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Aksia - About the company

Aksia is an unfunded company based in New York City (United States), founded in 2006. It operates as a Portfolio management solutions for investors. Aksia has not raised any funding yet. The company has 375 active competitors, including 61 funded and 39 that have exited. Its top competitors include companies like bunch, PureFacts and getquin.

Company Details

Aksia offers portfolio management solutions for investors. It provides tools to manage portfolios, reporting, due diligence, online search portal, and risk aggregation solutions. It also offers back-office accounting, operational, and reconciliation solutions to users.
Website
aksia.com
Social
Facebook
Email ID
*****@aksia.com
Phone Number
+1 **********
Registered Address
San Diego, California
Key Metrics
Founded Year
2006
Location
New York City, United States
Stage
Unfunded
Ranked
Employee Count
459 as on Aug 31, 2026
Investment & Acquisitions
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Aksia's funding and investors

Aksia has not raised any funding rounds yet.

Aksia's founders and board of directors

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Aksia's employee count trend

Aksia has 459 employees as of Aug 26. Here is Aksia's employee count trend over the years:
Employee count trend for Aksia
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Aksia's Competitors and alternates

Top competitors of Aksia include bunch, PureFacts and getquin. Here is the list of Top 10 competitors of Aksia, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for bunch
bunch
2021, Berlin (Germany), Series B
Online platform for portfolio management
$58M
67/100
2nd
Logo for PureFacts
PureFacts
2010, Toronto (Canada), Acquired
CRM solutions for wealth managers
$61M
65/100
3rd
Logo for getquin
getquin
2020, Berlin (Germany), Series A
Portfolio management software
$16.2M
64/100
4th
Logo for SnapTrade
SnapTrade
2014, Fredericton (Canada), Acquired
Provider of API enabling brokerage account connectivity for data and trading
$7.5M
61/100
5th
Logo for SMArtX
SMArtX
2010, West Palm Beach (United States), Series D
Managed accounts technology innovator modernizing financial services with cloud-based solutions
$39.7M
61/100
6th
Logo for Opto Investments
Opto Investments
2020, New York City (United States), Series A
Online platform provides software solutions for financial advisors
$145M
60/100
7th
Logo for CAIS
CAIS
2009, New York City (United States), Series D
Platform offering financial planning and advisory solutions for wealth managers
$904M
60/100
8th
Logo for Nitrogen Wealth
Nitrogen Wealth
2011, Auburn (United States), Acquired
Client engagement solutions for wealth management firms
$23.7M
59/100
9th
Logo for Tidal Financial Group
Tidal Financial Group
2012, New York City (United States), Series C
Technology platform facilitating the creation, operation and growth of ETFs
$32M
58/100
10th
Logo for Solovis
Solovis
2013, Dallas (United States), Acquired
Global technology company serving capital markets and beyond with diverse solutions
$20.8M
58/100
25th
Logo for Aksia
Aksia
2006, New York City (United States), Unfunded
Portfolio management solutions for investors
-
-
51/100
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Aksia's Investments and acquisitions

Aksia has made 3 investments in companies including Richey May & Co and Wasabi. Aksia has also acquired 3 companies including MASTER and Alignium.
Here is the list of investments & acquisitions:lockFilter this list
Date of Investment/Acquisition
Type
Company Name
Founded Year
Location
Sep 14, 2026
Investments
1985
Englewood (United States)
Apr 21, 2026
Investments
2015
Boston (United States)
Apr 03, 2025
Investments
1981
Atlanta (United States)
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Reports related to Aksia

Here is the latest report on Aksia's sector:

News related to Aksia

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Media has covered Aksia for a total of 2 events in the last 1 year, 1 of them has been about company updates.
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FAQs about Aksia

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