Tagged: lior yogev

SIX, FundGuard to Enable Integrated Data Access in Investment Accounting

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

Read more in: Fintech, Global | Tagged ai, artificial intelligence, automation, cloud, Customer Experience, cx, data, fundguard, investment accounting, lior yogev, real-time data, saas, shai popat, software as a service

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