Insights

Focus on Data Quality Ledgex specializes in addressing data quality challenges for multi-asset allocators, presenting a strong opportunity to target financial institutions seeking to improve their portfolio transparency, accuracy, and timeliness.

Recent Strategic Partnerships The recent collaboration with Forest Systems to provide integrated solutions for family offices indicates a growing demand for comprehensive and specialized portfolio management tools, which can be leveraged to expand client base in the family office segment.

Product Innovation Ledgex's launch of document retrieval services and platform enhancements demonstrate ongoing product development aimed at automating manual processes, creating upsell opportunities for institutions looking to optimize workflow efficiency.

Market Recognition Winning awards such as the Best General Ledger System positions Ledgex as a credible and reputable vendor, easing the sales process by addressing prospects’ concerns on reliability and industry standing.

Growth and Leadership Recent leadership hires and increased revenue signals a growing company with strategic focus on expanding sales efforts; this momentum offers a prime window for engaging prospects interested in innovative FinTech portfolio solutions.

Ledgex Tech Stack

Ledgex uses 8 technology products and services including Open Graph, Microsoft 365, React, and more. Explore Ledgex's tech stack below.

  • Open Graph
    Content Management System
  • Microsoft 365
    Email
  • React
    Javascript Frameworks
  • JSON-LD
    Javascript Frameworks
  • SweetAlert
    Javascript Libraries
  • WPBakery
    Page Builders
  • PHP
    Programming Languages
  • OWASP
    Security

Media & News

Ledgex's Email Address Formats

Ledgex uses at least 1 format(s):
Ledgex Email FormatsExamplePercentage
FLast@ledgex.comJDoe@ledgex.com
46%
First.Last@ledgex.comJohn.Doe@ledgex.com
4%
FLast@ledgex.comJDoe@ledgex.com
46%
First.Last@ledgex.comJohn.Doe@ledgex.com
4%

Frequently Asked Questions

Where is Ledgex's headquarters located?

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Ledgex's main headquarters is located at PO Box 3568, Framingham, Massachusetts 01705-3568, US. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is Ledgex's phone number?

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You can contact Ledgex'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 Ledgex's official website and social media links?

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Ledgex's official website is ledgex.com and has social profiles on LinkedInCrunchbase.

What is Ledgex's SIC code NAICS code?

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Ledgex's SIC code is 8999 - Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Ledgex have currently?

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As of October 2025, Ledgex has approximately 11 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Managing Director: C. M.Technical Lead: M. F.Senior Business Analyst: B. S.. Explore Ledgex's employee directory with LeadIQ.

What industry does Ledgex belong to?

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Ledgex operates in the Financial Services industry.

What technology does Ledgex use?

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Ledgex's tech stack includes Open GraphMicrosoft 365ReactJSON-LDSweetAlertWPBakeryPHPOWASP.

What is Ledgex's email format?

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

When was Ledgex founded?

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Ledgex was founded in 2010.

Ledgex

Financial ServicesUnited States11-50 Employees

Ledgex is the first FinTech platform specifically designed to fix the data quality challenges all multi-asset allocators face. We enable offices like yours to more confidently and successfully manage complex portfolios, with game-changing improvements in your data accuracy, transparency, and timeliness.

Experience taught us that teams like yours are forced to spend valuable time collecting and correcting data at the expense of analyzing information and making well-timed, confident decisions. The Ledgex suite is designed to enable you to capture, correct, and publish data for your entire office from a single, consistent and accurate source. Driven by better-informed data, our easy-to-use general ledger, performance and analysis, private investment, and other tools help institutions just like yours make smarter, more informed investment decisions every day.

Section iconCompany Overview

Headquarters
PO Box 3568, Framingham, Massachusetts 01705-3568, US
Phone number
Website
ledgex.com
SIC Code
8999 - Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2010
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    Ledgex's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Ledgex's revenue is estimated to be in the range of $1M$10M

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