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FolioMetrics by With Intelligence is the industry-specific CRM for alternative asset managers. It empowers firms in hedge funds, private equity, and beyond to move faster, smarter, and ahead of the market. Designed around the way investment professionals actually work, FolioMetrics streamlines capital raising, investor relations, deal sourcing, and compliance workflows. All within one intuitive, outcomes-driven platform. Whether you’re raising your first fund, scaling to institutional size, or managing complex multi-strategy relationships, FolioMetrics evolves with your needs, providing the flexibility, precision, and intelligence to deliver measurable results. Built for alternative investments. Designed around you. FolioMetrics is now part of our platform, bringing together technology and industry-leading data to help alternative asset managers stay connected, informed, and ready to deliver. With Intelligence is part of S&P Global, delivering end-to-end coverage across the alternatives marketplace. With Intelligence’s proprietary data spans a uniquely comprehensive view of private market activity and relationships, including robust, direct-from-investor allocation data and benchmarking capabilities. We are here to help you leverage comprehensive, connected and actionable private markets intelligence.

FolioMetrics Questions

The FolioMetrics annual revenue was $3 million in 2026.

Richard Lyons is the Director - Professional Services of FolioMetrics.

8 people are employed at FolioMetrics.

FolioMetrics is based in London, Greater London.

The NAICS codes for FolioMetrics are [511, 513, 51, 5112].

The SIC codes for FolioMetrics are [73, 737].

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