eVestment vs KeeSystem

You are looking for alternatives to eVestment. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

eVestment

Data Aggregation

eVestment is a global provider of institutional investment data intelligence and analytic solutions. eVestment delivers extensive data through robust, user-friendly products, with an unparalleled commitment to client service.

KeeSystem

Portfolio Management

KeeSystem is a fintech company specialized in the wealth management digitalization. Thanks to our KeeSense software, our clients get access to an enhanced version of their business, automatically connected to their ecosystem, hence mastering the challenges of the financial industry.

History

eVestment was founded in 2000 by Heath Wilson, Jim Minnick and Matt Crisp and is based in Atlanta with offices in New York, London, Sydney and Hong Kong and regional sales offices in Boston, Seattle, Raleigh, Chicago and Toronto.

About the owners and the team

With its headquarters in Atlanta, Georgia (USA), eVestment is run by a large team of over 5000 employees, with Jim Minnick as CEO of the company.

Employees

Revenue

Founded

Ownership

Incorporated

Locations

Top 5 Markets

Total AUM

Avg. AUM per client

11-50

<$50 million

2009

Owned by a larger corporation
Owned by management

Switzerland

Monaco
Geneva
Luxembourg

Switzerland
Luxembourg
Monaco
Belgium
United Kingdom

$25 billion

–

Client

Focus

Secondary focus

Number of clients:

Multi-family offices

Single family offices
Investment & Financial Advisors (RIAs/IFAs)
Banks

–

Product

Main tasks

Top features

Assets supported

Compliance

Whitelabel

18a

Compliance
Consolidated Reporting
CRM
Data Aggregation
Portfolio Management
Risk Management

Ability to Whitelabel
Banking Providers
Custom Development Service
Full Multi-Currency Support
Mobile App
Proven Agility
Sustainability
Transparency
Visionary Purpose
Digital Excellence

All assets can be included into our KeeSense solution, with a manual or automated data feed.
Bankable or Financial Assets & Funds
Foreign Exchange
Lifestyle Assets & Rare Collectibles
Private Equity & Direct Investments
Real Estate

MiFID II
FinSA/FinIA

Technology

Type Of Software

Security

Ecosystem

Integrations

Mobile App

Serviced software
Fully standalone
SAAS

–

KeeSense can be connected to a large number of other tools/softwares through our API, for example:
Office 365
Excel
Teams
Slack
Tableau
WorldCheck
Performance Watcher

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