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Investment Management

Bita

Investment data and analytics for smarter portfolios.

"Bita provides advanced investment data and analytics solutions for financial professionals. Their platform offers tools for portfolio construction, risk management, and performance analysis, enabling RIAs to make data-driven investment decisions and enhance client outcomes. Firms use Bita to gain deeper insights into their portfolios and improve investment strategies."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #103 in Investment Management
Validated Adoption
118 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Portfolio construction and optimization
Risk management and stress testing
Performance attribution and reporting
Factor-based analysis
Custom index creation

Primary Use Cases

Portfolio performance analysis
Risk management
Investment strategy development

Agentic Intelligence Briefing

"Bita empowers RIAs with comprehensive investment data and analytics to build better portfolios and improve client returns."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive investment data
Advanced analytics capabilities
Potential for improved investment decision-making

Adoption Hazards

Unclear pricing model
Unknown ease of integration with existing RIA tech stack

Stack Compatibility Profile

How Bita integrates into institutional RIA stacks.

118 Firms Analyzed
Riskalyze Online
97%
Stack Correlation
Nitrogen Wealth
93%
Stack Correlation
Elements Financial Planning
76%
Stack Correlation
Morningstar Office
74%
Stack Correlation
Advisor Websites (Responsive)
60%
Stack Correlation
ROL
55%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Registered Investment Advisors (RIAs) and wealth management firms
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1FactSet
2Morningstar Direct

Value Proposition

"Bita empowers RIAs with robust investment data and analytics to make smarter investment decisions and deliver superior client outcomes."

Vendor Dossier

Bita logoB
Bita
bita.co
Corporate Portal

Audit Your RIA Stack

See how Bita fits into your overall tech efficiency score.

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Andes: Aligning investments with client risk profiles.

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Apex: Streamlining Custodial Solutions for Investment Management.

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Aroa

Investment data and analytics for smarter portfolio decisions.

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AssetMark

AssetMark: Integrated platform for RIA growth and client success.

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