Novus Partners, Inc.

Novus Partners, Inc. provides an advanced portfolio intelligence platform that enhances investment management processes, offering sophisticated analytics on performance, risk, and attribution for institutional investors. Founded in 2007, Novus Partners, Inc. operates from New York, US, delivering a platform that supports institutional investors in optimizing their investment management processes.

The company was acquired by SEI in November 2021 from Bain Capital Ventures and Index Ventures to enhance SEI’s capabilities in investment management. Andrea Gentilini serves as the CEO of Novus. Novus Partners, Inc. primarily offers a portfolio intelligence platform aimed at improving investment management for institutional investors.

The platform provides advanced analytics on performance, risk, and attribution across various levels—position, fund, and portfolio. It includes features for deep analysis, customizable reporting, and integration with diverse data sources, tailored for endowments, foundations, hedge funds, private equity firms, and asset managers across North America, Europe, and Asia. Released to address the increasing demand for detailed portfolio analytics, the platform facilitates informed investment decisions and enhances communication among portfolio managers. Novus Partners, Inc.

generates revenue through a subscription-based model, where clients pay for access to the Novus Platform and its comprehensive services. This model supports ongoing relationships with institutional investors and asset managers, who engage with the platform for continuous monitoring and reporting of their portfolios. While specific pricing for subscriptions is not disclosed, the solutions offered are premium and tailored to sophisticated investment teams, with additional support for data integration and analytical insights. Following the acquisition by SEI in November 2021, Novus Partners, Inc.

is set to leverage its new position to expand its platform capabilities and reach new markets. The integration will facilitate the design and launch of new products aimed at enhancing investment management for larger institutional clients. Expansion plans are underway for markets in Europe and Asia, with efforts focused on establishing a stronger presence in these regions by the end of 2022. The recent acquisition funding will be allocated to bolster product development and market expansion initiatives.