SMART INVESTMENT FUNDS OPERATIONS AT THE SPEED OF LIGHT
FundGuard is a next generation true-SaaS investment funds platform that enables asset managers and fund administrators to reimagine product offerings into digital experiences with real-time transparency, utterly changing operations and technology efficiencies. FundGuard leverages modern cloud technologies and applies AI to identify anomalies, auto resolve exceptions, and suggest operations improvements to transform an underserved industry that has been limited by archaic, primarily on-premise, batch-based and non-scalable technology.
The company is led by an experienced team with successful exits, who are investment funds industry experts, as well as machine learning and enterprise cloud systems technology leaders.
FundGuard is a next generation true-SaaS investment funds platform that enables asset managers and fund administrators to reimagine product offerings into digital experiences with real-time transparency, utterly changing operations and technology efficiencies. FundGuard leverages modern cloud technologies and applies AI to identify anomalies, auto resolve exceptions, and suggest operations improvements to transform an underserved industry that has been limited by archaic, primarily on-premise, batch-based and non-scalable technology.
The company is led by an experienced team with successful exits, who are investment funds industry experts, as well as machine learning and enterprise cloud systems technology leaders.
Location: United States, New York
Employees: 51-200
Phone: +64 6-660 5775
Total raised: $196M
Founded date: 2018
Investors 6
| Date | Name | Website |
| - | LionBird | lionbird.c... |
| 04.04.2024 | Key1 Capit... | key1capita... |
| - | Symbol | symbol.vc/ |
| 28.05.2023 | Maccabee V... | maccabee.v... |
| 21.02.2021 | Team8 | team8.vc |
| - | Blumberg C... | blumbergca... |
Funding Rounds 5
| Date | Series | Amount | Investors |
| 25.03.2024 | Series C | $100M | - |
| 26.04.2022 | Series B | $40M | - |
| 20.04.2022 | Series B | $40M | Blumberg C... |
| 25.02.2021 | Series A | $12M | - |
| 21.10.2018 | Seed | $4M | - |
Mentions in press and media 26
| Date | Title | Description |
| 25.03.2024 | FundGuard Secures $100M in Series C Funding | FundGuard, a NYC-based investment accounting platform provider, has closed a $100M Series C funding round led by Key1 Capital, Euclidean Capital, and Hamilton Lane. The company, led by President John Lehner and CEO Lior Yogev, plans to use ... |
| 25.03.2024 | FundGuard Closes $100M Series C Funding Round | NEW YORK, FundGuard announced the successful closure of its Series C funding round, amounting to $100 million, led by Key1 Capital. >> Click here for more funding data on FundGuard >> To export FundGuard funding data to PDF ... |
| 25.03.2024 | FundGuard Closes $100M Series C Funding Round | Round Led by Key1 Capital, with Euclidean Capital and Hamilton Lane Joining Previous Investors to Accelerate New Product Capabilities and Further Expand Company’s Market Reach NEW YORK & LONDON–(BUSINESS WIRE)–March 25, 2024– FundGuard,... |
| 25.03.2024 | FundGuard Closes $100M in Series C Funding | FundGuard, a NYC-based multi-asset class investment accounting platform provider, raised $100M in Series C funding. The round was led by Key1 Capital, Euclidean Capital, and Hamilton Lane, with participation from Blumberg Capital and Team8.... |
| 25.03.2024 | Israeli fintech startup FundGuard raises $100M for global expansion of its AI-based investment platform | Fundguard, an Israeli fintech startup renowned for its AI-powered global asset servicing platform, has just announced a significant milestone. The company revealed on Monday that it has successfully raised $100 million in a private funding ... |
| 06.09.2022 | Industry Veteran Greg Farrington Joins the FundGuard Sales Team | Former BNY Mellon and S&P Sales Veteran, Greg Farrington, has joined the FundGuard Sales Team. Latest Hire Underscores the Company’s Fast-Expanding Footprint Across North America The entire industry is at a pivotal turning point and the... |
| 19.04.2022 | FundGuard Completes $40M Series B Round | NEW YORK, NY, FundGuard, the AI-powered SaaS investment management and asset servicing enterprise platform, has closed a $40 million Series B funding round. >> Click here for more funding data on FundGuard >> To export FundG... |
| 19.04.2022 | FundGuard Closes $40M Series B Funding | FundGuard, a New York and Tel Aviv, Israel-based provider of an AI-powered SaaS investment management and asset servicing enterprise platform, raised $40M in Series B funding. The round was led by Citi and State Street Corp, with participat... |
| 19.04.2022 | Citi leads a $40M investment in AI and cloud-powered global asset servicing platform tech startup FundGuard | FundGuard, a New York-based tech startup, has raised $40 million in a Series B funding round to accelerate the growth of its AI-powered SaaS investment management and asset servicing enterprise platform. The latest investment round include... |
| 13.10.2021 | FundGuard names John Lehner as President | FundGuard, the AI-powered investment management and asset servicing enterprise SaaS platform, continues its accelerated growth program with the appointment of John Lehner as President. Lehner, who previously served as Global Head of State S... |
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