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.
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.
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.
Investortools exists as a family-owned company to honor God by serving others with integrity. We build and support world-class financial software solutions that help our clients thrive. We believe the following values are foundational to Investortools’ identity and living them out will always be the right way for us to do business.
Think Long-Term
We lay strong foundations, prioritizing long-term value over short-term gains.
Earn Trust
We invest in relationships, choosing to do the right thing instead of cutting corners.
Pursue Simplicity
We promote nimbleness, supportability, and scalability through elegant simplicity.
Deliver Excellence
We take pride in our work, providing value through the breadth and depth of well-crafted solutions.
Value People
We care for others, treating everyone we encounter as a person worthy of dignity and respect.
Steward Resources
We honor our shareholders and our clients in the way we manage our time and money.
"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
Featured In
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.
“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.
Mike Green
Co-CEO, Chief Operating Officer 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 pursuing operational excellence and strategic growth.