INDATA is a leading specialized provider of SaaS (Software-as-a-Service), technology and managed outsourcing services for buyside firms, including trade order management (OMS), portfolio management, compliance, portfolio accounting and front-to-back office. INDATA iPM Portfolio Architect AI™ is the industry’s first portfolio construction, modeling, rebalancing and reporting tool based on AI and Machine Learning. INDATA’s iPM – Intelligent Portfolio Management® technology platform allows end users to efficiently collaborate in real-time across the enterprise and contains the best of class functionality demanded by sophisticated institutional investors, wealth managers, and hedge funds. The company’s mission is to provide clients with cutting edge technology products and services to increase trading and operational efficiency while reducing risk and administrative overhead. INDATA provides software and services to a variety of buyside clients including asset managers, registered investment advisors, banks and wealth management firms, pension funds and hedge funds. Assets under management range from under $1 billion to more than $100 billion across a variety of asset classes globally. For more information, visit www.indataipm.com
| Website | http://www.indataipm.com |
| Ticker | IDT |
| Revenue | $28.2 million |
| Employees | 38 (20 on RocketReach) |
| Founded | 2010 |
| Address | 71 Arch Street, Greenwich, Connecticut 06830, US |
| Phone | +1 480-497-8595 |
| Technologies |
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| Industry | Software Development, Business Services General, Finance, Business Services, Financial Services, Information Technology, Software |
| Web Rank | 33 Million |
| Keywords | Saas, Oms, Portfolio Management, Technology, Portfolio Accounting, Software, Outsourcing, Compliance, Regulatory Compliance, Managed Services, Investment Management, Asset Management, Financial Services, Data Management, Wealth Management |
| Competitors | Bloomberg, FIS, BlackRock, SS&C Technologies, FactSet, PIMCO, Morningstar, Charles River Development, SimCorp, TopQ Software Ltd +32 more (view full list) |
| SIC | SIC Code 73 Companies, SIC Code 737 Companies |
| NAICS | NAICS Code 518 Companies, NAICS Code 51 Companies |
Looking for a particular INDATA employee's phone or email?
The INDATA annual revenue was $28.2 million in 2026.
David Csiki is the President of INDATA.
20 people are employed at INDATA.
INDATA is based in Greenwich, Connecticut.
The NAICS codes for INDATA are [518, 51].
The SIC codes for INDATA are [73, 737].