
Revenue (est.)
N/A
Revenue (est.)
$35.1m (FY, 2025)
Revenue (est.)
$280m (Y, 2017)

Operating

Customers
Customers
N/A
Customers
N/A
Customers
300 (Apr, 2018)
Customers
N/A
Customers
N/A
Customers
1.9 k (Feb, 2022)

Funding

Latest funding round
Latest funding round
N/A
Latest funding round
$ 50m (over 5 years ago)
Latest funding round
$ 150m (about 5 years ago)
Latest funding round
$ 775k (about 9 years ago)
Latest funding round
N/A
Latest funding round
N/A
Total funding raised
Total funding raised
N/A
Total funding raised
$ 81m
Total funding raised
$ 512.8m
Total funding raised
$ 775k
Total funding raised
N/A
Total funding raised
N/A
For sources of this data, please see the company profile

View Company Profiles

CAIS
HQ
New York, US
Employees
77↑ 1% increase

CAIS is a financial product platform offering wealth managers access to a diversified menu of funds and products.

View company
Addepar
HQ
New York, US
Employees
1,218↑ 3% increase

Addepar is a technology company that develops software and data platforms for investment portfolios.

View company
EquBot
HQ
San Francisco, US
Employees
54↑ 4% increase

EquBot is a technology based investment management company.

View company
Value Line
HQ
New York, US
Employees
162↓ 5% decrease

Value Line is a complete, multidimensional investment management solution that enables both new and experienced investors to make timely decisions.

View company