Insights

New client win INDATA recently signed Hunter Capital Management as a new front-to-back Investment Management platform client, signaling active sales success and potential expansion into similar buyside firms seeking integrated OMS, portfolio management, and risk/operational tooling.

Generative AI updates The May 2025 software update integrating generative AI capabilities positions INDATA to address demand for AI-driven portfolio construction, modeling and reporting tools, presenting opportunities to cross-sell AI-enhanced features to asset managers, hedge funds, and wealth managers seeking advanced analytics.

Global expansion Active global footprint with clients like Atomos Investments Limited in the UK and speaking to multi‑jurisdictional deployments suggests potential for selling scalable, cloud-native SaaS across regions, appealing to firms expanding operations and seeking unified front-to-back office solutions.

Nexus AI platform The Nexus AI-connected investment management update indicates a compelling upgrade pathway for existing customers and a compelling value proposition for mid- to large-buyside firms requiring real-time collaboration, AI-assisted decisioning, and streamlined compliance workflows.

Mid-market focus With a typical client base in the buyside segment and revenue in the mid-market range, INDATA appears well positioned to pursue additional asset managers, RIAs, banks, pension funds and hedge funds seeking scalable SaaS-based front-to-back office solutions, offering clear upsell opportunities to expand product adoption.

Similar companies to INDATA

INDATA Tech Stack

INDATA uses 8 technology products and services including Crazy Egg, Linkedin Insight Tag, WordPress, and more. Explore INDATA's tech stack below.

Media & News

INDATA's Email Address Formats

INDATA uses at least 7 email formats:
INDATA Email FormatsExamplePercentage
FLast@indataipm.comJDoe@indataipm.com
77%
First@indataipm.comJohn@indataipm.com
11%
First.Last@indataipm.comJohn.Doe@indataipm.com
12%
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%

Frequently Asked Questions

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.

How much revenue does INDATA generate?

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As of August 2026, INDATA's annual revenue is estimated to be $25M - $50M.

What is INDATA's SIC code and NAICS code?

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INDATA's SIC code is 7372 - Prepackaged Software and NAICS code is 5112 - Software Publishers.

How many employees does INDATA have currently?

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As of August 2026, INDATA has approximately 38 employees across 5 continents, including North America, Europe and Africa. Key team members include Head Of New Client Relations - Indata: I. C., Director Of Emerging Technologies: T. D. and Quality Assurance Manager: E. C. 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 Crazy Egg, Linkedin Insight Tag, WordPress, Shopify, Amazon Simple Email Service, Google Cloud, Piwik and Vimeo.

What is INDATA's email format?

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

INDATA

Software DevelopmentConnecticut, United States11-50 Employees

INDATA is a software firm based in Greenwich, Connecticut, offering cloud-native SaaS, technology, and outsourced services to buyside firms. Its solutions cover front-to-back office needs such as trade order management, portfolio management, compliance, and portfolio accounting. The flagship iPM Portfolio Architect AI combines portfolio construction, modeling, rebalancing, and reporting, underpinned by artificial intelligence and machine learning.

INDATA serves asset managers, registered investment advisors, banks, wealth managers, and hedge funds globally, with assets under management ranging from under $1 billion to more than $100 billion. Its offerings are designed to deliver cloud-native software and managed services that increase trading and operational efficiency while reducing risk and administrative overhead. In May 2026, INDATA announced a Nexus ai-connected investment management update.

Section iconCompany Overview

Phone number
SIC Code
7372 - Prepackaged Software
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

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