Datia Competitive Intelligence & Landscape

Datia (datia.app) is a pioneering climate fintech company dedicated to empowering investors in their transition to sustainable finance. Founded in 2019 and headquartered in Stockholm, Sweden, Datia provides a robust data platform that streamlines sustainable investing, ESG reporting, and compliance with European regulations like SFDR and EU Taxonomy [datia.app]. The company's mission is to offer a comprehensive solution for asset managers, asset owners, wealth advisors, and tech platforms seeking to optimize their sustainable finance processes [datia.app/team].

Datia's core services revolve around data sourcing, portfolio calculations, and generating ready-to-share reports. Their platform allows users to access transparent and traceable sustainability data, including filling gaps for non-public companies through a Data Request tool. It automates calculations for SFDR compliance, including PAI statements and Sustainable Investments, and produces sustainability reports featuring ESG scores, SDGs contributions, and Temperature Scores. The platform also facilitates the creation of European ESG Templates (EET) and End Client Sustainability Reports, significantly reducing the manual effort typically involved [datia.app].

Targeting a diverse market, Datia serves asset managers, management companies, asset owners, wealth advisors, and tech platforms across Europe and the US [datia.app/team]. The company boasts a substantial customer network managing over €200 billion in assets under management (AUM), working with reputable investors who appreciate the standardized and easily understandable reports [datia.app, datia.app/team]. Through its API, Datia enables seamless integration with existing systems, allowing for the ingestion of portfolios and in-house data, automation of sustainability research and reporting, and direct export of insights [datia.app].

Recently, Datia announced its acquisition by Connect Earth, a climate-fintech company specializing in carbon measurement solutions for financial institutions [datia.app, datia.app/blog/press-release-connect-earth-acquires-datia-to-launch-sustainable-finance-os]. This acquisition marks a significant step towards building a comprehensive Sustainable Finance Operating System (OS), combining Connect Earth's expertise in carbon measurement with Datia's established ESG reporting platform [datia.app, datia.app/blog/press-release-connect-earth-acquires-datia-to-launch-sustainable-finance-os]. This collaboration enhances their joint capabilities to further empower investors in the transition to sustainable finance [datia.app/blog/press-release-connect-earth-acquires-datia-to-launch-sustainable-finance-os].

Datia (datia.app) offers a comprehensive sustainable finance platform, providing solutions for data sourcing, portfolio calculations, and report generation. The company emphasizes a modular approach, allowing users to customize their sustainable finance data and software solutions by selecting specific modules that align with their workflow and strategy [datia.app/pricing]. Their services cater to various financial products, including those under SFDR's Article 6 guidelines, helping teams monitor sustainability risks and craft essential reports for stakeholders [datia.app/pricing].

Datia facilitates access to transparent and traceable sustainability data, including links to original source documents and a "Data Request tool" to fill gaps for non-public companies [datia.app]. The platform automates portfolio and entity-level calculations based on quarterly portfolio snapshots, supporting SFDR compliance (including PAI statements and sustainable investments), sustainability reports with ESG scores, SDG contributions, and Temperature Scores. It also provides a look-through solution for funds-of-funds and enables users to download reports adhering to the latest European standards, such as PAI statements, the European ESG Template (EET), and End Client Sustainability Reports [datia.app].

Datia also assists in identifying new investment opportunities by allowing users to search for companies and bonds matching their sustainability strategy, analyze over 200 KPIs of publicly traded companies, 210,000+ funds, and 210+ sovereign nations [datia.app]. Furthermore, Datia supports seamless system and data integration through its API, allowing users to ingest portfolios or in-house data, automate sustainability research and reporting, and export insights directly into their systems [datia.app/integrations].

While Datia emphasizes a flexible, modular pricing model, their website indicates a starting price of €7,500 [datia.app/pricing]. The platform aims to be cost-effective and provides solutions for various use cases, including asset managers, management companies, asset owners, wealth advisors, and tech platforms [datia.app]. The company has recently announced its integration with Connect Earth, working together to build out a "Sustainable Finance OS" [datia.app/faq]. This integration aims to enhance the overall offering and solidify their position in the sustainable finance technology landscape.

Datia (datia.app), a climate fintech company, demonstrates a clear strategic focus on expanding its capabilities in sustainable finance through its hiring patterns. While specific layoff information is not publicly available, the company's continuous emphasis on building a robust team of "technologists, designers, and sustainability experts" suggests an ongoing growth trajectory in response to the increasing demand for ESG and sustainable investing solutions [Source: https://www.datia.app/team]. This aligns with their mission to empower investors in their transition to sustainable finance.

Datia actively recruits for roles that directly support its core offerings, such as ESG Relationship Manager positions, indicating a strong commitment to client engagement and expert guidance in the complex landscape of sustainable finance regulations like SFDR and EU Taxonomy [Source: https://www.datia.app/team?a7e5727b_page=5]. The presence of a Head of Sales also signals a proactive approach to market expansion and acquiring new clients, especially given their stated goal of serving asset managers, asset owners, wealth advisors, and tech platforms [Source: https://www.datia.app/team?a7e5727b_page=5]. Furthermore, a Head of Sustainability underscores their dedication to integrating deep sustainability expertise into their product development and client solutions [Source: https://www.datia.app/team?a7e5727b_page=5].

The company's team page, while not a dedicated job board, provides insight into the types of roles crucial to their operation, featuring individuals like Maxime Lopez Derouault, Natalie Kolmogorova, and Azul Grande, among others [Source: https://www.datia.app/team?a7e5727b_page=5]. This diverse global team is instrumental in developing and refining their platform, which automates data sourcing, portfolio calculations, and report generation for sustainable investments. The recent news of Datia becoming part of Connect Earth further indicates a strategic move to build out a "Sustainable Finance OS," which will likely lead to continued recruitment for roles that support this broader vision and integrated platform development.

Overall, Datia's hiring trends signal a company in growth mode, strategically investing in talent that can enhance its technological platform, deepen its sustainability expertise, and expand its market reach. The focus on specialized roles in sales, sustainability, and client relations reflects their commitment to providing comprehensive and compliant sustainable finance solutions, solidifying their position as a key player in the climate fintech space.

Datia.app, a climate fintech company founded in 2019 and headquartered in Stockholm, Sweden, has established itself as a significant player in the sustainable finance sector. The company's financial health is underscored by its ability to attract and serve a robust customer base, collectively managing over €200 billion in Assets Under Management (AUM). Datia offers modular pricing solutions, with examples of service packages starting at €7,500, catering to teams managing financial products that promote environmental or social characteristics. This flexible approach aims to make sustainable finance processes more cost-effective for clients compared to internal processes or legacy data providers, highlighting a focus on accessibility and efficiency for its users.

In a notable development for its M&A activity, Datia was acquired by Connect Earth, a climate-fintech specializing in carbon measurement solutions for financial institutions. This strategic acquisition, announced via a press release, signifies a move to integrate Datia's expertise in ESG reporting and sustainable finance data with Connect Earth's capabilities. The joint venture aims to create a comprehensive Sustainable Finance Operating System (OS), providing an end-to-end offering for various banking segments, including retail, wealth management, asset management, and lending.

The integration of Datia into Connect Earth is set to combine the strengths of both companies in technology, data, and industry reach.

Datia's platform is recognized for its ability to optimize sustainable finance processes by handling data sourcing, portfolio calculations, and generating ready-to-share reports. Its offerings include analyzing 200+ KPIs of publicly traded companies, 210,000+ funds, and 210+ sovereign nations, which will now contribute to a broader, more integrated solution under the Connect Earth umbrella. This acquisition represents a strategic alignment to further empower investors in their transition to sustainable finance and is a key indicator of Datia's evolving financial and strategic direction.

Datia (datia.app) actively engages with its audience through a robust webinar program, offering valuable insights into the evolving landscape of sustainable finance and regulatory compliance. These events serve as a crucial platform for professionals to stay current with new trends and gain practical knowledge. Whether joining live sessions for direct interaction or accessing recorded content, participants can consistently enhance their understanding of complex topics such as SFDR, EET, and PAI statements.

Datia's webinar schedule frequently addresses critical industry updates and best practices. Upcoming sessions include "2024 PAI Highlights: Transform your Future PAI Statement with Key Insights" on June 18, 2025, and a "Regulatory Roundup: A look at the SFDR and related regulatory frameworks" on May 28, 2025. Another significant event, "The 2025 Masterclass: Navigating EET Compliance with Confidence," is scheduled for March 27, 2025, providing updated guidance on EET Version 1.1.3 amendments "Datia | Webinars".

Previous webinars demonstrate Datia's commitment to educating its users on a range of essential subjects. Topics have included "Simplifying SFDR Compliance: Your Roadmap to Periodic Report & Platform Demo" from February 26, 2025, and a "2024 Year-End Regulatory Review: Key Takeaways and What's Ahead for 2025" on December 18, 2024. The company also offers specialized webinars such as "Pain-free EET: Showcase the sustainable profile of your products," "Sustainable Investments: How to create a methodology and screen your financial products," and a "Fireside chat: How to integrate sustainability into Wealth Management," often in partnership with other industry leaders "Datia's Webinars | Simplifying SFDR Compliance: Your Roadmap to Periodic Report & Platform Demo" "Datia's Webinars | Pain-free EET: Showcase the sustainable profile of your products" "Datia's Webinars | Fireside chat: How to integrate sustainability into Wealth Management".

These webinars are designed to assist financial market participants in navigating the complexities of sustainable finance, ensuring compliance, and optimizing their investment strategies. By regularly hosting these educational events, Datia reinforces its position as a valuable resource for asset managers, management companies, asset owners, and wealth advisors seeking to excel in sustainable investing and ESG reporting.