Valitana

Valitana is a FinTech company founded in 2017 that builds SaaS software for institutional investors. Its products span financial analytics, trade flow insights, cash flow projections, portfolio compliance and workflow automation, with an emphasis on real-time data analytics. The company's stated aim is to replace fragmented legacy systems with integrated, customizable tools.

Two products make up the core offering. Valitana Analytics delivers real-time analysis of CLO, CMBS and ABS instruments for institutional credit investors and managers. Vantage is a multi-asset class trade and portfolio management platform covering trade flow analytics and portfolio management workflows.

The firm reports more than 90 institutional firms using its software and approximately 100 clients in total. Its customer base spans structured finance and institutional credit, including asset managers, hedge funds, insurance companies, broker-dealers, CLO investors and CLO managers, and family offices. Valitana describes itself as rapidly growing and focused on continued innovation in structured finance technology.