About HedgeServ
HedgeServ is a Technology company based in New York (United States) founded in 2007 by Jim Kelly. A full-stack technology platform is provided for the funds industry. The company has 350 employees. HedgeServ offers products and services including DDV, CAVIAR, Fund Accounting, Middle Office Services, and Investor Services. Its focus areas include FinTech, Investment Tech, Private Funds IT and Suite. Its legal entity is HEDGESERV CORPORATION. Its competitors include Juniper Square, iCapital and SS&C; 2 of its 3 listed competitors have raised funding.
Company details
HedgeServ was founded in 2007 and is headquartered in New York, United States. Fund administration, middle office services, integrated risk and portfolio management, regulatory compliance reporting, tax support, and shadow accounting are offered. These services are supported by SOC 1 certified controls and cater to hedge funds, private equity, UCITS funds, asset managers, and institutional programs like pensions and endowments across various investment strategies.
- Headquarters New York, United States
- Employees 350
- Founders Jim Kelly
- SectorsTechnology
- Website hedgeserv.com
- Social LinkedIn Facebook
- Legal Name Hedgeserv Corporation
- Latest Funding Round$70M (USD), Debt – Conventional
Feb 2018
- Investors
- Employee Count350
Products & Services of HedgeServ
HedgeServ offers a comprehensive portfolio of products and services, including DDV, CAVIAR, Fund Accounting, Middle Office Services, and Investor Services.
Customizable platform for timely access to portfolio and accounting data.
Real-time system for order management and risk analytics.
Handles accounting for hedge and private equity funds.
Manages middle office processes for fund operations.
Provides allocation and servicing for investors.
Funding Insights of HedgeServ
- Total Rounds 2
- Last Round Debt – Conventional — $70M
- Investors Count 1
All 2 funding rounds of HedgeServ with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Feb 2018 | $70M | Debt – Conventional | – | – | – |
| Mar 2009 | Series A | – | – |
1 investors in total: 1 institutional.
Investors in HedgeServ
HedgeServ has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Aquiline Capital Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity and debt investments are directed toward financial sectors. | 2005 | aquiline.com | New York, United States |
Investor details for HedgeServ
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of HedgeServ
2 people are tracked at HedgeServ (2 in leadership); the tracked headcount is 350.
| Name | Role | Group |
|---|---|---|
Jim Kelly | Co-Founder & Chairman | Leadership |
Justin Nadler | President | Leadership |
Complete people profiles for HedgeServ
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- Full employee list
- Team structure
- Board tenure
- Professional contacts
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Timeline of HedgeServ
3 dated milestones of HedgeServ across 11 years, from founding to its latest funding, stage changes and deals.
- Founded HedgeServ is founded.
- Funding First funding round.
- Funding Latest funding round, Debt – Conventional, of $70.0M.
Competitors of HedgeServ
HedgeServ has 3 listed competitors in our database, 2 of them funded. They include Juniper Square, iCapital and SS&C.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| junipersquare.com | 2014 | San Francisco, United States | $369M | 367 | Real estate investments are managed through a specialized platform. | |
| icapital.com | 2013 | New York, United States | $1.49B | 535 | Software solutions are provided for managing private investments. | |
| ssctech.com | 1986 | Windsor Locks, United States | 26,600 | Cloud-based software is provided for investment management firms. |
Detailed competitors of HedgeServ
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of HedgeServ
The website of HedgeServ (hedgeserv.com) receives about 4.7K visits a month.
- Monthly visits4.7K
▼ 49.1% vs previous month
Websites whose visitors overlap most with HedgeServ. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
sscglobeop.com | sscglobeop.com | 100% | – | ||
finalternatives.com | finalternatives.com | 92% | – | ||
bloombergbriefs.com | bloombergbriefs.com | 84% | – | ||
hedgefundnews.com | hedgefundnews.com | 79% | – | ||
| hedgeconnection.com | 77% | View details | |||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 18 similar websites and full traffic analytics for HedgeServ
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- 18 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as HedgeServ (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Hedgeserv
Complete news archive for HedgeServ
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- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
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Frequently Asked Questions about HedgeServ
HedgeServ was founded in 2007 and raised its 1st funding round 2 years after it was founded.
HedgeServ is headquartered in New York, United States. It is registered at New York, New York, United States.
HedgeServ has 350 employees.
HedgeServ was founded in 2007 and is headquartered in New York, United States. Fund administration, middle office services, integrated risk and portfolio management, regulatory compliance reporting, tax support, and shadow accounting are offered. These services are supported by SOC 1 certified controls and cater to hedge funds, private equity, UCITS funds, asset managers, and institutional programs like pensions and endowments across various investment strategies.
HedgeServ's top competitors include Juniper Square, iCapital and SS&C.
HedgeServ offers DDV, CAVIAR, Fund Accounting, Middle Office Services, and Investor Services.
HedgeServ has 1 investor. Key investors include Aquiline Capital Partners.
HedgeServ operates through Hedgeserv Corporation.