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Cogency Software

Founded 1997 United States Burlingame, United States 6 employees Venture round Total: $2.50M Finance

General Information

Company Name Cogency Software
Founded Year 1997
Location United States Burlingame, United States
Employees 6
Industries Finance
Funding Stage Venture round
Social

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About Cogency Software

Cogency Software, founded in 1997, is a prominent player in the Finance industry, headquartered in the United States. Specializing as a leading accounting solution provider, Cogency serves investors with mixed portfolios, including hedge funds, private equity funds, and daily traded instruments. Their portfolio accounting system is widely trusted by top asset allocators such as Fund of Funds, Endowments, Pensions, Outsourced CIOs, and Family Offices.

In 2015, Cogency Software became part of the Backstop Solutions Group, enhancing its service offerings by becoming part of a comprehensive front to back-office solution tailored for efficient institutional investment management.

The company secured a $2.50M Venture Round investment on 07 December 2005, backed by investors including US Venture Partners, Altos Ventures, Scale Venture Partners, and Apex Venture Partners. This financial backing highlights the company's credibility and appeal among prominent investors in the industry.

Business keywords: accounting solution, investor, portfolio accounting, hedge funds, private equity funds, asset allocator, institutional investment industry, cloud-based software, front to back-office solution, investment management, institutional operations, communication

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Venture Round $2.50M 4
US Venture Partners, Altos Ventures +2
07 Dec 2005

Cogency Software Alternatives & Competitors

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FAQ About Cogency Software

Cogency is the leading accounting solution for investors with mixed portfolios of hedge funds, private equity funds, and daily traded instruments. The Cogency partnership and portfolio accounting system is trusted by some of the world's top asset allocators, including Fund of Funds, Endowments, Pens...
Cogency Software was founded in 1997.
Cogency Software is headquartered in Burlingame, United States.
Cogency Software operates in Finance. Its work centres on accounting solution, investor, portfolio accounting and hedge funds.
Cogency Software has approximately 6 employees.
Cogency Software has completed 1 funding round, raising a total of $2.50M. The latest funding stage is Venture round.
Top alternatives and competitors to Cogency Software include Ultimus Fund Solutions, Crystal Capital Partners, LLC, Enfusion, Hazeltree , Investure, LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Cogency Software and Ultimus Fund Solutions 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 Cogency Software, https://bouncewatch.com/company/cogency-software, updated 25 March 2026. When citing, please name BounceWatch and link this page.

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