When was Applied Finance founded?

Applied Finance was founded in 1995.

Where is Applied Finance located?

Applied Finance is headquartered in Chicago, United States.

How many employees does Applied Finance have?

As of Apr 30, 2026, the latest employee count at Applied Finance is 25.

Is Applied Finance a funded company?

Applied Finance is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does Applied Finance rank among its competitors?

Applied Finance ranks 184th amongst 10691 active competitors, of which 279 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Goldman Sachs, which secured $1.18M in Apr, 2026.

Who are the top competitors of Applied Finance?

Applied Finance's top competitors include FIS, Fidelity Investments and S&P Global. Among them, Goldman Sachs secured the most recent funding round in April, 2026.

Applied Finance - 2026 Company Profile & Competitors

Applied Finance is an unfunded company based in Chicago (United States), founded in 1995. It operates as a Provider of investment management services. Applied Finance has not raised any funding yet. The company has 10691 active competitors, including 279 funded and 987 that have exited. Its top competitors include companies like FIS, Fidelity Investments and S&P Global.

Company Details

Applied Finance Capital Management specializes in constructing Valuation Driven equity portfolios for institutional investors and Wealth Managers. They use a valuation framework that avoids the problems with traditional DCF models.

Website: www.appliedfinance.com/
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Key Metrics

Founded Year

1995

Location

Chicago, United States

Stage

Unfunded

Ranked

184^th among 10691 active competitors

Employee Count

25 as on Apr 30, 2026

Similar Companies

FIS & 32864 more

View Applied Finance's full profile

Applied Finance has not raised any funding rounds yet.

Applied Finance's employee count trend

Applied Finance has 25 employees as of Apr 26. Here is Applied Finance's employee count trend over the years:

Employee count trend for Applied Finance

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Top competitors of Applied Finance include FIS, Fidelity Investments and S&P Global. Here is the list of Top 10 competitors of Applied Finance, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	FIS 1968, Jacksonville (United States), Acquired	Provider of software suite for banks and financial institutions	-	HP, Venture Worx & 10 others	81/100
2nd	Fidelity Investments 1946, Boston (United States), Series F	Provider of brokerage accounts, retirement planning, wealth management, and trading platforms	$4.71B	World Capital Holdings Group, Burman Family ... & 5 others	80/100
3rd	S&P Global 1917, New York City (United States), Public	Provider of essential intelligence and market analysis for global finance	-	Constellation Ventures, Temasek & 3 others	79/100
4th	Goldman Sachs 1869, New York City (United States), Public	Provider of financial services including investment management and wealth management	-	Berkshire Hathaway, Bondeinvest.com & 1 others	77/100
5th	Investec 1974, London (United Kingdom), Acquired	Specialist bank and wealth manager serving private and institutional clients	-	RBS International, Randvest Capital & 1 others	77/100
6th	India Infoline 1995, Mumbai (India), Public	Traditional Broker for trading in stocks, mutual fund, and commodities	-	Fairbridge Capital, Fairfax India Holdings ... & 2 others	74/100
7th	Vanguard 1976, Malvern (United States), Series B	Diversified investment management firm	$31.7M	Raymond James, World Capital Holdings Group ... & 3 others	74/100
8th	Morgan Stanley 1935, New York City (United States), Public	Provider of wealth management, investment banking, sales, trading, and research services	-	IFC Asset Management Company, Constitution Capital Partners ... & 1 others	73/100
9th	Blackstone 1985, New York City (United States), Public	Diversified investment management firm	-	Barclays, Stroud Companies & 1 others	71/100
10th	Owkin 2016, Paris (France), Series B	Developer of agentic AI platform for biomedical research and drug development	$354M	AIC, Google Ventures & 20 others	71/100
184th	Applied Finance 1995, Chicago (United States), Unfunded	Provider of investment management services	-	-	49/100