We are FundGuard
We strive to offer solutions that delight our customers, support latest financial and technological innovation and regulatory requirements, and offer unparalleled operational and technology efficiency.
FundGuard is a cloud-based investment funds operating system powered by artificial intelligence. It helps asset and fund managers administer investments across mutual funds, ETFs, hedge funds, insurance, and pension. The platform leverages modern cloud technologies, artificial intelligence and a revolutionary multi-dimension real-time design to transform an underserved industry that is limited today by archaic, primarily on-premise, batch based and non-scalable technology.
The company is led by an experienced team who are investment funds industry experts, as well as machine learning and enterprise cloud systems technology leaders.
FUNDGUARD LEADERSHIP
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
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
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
VP R&D and Co-founder
Previously held software development and leadership roles at Natural Intelligence, TipRanks, Oracle, Sun Microsystems and an elite unit of the IDF intelligence corps
KIRK LITTLETON
Sales Director
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
REESE LUCAS
Product Director
15 years of funds industry experience across product, presales, implementation, and investment accounting at Multifonds and IBT
PETER MULDOON
Product Strategy Director
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
JAMIE ROACH
Customer Success Director
25+ years of financial services industry experience across middle office services and mutual fund accounting
ALAN SCHNEIDER
Sales Director
25+ years at Citi as global product head of securities and funds services middle office and a serial intrapreneur, followed by consulting (EY and his own firm) for the largest global asset servicers and managers
MEIRAV YAVNEH
Human Capital
Over 30 years of experience in human capital, organizational development, and recruitment in the start-up and high tech ecosystem
WILLIAM YUNG
Product Director
25+ years of funds industry experience in accounting, administration, fund oversight, product and professional services at BNY Mellon, JP Morgan, Multifonds, New York Life and Orion Business Innovation
TZACH HOROWITZ
Information Security
Mr. Horowitz is an experienced CISO with CISSP, CCSP, CDPSE certifications, and international expertise in Cyber Security
LIOR YOGEV
CEO
Formerly Head of North America at Multifonds, which provides asset management solutions to large banks and asset managers. Lior was part of the executive team that turned around the company and sold it to Temenos.
Prior to Multifonds, Lior was a technology investment banker at Goldman Sachs in New York, and before that led software development teams at Radware and as an officer at an elite intelligence corps Unit 8200. Lior holds an MBA from Columbia University and a BSc in Computer Science and Management from Tel Aviv University.
ADVISORY
JAY MANDELBAUM
Former Head of Strategy at JPMorganChase, and member of both JPMorganChase's and Citigroup's operating committees
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
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 International Operations
DAVID KRELL
Founder and former CEO of the International Securities Exchange
AVI NACHMANY
Co-Founder and former Director of Research at Strategic Insight
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
LIOR YOGEV
CEO
Formerly Head of North America at Multifonds, which provides asset management solutions to large banks and asset managers. Lior was part of the executive team that turned around the company and sold it to Temenos.
Prior to Multifonds, Lior was a technology investment banker at Goldman Sachs in New York, and before that led software development teams at Radware and as an officer at an elite intelligence corps Unit 8200. Lior holds an MBA from Columbia University and a BSc in Computer Science and Management from Tel Aviv University.
LIOR YOGEV
CEO
Formerly Head of North America at Multifonds, which provides asset management solutions to large banks and asset managers. Lior was part of the executive team that turned around the company and sold it to Temenos.
Prior to Multifonds, Lior was a technology investment banker at Goldman Sachs in New York, and before that led software development teams at Radware and as an officer at an elite intelligence corps Unit 8200. Lior holds an MBA from Columbia University and a BSc in Computer Science and Management from Tel Aviv University.
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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.