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Plehn Analytics

We reduce our clients' financial risk by providing unique economic and financial data developed from the IRS and other Federal government sources.

  • Stage Prototype Ready
  • Industry Financial Services
  • Location Philadelphia, PA, USA
  • Currency USD
  • Founded April 2011
  • Employees 6
  • Website

Company Summary

Plehn provides:
1.Banking, audit and tax benchmarks derived directly from IRS tax returns spanning all legal entities (29M) and individuals (100M).
2.Accurate market sizing metrics from harmonized BLS, census, IRS and other sources.
3.Municipal bond offerings facilitating investment transparency for bond issuers, brokers and investors.
4.Hedge fund intelligence for assisting the generation of acceptable returns in less time and at lower cos


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    Jose M. Plehn-Dujowich
    Chairman & Chief Research Officer

    Jose is an assistant professor of accounting, finance, and strategic management at the Fox School of Business, Temple University. He has been using the same datasets around which Plehn Analytics has been founded for academic research purposes and in consulting work to various government agencies and the private sector for 10 years.

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    Ivan Ruzic
    President & Chief Executive Officer

    Ivan has over 26 years of business leadership and technology industry experience that spans start-ups and public companies within the United States and internationally. Ivan was most recently the CEO of TheInfoPro, a research and advisory company selling intelligence to technology vendors, large users of information technology and hedge funds.

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    Kevin Sheetz
    MD, Banking & Audit Markets

    A former audit and advisory partner at KPMG, Kevin was a financial services specialist earlier in his career. He developed a global risk assessment tool for bank audits, an information-based internet joint venture focused on financial services, and led KPMG’s global knowledge management group and KPMG’s regional risk management practice. Most recently, Kevin was VP & Managing Partner of Global Business Operations at Unisys.

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    Alap Shah
    MD, Institutional Markets

    Alap runs the NYC-based Digital Global Investments, a hedged global equity portfolio. He previously was an equity analyst at Citadel and Viking Global, two large global hedge funds, and earlier at Castanea Partners, an operationally focused Private Equity fund. Alap began his career at Novantas, a boutique management consulting firm, where he consulted extensively to top 20 banking/brokerage clients.

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    Leon Podolsky
    Chief Technology Officer

    Leon co-founded and grew Logic Works to a $150M IPO (LGWX) and $200M sale to Platinum Technology (PLAT) in the Enterprise Software space and created a market-leading database design and management tool (ERwin) that is still in-use today and generates over $50M in annual revenues.


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    Blank Rome & SorinRoyerCooper

Previous Investors

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    Jose Plehn-Dujowich, Kevin Sheetz and Ivan Ruzic (founders)
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    Friends & Family Round ($250k)