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.

Uri Katz

Lior Yogev

Yaniv Zecharya

FundGuard

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

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

Metric
Company Name	FundGuard
Symbol
MSH ID	COM:FUNDGUARD
Market	PRIVATE
Sector	Financial Services & Finance
Industry	Financial Services & Finance
Country	US
Stage	Series C
Employee Count	113
Website	fundguard.com
LinkedIn	fundguard
Founders

Metric
Market Cap	589.90M
Enterprise Value
Monthly Web Traffic	498
Web Traffic Growth	-0.85
Valuation
Raised Capital	100M

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COM:FUNDGUARD

FundGuard

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