Fund back-office and operations platform for alternative asset managers
Fundtec operates a fund back-office and business process management platform serving hedge funds, private equity, venture capital, and real estate managers. The tech stack is dominated by financial infrastructure (Bloomberg, Eagle, Aladdin) alongside Salesforce and HubSpot — a mix reflecting both deep operational integration with legacy fund systems and a growing sales motion. Current hiring spans finance, operations, and sales with accelerating velocity, suggesting a push to scale service delivery and customer acquisition simultaneously.
Fundtec provides back-office and business process management services to alternative asset managers and investment intermediaries. The company serves hedge funds, private equity firms, venture capital funds, real estate managers, and broker-dealers with domain expertise in fund operations, trade settlement, and regulatory compliance. Based in New York with a small team (11–50 employees), Fundtec operates both as a service provider and a software-enabled platform, combining manual expertise with process automation. Current projects focus on corporate action processing and process automation system enhancements to address internal operational scaling.
Fundtec relies on Bloomberg, Eagle, and Aladdin for fund operations and analytics; Salesforce and HubSpot for CRM; Zoho Books for accounting; and Excel for ad-hoc workflows. This combination reflects embedded integration with institutional financial infrastructure.
Fundtec is prioritizing corporate action processing and process automation system enhancements. Key challenges include trade settlement resolution, NAV calculation and validation, and scaling operational capacity to support pipeline growth.
Other companies in the same industry, closest in size