Insights

Global Fund Insights EPFR provides an in-depth understanding of fund flows and asset allocations, tracking over 151,000 fund share classes worldwide with more than $55 trillion in assets. This comprehensive data offers sales opportunities to financial institutions seeking valuable insights for investment decisions.

Market Data Services With daily, weekly, and monthly equity and fixed income fund flow reports, along with country, sector, and industry fund allocation analyses, EPFR equips financial institutions with real-time market data. This valuable information can be leveraged by sales teams to tailor investment strategies for clients.

Technology Integration Solutions Utilizing a tech stack that includes Alteryx, Microsoft Excel, Zoom, and others, EPFR demonstrates a commitment to cutting-edge solutions. Sales development representatives can capitalize on EPFR's tech proficiency to offer seamless integration of financial data services to clients looking for streamlined solutions.

Comparable Company Insights By comparing EPFR to similar companies like Investment Metrics, BlueMatrix, Style Analytics, and StatPro in terms of employees and revenue, sales professionals can pitch EPFR's competitive edge in providing market-moving data, ensuring clients get the most comprehensive financial insights in the industry.

Revenue and Expansion Potential With revenue estimates between $10M - 50M and a recent funding status undisclosed, EPFR presents growth opportunities for sales teams targeting a company poised for expansion. Understanding EPFR's financial health can assist sales development representatives in positioning the company's offerings to potential clients seeking stable and innovative financial data services.

Similar companies to EPFR

EPFR Tech Stack

EPFR uses 8 technology products and services including Alteryx, LinkedIn Ads, Fastly, and more. Explore EPFR's tech stack below.

  • Alteryx
    Advanced Analytics And Data Science
  • LinkedIn Ads
    Advertising
  • Fastly
    Content Delivery Network
  • Microsoft Excel
    Editors
  • jQuery
    Javascript Libraries
  • Boomi
    Platform As A Service
  • Quant
    Retail Operations Software
  • Zoom
    Web Conferencing

Media & News

EPFR's Email Address Formats

EPFR uses at least 1 format(s):
EPFR Email FormatsExamplePercentage
First.Last@epfr.comJohn.Doe@epfr.com
82%
FLast@epfr.comJDoe@epfr.com
9%
Last@epfr.comDoe@epfr.com
6%
F.Last@epfr.comJ.Doe@epfr.com
3%

Frequently Asked Questions

Where is EPFR's headquarters located?

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EPFR's main headquarters is located at 200 Portland Street Boston, Massachusetts 02114 US. The company has employees across 4 continents, including North AmericaEuropeAsia.

What is EPFR's phone number?

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You can contact EPFR's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is EPFR's official website and social media links?

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EPFR's official website is epfr.com and has social profiles on LinkedIn.

How much revenue does EPFR generate?

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As of December 2024, EPFR's annual revenue reached $15M.

What is EPFR's SIC code NAICS code?

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EPFR's SIC code is 8748 - Business Consulting Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does EPFR have currently?

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As of December 2024, EPFR has approximately 61 employees across 4 continents, including North AmericaEuropeAsia. Key team members include Vice President Of Product Management & Marketing: J. K.Head Of Data And Research, Chief Innovation Officer: S. B.Head Of Emea Sales: J. K.. Explore EPFR's employee directory with LeadIQ.

What industry does EPFR belong to?

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EPFR operates in the Financial Services industry.

What technology does EPFR use?

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EPFR's tech stack includes AlteryxLinkedIn AdsFastlyMicrosoft ExceljQueryBoomiQuantZoom.

What is EPFR's email format?

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EPFR's email format typically follows the pattern of . Find more EPFR email formats with LeadIQ.

When was EPFR founded?

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EPFR was founded in 1995.
EPFR

EPFR

Financial ServicesMassachusetts, United States51-200 Employees

EPFR offers financial institutions around the world an unparalleled understanding of how money is moving and why, through fund flows and asset allocation data.

Tracking over 151,000 traditional and alternative fund shares classes domiciled globally with more than $55 trillion in total assets, we deliver a complete picture of institutional and retail investor flows and fund manager allocations driving global markets.

Our market moving data services include equity and fixed income fund flows on a daily, weekly and monthly basis and monthly fund allocations by country, sector and industry.

Section iconCompany Overview

Headquarters
200 Portland Street Boston, Massachusetts 02114 US
Phone number
Website
epfr.com
SIC Code
8748 - Business Consulting Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1995
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $10M$50M

    EPFR's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    EPFR's revenue is in the range of $10M$50M

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