FundGuard is a next-generation true-SaaS investment funds platform that enables asset managers and fund administrators to reimagine product offerings into digital experiences with real-time transparency, utterly changing operations, and technology efficiencies.

Finance

FundGuard

FundGuard's headquarters in New York, NY, United States

Lior Yogev

Simon Behan

John Lehner

Uri Katz

Yaniv Zecharya

Jay Mandelbaum

Jack Klinck

David Krell

Stanton Green

Avi Nachmany

Heidi Miller

The Engineering Team at FundGuard is responsible for developing and maintaining the company's next-generation SaaS investment funds platform. This team designs and implements robust, scalable, and efficient software solutions, creating digital experiences with real-time transparency. They work on both the frontend and backend systems to enhance operational and technological efficiencies, ensuring the platform meets the evolving needs of asset managers and fund administrators. Additionally, the team focuses on automating processes, improving infrastructure, and ensuring rigorous quality assurance to deliver a seamless user experience.

Engineering Team

The Product Team at FundGuard is responsible for envisioning and developing innovative digital investment fund solutions. They work on enhancing product offerings to ensure real-time transparency and optimize operational efficiencies. This team collaborates closely to conceptualize, design, and manage the lifecycle of cutting-edge SaaS products tailored for asset managers and fund administrators.

Product Team

The Customer Success and Onboarding team at FundGuard ensures new clients experience a seamless transition onto the platform by guiding them through the onboarding process, providing comprehensive training, and delivering personalized support to optimize the use of FundGuard’s investment funds platform. They work to maintain high customer satisfaction and long-term engagement, assisting clients in fully leveraging the platform's capabilities for improved operations and efficiency.

Customer Success and Onboarding

The Advisory Team at FundGuard provides expert guidance and strategic recommendations to asset managers and fund administrators, helping them leverage FundGuard’s advanced SaaS platform to enhance their investment products, improve real-time transparency, and optimize operational efficiencies.

Advisory Team

The Leadership Team at FundGuard spearheads strategic initiatives and drives the vision of the company, focusing on innovation and operational excellence in the investment funds sector. Comprised of key executives, including the President and Co-founders, this team collaborates on product development, technology advancements, and market positioning to deliver a cutting-edge SaaS platform that enhances transparency and efficiency for asset managers and fund administrators.

Leadership Team

The Sales Team at FundGuard drives business growth by identifying and engaging potential clients, demonstrating the value of FundGuard's next-generation SaaS investment platform, and closing deals. They collaborate closely with the product and engineering teams to ensure solutions meet client needs, leveraging their expertise to transform client operations and enhance technology efficiencies.

FundGuard

Org chart

Board & advisors

Teams

Engineering Team

Product Team

Customer Success and Onboarding

Advisory Team

Leadership Team

Sales Team

Offices

FundGuard

Org chart

Board & advisors

Teams

Engineering Team

Product Team

Customer Success and Onboarding

Advisory Team

Leadership Team

Sales Team

Offices

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