Gen II Fund Services Tech Stack

Independent fund administration platform for private capital managers

Financial Services New York, NY 1,001–5,000 employees Privately Held

Gen II administers $1.5 trillion+ in private fund capital across PE, infrastructure, and credit strategies, serving managers from emerging to mega-fund scale. The tech stack mixes legacy financial infrastructure (Excel, SQL, .NET, Sage Intacct, Caseware) with modern workflow tools (Salesforce, ServiceNow, Box), reflecting a hybrid operating model—but hiring is finance-heavy (81 of 138 open roles) rather than engineering-led (3 engineers), signaling that operational scale and client servicing drive the roadmap more than in-house tech build.

Tech Stack 38 technologies

Core Stack.NET Power BI Salesforce HubSpot WordPress Canva Adobe InDesign Adobe Illustrator ServiceNow GitHub Jira Excel Word PowerPoint Outlook Microsoft Office SQL SOAP REST SIEM Caseware Yardi Lightning Web Components Microsoft 365 Intralinks Google Workspace Sage Intacct Dynamics 365 Finance and Operations PowerShell Box+3 more

What Gen II Fund Services Is Building

◆Challenges

Client onboarding
Migrating new business from other providers
Digitizing paper-based subscription processes
Managing tax compliance across multiple client engagements
Inefficient investor onboarding workflows
Rapidly changing environment
Monitoring profitability and recoverability
Identifying potential overruns
Strengthening distribution function
System automation initiatives

▲Active Projects

Initial set up of client funds deliverables
Review and sign off financial reports
Private equity business development
Europe wide operating model development
New business migration to gen ii
New client onboarding and fund setup
Onboarding new law firms onto funded platform
New fund transition
Corporate structuring
Market research and analyses

Hiring Activity

Accelerating140 roles · 80 in 30d

Department

Finance

Ops

Legal

Sales

Marketing

Support

Data

Engineering

Seniority

Senior

Mid

Junior

Director

Manager

Intern

Lead

Notable leadership hires: Tax Director, Managing Director

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About Gen II Fund Services

Gen II is an independent fund administrator headquartered in New York, serving private capital asset managers and their investors globally. Founded in 2009, the company has grown to oversee more than $1.5 trillion in private fund capital, operating across multiple jurisdictions with transatlantic reach. The business provides fund accounting, investor services, financial reporting, and regulatory support alongside proprietary technology (Sensr Solutions) for fund managers, GPs, and LPs. Active projects span client onboarding, fund setup and transition, new business migration, and European operating model expansion, underpinned by ongoing digitization of subscription workflows and tax compliance tooling.

HeadquartersNew York, NY

Company Size1,001–5,000 employees

Hiring MarketsUnited States, United Kingdom, Luxembourg, Jersey, Canada

Frequently Asked Questions

What tech stack does Gen II Fund Services use?

Excel, SQL, .NET, Salesforce, Power BI, Sage Intacct, Dynamics 365 Finance and Operations, ServiceNow, Caseware, Yardi, and proprietary Sensr Solutions platform for fund analytics and investor communications.

Where is Gen II Fund Services headquartered?

New York, NY, United States. The company operates transatlantic with offices across multiple jurisdictions including the UK, Luxembourg, Jersey, and Canada.