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Fundpeak vs OZX Opportunity

Fundpeak logo
FundpeakOther
CustomPublished price
OZX Opportunity logo
OZX OpportunityInvestment Research Platforms
CustomPublished price
Fundpeak logo
Fundpeak
Other

Fund Factsheet Production & Fund Portals

OZX Opportunity logo
OZX Opportunity
Investment Research Platforms

Defer and eliminate capital gains tax with Opportunity Zone investments

Overview
CategoryOtherInvestment Research Platforms
What it isInvestment reporting and RFP automation for asset managers.Opportunity zone fund database and listings platform.
Pricing
Published priceCustom
Quote-based; no standard public pricing. A one-time client-portal implementation fee around $490 has been cited, but ongoing pricing is individualized. Fundpeak was acquired by Co…
Custom
No public subscription price published; OpportunityDb offers free public content plus a fund database/marketplace and events. Any paid data/listing access is arranged directly.
Pricing modelCustom quoteCustom quote
Free optionsFree plan · Free trialFree plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20142018
Team size11-50 employees1-10
HeadquartersBoston, MADenver, CO

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