GainsKeeper provides internet-based tax lot accounting services including wash sale and capital gain calculations for the schedule D, corporate action cost adjustments, tax-smart trade advice, and asset allocation. It is based in Quincy, Massachusetts.
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Latest GainsKeeper News
Mar 29, 2022
March 29, 2022 07:00 ET Columbus, Georgia, UNITED STATES COLUMBUS, Ga., March 29, 2022 (GLOBE NEWSWIRE) -- Delta Data, a leading pooled investment fund software provider, today announced that Whitfield Athey has stepped down as CEO of the company. He will be succeeded by Cameron Routh, most recently Head of Tax Solutions at Refinitiv. Cameron is an experienced fintech executive and entrepreneur, with strong go-to-market experience, who has successfully grown and sold multiple companies, including GainsKeeper and Scivantage. He will lead Delta Data as CEO after Delta Data’s acquisition in December, 2021 by Terminus Capital Partners, a growth-oriented software private equity firm. “We thank Whitfield for his over seven years of service as CEO of Delta Data, during which time the company significantly expanded its customer base and product capabilities,” said Alex Western of Terminus Capital Partners, on behalf of the board. “We are delighted to welcome Cameron Routh to Delta Data as CEO. His successful track record of leadership, customer success, and growth are exactly what we need to carry the company forward, as we progress toward our vision for Delta Data to be the best pooled investment fund software company in the world,” he adds. Most recently, Cameron Routh was Head of Tax Solutions for Refinitiv, a global provider of financial software and risk solutions. Refinitiv acquired Scivantage in March 2021 where, for over 14 years, Cameron served as Chief Commercial Officer, EVP of Corporate Development, and Managing Director of Strategic Products. Of note, he established the Maxit Cost Basis Reporting platform and scaled it to mid-double-digit recurring-revenue business. Earlier in his career, he co-founded GainsKeeper, which was acquired by Wolters Kluwer in 2002. Cameron currently serves on the board of Cure ATRT Now, a non-profit organization supporting pediatric brain cancer research. Originally from Amherst, MA, Cameron earned his BA in History from Boston University and his MBA from the University of Chicago. “It's an honor to join the outstanding team at Delta Data, and I look forward to building on the great foundation and growth potential in the business. Delta Data has long been one of the most trusted names in back-end solutions for the pooled funds industry, counting many of the industry’s top names as clients. I’m excited to broaden those relationships, as well as introduce new clients to Delta Data’s mission critical solutions for staying ahead of regulatory and technology change,” said incoming CEO Cameron Routh. About Delta Data Delta Data provides back-end solutions processing trillions of dollars in assets for the mutual fund industry, supporting four of the top 10 US banks, four of the top five US retirement recordkeepers, and four of the top five US investment managers. Delta Data’s industry-vetted SaaS integrated technology suite enables financial companies to control the dynamic environment of regulatory change and risk associated with internal and external data management. www.deltadata.com About Terminus Capital Partners: Terminus Capital Partners is a private equity firm focused on business software companies, founded in 2017 and based in Atlanta, GA. Differentiated by its industry expertise, sourcing engine, operations playbook, and buy-and-build methodology, Terminus strives to be the premier partner for capital providers, bankers, and management teams in the enterprise software sector. https://www.terminuscp.com/ Media Contact:
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Where is GainsKeeper's headquarters?
GainsKeeper's headquarters is located at 79 Parking Way, Quincy.
Who are GainsKeeper's competitors?
Competitors of GainsKeeper include Silver.
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Scivantage is a Global FinTech 100 technology provider of information-enabled software dedicated to transforming complex information and processes into intuitive user experiences for the financial services industry. With proven expertise in online brokerage, tax and portfolio reporting, and wealth management applications, Scivantage delivers intelligent and actionable information that goes beyond the boundaries of traditional financial software, helping improve investment decisions. Leading financial institutions, including broker-dealers, mutual fund companies, bank custodians, trust and prime brokers, depend on Scivantage's cloud-based technology to achieve critical business insights, generate new revenue and build stronger customer relationships.On March 2nd, 2020, Scivantage was acquired by Refinitiv. Terms of the transaction were not disclosed.
Refinitiv provides financial markets data and infrastructure. It provides data and insights, trading platforms, and open data and technology platforms that connect a thriving global financial markets community - driving performance in trading, investment, wealth management, regulatory compliance, market data management, enterprise risk and fighting financial crime.On August 1st, 2019, Refinitiv was acquired by the London Stock Exchange Group at a valuation of $27000M.
Wolters Kluwer (AEX: WKL) is a global provider of information services and solutions for professionals in the health, tax and accounting, risk and compliance, finance, and legal sectors. The company was founded in 1836 and is based in Alphen aan den Rijn.
Silver is a provider of enterprise-class business and technology solutions for investment services companies. It is based in Princeton Junction, New Jersey.On September 15th, 2021, Silver was acquired by Apex Fintech Solutions. The terms of the transaction were not disclosed.
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