Hoboken-based investment analytics firm the Burgiss Group and Caissa, a portfolio analytics software provider, have agreed to a merger, the companies said in a news release.
The combined firm will be based in Hoboken and consist of more than 450 employees worldwide, the company said.
“Caissa is a world-class provider of multiasset-class solutions to institutional investors,” Burgiss founder and CEO James Kocis said.
Caissa’s co-founders, David Hsu and Susan Veksler, will join the board of directors for the Burgiss Group, the firm said.
“Both firms have their roots in helping investors make better investment decisions,” Hsu, Caissa’s CEO, said. “Burgiss has an unrivaled presence and reputation in private capital data and analytics, while the Caissa platform serves as the foundational technology for investors across all asset classes. With our combined operational scale, we’re now able to deliver value to a wider audience much more quickly.”
