Our Story

When building asset management software at the world's best funds and banks, we found commonalities across them all. Every institution analyzes markets in a unique way, but the foundational building blocks of a strong technology platform always remain the same. They all have good data models organizing securities, portfolios, and research. They all include well-designed workflows to handle tagging, entity resolution, and data reconciliation. They all come together in intuitive user interfaces that people like enough to use every day.

And so we came together with a vision to build it once, build it well, and build it for everyone with the same core approach. Our services sit at the intersection of the buy versus build, so our team was intentionally crafted to represent that philosophy. We bring the domain knowledge from top-tier hedge funds coupled with the industry knowledge from top tier sell-side institutions.