Insights

CLO Analytics Growth Valitana's CLO analytics and multi-asset trade and portfolio management platform provide a unified solution for investment teams handling deal analytics, custom cashflow scenarios, and valuation workups. This offers a clear upsell path to mid-market asset managers seeking integrated trading, risk management, and compliance within a single system, reducing reliance on disparate tools.

Partnership Driven Expansion Recent alliances with AI credit analytics providers and trading workflow partners demonstrate credibility and capability expansion. Leverage these partnerships to position co sold offerings around AI enhanced risk analytics, faster onboarding, and deeper product coverage for institutional buyers.

Governance Confidence A new board member and ongoing investor relations bolster Valitana's governance and growth narrative, supporting conversations with risk aware buyers and channel partners who value stability, governance, and long term support from software vendors.

Integration Edge Valitana's platform strengths include robust data warehousing, customizable workflows, a strong compliance engine, and broad third party integrations. This makes it attractive to operations, finance, traders, and compliance teams seeking a scalable, enterprise grade solution that reduces integration friction.

US Market Focus With a Stamford based footprint and a track record in the CLO community, Valitana is well positioned to win U.S. asset managers, CLO desks, and mid sized funds through targeted outreach, references, and tailored onboarding emphasizing security and scalable analytics.

Valitana Tech Stack

Valitana uses 8 technology products and services including Entity Framework, Microsoft SQL Server, Amazon Simple Email Service, and more. Explore Valitana's tech stack below.

  • Entity Framework
    Data Management
  • Microsoft SQL Server
    Database
  • Amazon Simple Email Service
    Email
  • Atlassian Jira
    Issue Trackers
  • PWA
    Miscellaneous
  • KnowBe4
    Security
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics

Media & News

Valitana's Email Address Formats

Valitana uses at least 1 format(s):
Valitana Email FormatsExamplePercentage
FLast@valitana.comJDoe@valitana.com
100%

Frequently Asked Questions

Where is Valitana's headquarters located?

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Valitana's main headquarters is located at 300 First Stamford Place Suite 240 Stamford, Connecticut 06902 United States. The company has employees across 2 continents, including North AmericaEurope.

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

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Valitana's official website is valitana.com and has social profiles on LinkedIn.

What is Valitana's NAICS code?

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Valitana's NAICS code is 52 - Finance and Insurance.

How many employees does Valitana have currently?

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As of June 2026, Valitana has approximately 42 employees across 2 continents, including North AmericaEurope. Key team members include Cfo / Coo: L. A.Vice President Of Product Management: A. A.Vp Product Success: L. G.. Explore Valitana's employee directory with LeadIQ.

What industry does Valitana belong to?

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Valitana operates in the Financial Services industry.

What technology does Valitana use?

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Valitana's tech stack includes Entity FrameworkMicrosoft SQL ServerAmazon Simple Email ServiceAtlassian JiraPWAKnowBe4BootstrapGoogle Analytics.

What is Valitana's email format?

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

When was Valitana founded?

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Valitana was founded in 2017.

Valitana

Financial ServicesConnecticut, United States11-50 Employees

Valitana is a financial services company based in Stamford, Connecticut, focused on building platforms for modern investment professionals. Its flagship offering, Vantage, is a multi-asset class trade and portfolio management system that integrates data warehousing, custom workflows, a robust compliance engine, and a broad network of third party integrations. Valitana Analytics focuses on CLO analysis and workflow, enabling users to run customized cashflow projections, perform relative value analyses, and produce price or yield tables and liquidation NAVs. The company serves operations, finance, portfolio managers, traders, compliance teams, and investor relations professionals within the investment community. A recent development noted in its announcements includes a strategic partnership with Ai Spark to advance AI assisted credit risk analytics.

Section iconCompany Overview

Headquarters
300 First Stamford Place Suite 240 Stamford, Connecticut 06902 United States
NAICS Code
52 - Finance and Insurance
Founded
2017
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

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

Section iconFunding & Financials

  • $25M$50M

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

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