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FundGuard

AI-powered investment accounting

FundGuard logo
101-200 employees
  • B2B
  • Artificial Intelligence
  • Investing
  • SaaS
  • Accounting
  • Cloud Computing
Dedham, MA

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Company mission

To facilitate safe and efficient asset growth for all investors.

Our take

The global asset management sector faces many operational inefficiencies. Attempting to revolutionise this space with its AI-powered investment accounting platform is FundGuard. Hosting a multitude of capabilities, the platform streamlines accounting workflows, supporting asset managers with a new wave of solutions.

Said to be the industry's first fully cloud-native investment accounting platform, the product offers an all-encompassing suite of tools. One of the highlights is that the platform allows data that might usually be stored over multiple platforms to be kept in one cohesive store - providing a single source of truth across all systems

An impressive Series C funding instalment in 2024 will allow FundGard to continue product innovation and grow its customer base. Projections for the company look positive, and it certainly has the potential to disrupt investment management if it can continue to deliver what the industry needs.

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Freddie

Company Specialist at Welcome to the Jungle

Company values

  • We bring expertise, professionalism and meticulous attention to detail to every new project
  • We foster a culture of inclusivity and open communication, leaving our egos at the door to create a positive workplace dynamic
  • We tackle challenges and grasp opportunities with optimism and curiosity while challenging the status quo to propel industry innovation

Funding (last 2 of 4 rounds)

Mar 2024

$100m

SERIES C

Apr 2022

$40m

SERIES B

Total funding: $156m

Leadership

Lior Yogev

(CEO)

Previously worked for Goldman Sachs in the Investment Banking Division. Also worked through several roles for Multifonds including Head of North America.

Uri Katz

(VP R&D)

Prior work includes CTO and Co-founder of IQurio, and Senior Data Engineer for Natural Intelligence.

Jobs (3)

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Software Engineering

Data

People, HR, Recruitment