Insights

Advanced AI Solutions INDATA has developed industry-leading AI and machine learning-powered portfolio management tools, such as iPM Portfolio Architect AI. This positions the company well to attract sophisticated institutional clients seeking cutting-edge technology to improve trading efficiency and risk management.

Growing Market Presence Recent participation in global industry events like AM Tech Day 2025 and partnerships with firms such as Atlas Infrastructure demonstrate INDATA’s active market engagement and expansion efforts, providing opportunities to introduce complementary technology solutions or services.

Cloud-Native Infrastructure Using Google Cloud and other modern web technologies, INDATA offers scalable, flexible SaaS solutions. This opens avenues to cross-sell cloud integration, migration services, or upgrades to firms seeking robust, cloud-based asset management platforms.

Expanding Client Base INDATA serves a diverse range of buyside clients managing assets from less than $1 billion to over $100 billion worldwide. Targeting mid-tier and emerging asset managers who need high-quality, customizable portfolio solutions could drive new sales opportunities.

Innovation Focus With recent software updates incorporating generative AI capabilities, INDATA is positioned as an innovator. Partnering to develop or integrate cutting-edge AI functionalities tailored to specific client needs can position your offerings as essential for future-ready asset managers.

INDATA Tech Stack

INDATA uses 8 technology products and services including Google Cloud, RequireJS, Select2, and more. Explore INDATA's tech stack below.

  • Google Cloud
    Infrastructure As A Service
  • RequireJS
    Javascript Frameworks
  • Select2
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • SiteGround
    Platform As A Service
  • Animate.css
    UI Frameworks
  • Google Analytics
    Web Analytics
  • jQuery Waypoints
    Web Tools And Plugins

Media & News

INDATA's Email Address Formats

INDATA uses at least 2 format(s):
INDATA Email FormatsExamplePercentage
FLast@indataweb.comJDoe@indataweb.com
63%
First@indataweb.comJohn@indataweb.com
21%
Last@indataweb.comDoe@indataweb.com
11%
First_Last@indataweb.comJohn_Doe@indataweb.com
5%
FLast@indataipm.comJDoe@indataipm.com
44%
First.Last@indataipm.comJohn.Doe@indataipm.com
7%
First@indataipm.comJohn@indataipm.com
5%
FLast@indataipm.comJDoe@indataipm.com
44%

Frequently Asked Questions

Where is INDATA's headquarters located?

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INDATA's main headquarters is located at 71 Arch Street Greenwich, Connecticut 06830 United States. The company has employees across 5 continents, including North AmericaAfricaAsia.

What is INDATA's phone number?

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You can contact INDATA'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 INDATA's stock symbol?

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INDATA is a publicly traded company; the company's stock symbol is CD.

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

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INDATA's official website is indataipm.com and has social profiles on LinkedIn.

What is INDATA's SIC code NAICS code?

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INDATA's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 5112 - Software Publishers.

How many employees does INDATA have currently?

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As of February 2026, INDATA has approximately 38 employees across 5 continents, including North AmericaAfricaAsia. Key team members include Head Of New Client Relations - Indata: I. C.Director, Operations And Services: C. H.Managing Director | Principal: A. J. P.. Explore INDATA's employee directory with LeadIQ.

What industry does INDATA belong to?

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INDATA operates in the Software Development industry.

What technology does INDATA use?

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INDATA's tech stack includes Google CloudRequireJSSelect2jQuery MigrateSiteGroundAnimate.cssGoogle AnalyticsjQuery Waypoints.

What is INDATA's email format?

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INDATA's email format typically follows the pattern of FLast@indataweb.com. Find more INDATA email formats with LeadIQ.

INDATA

Software DevelopmentConnecticut, United States11-50 Employees

INDATA is a leading specialized provider of SaaS (Software-as-a-Service), technology and managed outsourcing services for buyside firms, including trade order management (OMS), portfolio management, compliance, portfolio accounting and front-to-back office. INDATA iPM Portfolio Architect AI™ is the industry’s first portfolio construction, modeling, rebalancing and reporting tool based on AI and Machine Learning. INDATA’s iPM – Intelligent Portfolio Management® technology platform allows end users to efficiently collaborate in real-time across the enterprise and contains the best of class functionality demanded by sophisticated institutional investors, wealth managers, and hedge funds. The company’s mission is to provide clients with cutting edge technology products and services to increase trading and operational efficiency while reducing risk and administrative overhead.
 
INDATA provides software and services to a variety of buyside clients including asset managers, registered investment advisors, banks and wealth management firms, pension funds and hedge funds. Assets under management range from under $1 billion to more than $100 billion across a variety of asset classes globally. 
For more information, visit www.indataipm.com

Section iconCompany Overview

Headquarters
71 Arch Street Greenwich, Connecticut 06830 United States
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
Stock Symbol
CD
NAICS Code
5112 - Software Publishers
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    INDATA's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    INDATA's revenue is estimated to be in the range of $25M$50M

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