About
FundGuard provides AI-powered fund accounting and investment administration for asset managers and fund administrators. Raised $100M Series C in 2024 from Key1 Capital and Hamilton Lane at 50%+ higher valuation, bringing total funding to $150M+. Strategic investors include Citi and State Street. Customers include Gryphon Fund Group, Brevan Howard, and Ultimus Fund Solutions. Named Top 10 Israeli Startup by CTech in 2024.
Key Facts
- [1]Funding: Total funding: $150M. Last round: Mar 2024. Stage: Growth.
- [2]Employees: Employee count: 51-200.
- [3]Website: Official website: fundguard.com.
- [4]AI Technology: Core AI/ML technologies: LLM / NLP.
- [5]Region: Region: Americas (United States).
Founders
Yaniv Primat
Co-founder & CEO
Lior Yogev
Co-founder & CTO
AI Technology
LLM / NLP
Large language models for NLP, chat, document understanding, and text generation
Classification
Market Segments
Tech Stack Layers
Details
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Frequently Asked Questions
What is FundGuard?
FundGuard provides AI-powered fund accounting and investment administration for asset managers and fund administrators. Raised $100M Series C in 2024 from Key1 Capital and Hamilton Lane at 50%+ higher valuation, bringing total funding to $150M+. Strategic investors include Citi and State Street. Customers include Gryphon Fund Group, Brevan Howard, and Ultimus Fund Solutions. Named Top 10 Israeli Startup by CTech in 2024. FundGuard is classified in the Wealth Management segment at the Automation layer of the financial AI stack.
Who founded FundGuard?
FundGuard was founded by Yaniv Primat (Co-founder & CEO) and Lior Yogev (Co-founder & CTO).
How much funding has FundGuard raised?
FundGuard has raised $150M in total funding, placing the company at the Growth stage. The most recent round closed in Mar 2024. Among 31 funded Wealth Management companies, FundGuard ranks #14 by total capital raised. (Source: AIFI Map directory.)
What AI technology does FundGuard use?
FundGuard primarily leverages LLM / NLP technology. Large language models for NLP, chat, document understanding, and text generation. Within the Wealth Management segment, 7 companies use this technology.
What market segment does FundGuard operate in?
FundGuard operates in the Wealth Management market segment. AI wealth management companies are transforming how individuals and institutions invest, plan financially, and manage assets. This segment spans robo-advisors, portfolio optimization engines, financial planning tools, and institutional asset management platforms.
Where is FundGuard headquartered?
FundGuard is headquartered in New York, United States. The company operates in the Americas region. The team consists of 51-200 employees. United States is home to 324 financial AI companies tracked by AIFI Map.
Who are FundGuard's competitors?
Companies similar to FundGuard in the Wealth Management space include Greenlite ($20M raised), Betterment ($435M raised), Wealthfront ($274M raised), PortfolioPilot ($4M raised), Trumid ($722M raised). These companies operate in related areas of financial AI: Greenlite focuses on ai agents that accelerate aml reviews. Betterment focuses on pioneer robo-advisor with ai portfolio management. Wealthfront focuses on automated investment platform with tax optimization. (Based on AIFI Map classification data.)
What products does FundGuard offer?
FundGuard builds automation-layer solutions for the financial services industry. The company's core offering: AI-powered investment administration. The platform is powered by LLM / NLP technology.