Tagged: fundguard

March 21, 2023 @ 9:19 pm By Omar Faridi  |  

Confluence Technologies, Inc., a global technology solutions provider helping the investment management industry solve complex investment data challenges, announced a partnership with FundGuard, the cloud native, AI-powered, multi-asset class investment accounting platform. The partnership will “combine functionality from Confluence’s fund administration platform Unity and Revolution,… Read More

March 4, 2023 @ 1:23 pm By Omar Faridi  |  

According to FundGuard, its SaaS investment accounting platform “enables clients to leverage modern cloud and AI capabilities reducing costs, automating workflows, and driving an increased customer experience with access to meaningful data in real-time.” The partnership “integrates SIX’ end-of-day market prices, core security master data and… Read More

April 23, 2022 @ 10:51 am By Omar Faridi  |  

FundGuard, the AI-enhanced SaaS investment management and asset servicing enterprise platform, recently announced that it has finalized a $40 million Series B funding round. The investment round included investors Citi and State Street Corp, who “joined initial investors Blumberg Capital, LionBird Ventures, Team8 Capital, and… Read More

October 19, 2018 @ 10:46 am By Samantha Hurst  |  

FundGuard, a U.S.-based cloud-based investment funds operating system powered by AI and designed to revolutionize the investment funds technology space, announced on Friday it secured $4 million through its seed funding round, which was led by venture firms Blumberg Capital and LionBird. The company also launched its… Read More