KOGER, Inc. Among HCM Top 500

12 Route 17 North Suite 111

Paramus, NJ, 07652-2644, United States

1 201 252-5915



KOGER, Inc. Strengths, Domain Expertise, and Key Differentiators

Most well known for its flagship transfer agency software, NTAS, KOGER's technology supports more than 8,000 investment funds with $2 trillion in assets. In addition, the Company's product suite automates transfer agency processes and administration: Know Your Customer (KYC) and Customer Lifecycle Management (CLM), anti-tax evasion regulatory compliance, reporting, and filing (FATCA and CRS), and business process management.

KOGER, Inc. Recent Developments

KOGER started to offer a comprehensive end-to-end digital ecosystem for investor services with complete compliance, workflow and document management, and client web portal functionality. The KOGER product suite is a comprehensive platform that automates a full range of administrative responsibilities including fund onboarding and offboarding; Anti-Money Laundering (AML) and Know Your Customer (KYC) compliance; ongoing customer due diligence; anti-tax evasion regulatory compliance (FACTA and CRS); Customer Lifecycle Management (CLM); and business process management.

KOGER, Inc. Mergers and acquisitions (M&A) Activities

In April 2021, KOGER have been acquired by HWM Group, a premier investor services and regulatory solutions provider to alternative and retail fund administrators. Lovell Minnick Partners, a private equity firm focused on investments in financial services, financial technology and related business services, funded the KOGER asset acquisition and has taken a majority stake in HWM Group as part of the deal.

KOGER, Inc. Customers in ARTW Customer Database

Leveraging a rigorous data-centric research methodology, APPS RUN THE WORLD asks the simple question: Who’s buying KOGER, Inc. applications and why? And we provide the answers – supported by decades of research – to our clients around the world. Our Customer database has over 100 data fields that detail company usage of KOGER, Inc. and other enterprise apps by function, customer size, industry, location, implementation status, partner involvement, Line of Business Key Stakeholders and IT decision makers contact details. List of Verified KOGER NTAS customers.

KOGER, Inc. Overview

Ownership: - Lovell Minnick Partners

Number of Employees: 120

Functional Market: Pension Administration,

Key Verticals: Banking and Financial Services,

KOGER, Inc. Key Cloud and HCM Applications


KOGER, Inc. HCM and Cloud HCM Applications Revenues, $M:

Type/Year20192020YoY Growth, %
Total Revenues, $M Subscribe Subscribe Subscribe
HCM Applications Revenues, $M Subscribe Subscribe Subscribe
Cloud HCM Applications Revenues, $M Subscribe Subscribe Subscribe

* HCM Applications Revenues = License + Support & Maintenance + SaaS ( Hardware and Prof. Services are Excluded )
** All revenue figures are estimates based on public records, Cloud and Non-Cloud business models in Apps Run The World's vendor database, and annual survey results including vendor feedback.

KOGER, Inc. Revenue Breakdown by Type:

TypeLicenseProf. ServicesHardwareSupport & MaintenanceSaaSPaaSIaaSOther (Non Enterprise Application Revenues)Total
% of Total Revenues Subscribe Subscribe Subscribe Subscribe Subscribe Subscribe Subscribe Subscribe 100%
Revenues, $M Subscribe Subscribe Subscribe Subscribe Subscribe Subscribe Subscribe Subscribe Subscribe

KOGER, Inc. Total and HCM Applications Revenues by Region:

Region% of Total Revenues2020 Total Revenues, $M2020 HCM Applications Revenues, $M
Americas Subscribe Subscribe Subscribe
EMEA Subscribe Subscribe Subscribe
APAC Subscribe Subscribe Subscribe
Total Subscribe Subscribe Subscribe

KOGER, Inc. Direct vs Indirect sales

RegionDirect SalesIndirect SalesTotal
Type % Subscribe Subscribe Subscribe
Revenues, $M Subscribe Subscribe Subscribe

KOGER, Inc. Customers - Breakdown by Geo, Size, Vertical and Product

List of Verified KOGER, Inc. Customers

No. of KOGER, Inc. Customers: 8000

No. of KOGER, Inc. HCM Applications Customers: x

No. of KOGER, Inc. Cloud HCM Customers: x

No. of KOGER, Inc. Cloud HCM Subscribers: x

KOGER has been providing software solutions for the world's largest financial firms since 1994. The company provides software solutions for hedge funds, pension funds, private equity funds, and retail funds. KOGER's technology supports more than 8,000 investment funds. Among KOGER clients are MUFG, SEI: Wealth and Investment Management Solutions, SuMi TRUST, BNY MELLON, ACK- Asset Management LLC, Calastone, SWIFT and many others.

KOGER, Inc. Market Opportunities, M&A and Geo Expansions

The HWM, KOGER, and Lovell Minnick management teams work closely together to integrate the company, cement its position as the industry’s go-to investor and regulatory services technology provider, expand the combined enterprise’s service offering, and drive future growth.

Since January 2020, KOGER offers a Suspicious Activity Monitoring (SAM) solution for transaction and investor demographic monitoring with a modern dashboard-based user experience.KOGER SAM will serve as a Financial Services solution for both the retail and alternatives markets. It offers full scalability when dealing with large datasets, and leverages business logic and intelligent systems to pre-empt issues and warn users that breaches are about to occur in real time.

In March 2018, KOGER enhanced its compliance technology to provide a comprehensive tool for financial crime prevention. The company's KURE software handles all aspects of Anti-Money Laundering and Know Your Client (AML/KYC) due diligence, as well as complete Customer Lifecycle Management (CLM).

KOGER, Inc. Risks and Challenges

Global expansion is a challenge for KOGER.

KOGER, Inc. Ecosystem, Partners, Resellers and SI

The company has offices in the US, UK, Europe, Asia and Australia.

KOGER, Inc. Cloud Platform (PaaS) and Infrastructure (IaaS) Details

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  • KOGER, Inc. Public Cloud and Infrastructure (IaaS)
  • KOGER, Inc. Platform (PaaS)
  • KOGER, Inc. Application Delivery
  • KOGER, Inc. Private Cloud and Data Centers

Research Methodology

Data used in research reports are derived from publicly available documents, continuous surveys of applications vendors, customers, resellers, Independent Software Vendors, systems integrators and other verifiable sources.

Vendor shares and market forecast results are based on a combination of existing databases as well as demand side and supply side research conducted throughout the year with validation from vendors, customers, channel partners and documentations such as earnings releases and 10Q and 10K filings, vertical industry studies, regional and country-level statistics from public and private institutions(i.e. colleges, universities, government agencies and trade associations).

For additional information on our methodologies, here's the link:

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