About FundGuard
FundGuard is a company based in New York (United States) founded in 2018 by Uri Katz, Lior Yogev, and Yaniv Zecharya.. FundGuard has raised $156 million across 4 funding rounds from investors including State Street, Citi and Hamilton Lane. FundGuard offers products and services including Platform, Accounting, IBOR, NAV, and Contingency. FundGuard operates in a competitive market with competitors including Juniper Square, iCapital, SS&C, RealBlocks and Kanastra, among others.
- Headquarter New York, United States
- Founders Uri Katz, Lior Yogev, Yaniv Zecharya
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Sectors
Technology
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Email
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Phone
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Website
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Social
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- Legal Name Fundguard, Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$156 M (USD)
in 4 rounds
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Latest Funding Round
$100 M (USD), Series C
Mar 26, 2024
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Investors
State Street
& 13 more
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Employee Count
Employee Count
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Products & Services of FundGuard
FundGuard offers a comprehensive portfolio of products and services, including Platform, Accounting, IBOR, NAV, and Contingency. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Cloud-native SaaS for real-time data integration in investment operations.
Tool for managing investment accounting and regulatory compliance efficiently.
System for investment book of record to track and analyze assets accurately.
Software for calculating net asset value in real-time for funds.
Backup system for ensuring continuity in investment accounting processes.
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Funding Insights of FundGuard
FundGuard has successfully raised a total of $156M across 4 strategic funding rounds. The most recent funding activity was a Series C round of $100 million completed in March 2024. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 4
- Last Round Series C — $100.0M
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First Round
First Round
(18 Oct 2018)
- Investors Count 14
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Mar, 2024 | Amount | Series C - FundGuard | Valuation | Key1 Capital , Hamilton Lane | |
| Apr, 2022 | Amount | Series B - FundGuard | Valuation | Citi , State Street | |
| Feb, 2021 | Amount | Series A - FundGuard | Valuation | Team8 , Blumberg Capital |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in FundGuard
FundGuard has secured backing from 14 investors, including venture fund, institutional, and angel investors. Prominent investors backing the company include State Street, Citi and Hamilton Lane. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Key1 Capital is engaged in investing in growth-stage technology companies.
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Founded Year | Domain | Location | |
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Venture capital firm investing in early and growth stage technology companies.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by FundGuard
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - FundGuard
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Fundguard Comparisons
Competitors of FundGuard
FundGuard operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Juniper Square, iCapital, SS&C, RealBlocks and Kanastra, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Real estate investments are managed through a specialized platform.
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| domain | founded_year | HQ Location |
Software solutions are provided for managing private investments.
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| domain | founded_year | HQ Location |
Cloud-based software is provided for investment management firms.
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| domain | founded_year | HQ Location |
RealBlocks is recognized as a digital platform for managing private funds.
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| domain | founded_year | HQ Location |
Alternative investment solution provider
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Fundguard
Frequently Asked Questions about FundGuard
When was FundGuard founded?
FundGuard was founded in 2018.
Where is FundGuard located?
FundGuard is headquartered in New York, United States. It is registered at New York, New York, United States.
Who is the current CEO of FundGuard?
Lior Yogev is the current CEO of FundGuard. They have also founded this company.
Is FundGuard a funded company?
FundGuard is a funded company, having raised a total of $156M across 4 funding rounds to date. The company's 1st funding round was a Series A of $12M, raised on Oct 18, 2018.
What does FundGuard do?
FundGuard was founded in 2018 and is headquartered in New York, United States. Operations focus on the fintech sector, where cloud-based solutions are delivered to asset managers, custodian banks, and fund administrators. An AI platform is employed to manage investments in mutual funds, ETFs, alternatives, insurance, and pensions. Services include real-time valuation, accounting, automated data mapping, operational dashboards, and NAV contingency solutions.
Who are the top competitors of FundGuard?
FundGuard's top competitors include Juniper Square, iCapital and Delio.
What products or services does FundGuard offer?
FundGuard offers Platform, Accounting, IBOR, NAV, and Contingency.
Who are FundGuard's investors?
FundGuard has 14 investors. Key investors include State Street, Citi, Hamilton Lane, Key1 Capital, and Team8.
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