ProTrak

ProTrak is a New York-based CRM platform that provides data migration, investor relationship management, assets documentation, and related solutions for investment managers. Read more

52 Followers on Owler
52 Followers on Owler
52 Followers on Owler
52 Followers on Owler

ProTrak

ProTrak is a New York-based CRM platform that provides data migration, investor relationship management, assets documentation, and related solutions for investment managers. Read more

Simon Koziel's photo - President of ProTrak

President

Simon Koziel

CEO Approval Rating

89/100

PROTRAK TOP COMPETITORS OR ALTERNATIVES

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4Degrees is perceived as one of ProTrak's biggest rivals. 4Degrees was founded in 2017 in Chicago, Illinois. 4Degrees is in the Customer Relationship Management (CRM) field. 4Degrees generates $3.4M less revenue than ProTrak.

Tier1 Fin is ProTrak's #2 rival. Tier1 Fin is a Private company that was founded in 2007 in Toronto, Ontario. Tier1 Fin competes in the Systems Software field. Compared to ProTrak, Tier1 Fin has 112 more employees.

DealCloud is one of ProTrak's top competitors. DealCloud's headquarters is in Jersey City, New Jersey, and was founded in 2010. Like ProTrak, DealCloud also operates in the Systems Software industry. DealCloud generates 356% of ProTrak's revenue.

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Growth Score - 1/1

Is $6.5M a good estimate for ProTrak's revenue?

ProTrak Acquisitions

No recent acquisitions found related to ProTrak

ProTrak Funding History

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ProTrak Investments

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ProTrak News

January 19, 2015INSTITUTIONAL ASSET MANAGER

ProTrak International releases version 10.0 of CRM software

HedgeInhouse content: offProTrak International has released Version 10.0 of its industry-leading Adva... See more »

ProTrak Blogs

February 28, 2017ProTrak International Blog

Wealth & Finance International Magazine Interviews ProTrak Founder, Simon Koziel

Wealth & Finance International, February 2017 Rolling with the Times - Simon Koziel, founder of Pro... See more »
January 25, 2017ProTrak International Blog

Interview with ProTrak CEO - Simon Koziel

Holland Mountain, 25th January 2017 Over the course of the last few months, we have been sitting down... See more »
July 7, 2016ProTrak International Blog

Trade Secret Protection: Valuing Your Information

Investment firms don't usually own patents, but all have vast treasures of trade secrets that define ... See more »
July 7, 2016ProTrak International Blog

Preparing for Your SEC Audit

"If you haven't started preparing for an SEC exam, you're already behind," said panelist Jeffrey Squi... See more »
July 7, 2016ProTrak International Blog

Beyond the "C" in CRM

Since its inception, a CRM system has focused ona firm's "front office", those employees that handle ... See more »
July 7, 2016ProTrak International Blog

SEC Registration for Investment Advisers

The Dodd-Frank Wall Street Reform Act Passage of the Dodd-Frank Wall Street Reform and Consumer Prote... See more »
July 7, 2016ProTrak International Blog

CRM - A "Core" Technology for Alternative Managers

In today's volatile markets and stressful economic environment many alternative investment managers c... See more »

ProTrak Press Releases

January 19, 2015PRWEB

ProTrak International Announces the Release of its CRM 10.0 Software

ProTrak International, Inc., as a testament to over 25 years' experience serving the productivity and... See more »

Social Media

ProTrak Headquarters

237 West 35th Street

New York, New York10001

212-265-9833

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ProTrak Summary

ABOUT

Overview

ProTrak is a New York-based CRM platform that provides data migration, investor relationship management, assets documentation, and related solutions for investment managers. ProTrak was founded in 1988. ProTrak's headquarters is located in New York, N...

CEO

ProTrak's President, Simon Koziel, currently has an approval rating of 89%. ProTrak's primary competitors are 4Degrees, Tier1 Fin & DealCloud.

Website

protrak.com

Frequently Asked Questions about ProTrak

  1. When was ProTrak founded?

    ProTrak was founded in 1988
  2. Who is ProTrak's CEO?

    ProTrak's CEO is Simon Koziel
  3. How much revenue does ProTrak generate?

    ProTrak generates $6.5M in revenue
  4. How much funding does ProTrak have?

    ProTrak has historically raised $0 in funding
  1. Where is ProTrak's headquarters?

    ProTrak's headquarters is in New York New York, USA
  2. How many employees does ProTrak have?

    ProTrak has 38 employees
  3. What sector does ProTrak operate in?

    ProTrak is in Systems Software, Customer Relationship Management (CRM)
  4. Who are ProTrak's competitors?

    ProTrak's top competitors are 4Degrees, Tier1 Fin, DealCloud