PerTrac Financial Solutions
PerTrac Financial Solutions, now operating under Nasdaq eVestment, provides institutional investment intelligence platforms for asset managers, allocators, and consultants.
Profile
Provides data and analytics tools for institutional investors to research asset managers and market trends.
PerTrac Financial Solutions, now operating under Nasdaq eVestment, provides institutional investment intelligence platforms for asset managers, allocators, and consultants. Originally founded as an independent analytics provider, PerTrac was acquired by Nasdaq in 2017 and integrated into the eVestment suite, which now powers over $90 trillion in institutional investment decisions. The platform specializes in performance benchmarking, consultant intelligence, and private market analytics, serving a global client base across 60 countries.
Recent financials are not publicly disclosed post-acquisition, but Nasdaq's broader financials show steady growth in its analytics segment, with eVestment contributing to recurring SaaS revenue. The platform is particularly dominant in RIA and family office data, competing with alternatives like FINTRX and PitchBook. What's notable in 2026 is the expansion of private market benchmarking tools, responding to institutional demand for alternative asset transparency.
Who buys this
- Asset managers marketing strategies to institutional allocators
- Pension funds and endowments conducting manager due diligence
- Investment consultants screening and recommending managers
- Private equity and hedge funds benchmarking performance
- Wealth platforms distributing alternative investments
Strengths and what to watch
Strengths
- Dominant market position in institutional consultant data, used by 90% of top consultants
- Proprietary dataset covering 29,000+ investment strategies globally
- Integration with Nasdaq's market infrastructure provides cross-platform synergies
Watch for
- Dependence on Nasdaq's corporate strategy post-acquisition; product roadmap may prioritize Nasdaq-wide integrations over standalone features
- Increasing competition from specialized private market data providers like Preqin and PitchBook
- Consultant datasets face scrutiny over representativeness biases in coverage
Key Information
- Founded
- 1996
- Headquarters
- New York, New York
Frequently Asked Questions
What is PerTrac Financial Solutions?
PerTrac provides institutional investment analytics, now part of Nasdaq eVestment. It offers benchmarking, consultant intelligence, and private market data for asset managers and allocators. The platform covers 29,000+ strategies globally, supporting $90 trillion in investment decisions across 60 countries.
How does PerTrac compare to PitchBook?
PerTrac specializes in institutional investment benchmarking and consultant datasets, while PitchBook focuses on private capital markets. PerTrac's integration with Nasdaq provides infrastructure synergies, whereas PitchBook offers deeper VC/PE deal tracking. Both compete in private market analytics but serve different user priorities.
What types of firms use PerTrac?
Primary users include asset managers marketing to institutions, pension funds conducting due diligence, investment consultants screening managers, private equity firms benchmarking performance, and wealth platforms distributing alternatives. The platform serves 90% of top investment consultants globally.
How has Nasdaq's acquisition affected PerTrac?
Since Nasdaq's 2017 acquisition, PerTrac operates under eVestment with access to broader market infrastructure. Integration has prioritized SaaS synergies, though some users note potential roadmap shifts toward Nasdaq-wide priorities rather than standalone features. Financials now report under Nasdaq's analytics segment.
What are PerTrac's private market tools?
The platform expanded private market benchmarking in 2026, offering transparency in alternatives like hedge funds and private equity. Tools help allocators compare performance, fees, and strategy details across 29,000+ investment products, addressing institutional demand for alternative asset data.
Are there limitations to PerTrac's consultant data?
While covering 90% of top consultants, some users note potential representativeness biases in dataset coverage. The platform dominates RIA data but faces competition from specialized providers in niche segments. Regular methodology updates address these concerns for institutional clients.
Sources
- www.nasdaq.com — Current product offerings and market positioning under Nasdaq
- www.fintrx.com — Competitive context in RIA data space
- techcrunch.com — Absence of recent layoffs or restructuring news
- datos-insights.com — Industry context for financial data platforms