A NEW ERA OF INVESTMENT MANAGEMENT OPERATIONS

A NEW ERA OF INVESTMENT MANAGEMENT OPERATIONS

FundGuard is the new generation financial services technology company that has built a global asset servicing operating system and technology platform for asset managers and their service providers. Powered by the cloud and AI, FundGuard’s technology existentially changes asset servicing to enable reduced fees and the ability to offer new and innovative products, including crypto-asset, at scale, today and tomorrow.

FundGuard was founded in 2018 to transform asset servicing operations by leveraging modern cloud and AI capabilities. The company is backed by strategic partners including Citi and State Street Corp, venture firms Blumberg Capital, LionBird Ventures, and Team8 Capital among others, as well as industry executives Heidi Miller, Jack Klinck, Jay Mandelbaum and others.

EXECUTIVE MANAGEMENT

LIOR YOGEV

LIOR YOGEV

CEO & Co-founder

Previously Head of North America at Temenos Multifonds, investment banker at Goldman Sachs, and software development and management roles at Radware and at an elite unit of the IDF intelligence corps.

JOHN LEHNER

JOHN LEHNER

President

Previously Global Head of State Street’s Investment Manager Services, Asset Management and Insurance Segments, CEO of BNY Mellon Technology Solutions, Chairman and CEO of Eagle Investment Systems.

YANIV ZECHARYA

YANIV ZECHARYA

CTO & Co-founder

Previously R&D Head at Salesforce Israel, CTO and co-founder of Bluetail (acq. by Salesforce), and software development and management roles at an elite unit of the IDF intelligence corps.

URI KATZ

URI KATZ

VP R&D and Co-founder

Formerly a Senior Engineer at Natural Intelligence and Head of Financial Algorithms at TipRanks where he leveraged machine learning algorithms and NLP for the purpose of generating investment insights.

BUSINESS DEVELOPMENT

ERIKA ALTER

ERIKA ALTER

Marketing

20 years of marketing leadership experience at BISAM, IHS Markit, Thomson Financial, Tradeweb, Vidrio Financial, Interactive Data and RIMES.

AMIR DEHESTANI

AMIR DEHESTANI

Pre-Sales

Amir brings over 20 years of experience in Asset Servicing and Fintech through various roles in global business development, sales solutioning, product development, training, and client services at BNY Mellon, and fund accounting with State Street Corporation.

KIRK LITTLETON

KIRK LITTLETON

Sales

35+ years of mutual fund industry experience across software sales, product management, and implementations at SunGard (now FIS), Eagle (BNY Mellon) and InvestCloud; and asset servicing business development at BNY Mellon and Ultimus.

AKHA MATHEWS

AKHA MATHEWS

Sales Engineering

20 years of financial services and software experience across sales, product, and support. Previous leadership positions include Head of Sales Engineering at Eagle Investment Systems and Product Management Director at BNY Mellon.

ALAN SCHNEIDER

ALAN SCHNEIDER

Sales

Previously served as the Global Product Head of Citi Middle Office, held other product management leadership roles at Citi across 20+ years, and was a senior advisory consultant in wealth and asset management with EY.

PRODUCT

OMER BEN-BASSAT

OMER BEN-BASSAT

Product Management

20+ years of experience leading technology teams. Previously VP of Product at Fundbox, senior product manager at Citi innovation lab and at Microsoft, and prior to that an R&D director and software developer for several startups.

REESE LUCAS

REESE LUCAS

Product

15 years of funds industry experience across product, presales, implementation, and investment accounting at Multifonds and IBT.

PETER MULDOON

PETER MULDOON

Product Strategy

30+ years of funds industry leadership and product experience. Co-founder, product and strategy leadership roles at Linedata/GIS/PWC. Investments operations experience at JP Morgan and Merrill Lynch.

CUSTOMER SUCCESS

TED ANDERSON

TED ANDERSON

Customer Onboarding

Nearly 25 years in the Middle Office and Custody Services industry, most recently with Citi for the past 15 years supporting Middle Office clients globally as Senior Vice President.

ANTHONY M. MARUSCO

ANTHONY M. MARUSCO

Customer Onboarding

Nearly 30 years of funds onboarding and data management leadership experience at Vanguard, BNY Mellon, and PNC GIS.

JONATHAN REID

JONATHAN REID

Customer Onboarding

20 years of of Middle and Back Office Leadership roles across Operations, Product, Consulting, Software, and Onboarding at CIBC Mellon, Wipro, MultiFonds, and State Street.

JAMIE ROACH

JAMIE ROACH

Customer Success

25+ years of financial services industry experience across middle office services and mutual fund accounting at Citi.  Jamie was the Senior Vice President responsible for global oversight, operations.

ROBERT WEST

ROBERT WEST

Customer Onboarding

Nearly two decades of client focused software implementation, training, and support experience at Linedata, SG Cowen and BNY.

WILLIAM YUNG

WILLIAM YUNG

Customer Onboarding

25+ years of experience in accounting, administration, fund oversight, product and professional services at BNY Mellon, JP Morgan, Multifonds, New York Life and Orion Business Innovation.

OPERATIONS

LI CARMEL

LI CARMEL

Human Resources

Twenty years of HR leadership experience, including previously held HR leadership positions at both start-ups and well-established public companies, most recently at Iguazio.

ELAD DOTAN

ELAD DOTAN

Cloud Operations

Strategic Cloud Operations Executive with 20+ years of combined success orchestrating excellence in systems and infrastructure development across diverse global organizations.

TZACH HOROWITZ

TZACH HOROWITZ

Cloud Security

Mr. Horowitz is an experienced CISO with CISSP, CCSP, CDPSE certifications and international expertise in Cyber Security. Mr. Horowitz provides CISO-AS-A-Service services for enterprises of all sizes.

AMNON ZUR

AMNON ZUR

Finance and Admin

20+ years of financial management leadership experience, most recently as CFO of Multifonds, and in senior finance and accounting roles at Temenos, EY and Deloitte.

ADVISORY

STANTON GREEN

STANTON GREEN

Former Co-Head Equities of Guggenheim Capital and CEO of OTR Global. Currently, Executive in Residence for Warburg Pincus and Venture Advisor for Blumberg Capital.

JACK KLINCK

JACK KLINCK

Former State Street and BNY Mellon management committees member as Head of State Street’s Global Exchange and Hedge Fund Administration, and CEO of Mellon Bank’s.

DAVID KRELL

DAVID KRELL

Founder and former CEO of the International Securities Exchange.

JAY MANDELBAUM

JAY MANDELBAUM

Former Head of Strategy at JPMorganChase, and member of both JPMorganChase's and Citigroup's operating committees.

HEIDI MILLER

HEIDI MILLER

HSBC and FiServ non-executive director. Former President of JP Morgan International and CEO of JP Morgan's treasury and securities services business.

AVI NACHMANY

AVI NACHMANY

Co-Founder and former Director of Research at Strategic Insight.

INVESTOR BOARD MEMBERS

YUVAL ARIAV

YUVAL ARIAV

General Partner, LionBird Ventures.

SARIT FIRON

SARIT FIRON

Managing Partner, Team8 Capital.

BRUCE TARAGIN

BRUCE TARAGIN

Managing Director, Blumberg Capital.

Join us!

 

Join FundGuard at the forefront of innovative finanacial technology. We deliver phenomenal intelligence to the investment funds business, helping them provide outstanding service and reach groundbreaking results.