Numerix

Numerix

Derivative pricing and risk analytics platform

Overview

Numerix provides analytics and software for pricing and risk management of derivatives and structured products in global capital markets. Its offerings include real-time counterparty exposure, XVA adjustments, and economic scenario generation, delivered through licensed software and expert consulting for financial institutions, asset managers, and insurers. The platform lets clients run pricing models, assess risk, apply valuation adjustments, and simulate market scenarios to inform trading and risk decisions. Numerix differentiates itself with a finance-focused analytics suite that combines pricing and risk tools with specialist services, helping clients price complex products, manage risk, comply with regulations, and improve profitability.

About Numerix

Simplify's Rating
Why Numerix is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Enterprise Software

Quantitative Finance

Financial Services

Company Size

501-1,000

Company Stage

N/A

Total Funding

N/A

Headquarters

New York City, New York

Founded

1996

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Simplify's Take

What believers are saying

  • Genstar Capital acquired Numerix in August 2022, fueling expansion.
  • FINCAD acquisition in April 2023 bolsters derivatives analytics expertise.
  • PolyPaths buy in July 2023 enhances structured products capabilities.

What critics are saying

  • FINCAD integration fails, causing 20-30% customer churn in 6-12 months.
  • Top 3-5 clients, over 40% revenue, exit due to consolidation in 12-36 months.
  • Regulatory XVA reforms demand model overhaul in 18-36 months.

What makes Numerix unique

  • Numerix excels in real-time XVA adjustments and counterparty exposure analytics.
  • Oneview platform won Best Market Risk Solution in 2025 Waters Rankings.
  • Kynex platform launched Single Name API for convertible securities in 2026.

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Benefits

Remote Work Options

Flexible Work Hours

Health Insurance

401(k) Retirement Plan

401(k) Company Match

Paid Vacation

Paid Holidays

Professional Development Budget

Conference Attendance Budget

Wellness Program

Mental Health Support

Phone/Internet Stipend

Home Office Stipend

Stock Options

Company Equity

Vacation/Leave?

Hybrid Work Options

Parental Leave

Family Planning Benefits

Fertility Treatment Support

Adoption Assistance

Growth & Insights and Company News

Headcount

6 month growth

-5%

1 year growth

-5%

2 year growth

-5%
Numerix
Mar 5th, 2026
Numerix Announces 2026 Women in Finance Scholarship

Numerix announces 2026 Women in Finance Scholarship. PR Contact: Emily Drooby press @numerix .com Numerix, a leading capital markets quantitative analytics technology provider, is pleased to announce the launch of its 2026 Women in Finance Scholarship. Now in its 12th year, the annual $20,000 scholarship supports women pursuing advanced degrees in finance and related quantitative disciplines. Applications open on March 30, 2026. Since its inception, the program has awarded more than $220,000 to exceptional graduate students around the world, reinforcing Numerix's long-standing commitment to advancing inclusion and innovation within the financial industry. "At Numerix, we believe the future of financial markets depends on cultivating talent and fresh perspectives," said James Jockle, CMO of Numerix. "Through the Women in Finance Scholarship, we are proud to invest in the next generation of leaders who will shape the evolution of quantitative finance, risk management, and capital markets technology." The scholarship is open to women of any citizenship who are enrolled full-time in a Master's or PhD program in a finance-related field at an accredited institution. Eligible candidates must have less than ten years of total professional experience and fewer than five years of experience within the financial industry. Applicants should be pursuing or planning to pursue careers in financial asset management, market risk management, fixed income, derivatives finance, or related capital markets disciplines. The selected recipient will receive $20,000, with $10,000 awarded directly to the student for educational expenses and $10,000 paid to their academic institution. "The Women in Finance Scholarship represents more than financial support," said Helen He who is a manager of Financial Engineering. "It reflects our commitment to expanding access to opportunity and ensuring that talented women have the resources and encouragement to thrive in quantitative finance." Over the past decade, recipients have gone on to pursue impactful careers in quantitative research, trading, risk management, and financial engineering across global institutions. The program, originally established by Fincad and continued under Numerix following its acquisition, remains a cornerstone of the company's broader commitment to supporting the future of capital markets. About Numerix Since its founding in 1996, Numerix has been at the vanguard of financial technology, providing groundbreaking expertise, quantitative analytics, and software that redefines pricing and risk management in the financial markets. With the strategic acquisitions of FINCAD, Kynex, and PolyPaths, Numerix has further strengthened its leadership position, empowering financial institutions worldwide to transform risk into opportunities with confidence. Numerix is headquartered in New York City, with offices around the world in major financial centers that allow immediate access to the latest trends, innovations, and thought leaders in the industry. This extensive network across the Americas, EMEA, and Asia-Pacific enables Numerix to offer localized support and services to its diverse clientele while drawing on global insights and expertise.

Numerix
Jan 8th, 2026
Numerix Ranks Top-Five in Chartis BuySideRisk50 2025 and Earns Three Category Awards

Numerix ranks top-five in Chartis BuySideRisk50 2025 and earns three category awards. Numerix, a leading capital markets quantitative analytics technology provider, has been ranked fifth overall in the Chartis BuySideRisk50 2025. In addition to its top-five overall placement, Numerix received three category awards for Cross-Context Analytics, Structured Note Analytics, and RMBS Analytics. The BuySideRisk50 ranking evaluates technology providers that support buy-side institutions as they manage increasingly diverse portfolios, complex products, and heightened risk requirements. Numerix's strong performance highlights its ability to deliver consistent pricing, risk, and sensitivity analytics across asset classes through a unified analytics framework and scalable infrastructure. "Numerix's top five placing and three awards in BuySideRisk50 reflect its cross-asset support, offered via a set of deep and focused pricing and analytics libraries and supporting infrastructure," said Sid Dash, Chief Researcher at Chartis. "This combination is integral for a variety of buy-side entities (including hedge funds, asset managers, and pension and insurance asset owners), whose increasingly broader market and asset footprint requires support from an expanded set of appropriate tools and infrastructure." "The category awards recognize Numerix's broad analytics coverage and its ability to support buy-side institutions across multiple asset classes and use cases. Together, these distinctions highlight Numerix's continued focus on delivering flexible, reliable analytics and risk capabilities aligned with the evolving needs of investment and risk teams," said Jim Jockle, Numerix's Chief Marketing Officer. Numerix's recognition in BuySideRisk50 2025 underscores its position as a trusted analytics provider for buy-side institutions with complex valuation and risk management requirements. Built for large asset managers, hedge funds, insurers, and global financial institutions, Numerix delivers the accuracy, scalability, and resilience required to support sophisticated derivatives portfolios and enable competitive differentiation in fast-moving markets. About Numerix: Since its founding in 1996, Numerix has been at the vanguard of financial technology, providing groundbreaking expertise, quantitative analytics, and software that redefines pricing and risk management in the financial markets. With the strategic acquisitions of FINCAD, Kynex, and PolyPaths, Numerix has further strengthened its leadership position, empowering financial institutions worldwide to transform risk into opportunities with confidence. Numerix is headquartered in New York City, with offices around the world in major financial centers that allow immediate access to the latest trends, innovations, and thought leaders in the industry. This extensive network across the Americas, EMEA, and Asia-Pacific enables Numerix to offer localized support and services to its diverse clientele while drawing on global insights and expertise.

Numerix
Nov 10th, 2025
Numerix Wins "Best Buy-Side Risk Management Product" at the 2025 Buy-Side Technology Awards

Numerix wins "best Buy-Side Risk Management Product" at the 2025 Buy-Side Technology Awards. Numerix, a leading capital markets quantitative analytics technology provider, has been named the winner of "Best Buy-Side Risk Management Product" at the Buy-Side Technology Awards 2025, hosted by WatersTechnology. The annual Buy-Side Technology Awards recognize the leading technologies and third-party vendors driving innovation, transparency, and operational excellence across global buy-side firms. This year's winners were selected by a panel of WatersTechnology's senior editorial team. The award highlights Numerix's continued leadership in delivering advanced risk management analytics that empower buy-side institutions to optimize capital, enhance portfolio performance, and navigate market uncertainty with confidence. "We're honored to be recognized by WatersTechnology for our commitment to innovation and excellence in buy-side risk management," said Satyam Kancharla, Chief Product Officer of Numerix. "This award reflects our mission to empower financial institutions with the technology and quantitative analytics they need to transform risk into opportunity." As part of Numerix's comprehensive analytics and risk management suite, its buy-side risk management solutions deliver real-time exposure monitoring, scenario modeling, and market risk analytics. Available via cloud or on-premises deployment, they empower firms to make faster, data-driven decisions while staying compliant with evolving regulatory requirements. For more information on the Buy-Side Technology Awards 2025 and the full list of winners, visit WatersTechnology.com. For more information on Numerix's products and solutions, please visit www.numerix.com. About Numerix: Since its founding in 1996, Numerix has been at the vanguard of financial technology, providing groundbreaking expertise, quantitative analytics, and software that redefines pricing and risk management in the financial markets. With the strategic acquisitions of FINCAD, Kynex, and PolyPaths, Numerix has further strengthened its leadership position, empowering financial institutions worldwide to transform risk into opportunities with confidence. Numerix is headquartered in New York City, with offices around the world in major financial centers that allow immediate access to the latest trends, innovations, and thought leaders in the industry. This extensive network across the Americas, EMEA, and Asia-Pacific enables Numerix to offer localized support and services to its diverse clientele while drawing on global insights and expertise.

Numerix
Oct 29th, 2025
Numerix Earns Chartis RiskTech100 Recognition for Leadership and Innovation in Risk and Analytics

Numerix earns Chartis RiskTech100 recognition for leadership and innovation in Risk and Analytics. Recognition underscores Numerix's continued leadership in credit data, front-office risk management, evaluated pricing, and structured products analytics. Numerix, a leading capital markets quantitative analytics technology provider, has advanced to #14 in the Chartis RiskTech100(R) 2026, up one position from last year, and earned four category wins that highlight its leadership in risk and analytics innovation: * Credit Data: Credit Curves * Front-office Risk Management * Evaluated Pricing and Data: Equity Derivatives * Structured Products Risk and Analytics "Numerix continues to be a leader in pricing, modeling and financial engineering tools for a broad range of assets," said Sid Dash, Chief Researcher at Chartis. "Its rise in this year's RiskTech100 reflects not only this continued success, but also a highly disciplined build-out of its capabilities." Widely regarded as the most comprehensive independent study of risk and compliance technology, the RiskTech100(R) evaluates nearly 700 firms globally on criteria such as strategic vision, innovation, and market impact. According to the Chartis team, only the most influential and advanced solution providers secure a position in the Top 100. "This recognition reflects our sustained commitment to innovation and our continued investment in delivering transparent, scalable, and high-performance analytics," said Satyam Kancharla, Chief Product Officer at Numerix. "We believe that our steady rise in the rankings over the past few years reflects the growing impact of our recent platform integrations, expanded analytics coverage, and the trust our clients place in us to deliver future-ready solutions in a rapidly evolving risk landscape." Over the past year, Numerix has deepened its cross-asset analytics capabilities, introduced NxCore Python APIs for unified access across a scalable analytics multi asset platform, and expanded NxCore Analytic Services, for large-scale valuation and stress testing. These developments have helped clients modernize their risk infrastructure and drive efficiency across credit, equity, and structured products markets. To learn more about Numerix's award-winning solutions, visit www.numerix.com. Since its founding in 1996, Numerix has been at the vanguard of financial technology, providing groundbreaking expertise, quantitative analytics, and software that redefines pricing and risk management in the financial markets. With the strategic acquisitions of FINCAD, Kynex, and PolyPaths, Numerix has further strengthened its leadership position, empowering financial institutions worldwide to transform risk into opportunities with confidence. Numerix is headquartered in New York City, with offices around the world in major financial centers that allow immediate access to the latest trends, innovations, and thought leaders in the industry. This extensive network across the Americas, EMEA, and Asia-Pacific enables Numerix to offer localized support and services to its diverse clientele while drawing on global insights and expertise.

Numerix
Sep 19th, 2025
Numerix Ushers in Next Era of Market Risk with Enhancements to Award-Winning Oneview Platform

Numerix was also recently named Best Market Risk Solution Provider in the 2025 Waters Rankings.

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