BST Awards 2021: Best buy-side portfolio analysis tool—Essentia Analytics

Product: Essentia Insight

OVERVIEW

Essentia Insight is a buy-side focused tool that combines data analytics, human coaching and automated “nudging” to drive measurably better decision-making across the front office. 

Typical user-firms: Active managers of public equity portfolios and allocators of separately managed accounts to such funds.

Over the last three years, annual recurring revenue (ARR) has grown by more than 50% year on year, and the firm has more than doubled its client base over the same period.

 

 

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