Insights

AI powered edge INDATA positions its iPM Portfolio Architect AI and Nexus AI-connected investment management updates as differentiators in AI-driven portfolio construction, modeling, rebalancing and reporting. This signals a targeting opportunity with buyside firms seeking advanced AI/ML capabilities to improve efficiency and risk control.

Front-to-back sales The launch of front-to-back SaaS solutions and recent client go-lives (Atomos Investments, Hunter Capital Management) highlight a clear value proposition for end-to-end operational outsourcing. This suggests upsell or cross-sell opportunities with existing clients needing deeper integration or more modules (compliance, portfolio accounting, trading).

Cloud-native scale INDATA’s cloud-native SaaS platform and scalable architecture align with mid-market to large buyside institutions transitioning from legacy systems. This creates a sales angle around modernization, cost efficiency, and risk reduction for firms under $1B to >$100B AUM looking to consolidate tech stacks.

Rapid expansion Frequent updates and client additions (new client signings in 2026, AI updates in 2025) indicate a growth trajectory and momentum. Territory and sector expansion (UK and global asset managers, hedge funds) present opportunities to target regional banks, wealth managers and pension funds seeking modern portfolio management solutions.

Financial resilience With a revenue range of 25–50 million and a strong product suite, INDATA shows financial stability to support larger deals and longer sales cycles typical of buyside platforms. This supports pursuing multi-year licensing deals, enterprise-wide deployments and managed services arrangements for top-tier clients.

INDATA Tech Stack

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

  • Twemoji
    Font Scripts
  • Google Cloud
    Infrastructure As A Service
  • jQuery
    Javascript Libraries
  • HubSpot
    Marketing Automation
  • Java
    Programming Languages
  • YouTube
    Video Players
  • Google Search Console
    Web Analytics
  • Sitelinks Search Box
    Web Tools And Plugins

Media & News

INDATA's Email Address Formats

INDATA uses at least 2 format(s):
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 July 2026, INDATA's annual revenue is estimated to be $25M - $50M.

What is INDATA's SIC code NAICS code?

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

How many employees does INDATA have currently?

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As of July 2026, INDATA has approximately 38 employees across 5 continents, including North AmericaEuropeAfrica. Key team members include Head Of New Client Relations - Indata: I. C.Director Of Emerging Technologies: T. D.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 TwemojiGoogle CloudjQueryHubSpotJavaYouTubeGoogle Search ConsoleSitelinks Search Box.

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

Section iconFunding & Financials

  • $25M - $50M

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

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