Fundraising Fox

Solovis

Irving, US · Founded 2016 · Delaware corporation · 152 employees on LinkedIn · 5 known investors

Solovis provides a portfolio management platform for institutional investors managing multi-asset class portfolios, offering analytics, risk assessment, and reporting capabilities. The platform enables portfolio data consolidation, factor-based risk analysis, and scenario modeling across public and private assets.

Enterprise SoftwareFintechSaaS

Founders & leadership

Solovis was founded in 2016 by Joshua Smith.

JS
Joshua SmithCEO and President
CDCaleb Doise
Caleb DoiseinCo-Founder & Chief Software Architect2019–2021
JBJames Burke
James BurkeinVice President of Product Management2025–2026
EM
Edward MeissnerSecretary
EG
Emmitte GriggsinChief Knowledge Officer

Board

JC
James CowieBoard director
TV
Tom VanderschaafBoard director

Investors · 5

Escalate Capital PartnersAustin
MissionOGPhiladelphia · $5M – $10M
Edison PartnersreportedNashville · $5M – $25M
Insight Partnersreported · 2 sourcesNew York · $120M – $350M
OCA VenturesreportedChicago · $1M – $3M

Reported raises · per SEC filings

Form D private placements

$25.3M disclosed across 6 rounds · 2014–2019

▶$4.5MraisedOct 2019 · 12 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Rick KushelDirector
  • Joshua SmithExecutive Officer, Director
  • Joseph MrakExecutive Officer, Director
  • J. Richard MoraExecutive Officer
  • Tom Vander SchaafDirector
  • Caleb DoiseExecutive Officer, Director
Offering amount
$9M
Amount sold
$4.5M
First sale
Sep 2019
Incorporated
Corporation, Delaware, 2016
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$8MraisedMay 2018 · 8 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Caleb DoiseExecutive Officer, Director
  • Joseph MrakExecutive Officer, Director
  • Emmitte GriggsExecutive Officer
  • Tom Vander SchaaffDirector
  • J. Richard MoraExecutive Officer
  • Rick KushelDirector
  • Joshua SmithExecutive Officer, Director
  • James BurkeExecutive Officer
Offering amount
$8M
Amount sold
$8M
First sale
May 2018
Incorporated
Corporation, Delaware, 2016
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$8MraisedMay 2017 · 8 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Joshua SmithExecutive Officer, Director
  • Rick KushelDirector
  • Emmitte GriggsExecutive Officer
  • Caleb DoiseExecutive Officer, Director
  • Ted MeissnerExecutive Officer
  • James CowieDirector
  • James BurkeExecutive Officer
  • Tom VanderschaafDirector
Offering amount
$8M
Amount sold
$8M
First sale
May 2017
Incorporated
Corporation, Delaware, 2016
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$1.3MraisedOct 2016 · 7 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • James CowieDirector
  • Caleb DoiseExecutive Officer, Director
  • James BurkeExecutive Officer
  • Tom VanderschaafDirector
  • Edward MeissnerExecutive Officer, Director
  • Emmitte GriggsExecutive Officer
  • Joshua SmithExecutive Officer, Director
Offering amount
$1.3M
Amount sold
$1.3M
First sale
Oct 2016
Incorporated
Corporation, Delaware, 2016
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$3.2MraisedJan 2016 · 7 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • EMITTE GRIGGSExecutive Officer
  • DEBORAH HILLExecutive Officer
  • JAMES BURKEExecutive Officer
  • Tom VanderSchaaffDirector
  • JOSHUA SMITHExecutive Officer, Director
  • JAMES E. COWIEDirector
  • EDWARD P. MEISSNERDirector
  • CALEB DOISEExecutive Officer, Director
Amount sold
$3.2M
Proceeds to insiders
$75K
First sale
Jan 2016
Incorporated
Corporation, Delaware, 2016
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$250KraisedApr 2014 · 1 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Josh SmithExecutive Officer, Director
  • Edward P. MeissnerDirector
  • Caleb DoiseExecutive Officer, Director
Offering amount
$1M
Amount sold
$250K
Proceeds to insiders
$250K
First sale
Mar 2014
Incorporated
Limited Liability Company, Delaware, 2013
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Company profile

researched Aug 2026

Solovis provides investment analytics software built for multi-asset class portfolio management. Its platform consolidates portfolio information into a single dashboard covering modeling, analysis and reporting, with the stated aim of replacing fragmented portfolio views with one source of truth spanning public and private asset classes. Users can conduct bottom-up portfolio analysis, track performance, oversee transactions and audit records, and generate customized real-time reports for internal investment teams and external stakeholders.

The product set includes Portfolio Analytics; Predict, for projecting future-state investment decisions including performance, liquidity and risk; and Risk Pro (formerly Venn Pro), which delivers factor-based risk analytics, factor exposure analysis, historical scenario analysis, market stress testing and portfolio construction optimization tools. Alongside software, Solovis sells Analyst Services, an outsourced operational offering in which Solovis captures and aggregates portfolio data from managers, brokers, custodians and market data vendors on the client's behalf so client teams can focus on analysis.

Business model

Solovis supplies a software platform for institutional portfolio management, complemented by an outsourced data-operations service (Analyst Services) that handles portfolio data collection and aggregation for clients.

Traction

Arthur Guimaraes, Chief Operating Officer of UC Investments, is cited on the company website describing use of the platform's drag-and-drop recalculation and asset class reclassification capabilities.

▸Full profile — market position, technology, go-to-market

Market position

The platform is positioned around a single consolidated view of the total portfolio across all asset classes, combined with self-service report writing tools and factor-based risk analytics, plus the option to outsource portfolio data capture and aggregation to Solovis.

Technology

Platform capabilities include data extraction workflows for capturing and aggregating portfolio data, a unified analytics and reporting dashboard, bottom-up multi-factor risk exposure analysis, historical scenario analysis and market stress testing, interactive asset class reclassification and reallocation modeling, and forward-looking projection of performance, liquidity and risk.

Go-to-market

Direct enterprise sales driven through the company website, with "learn more" and contact prompts, product-specific pages and customer case studies.

Institutional investors and sophisticated investment teams managing multi-asset class portfolios across public and private assets; a referenced user is UC Investments.

Compiled by commissioned research from 1 cited public sources — announcements, filings, and press listed under research sources below.

Competitors · 6

by search overlap
Corporatefinanceinstitute59 shared keywordsCorporate Finance Institute offers an online specialization program teaching finance professionals how to integrate environmental, social, and governance (ESG) factors into financial analysis, valuation, and investment decision-making. The program covers ESG frameworks, sustainability integration, greenhouse gas accounting, and climate risk management across eight core courses.
Industries38 shared keywordsJ.P. Morgan is a global financial services firm serving corporations and individuals in more than 100 countries, offering investment research, tools, data, analytics, and advisory services. It supports institutional investors, asset and fund managers, hedge funds, broker dealers, and equity issuers with liquidity, fixed income strategies, and equity compensation solutions.
Vanguard33 shared keywordsVanguard offers investment products, savings and retirement tools, and personalized financial advice to help individuals build long-term wealth. It operates in the investment management and financial services industry.
Interactive Strength Acquires Ergatta32 shared keywordsFidelity offers an online brokerage platform for retail investors to trade US stocks, ETFs, options, mutual funds, bonds, CDs, and crypto ETPs, with $0 commission on online US stock and ETF trades. It provides trading across web, desktop, and mobile alongside research tools, professional coaching, and advisory services.
SmartAsset27 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
Seeking Alpha26 shared keywordsSeeking Alpha is a financial research platform offering stock analysis, market news, investment ideas, and quantitative ratings across asset classes, drawing on a large community of contributing analysts. It serves individual and professional investors seeking research and data-driven insight on stocks and markets.

Companies competing with Solovis for the same Google search keywords, organic and paid, via search-intersection analysis.

Timeline · 1

launches, deals, and filings
Jan 2025
Risk Pro factor risk analytics offered (formerly Venn Pro)

Solovis markets Risk Pro, previously named Venn Pro, providing factor-based risk analytics, scenario analysis and portfolio construction tools.

source ↗

Dated company events from announcements, filings, and press; legal rows summarize public dockets and regulator releases.

Legal entities · 1

corporate structure
SolovisDelaware

In the news

Solovis | Investment | Insight Partnersinsightpartners.com · Oct 2025Solovis Accelerates Next Phase of Growth With Support From Insight Partners and ST6 | Insight Partnersinsightpartners.com · Oct 2025Solovis Raises $8 million to Accelerate Growthprnewswire.com · May 2017Solovis Raises $3.25M to Accelerate Growth of Institutional Portfolio Platform - Solovissolovis.com · Jan 2016Solovis Raises to Accelerate Growth of Institutional Portfolio Platformedisonpartners.com · Jan 2016

▸Research sources · 1

primary sources listed

1 public sources were cited for this profile; the first-party ones are listed here.

Frequently asked questions

What does Solovis do?
Solovis offers multi-asset class portfolio analytics, risk and reporting software for institutional investors.
Who founded Solovis?
Solovis was founded by Joshua Smith in 2016.
Who are Solovis's investors?
Solovis's investors include Escalate Capital Partners, MissionOG, Edison Partners, Insight Partners, OCA Ventures.
How much funding has Solovis raised?
Solovis has disclosed $25.3M raised across 6 rounds.
Where is Solovis headquartered?
Solovis is headquartered in Irving, US.
Solovis — Investors & Founders | Fundraising Fox