About Investortools

A Legacy of Innovation, Market Leadership, and Trust

Over 40 Years of Innovation and Excellence

Investortools has evolved from a humble startup into the industry's preferred provider of software and data solutions.

Our Values

Founded in 1983, Investortools is headquartered in Colorado Springs, Colorado. Our employees span the U.S., with affiliates located in Europe and Asia. 

Trusted by a diverse array of financial professionals—including retail and institutional SMA managers, fund managers, broker-dealers, insurers, banks and bank trusts, security dealers, rating agencies, and other market participants—Investortools supports over $1 trillion in assets under management.

Our platform boasts unparalleled connectivity with industry leading partners, which enhances our ability to deliver transformative solutions. This makes our systems and tools essential for success in fixed-income investment management, with our products being widely adopted by the most prominent firms in the marketplace. 

Innovation

We leverage the latest technologies to solve the client’s problems and expand opportunities.

Interoperability

Enhanced automations and integration reflect our commitment to streamlined process that enable clients to manage their entire investment lifecycle in our software.

Integrity

We put our clients first and can be counted on to the the right thing in all circumstances.

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"Investortools' flexibility allows us to customize functionality to meet our specific needs. Best of all, the team is incredibly helpful, skilled, and a pleasure to work with, making Investortools essential to our business."

Department Head, CFA
Barron’s Top 10 RIA Firm

Experience the impact of superior performance

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daily average of users engaging with the platform
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unique industry partnerships and data integrations
%
of top-ranked* SMA shops rely on Investortools
*rankings according to Form ADV

Our Leaders

Throughout our history, we have been blessed with great people. Our leadership brings extensive experience and a visionary approach to solving complex challenges. They guide our organization to foster growth, enhance client relationships, and spearhead the future of financial technology.

Diverse Data Providers with Deep Liquidity Integration

Connect directly with dealers, access vast market depth, integrate live data streams, and automate your workflows for unparalleled efficiency and strategic execution. 

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Solutions

Elevate Your Workflow

Access comprehensive, full-lifecycle solutions for fixed-income investment management.

Careers

Grow With Us

Join forces with a team that’s powered by excellence, opportunity, and growth.

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Jon Anderson, CFA

Chief Product Officer and Co-Head

“My priority is to continuously deliver exceptional value to our clients through unparalleled depth in analytics and streamlined workflows. The fixed-income market is evolving at a remarkable pace, and we are excited to be at the forefront, driving that innovation.”

With more than two decades of experience in the financial technology sector, Jon brings deep understanding of the fixed-income markets to his role. Jon’s long history and experience in client customizations have uniquely positioned him to drive the company’s product vision and strategy, playing a vital role in maintaining Investortools’ leadership in the industry.

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Mike Green

Chief Operating Officer and Co-Head of Investortools

“My goal is ensuring that our clients find exceptional value in the products and services that we offer, establishing long-lasting partnerships, and earning their trust by providing solutions to the most difficult parts of their business.”

With a passion for building relationships and thoroughly understanding customer needs, Mike draws on over two decades of experience in technology sales and service to lead Investortools in pursing operational excellence and strategic growth.