Boutique Institutional Platform Agile offers a specialized, expertise-led institutional platform tailored for portfolio managers, presenting an opportunity to provide complementary tools or integrations that enhance their investment management and operational efficiency.

Focused Client Base With a core target of portfolio managers seeking peace of mind and scalable business solutions, there is potential to develop tailored consulting, support, or technology services that align with their needs for growth and risk management.

Stable Revenue Range Generating between $10 million and $25 million in revenue, Agile demonstrates consistent market presence, making it suitable for upselling advanced analytics, compliance solutions, or tailored financial technology upgrades.

Growing Market Segment As a part of the financial services industry with peers like SimCorp and Advent Software, Agile can target emerging trends such as digital transformation, cloud adoption, and regulatory compliance to expand its offerings.

Technology & Security Focus Using established security measures like reCAPTCHA, X-XSS Protection, and HSTS, Agile emphasizes secure, reliable technology, indicating opportunities to provide advanced cybersecurity solutions or modernization services to reinforce client trust.