HazelTree

New York, United States Founded: 2009 • Age: 17 yrs
Treasury management solutions are offered for cash and collateral optimization.
Request Access

About HazelTree

HazelTree is a company based in New York (United States) founded in 2009.. HazelTree has raised $25.46 million across 3 funding rounds from investors including Hamilton Lane and FINTOP. HazelTree has completed 2 acquisitions, including ENSO Financial and Siman Systems. HazelTree offers products and services including zTreasury, zLiquidity, zFinance, zInsights, and zConnect. HazelTree operates in a competitive market with competitors including Sedgwick, IoTeX, Encompass, Moody's Analytics and Finastra, among others.

  • Headquarter New York, United States
  • Sectors
    Technology
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Hazeltree Fund Services, Inc.
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Financial Services → FinTech & Digital Finance
Technology → Marketing, Adtech & Commerce Technology
Technology → Enterprise Software & Productivity Solutions
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $25.46 M (USD)

    in 3 rounds

  • Latest Funding Round
    $9.96 M (USD), Series A

    Dec 05, 2024

  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • Full access to every database India & global coverage, advanced filters and rich profile details
  • Always-on access from your team account Single premium plan for everything you see on the portal

Products & Services of HazelTree

HazelTree offers a comprehensive portfolio of products and services, including zTreasury, zLiquidity, zFinance, zInsights, and zConnect. 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.

Primary

Software to consolidate banking and brokerage on a unified platform.

Tools for just-in-time execution and capital lifecycle management.

System to monitor and reconcile counterparty operations.

Platform for hedge fund market trends and data analysis.

Centralized platform for normalized banking data.

System to sweep excess cash into money market funds.

People of HazelTree
Headcount 50-200
Employee Profiles 35
Employee Profiles
People
Tim Smith
Managing Director Business Development
People
Max Zasov
Team Lead
People
Timur Erniiazov
Web Software Developer
People
Darya Firsova
QA Engineer

Unlock access to complete

Funding Insights of HazelTree

HazelTree has successfully raised a total of $25.46M across 3 strategic funding rounds. The most recent funding activity was a Series A round of $9.96 million completed in December 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 Rounds 3
  • Last Round Series A — $10.0M
  • First Round

    (07 Feb 2011)

  • Investors Count 2
Date Amount Transaction Name Valuation Lead Investors Investors
Dec, 2024 Amount Series A - HazelTree Valuation

investors

Aug, 2022 Amount Series A - HazelTree Valuation FINTOP
Feb, 2011 Amount Seed - HazelTree Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in HazelTree

HazelTree has secured backing from 2 investors, including venture fund and institutional investors. Prominent investors backing the company include Hamilton Lane and FINTOP. 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.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
-
Founded Year Domain Location
Diversified secondary market investments are managed by the firm.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by HazelTree

HazelTree has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include ENSO Financial and Siman Systems. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Treasury management software is provided for margin replication and optimization.
2019
Data-driven reporting and analytics are provided for hedge funds.
2011
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - HazelTree

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Hazeltree Comparisons

Employees
+
Add Comparison
Available on Premium

Competitors of HazelTree

HazelTree 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 Sedgwick, IoTeX, Encompass, Moody's Analytics and Finastra, 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
domain founded_year HQ Location
Claims administration, loss adjusting, and benefits management services are provided.
domain founded_year HQ Location
Blockchain-based connectivity for IoT applications is facilitated.
domain founded_year HQ Location
Corporate Digital Identity and KYC solutions are provided by Encompass.
domain founded_year HQ Location
Risk management software is supplied for insurance and various sectors.
domain founded_year HQ Location
Financial software solutions for lending, payments, and banking are provided.
domain founded_year HQ Location
Platform offering insurance risk management solutions
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Hazeltree

Hazeltree selects Seth as new CEO
Assetservicingtimes1 year ago
Hazeltree name Gallant as chief product officer
Assetservicingtimes1 year ago
Hazeltree appoints Chief Product Officer
Privateequitywire1 year ago

Frequently Asked Questions about HazelTree

When was HazelTree founded?

HazelTree was founded in 2009 and raised its 1st funding round 2 years after it was founded.

Where is HazelTree located?

HazelTree is headquartered in New York, United States. It is registered at New York, New York, United States.

Is HazelTree a funded company?

HazelTree is a funded company, having raised a total of $25.46M across 3 funding rounds to date. The company's 1st funding round was a Seed of $1.5M, raised on Feb 07, 2011.

What does HazelTree do?

HazelTree was founded in 2009 in New York, United States, within the financial technology sector. Treasury management solutions are provided to hedge funds and institutional investors. Cash rates, pricing on debit or credit balances, and collateral across counterparties are analyzed and optimized. The treasury function is supported in transitioning from back-office operations to systems focused on performance enhancement and risk mitigation.

Who are the top competitors of HazelTree?

HazelTree's top competitors include IoTeX, Sedgwick and Encompass.

What products or services does HazelTree offer?

HazelTree offers zTreasury, zLiquidity, zFinance, zInsights, and 2 more products and services.

How many acquisitions has HazelTree made?

HazelTree has made 2 acquisitions, including ENSO Financial, and Siman Systems.

Who are HazelTree's investors?

HazelTree has 2 investors. Key investors include Hamilton Lane, and FINTOP.

Explore millions of companies — effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals — all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available