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
Not available
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Net Profit
Not available
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EBITDA
Not available
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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
Not available
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Products & Services of FundGuard
FundGuard offers a comprehensive portfolio of products and services, including Platform, Accounting, IBOR, NAV, and Contingency.
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.
People of FundGuard
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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.
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.
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Key1 Capital is engaged in investing in growth-stage technology companies.
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Venture capital firm investing in early and growth stage technology companies.
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Investor details for FundGuard
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
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Verified entity values are shown only after access is granted.
Investments & Acquisitions by FundGuard
Investment portfolio details for FundGuard
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
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- Transaction dates
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Financial Statements - FundGuard
Detailed financials for FundGuard
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- Profit trends
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Fundguard Comparisons
Peer comparison for FundGuard
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
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- Operating benchmarks
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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.
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Real estate investments are managed through a specialized platform.
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Software solutions are provided for managing private investments.
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Cloud-based software is provided for investment management firms.
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RealBlocks is recognized as a digital platform for managing private funds.
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Alternative investment solution provider
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Detailed competitors of FundGuard
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
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Verified entity values are shown only after access is granted.
Latest news on Fundguard
Complete news archive for FundGuard
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Frequently Asked Questions about FundGuard
FundGuard was founded in 2018.
FundGuard is headquartered in New York, United States. It is registered at New York, New York, United States.
Lior Yogev is the current CEO of FundGuard. They have also founded this company.
FundGuard is a funded company, having raised a total of $156M across 4 funding rounds to date.
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.
FundGuard's top competitors include Juniper Square, iCapital and Delio.
FundGuard offers Platform, Accounting, IBOR, NAV, and Contingency.
FundGuard has 14 investors. Key investors include State Street, Citi, Hamilton Lane, Key1 Capital, and Team8.