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 Jun 30, 2026, the latest employee count at Solovis is 149.

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 11th amongst 345 active competitors, of which 59 are funded. It stands 8th in terms of total funding among its competitors. The most recent competitor to raise funding was bunch, which secured $35M in May, 2026.

Who are the top competitors of Solovis?

Solovis' top competitors include iCapital, bunch and DSP Mutual Fund. Among them, bunch secured the most recent funding round in May, 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
Social

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

11^th among 345 active competitors

Employee Count

149 as on Jun 30, 2026

Investment & Acquisitions

Madrone Software & Analytics

Similar Companies

iCapital & 353 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:

Filter this list

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
May 29, 2018	3150679	Series A	4496128	7602238	9788887	3688089
May 09, 2017	2863008	Series A	4386742	3957089	4730879	MissionOG & 6 more
Oct 27, 2016	4777819	Series A	3068106	4905909	4451842	9456669

Access funding benchmarks and valuations. Sign up today!

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 149 employees as of Jun 26. Here is Solovis's employee count trend over the years:

Uncover Solovis' growth story! Sign up today!

Access Tracxn on any website

Our Google Chrome extension lets you view company details while browsing their websites

Install Tracxn Extension

Top competitors of Solovis include iCapital, bunch and DSP Mutual Fund. 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	iCapital 2013, New York (United States), Series E	Software solutions provider for managing investments in private companies	$1.49B	T. Rowe Price, Temasek & 38 others	77/100
2nd	bunch 2021, Berlin (Germany), Series B	Online platform for portfolio management	$58M	FinTech Collective, Portage & 9 others	67/100
3rd	DSP Mutual Fund 1996, Mumbai (India), Unfunded	Provider of various funds including equity, debt, hybrid, and index funds	-	-	66/100
4th	PureFacts 2010, Toronto (Canada), Acquired	CRM solutions for wealth managers	$61M	Round13, Canadian Business Growth Fund & 2 others	64/100
5th	getquin 2020, Berlin (Germany), Series A	Portfolio management software	$16.2M	Portage, Motive Partners & 11 others	64/100
6th	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
7th	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
8th	SnapTrade 2014, Fredericton (Canada), Acquired	Provider of API enabling brokerage account connectivity for data and trading	$7.5M	Valar Ventures, Citi Ventures & 3 others	60/100
9th	CAIS 2009, New York City (United States), Series C	Platform offering financial planning and advisory solutions for wealth managers	$734M	Reverence Capital Partners, Eldridge Industries ... & 12 others	59/100
10th	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
11th	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