When was Solovis founded?

Solovis was founded in 2013 and raised its 1st funding round 1 year after it was founded.

Where is Solovis located?

Solovis is headquartered in Dallas, United States.

Who is the current CEO of Solovis?

Josh Smith of Solovis. They are also an angel investors in 1 startup.

How many employees does Solovis have?

As of Aug 31, 2026, the latest employee count at Solovis is 155.

Is Solovis a funded company?

Solovis is a funded company, having raised a total of $20.8M across 5 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on Apr 01, 2014.

When was the latest funding round of Solovis?

Solovis' latest funding was a $***** Series A round on May 29, 2018, with participation from 0 investor.

Where does Solovis rank among its competitors?

Solovis ranks 10th amongst 374 active competitors, of which 60 are funded. It stands 8th in terms of total funding among its competitors. The most recent competitor to raise funding was CAIS, which secured $170M in Jul, 2026.

Who are the top competitors of Solovis?

Solovis' top competitors include bunch, PureFacts and getquin. Among them, CAIS secured the most recent funding round in July, 2026.

Solovis - 2026 Company Profile, Team, Funding & Competitors

Company Details

Global technology company serving capital markets and beyond with diverse solutions. It advances economic progress by powering stronger economies and creating equitable opportunities. The company provides technology solutions, financial markets, global trading, equities, market technology, market services, fixed income, derivatives, corporate solutions, and global index services. It offers listing services and operates a market site. The company delivers investment intelligence, market and alternative datasets, and index solutions. It provides financial technology, financial crime management technology, and global connectivity services. Governance solutions, sustainability solutions, and investor relations intelligence are also part of its offerings. The company focuses on innovation, regulatory dialogue, and fostering a culture of integrity. It builds markets of tomorrow through strategic partnerships and thought leadership.

Website: solovis.com
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Key Metrics

Founded Year

2013

Location

Dallas, United States

Stage

Acquired

Total Funding

$20.8M in 5 rounds

Latest Funding Round

Series A, May 29, 2018, $*****

Investors

Edison Partners & 7 more

Ranked

10^th among 374 active competitors

Employee Count

155 as on Aug 31, 2026

Investment & Acquisitions

Madrone Software & Analytics

Similar Companies

bunch & 379 more

Exit Details

Acquired by Insight Partners (Sep 19, 2025)

View Solovis' full profile

Solovis is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
SOLOVIS, INC. CIN: 5292687 , United States, Active		-	106 (As on Dec 31, 2020)	-

Solovis got acquired by Insight Partners on Sep 19, 2025.

Click here to take a look at Solovis's acquisition in detail

Solovis has raised a total funding of $20.8M over 5 rounds. Its first funding round was on Apr 01, 2014. Solovis has 7 institutional investors and 1 angel investor.

Here is the list of recent funding rounds of Solovis:

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Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
May 29, 2018	1121414	Series A	2108765	3494216	3546187	8881011
May 09, 2017	3721580	Series A	3976300	4214746	5439520	MissionOG & 6 more
Oct 27, 2016	7512480	Series A	2068240	3385011	3936745	7126795

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View details of Solovis's funding rounds and investors

The founders of Solovis are Josh Smith and Caleb Doise.

Here are the details of Solovis' key team members:

Josh Smith: Former Co-Founder & CEO of Solovis. They are also an angel investor in 1 startup.
Caleb Doise: Co-Founder & CTO of Solovis.

View details of Solovis's Founder profiles and Board Members

Solovis' employee count trend

Solovis has 155 employees as of Aug 26. Here is Solovis's employee count trend over the years:

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Top competitors of Solovis include bunch, PureFacts and getquin. Here is the list of Top 10 competitors of Solovis, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	bunch 2021, Berlin (Germany), Series B	Online platform for portfolio management	$58M	Portage, FinTech Collective & 9 others	67/100
2nd	PureFacts 2010, Toronto (Canada), Acquired	CRM solutions for wealth managers	$61M	Scotiabank, Canadian Business Growth Fund ... & 2 others	65/100
3rd	getquin 2020, Berlin (Germany), Series A	Portfolio management software	$16.2M	Portage, Motive Partners & 11 others	64/100
4th	SnapTrade 2014, Fredericton (Canada), Acquired	Provider of API enabling brokerage account connectivity for data and trading	$7.5M	Valar Ventures, Citi Ventures & 3 others	61/100
5th	SMArtX 2010, West Palm Beach (United States), Series D	Managed accounts technology innovator modernizing financial services with cloud-based solutions	$39.7M	IA Capital Group, ManchesterStory Group & 2 others	61/100
6th	Opto Investments 2020, New York City (United States), Series A	Online platform provides software solutions for financial advisors	$145M	Tiger Global Management, LeFrak & 6 others	60/100
7th	CAIS 2009, New York City (United States), Series D	Platform offering financial planning and advisory solutions for wealth managers	$904M	Reverence Capital Partners, Eldridge Industries ... & 20 others	60/100
8th	Nitrogen Wealth 2011, Auburn (United States), Acquired	Client engagement solutions for wealth management firms	$23.7M	FTV Capital, HgCapital Trust & 3 others	59/100
9th	Tidal Financial Group 2012, New York City (United States), Series C	Technology platform facilitating the creation, operation and growth of ETFs	$32M	FTV Capital, FinRebel & 1 others	59/100
10th	Solovis 2013, Dallas (United States), Acquired	Global technology company serving capital markets and beyond with diverse solutions	$20.8M	OCA Ventures, MissionOG & 6 others	58/100