Bipsync logo — AI-powered investment workspace where teams capture, structu...

Bipsync

AI-powered investment workspace where teams capture, structure, and leverage collective intelligence at scale.

Founded 2012 United States New York, United States 76 employees Post IPO Total: $13.20M Enterprise Software, Fintech

General Information

Company Name Bipsync
Founded Year 2012
Location United States New York, United States
Founders / Decision Makers
Team member
Employees 76
Industries Enterprise Software, Fintech
Funding Stage Post IPO
Business Model B2B, SaaS, Platform
Revenue Model Subscription, Service Fee, Usage Based
Social

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About Bipsync

Bipsync is a notable player in the Enterprise Software and Fintech sectors, particularly recognized for its robust research management software (RMS). Founded in 2012, the company has established its headquarters in the United States, where it continues to innovate in investment management technology.

Emphasizing its core proposition, Bipsync aims to help institutional investors capture, structure, and leverage collective intelligence on a scalable level. The software is lauded for providing a customizable workflow, enabling clients to streamline their investment processes effectively. This is demonstrated by its trust among some of the world’s largest asset owners and managers.

The last known financial activity for the company was a Secondary Market investment on 01 January 2022. Despite not revealing specific investors, this reflects sustained confidence from the investment community. Overall, Bipsync presents a compelling case for continued innovation and relevance in its field.

Business keywords: Research Management Software, Investment Management, Workflow Automation, Collective Intelligence, Operational Excellence, System of Record, Investment Research, Task Automation, Agile Processes, User-Centered Design, Enterprise Software, Modern Productivity Environment, Process Management

Services & Products

Research Centralization
AI-Powered Research Tools
Automated Investment Workflows
Institutional Knowledge Storage
Security and Compliance Consulting

Target Customers

Asset Managers Asset Owners Consultants and Advisors Family Offices Institutional Investors

Funding Rounds & Investors (4)

View All
Funding Stage Amount Investors Lead Investors Date
Secondary Market Undisclosed -
01 Jan 2022
Series A $7.00M 6
Edison Partners, Giant Ventures +4
01 Jan 2019
Seed $4.20M -
01 May 2016
Seed $2.00M 2
Steadfast Venture Capital, Russell Siegelman
01 Nov 2014

Bipsync Alternatives & Competitors

View All Alternatives
Bipsync vs
ClearMacro
ClearMacro United Kingdom

The faster, smarter way to improve your investment process.

Seed
4 employees
Enterprise Software, Finance
Bipsync vs

The Productivity Suite for the Institutional Investment Industry, an ION Analytics Service®

Acquired
128 employees
Enterprise Software, Fintech
Bipsync vs

Software Integration Platform

92 employees
Data Analytics, Enterprise Software

FAQ About Bipsync

AI-powered investment workspace where teams capture, structure, and leverage collective intelligence at scale.
Bipsync was founded in 2012.
Bipsync is headquartered in New York, United States.
Bipsync operates in Enterprise Software and Fintech. Its work centres on Research Management Software, Investment Management, Workflow Automation and Collective Intelligence. Its customers include Asset Managers, Asset Owners and Consultants and Advisors.
Bipsync has a B2B, SaaS and Platform business model. Its revenue comes from Subscription, Service Fee and Usage Based.
Bipsync has approximately 76 employees.
Bipsync has completed 4 funding rounds, raising a total of $13.20M. The latest funding stage is Post IPO.
Bipsync offers: Research Centralization, AI-Powered Research Tools, Automated Investment Workflows, Institutional Knowledge Storage, Security and Compliance Consulting.
Top alternatives and competitors to Bipsync include ClearMacro, Backstop Solutions Group, SIP YAZILIM A.Ş., Fund Elements. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Bipsync and ClearMacro are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Bipsync, https://bouncewatch.com/company/bipsync, updated 10 April 2026. When citing, please name BounceWatch and link this page.

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