Founded Year

2022

Stage

Acquired | Acquired

Total Raised

$175M

Valuation

$0000 

About VettaFi

VettaFi is a data-led solutions provider in the financial services sector. The company offers indexing, data analytics, digital marketing, and event sponsorship services. VettaFi primarily serves Exchange-traded fund (ETF) issuers, fund managers, and financial advisors. It was founded in 2022 and is based in New York, New York. In December 2023, VettaFi was acquired by TMX Group.09B.

Headquarters Location

1330 Avenue of the Americas Suite 12C

New York, New York, 10019,

United States

949-794-0070

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Research containing VettaFi

Get data-driven expert analysis from the CB Insights Intelligence Unit.

CB Insights Intelligence Analysts have mentioned VettaFi in 1 CB Insights research brief, most recently on Jan 18, 2024.

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Jan 18, 2024 report

State of Fintech 2023 Report

Expert Collections containing VettaFi

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

VettaFi is included in 2 Expert Collections, including Wealth Tech.

W

Wealth Tech

2,424 items

Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.

F

Fintech

9,685 items

Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.

Latest VettaFi News

CoinShares Expands Strategic U.S. Market Leadership with Launch of “The Advisor Series”

Sep 5, 2025

CoinShares International Limited (Nasdaq Stockholm: CS; USOTCQX: CNSRF), Europe's largest digital asset investment manager, today announced the launch of “The Advisor Series,” an exclusive educational video content platform that advances the company's aggressive U.S. market expansion strategy through its strengthened partnership with TMX VettaFi. Strategic Market Positioning The initiative represents a significant milestone in CoinShares' systematic approach to capturing market leadership in the world's largest wealth management market. Following the strategic acquisition of Valkyrie in 2021, now CoinShares Valkyrie, CoinShares has methodically built its U.S. presence with the singular focus of becoming the digital asset investment partner for American financial advisors. “Our vision is clear: establish CoinShares as the definitive digital asset authority for U.S. financial advisors,” said Jean-Marie Mognetti, CEO of CoinShares . “The Advisor Series represents our commitment to delivering unparalleled value through authentic, peer-driven education that addresses the real challenges advisors may face in this rapidly evolving sector.” Differentiated Peer-to-Peer Approach Unlike traditional thought leadership content, “The Advisor Series” places practicing advisors at the center of the conversation. The platform features established advisory professionals who speak directly to their peers' most pressing concerns – from client skepticism and regulatory uncertainty to practical portfolio implementation strategies. As the content creator and enabler behind “The Advisor Series,” CoinShares demonstrates its deep understanding of the advisor market by curating and producing authentic peer-to-peer dialogue that directly addresses the target audience's specific needs and challenges. Market-Leading Advisory Voices The inaugural series features five influential advisors recognized for their digital asset expertise: Henri Arslanian , Co-founder, Nine Blocks Capital Management Anna N'jie-Konte , CEO, Poder Wealth Advisors Lazetta Braxton , CEO, The Real Wealth Coterie Alex Chalekian , CEO, Lake Avenue Financial Tyrone Ross , President and Founder, 401/Financial “CoinShares has become a trusted brand in the crypto space, and I'm excited to be included in their efforts to empower financial advisors with this educational series.” said Tyrone Ross President and Founder of 401/Financial Partnership Infrastructure Delivers Competitive Advantage As the official cryptocurrency sponsor of VettaFi, CoinShares operates a comprehensive digital asset education hub featuring: Exclusive market research and analysis Live educational webinars and training sessions Targeted marketing activations for advisor acquisition Advanced lead generation and conversion tools Comprehensive product education and support This infrastructure positions CoinShares to capture significant market share as digital asset adoption accelerates among institutional advisors. Discover CoinShares Advisor's Guide on CoinShares' website : https://coinshares.com/us/insights/advisors-brief/ Discover CoinShares Advisor's Guide on VettaFi CoinShares' crypto hub : https://etfdb.com/coinshares-crypto-etf-hub/ PayPal Selects Nova Credit to Power U.S. Cash Flow Underwriting The FCA Just Made Culture a Compliance Requirement Capitalixe Appoints Started PR as Growth Surges

VettaFi Frequently Asked Questions (FAQ)

  • When was VettaFi founded?

    VettaFi was founded in 2022.

  • Where is VettaFi's headquarters?

    VettaFi's headquarters is located at 1330 Avenue of the Americas, New York.

  • What is VettaFi's latest funding round?

    VettaFi's latest funding round is Acquired.

  • How much did VettaFi raise?

    VettaFi raised a total of $175M.

  • Who are the investors of VettaFi?

    Investors of VettaFi include TMX Group.

  • Who are VettaFi's competitors?

    Competitors of VettaFi include Alphathena and 4 more.

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Aperio Group

Aperio Group is an investment management firm that focuses on indexed equity separately managed accounts (SMAs). It provides investment portfolios that consider market exposure, taxes, personal values, factors, and risk, aiming to improve after-tax returns for taxable investors. Aperio Group serves advisors and institutions looking to align investment strategies with investor preferences. It was founded in 1999 and is based in Sausalito, California. Aperio Group operates as a subsidiary of BlackRock.

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getxerpa

Getxerpa is a company focused on providing digital banking experiences through personal finance management (PFM) tools and transaction enrichment services. Their solutions aim to assist financial institutions in offering digital experiences, enabling customers to manage their spending and savings. Getxerpa's products are used by the banking sector to support customer engagement and retention. getxerpa was formerly known as Ubank. It was founded in 2016 and is based in Mexico City, Mexico.

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