FundGuard is the new era investment accounting utility. Our cloud-native, AI-powered operating system and technology platform is transforming investment operations and existentially changing asset servicing to enable reduced fees and the ability to offer new and innovative products - including digital asset services and support for sustainable investing - at scale today and tomorrow.

Led by an experienced team of technology innovators and industry experts, our mission is to help investors around the world to accumulate and grow their assets safely and efficiently. 

Plug and Play

Team8

Blumberg Capital

LionBird

Maccabee Ventures

Mindset Ventures

Heidi Miller

Jack Klinck

Jay Mandelbaum

Stanton Green

State Street Corporation

Team8 Capital

Cerca Partners

Citi

FundGuard

How does the investment management industry move from an appetite for change to real tangible, tech-enabled transformations?

This week our guest blogger Thomas Eikrem of Fencore, shared his vision for the next-generation target operating model. 

Read here:
https://hubs.ly/Q02mxtGc0

Did you attend Thursday's FTF Performance Measurement and Client Reporting conference in NYC? Greg Farrington and Alan Schneider were in attendance to connect with the industry and discuss how FundGuard is playing a vital role in the advancement of #performancemeasurement and the #middleoffice. If you missed them, get in touch! 

We are just over one week away from InvestOps US in Orlando and our team looks forward to seeing you there. Be sure to stop by FundGuard booth #55 to meet the team, and don’t miss John Lehner’s keynote COO and Head of Investment Operations panel on the morning of March 12.

InvestOps details:
https://lnkd.in/fxFxwtX

Robbie Cole & John Reilly from FundGuard's Boston office were spotted at the Expect Miracles Foundation - Financial Services Against Cancer YPEM Battle of the Bartenders event, which raised money for grants to young adult cancer survivors, and to support EMF’s Discovery Fund at Dana-Farber Cancer Institute.

Learn how you can get involved in the EMF mission:
https://lnkd.in/ekPTYK8E

Have you seen FundGuard’s cloud-native, AI-powered, multi-book investment 
accounting platform in action? Book a demo today:
https://hubs.ly/Q02fqmwF0

We’re Hiring in Boston and Tel Aviv! View all our open positions:
https://hubs.ly/Q028yHrm0

Subscribe today for the latest investment accounting and technology insights from FundGuard.
https://hubs.ly/Q01ZrRgt0

#discoverpossible #investmentoperations #digitalization #devops #cloudnative #ai #transformationalchange #investmentaccounting #saas #assetmanagement #assetservicing #shadownav #cnav #IBOR #ABOR #nocloudwashing #datamanagement #fintech #finserv


Heading to InvestOps U.S. the week of March 11?
 
Join John Lehner and a panel of leading #investmentoperations executives for a practical discussion about the challenges of cross-enterprise, cross-asset processes and systems consolidation - and proposed best practices for achieving true operational transformation.

When: Tuesday, March 12 at 9:10 a.m. on the main stage.

We hope you'll be there to join in the discussion.

Event details:
https://hubs.ly/Q02mMbbv0
 
#discoverpossible #investmentoperations #digitalization #devops #cloudnative #ai #transformationalchange #investmentaccounting #saas #assetmanagement #assetservicing #shadownav #cnav #IBOR #ABOR #nocloudwashing #datamanagement #fintech #finserv

Team FundGuard's Robbie Cole and John Reilly joined Expect Miracles Foundation - Financial Services Against Cancer last evening for the  Boston YPEM Battle of the Bartenders 2024. 

75% of the net proceeds raised from last night's event will support EMF’s SAMFund, which provides financial assistance grants to young adult cancer survivors, and 25% of the net proceeds support EMF’s Discovery Fund at Dana-Farber Cancer Institute.

The event may be over, but it's not too late to show your support. Visit https://lnkd.in/e2PZvysw to make a donation and learn more about EMF's mission.

How does the #investmentmanagement industry move from an appetite for change to real tangible, tech-enabled transformation?

FundGuard is delighted to introduce today's contributed blog post by Thomas Eikrem: https://hubs.ly/Q02mxtGc0.

This thought leadership from Thomas is the first contribution in our series of joint blogs and roundtables with Fencore and other like-minded industry innovators who are helping to guide the asset management community on its path to true digital transformation. 

Reach out to FundGuard or Fencore if you'd like to join the debate!

#discoverpossible #investmentoperations #digitalization #devops #cloudnative #ai #transformationalchange #investmentaccounting #saas #assetmanagement #assetservicing #shadownav #cnav #IBOR #ABOR #nocloudwashing #datamanagement #fintech #finserv #startfromtheback

👉Are you attending Thursday's Financial Technologies Forum (FTF) Performance Measurement and Client Reporting conference in NYC? Be sure to connect with Greg Farrington and Alan Schneider to learn how FundGuard is playing a vital role in the advancement of #performancemeasurement and the #middleoffice.

🎙️And also check out Kirk Littleton’s related discussion on last week's FTF Exchange podcast to learn why #assetmanagers and their service providers should be shifting away from redundant, outdated accounting systems and data warehouses to optimize investment operations across the back, middle and front offices: https://hubs.ly/Q02mjPHQ0

🎫Event Info: https://hubs.ly/Q02mjwXk0

Related Reading 👇 

📚 FundGuard Partner Ecosystem - Powering Performance Measurement: https://hubs.ly/Q02mjLjM0

📚 Investment Accounting and Middle Office Management: https://hubs.ly/Q02mjy450

#discoverpossible #investmentoperations #digitalization #devops #cloudnative #ai #transformationalchange #investmentaccounting #saas #assetmanagement #assetservicing #shadownav #cnav #IBOR #ABOR #nocloudwashing #datamanagement #fintech #finserv

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President

John Lehner

Product Director

Abhay Kirti

Director, Sales Engineering

Akha Mathews

Sales and Support

Alan Schneider

Sales Engineering Director

Amir Dehestani

Customer Onboarding Director

Anthony Marusco

Antony Slee

Director

Diane McLoughlin

Business Management

Gilad Dayagi

Sales Director

Greg Farrington

Yuval Ariav

Lior Yogev

CEO & Co-founder

Uri Katz

VP R&D and Co-founder

Yaniv Zecharya

CTO and Co-founder

Amnon Zur

Vice President Finance

East Coast Late Stage Companies With More Than 10 Employees

FinTech Companies With More Than $1M in Revenue (Top 10K)

Northeastern US Companies With Less Than $50M in Revenue (Top 10K)

Northeastern US Late Stage Companies With More Than 10 Employees

FundGuard is the developer of an AI-powered financial platform for investment management and administration. The company's platform uses cloud technology and artificial intelligence to detect abnormalities, automatically resolve exceptions, and recommend operational changes, allowing asset managers and fund administrators to reimagine product offerings as digital experiences with real-time transparency.

Key 1 Capital

Series C - FundGuard

Series B - FundGuard

Series A - FundGuard

Seed Round - FundGuard

New York

United States

North America

Most promising Israeli startups: 4 fintech companies to watch in 2024

FundGuard Announces a Strategic Alliance with ICE to Enhance User Experience with Investment Accounting with ...

FundGuard Announces a Strategic Alliance with ICE to Enhance User Experience with Investment Accounting with Comprehensive Data Integration

Top 5 most promising AI startups in Israel - 2024

Gryphon Fund Group Selects FundGuard to Power Primary Accounting Book of Record

AI Accounting Startup FundGuard Raises $100 Million in New Funds

FundGuard secures $100 million Series C for AI-powered investment platform

FundGuard raises $100m

FundGuard Closes $100M Series C Funding Round

AI-Powered Accounting Startup FundGuard Locks Up $100M

A cloud-native platform that supports real-time investment accounting with unlimited multi-book capabilities from a single instance of all trading activities.

A fully automated, true-SaaS accounting-based contingent NAV solution that provides a low-touch, fully matching Shadow NAV solution and a secondary location to address cyber risk.

Offers a single platform to service front, middle, and back-office applications, increasing data quality and operational efficiency.

Philippines

Asia

Israel

Brazil

South America

Juniper Square offers investment management solutions for commercial real estate.

Juniper Square

Delio provides a white-label platform for private assets and investment management.

Delio

SS&C is a global provider of investment and financial software-enabled services.

SS&C

iCapital Network is a financial technology platform that provides access to alternative investments.

iCapital

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RealBlocks

AssetMetrix offers software solutions for private capital investors.

AssetMetrix

Indus Valley Partners provides technology solutions for alternative asset managers.

Indus Valley Partners

Vantage Software offers investment management and accounting solutions.

Vantage Software

HiddenLevers provides risk assessment and portfolio management solutions.

HiddenLevers

FundCount offers investment accounting and analysis software for asset managers.

FundCount

InvestorFlow LLC provides investment management and analytics solutions.

InvestorFlow LLC

FundCount LLC offers investment accounting and analysis software for asset managers.

FundCount LLC

IT4Wealth.com provides wealth management technology solutions.

IT4Wealth.com

Joyent Inc is a cloud infrastructure and software services provider.

Joyent Inc

FundGuard is transforming legacy operating models with a front-to-back, AI-powered, cloud-native, and multi-asset class investment accounting platform for asset managers, asset owners, custodian banks, and fund administrators.

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