Bloomberg Anywhere Remote Login Bloomberg Terminal Demo Request


Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.


Financial Products

Enterprise Products


Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000


Industry Products

Media Services

Follow Us

November 28, 2015 3:50 AM ET

Internet Software and Services

Company Overview of Adaptive Insights, Inc.

Company Overview

Adaptive Insights, Inc. offers cloud-based corporate performance management (CPM) and business intelligence (BI) solutions. The company, through its software as a service (SaaS) platform, offers capabilities for budgeting, reporting, consolidation, dashboards, and business intelligence. It caters to mid-sized companies and non-profits to large corporations. The company’s clientele include AAA, Boston Scientific, CORT, Konica Minolta, NetSuite, Philips, and Siemens. It has strategic partnerships with Accenture, Armanino, Cohn Reznick, Intacct, KPMG, McGladrey, and Plex Systems. The company was formerly known as Adaptive Planning, Inc. and changed its name to Adaptive Insights, Inc. in Februar...

3350 West Bayshore Road

Suite 200

Palo Alto, CA 94303

United States

Founded in 2003





Key Executives for Adaptive Insights, Inc.

Chief Executive Officer
Age: 63
President and Chief Revenue Officer
Age: 43
Founder, Chairman and Vice President of Client Services & Support
Co-Founder and Vice President of Product Development
Chief Financial Officer
Compensation as of Fiscal Year 2015.

Adaptive Insights, Inc. Key Developments

Adaptive Insights, Inc. Presents at JMP Securities Technology Conference, Mar-02-2015

Adaptive Insights, Inc. Presents at JMP Securities Technology Conference, Mar-02-2015 . Venue: Ritz-Carlton Hotel, 600 Stockton Street, San Francisco, CA 94108, United States.

Adaptive Insights Announces Appointment of Thomas F. Bogan as Chief Executive Officer

Adaptive Insights announced the appointment of Thomas F. Bogan as Chief Executive Officer. This appointment comes at the close of a banner year for Adaptive. Bogan's deep experience scaling high-growth enterprise software companies is the perfect complement to fuel Adaptive's next phase of expansion and innovation. Bogan joins the company with a 25-year track record of success in building and growing large enterprise and cloud software companies. As President and COO of Rational Software, Bogan grew the business to $750 million in revenue prior to its acquisition by IBM.

Adaptive Insights Appoints Karen Pisha as Senior Vice President of Customer Success and Newest Member of its Executive Team

Adaptive Insights appointed Karen Pisha as the Senior Vice President of Customer Success and the newest member of its Executive team. A SaaS industry expert, Pisha brings with her a wealth of experience with large, successful customer engagements during her time at companies such as ServiceMax, PeopleSoft, SuccessFactors, Eloqua and most recently, Oracle. Throughout her tenured career, Pisha has contributed to growing and leading many of these high-growth companies through successful IPO and acquisition activities. She's done this by exploring new models for building long-standing customer relationships, driving customer satisfaction and improving customers' time to value. In her new role, Pisha will lead Adaptive's Professional Services, Customer Success, Education and Support teams, working in conjunction with worldwide sales and partners to develop and expand business success for the company's 2300+ customers in 85 countries. Prior to Adaptive, Pisha was with Oracle/Eloqua for four years. She joined Oracle via its acquisition of Eloqua, a leader in Cloud Marketing Automation, which had gone public in 2012. Prior to Oracle, Pisha served as Global VP of Professional Services for SuccessFactors, where she expanded the services team to over 150 strong and helped the company grow revenues by over 5x in four years, followed by a successful IPO. In addition to these accomplishments, she has also served in key roles at ServiceMax and PeopleSoft, among others.

Similar Private Companies By Industry

Company Name Region United States
Prexar, LLC United States
Renaissance Corporate Services, Inc. United States
StyleMusee, Inc. United States
Vertex Broadband Corp. United States

Recent Private Companies Transactions

Private Placement
June 22, 2015

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
Bertelsmann AG Europe
Rush University United States
Citizens Budget Commission United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Adaptive Insights, Inc., please visit Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at