Expersoft
Latest round
- Series C
Last raised
- Dec 1995
Total raised
- $7.5M
Investors
- 5
About Expersoft
Founded in Steinhausen, Switzerland, Expersoft Systems AG provides Wealth and Asset Management solutions. The company was sold to Vertel Corp. in February 1999.Expersoft Systems AG specializes in providing comprehensive Wealth and Asset Management solutions through its flagship product, PM1. This modular platform is designed specifically for professional discretionary portfolio managers and financial services providers, offering an integrated suite of tools for portfolio management, client relationship management, investment advisory, order management, analytics, and reporting. PM1 enables users to gain a consolidated view of total wealth with over 600 risk and performance metrics, making it easy to navigate through liquid and illiquid asset types with near real-time transactional data. The solution aims to streamline advisory processes by identifying client goals and tailoring investment proposals while ensuring compliance with regulations like MiFID II.Expersoft's revenue model is primarily based on subscription fees for its PM1 platform, as well as ancillary services such as outsourced hosting, operations, and back-office support. The firm engages in B2B transactions, partnering with financial institutions and asset managers who utilize its software to enhance their portfolio and client management capabilities. Clients typically subscribe to the platform on an annual basis, which includes access to all core modules, regular updates, and customer support. Additionally, the company may offer bespoke solutions tailored to specific client needs, which can involve customized pricing structures based on the extent of services utilized.Expersoft is focused on developing new features for its PM1 platform aimed at enhancing user experience and functionality. The company plans to expand its operations into new markets, specifically targeting regions in Asia and North America by the end of 2025.50 mn will be primarily used to support these expansion efforts and further product development initiatives.
Who invested in Expersoft
5 investors across 1 round
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Funding rounds
Series C
Dec 4, 1995
Amount
$7.5M
Investors
Questions about Expersoft
Who invested in Expersoft?
Expersoft has 5 investors on record across 1 venture round. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has Expersoft raised?
Expersoft has raised 1 venture round. Sign up free to see how much each round raised and the total.
When did Expersoft last raise money?
Expersoft's most recent round on record is a Series C, in Dec 1995.
What does Expersoft do?
Founded in Steinhausen, Switzerland, Expersoft Systems AG provides Wealth and Asset Management solutions.
Where is Expersoft headquartered?
Expersoft is headquartered in Steinhausen, Switzerland.
Which VCs invest in companies like Expersoft?
Among active investors with capital left to deploy, Index Ventures, European Investment Bank, Highland Europe and Marktlink Capital back software companies at Expersoft's stage. Their profiles are linked below.
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