When was VMS founded?

VMS was founded in 1992 and raised its 1st funding round 19 years after it was founded.

Where is VMS located?

VMS is headquartered in Irvine, United States.

Is VMS a funded company?

VMS is a funded company, having raised a total of $***** in its 1st and only funding round, a Series A round on Jun 08, 2011.

When was the latest funding round of VMS?

VMS's latest funding was a $***** Series A round on Jun 08, 2011, with participation from 1 investor.

Where does VMS rank among its competitors?

VMS ranks 192nd amongst 753 active competitors, of which 96 are funded.

Who are the top competitors of VMS?

VMS's top competitors include Addepar, Altruist and KFin Technologies. Among them, VMS secured the most recent funding round in June, 2011.

VMS - 2025 Company Profile, Team, Funding & Competitors

Company Details

Vertical Management Systems offers back-office solutions for mutual fund managers and wealth managers. It features Retirement Revolution for recordkeeping and managing retirement businesses, Mutual Fund Desk for fund processing, trading, settlement, reconciliation, among others, and cloud-based platform - Specialized Information Services aggregating funds and listed equities.

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

Key Metrics

Founded Year

1992

Location

Irvine, United States

Stage

Acquired

Latest Funding Round

Series A, Jun 08, 2011, $*****

Investors

HCAP Partners

Ranked

192^nd among 753 active competitors

Similar Companies

Addepar & 811 more

Exit Details

Acquired by EdgeCo Holdings (Apr 04, 2022)

View VMS's full profile

VMS got acquired by EdgeCo Holdings on Apr 04, 2022.

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

VMS has raised funding over 1 round. Its latest funding round was a Series A round on Jun 08, 2011 for $*****. 1 investor participated in its latest round. VMS has 1 institutional investor.

Here is the list of recent funding rounds of VMS:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jun 08, 2011	7476998	Series A	8727149	6585931	8828086	7375242

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View details of VMS's funding rounds and investors

The founders of VMS is Brad Kuhlin.

Here are the details of VMS's key team members:

Brad Kuhlin: Co-Founder of VMS.
Kevin T Rafferty: CEO of VMS.

View details of VMS's Founder profiles and Board Members

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Top competitors of VMS include Addepar, Altruist and KFin Technologies. Here is the list of Top 10 competitors of VMS, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Addepar 2009, Mountain View (United States), Series G	Wealth management solutions for advisors	$759M	WestCap, Valor Equity Partners & 56 others	79/100
2nd	Altruist 2018, Los Angeles (United States), Series F	Portfolio management software for financial advisors	$602M	Venrock, Insight Partners & 16 others	76/100
3rd	KFin Technologies 1978, Hyderabad (India), Public	App-based platform for investments in mutual funds	$42.1M	Compar Estates and Agencies, Kotak Mahindra Bank ... & 11 others	74/100
4th	sei 1968, Oaks (United States), Public	Wealth and investment management solutions for institutional investors	-	Credit Suisse, Capitala Group	73/100
5th	Centricity 2022, Gurugram (India), Seed	Digital private wealth management platform for individuals	$24M	Burman Family Holdings, Play Holdings & 35 others	69/100
6th	FNZ 2003, London (United Kingdom), Acquired	Wealth management solutions for asset managers	$1.9B	CPP Investments, General Atlantic & 5 others	68/100
7th	Avaloq 1985, Zurich (Switzerland), Acquired	Cloud-based solutions for financial institutions	$301M	Warburg Pincus, BlackRock & 2 others	68/100
8th	Broadridge 2007, New York City (United States), Public	Cloud-based accounting and financial management solutions for businesses and financial institutions	-	Back Bay Group, Zühlke & 1 others	66/100
9th	EquiSoft 1994, Montreal (Canada), Series D	Provides digital solutions for insurance and wealth management organizations	$134M	Export Development Canada, Invest Quebec & 2 others	64/100
10th	Third Financial 2007, London (United Kingdom), Acquired	Software solutions for wealth managers	$10.9M	Grafton Capital, Investec & 9 others	62/100
192nd	VMS 1992, Irvine (United States), Acquired	Back-office solutions for mutual fund managers	-	HCAP Partners	29/100