When was Sawtooth Solutions founded?

Sawtooth Solutions was founded in 2009 and raised its 1st funding round 1 year after it was founded.

Where is Sawtooth Solutions located?

Sawtooth Solutions is headquartered in Minneapolis, United States.

How many employees does Sawtooth Solutions have?

As of Jul 31, 2026, the latest employee count at Sawtooth Solutions is 6.

Is Sawtooth Solutions a funded company?

Sawtooth Solutions is a funded company, having raised an undisclosed amount across 2 funding rounds to date. The company's 1st funding round was a $***** Conventional Debt round, raised on Mar 03, 2010.

When was the latest funding round of Sawtooth Solutions?

Sawtooth Solutions' latest funding was a $***** Conventional Debt round on Sep 10, 2018, with participation from 0 investor.

Where does Sawtooth Solutions rank among its competitors?

Sawtooth Solutions ranks 56th amongst 160 active competitors, of which 18 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Moment, which secured $78M in May, 2026.

Who are the top competitors of Sawtooth Solutions?

Sawtooth Solutions' top competitors include KFin Technologies, Vestmark and Capitolis. Among them, Moment secured the most recent funding round in May, 2026.

Sawtooth Solutions - 2026 Company Profile, Funding & Competitors

Sawtooth Solutions is a funded company based in Minneapolis (United States), founded in 2009. It operates as a Cloud-based asset management platform. Sawtooth Solutions has raised an undisclosed amount in funding. The company has 160 active competitors, including 18 funded and 25 that have exited. Its top competitors include companies like KFin Technologies, Vestmark and Capitolis.

Company Details

Sawtooth provides cloud-based asset management platform to advisory firms, breakaway firms, brokers and dealers, and banks. It helps in overseeing wealth management process across all accounts through a Unified Managed Account (UMA) program. Features investment strategies, client onboarding, wealth management, compliance solution, billing system, performance reports, and client portal.

Website: sawtootham.com
Social
Email ID: *****@sawtootham.com
Phone Number: +1 **********

Key Metrics

Founded Year

2009

Location

Minneapolis, United States

Stage

Funding Raised

Latest Funding Round

Conventional Debt, Sep 10, 2018, $*****

Ranked

56^th among 160 active competitors

Employee Count

6 as on Jul 31, 2026

Investment & Acquisitions

Target

Similar Companies

KFin Technologies & 714 more

View Sawtooth Solutions' full profile

Sawtooth Solutions is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Reports
Sawtooth Asset Management, Inc. CIN: 1486066 , United States, Active		$1 - $1M (As on Mar 03, 2010)	-	-

Sawtooth Solutions has raised funding over 2 rounds. Its first funding round was on Mar 03, 2010.

Here is the list of recent funding rounds of Sawtooth Solutions:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Sep 10, 2018	2730673	Conventional Debt	2277743	3096030	1443565	5419546
Mar 03, 2010	8770892	Conventional Debt	5134032	9472714	1015330	8765219

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View details of Sawtooth Solutions's funding rounds and investors

Sawtooth Solutions' employee count trend

Sawtooth Solutions has 6 employees as of Jul 26. Here is Sawtooth Solutions's employee count trend over the years:

Employee count trend for Sawtooth Solutions

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Top competitors of Sawtooth Solutions include KFin Technologies, Vestmark and Capitolis. Here is the list of Top 10 competitors of Sawtooth Solutions, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	KFin Technologies 2017, Hyderabad (India), Public	App-based platform for investments in mutual funds	$42.1M	Kotak Mahindra Bank, Compar Estates and Agencies ... & 11 others	76/100
2nd	Vestmark 2001, Wakefield (United States), Series C	Trade management solutions for capital market brokers	$64.2M	Summit Partners, Hub Angels & 6 others	70/100
3rd	Capitolis 2016, New York City (United States), Series D	Offers trade management solutions for investors	$358M	State Street, Citi & 20 others	67/100
4th	Virtu 2008, New York City (United States), Public	Suite of solutions for managing trade-related processes	-	Silver Lake, Periphas Capital & 4 others	66/100
5th	ION Group 1998, London (United Kingdom), Late Stage	Treasury management solutions for financial institutions and banks	$400M	The Carlyle Group, TA Associates & 3 others	66/100
6th	Halo Investing 2015, Chicago (United States), Series C	Software suite for investment professionals	$120M	Owl Capital Group, Allianz Life Ventures & 6 others	65/100
7th	Tradier 2012, Charlotte (United States), Series B	Brokerage services and technology solutions for active traders and businesses	$27.7M	PEAK6, F-Prime Capital & 2 others	64/100
8th	Moment 1998, Seattle (United States), Series C	Developer of fixed income trading and data solutions for firms	$134M	Index Ventures, Lightspeed Venture Partners ... & 5 others	62/100
9th	MyVest 2001, San Francisco (United States), Acquired	Enterprise wealth management platform powering personalized, tax-optimized portfolios at scale	-	-	61/100
10th	EquiLend 2001, New York City (United States), Acquired	Provider of securities finance technology and data solutions	-	National Bank of Canada, BNY	57/100
56th	Sawtooth Solutions 2009, Minneapolis (United States), Funding Raised	Cloud-based asset management platform	-	-	30/100