FundCount provides back-office and client reporting software for industries including fund administration, single family office, multi-family office, asset management, hedge fund, private equity, and high-net-worth individuals.

FundCount

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President - Global Sales

Ashley Whittaker

Vice President of Sales

Derek Sweet

Regional Vice President of Sales - North America

Director of Client Success

Gavin Vieyra

Project Manager

Leo Polyakov

Manager

Marco Thomas

Implementation Manager

Oxana Metil

Alex Ivanov

Technical Support Agent

Alice Brock

Senior Business System Analyst

Bernard Ng

CEO & founder

Greater Boston Area Companies With Less Than $50M in Revenue (Top 10K)

New England Companies With Less Than $10M in Revenue (Top 10K)

Massachusetts Companies With Fewer Than 100 Employees (Top 10K)

Analytics Companies With Less Than $500M in Revenue (Top 10K)

Founded in 1999 and headquartered in Boston, FundCount provides integrated accounting and investment analysis software that improves operational efficiency and provides immediate, actionable intelligence to clients around the globe.

Originally designed for the hedge fund market, FundCount’s powerful portfolio and partnership accounting software — together with its integrated ledger — created demand from other market segments. Today, over 100 hedge funds, single and multi-family offices, fund administrators and private equity firms worldwide with assets totaling more than $75 billion rely on FundCount for accurate, timely information and flexible reporting.

FundCount supports its growing client base from the company’s U.S. headquarters and five additional international locations.

Dedham

Massachusetts

United States

North America

Family Offices Should Embrace Tech: A Conversation with FundCount’s Ashley Whittaker

FundCount Launches Cost-Efficient Pricing Initiative for Fund ...

The 2023 Family Office Software And Technology Roundup

Sanlam Goes Live with FundCount's Integrated Accounting Software

FundCount Wins 'Best Hedge Fund System' in the Bobsguide Technology Awards

FundCount Launches New Accounts Payable and Cash Management Module for Wealth Managers

FundCount Named Best Accounting and Reporting Software at the Drawdown's Private Equity Services Awards

FundCount Named Best Client Reporting Solution at the WealthBriefingAsia Awards

CYMI Holdings Implements FundCount's Portfolio Accounting Solution

Paget-Brown Goes Live With FundCount's Accounting and Reporting Software

A solution that consolidates portfolio data, tracks investments, and provides real-time updates on performance.

Software that manages partnership accounting, including complex ownership structures and multi-currency support.

A real-time general ledger that integrates all transactions for instant decision-making and reporting.

Tools for creating, customizing, and delivering consolidated reports across various asset classes and entities.

A platform for investors to access their portfolio information and reports.

Aggregates data from various sources to provide a comprehensive view of all client assets.

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