P

PFS

500 employees

PFS offers investment management solutions, including accounting, compliance, data management, performance management, and more.

Investor insights

Sectors invested in

Process Management1
Software1
FinTech1
Computer1
Research Management Systems1
Enterprise Software1
Research Management Software1
Investment Research1
Fintech1
Research Management1
Workflow Management1
Compliance1
Investment Management1
Task Automation1
Investment Decisions1

Funding rounds participated in

$7M sweet spot round size

Most of their 1 investments are in rounds between $7M and $7M

Basic info

Industry

software development

Sectors

data management and reporting
investment compliance
Accounting
Financial Services
Finance
investment accounting
Software
investment technology solutions for global institutional investors

Date founded

1969

Investments made

B

Bipsync raised $7M on January 29, 2019

Investors: FINTOP Capital, Predata, MoneyLion, Edison Partners, ComplySci, GAIN Capital, Clearpool Group and PFS

Funding rounds raised

P

PFS raised undisclosed on January 1, 1991

Investors: Edison Partners

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