Industries We Serve
Deep expertise in financial services with specialized solutions for hedge funds, private equity, and asset management
Financial Services
We specialize in serving hedge funds, private equity firms, and asset managers with data and AI solutions designed for the unique challenges of financial services. Our team understands the regulatory requirements, data complexity, and performance demands of investment management.
Hedge Funds
Real-time portfolio analytics, risk management systems, and automated reporting for multi-strategy funds managing billions in AUM.
- Position-level and portfolio-level analytics
- Real-time P&L and risk attribution
- Investor reporting automation
- Alternative data integration
Private Equity
Portfolio company monitoring, deal flow analytics, and LP reporting systems that provide transparency across your investments.
- Portfolio company dashboards
- Deal pipeline and due diligence analytics
- Automated LP reporting and communications
- Value creation tracking and benchmarking
Asset Management
Scalable data platforms for traditional and alternative asset managers, with compliance and regulatory reporting built-in.
- Multi-fund portfolio analytics
- Performance attribution and reporting
- Regulatory reporting (SEC, FINRA)
- Client portal and reporting automation
Family Offices
Consolidated reporting across diverse asset classes, tax optimization, and wealth management analytics for ultra-high-net-worth families.
- Consolidated multi-asset class reporting
- Tax loss harvesting and optimization
- Estate planning and succession analytics
- Direct investment tracking and management
Why Financial Services Choose Us
Regulatory Expertise
Deep understanding of SEC, FINRA, and other regulatory requirements
Performance at Scale
Handle billions of positions and transactions with sub-second query times
Industry Experience
Team members with decades in hedge funds, PE, and asset management
Proven Track Record
Supporting $50B+ AUM across multiple investment strategies
Common Challenges We Solve
Fragmented Data Sources
Consolidate data from prime brokers, administrators, market data vendors, and internal systems
Manual Reporting Processes
Automate investor reports, regulatory filings, and internal dashboards
Legacy System Limitations
Migrate from outdated platforms to modern cloud infrastructure
Real-Time Analytics Needs
Build systems that deliver insights in real-time for fast-moving markets
Data Quality Issues
Implement validation, reconciliation, and quality monitoring frameworks
Scaling Challenges
Handle growing data volumes and user demands without performance degradation
Ready to Transform Your Data Infrastructure?
Schedule a free consultation to discuss how we can help modernize your data platform, automate analytics, and unlock AI capabilities.