We are FundGuard

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

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

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

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

REESE LUCAS

Product Director

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

PETER MULDOON

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

JAMIE ROACH

Customer Success Director

25+ years of financial services industry experience across middle office services and mutual fund accounting

ALAN SCHNEIDER

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

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

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

TZACH HOROWITZ

Information Security

Mr. Horowitz is an experienced CISO with CISSP, CCSP, CDPSE certifications, and international expertise in Cyber Security

ADVISORY

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

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 International Operations

DAVID KRELL

DAVID KRELL

Founder and former CEO of the International Securities Exchange

AVI NACHMANY

AVI NACHMANY

Co-Founder and former Director of Research at Strategic Insight

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

INVESTOR BOARD MEMBERS

SARIT FIRON

SARIT FIRON

Managing Partner, Team8 Capital

BRUCE TARAGIN

BRUCE TARAGIN

Managing Director, Blumberg Capital

YUVAL ARIAV

YUVAL ARIAV

General Partner, LionBird Ventures

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.