Tagged: john lehner

Confluence Technologies, Investment Accounting Platform FundGuard to Enhance Fund Reporting

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

Read more in: Fintech | Tagged accounting, ai, artificial intelligence, cloud, confluence, confluence technologies, data, financial data, fundguard, investment accounting, investment management, john lehner

Investment Management Platform FundGuard Finalizes $40M Series B

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

Read more in: Fintech, Investment Platforms and Marketplaces | Tagged citi, citi securities services, fundguard, investment round, john lehner, john plansky, lior yogev, okan pekin, state street alpha, state street corporation