Syntax

Syntax

Investment analytics and portfolio management tools

About Syntax

Simplify's Rating
Why Syntax is rated
A
Rated B on Competitive Edge
Rated A+ on Growth Potential
Rated A on Rating Differentiation

Industries

Fintech

Financial Services

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

New York City, New York

Founded

N/A

Overview

Syntax provides financial technology solutions that focus on investment analytics and portfolio management. Their platform offers detailed profiles for thousands of companies and Exchange-Traded Funds (ETFs), helping investors understand risks and opportunities. They also create proprietary benchmark indices for accurate performance metrics and use algorithms for tax-efficient strategies to minimize tax liabilities. Syntax aims to enhance decision-making for individual and institutional investors through subscription-based access to their tools and data.

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Simplify's Take

What believers are saying

  • Growing demand for ESG-focused products boosts Syntax's innovative index offerings.
  • Direct indexing trend supports Syntax's personalized portfolio management solutions.
  • Thematic investing popularity enhances Syntax's collaboration with Mansueto Ventures.

What critics are saying

  • Increased competition from fintech startups may erode Syntax's market share.
  • Technological advancements could raise operational costs for Syntax.
  • Dependency on partners like PharmaShares may pose financial risks.

What makes Syntax unique

  • Syntax offers proprietary benchmark indices for accurate performance metrics.
  • Syntax Direct platform enables personalized investment solutions for financial advisors.
  • Syntax's tax-efficient strategies optimize tax loss harvesting for better returns.

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Company News

Business Wire
May 2nd, 2024
17 Asset Management & Syntax Announce The Launch of the 17AM-SDG 9 US Infrastructure & Innovation Index on SMArtX

NEW YORK-(BUSINESS WIRE)-17 Asset Management ("17 AM") and Syntax Data ("Syntax") are pleased to announce the launch of the 17AM-SDG 9 US Infrastructure & Innovation Index, designed to capture investment opportunities aligned with the 9th United Nations ("UN") Sustainable Development Goal ("SDG").

Business Wire
May 1st, 2024
Syntax And Mansueto Ventures Launch The Fast Company Most Innovative Companies Us-Listed Index On Smartx

NEW YORK--(BUSINESS WIRE)--Syntax LLC, a leading provider of innovative financial data and technologies, and Mansueto Ventures, publisher of Fast Company and Inc., have launched the Fast Company Most Innovative Companies US-Listed Index (“the Index”) on the SMArtX Advisory Solutions platform. The Index is designed to capture publicly traded companies that are recognized for their trailblazing innovations across all facets of the US economy and meet minimum liquidity standards. The companies held within the index are selected from the annual Fast Company Most Innovative Companies List (the “MIC List”). First introduced in 2008, the annual MIC List is curated by Fast Company’s editorial staff who selects that year’s 10 (or in a few cases 15) most transformative companies within 58 distinct industries by assessing and reviewing the novel significance of the business initiatives of thousands of companies and considering the impact of those efforts on each company’s business, industry, and society at large

Business Wire
Jan 23rd, 2024
Syntax Introduces Breakthrough Custom Direct Indexing Platform

NEW YORK--(BUSINESS WIRE)--Syntax LLC, a New York based data provider, introduced today its new wealthtech platform, Syntax DirectTM, at the T3 Technology Conference 2024 in Las Vegas, Nevada. Syntax Direct puts advanced index creation and management capabilities in the hands of financial advisors and wealth managers. Syntax Direct offers financial advisors a seamless front-to-back solution that covers every step of the index development process, from custom indexed portfolio creation to the immediate production of daily index files that support efficient asset management. Key features of Syntax Direct support performance analysis, compliance requirements, marketing and record keeping. Said Syntax CEO, Patrick Shaddow, “Syntax Direct brings the creation of intellectual property to the doorsteps of the American household. The platform empowers financial advisors to create personalized investment solutions at scale, thereby shifting the product creation process from traditional asset managers to financial consumers.”

Yahoo Finance
Nov 21st, 2023
PharmaShares Partners With Syntax and Raptor Trading to Launch Innovative Pharmaceutical Indices

"Raptor is excited to partner with PharmaShares and Syntax on these innovative and unique opportunities.

Yahoo Finance
Sep 12th, 2023
Syntax and 17 Asset Management announce partnership and the launch of the Intentional Solutions Platform

Syntax and 17 Asset Management announce partnership and the launch of the Intentional Solutions Platform.

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