Access Fintech

AccessFintech provides a data and workflow collaboration network for the financial industry, aimed at resolving inefficiencies in the post-trade lifecycle. The company was founded in 2016 by Roy Saadon and Steve Fazio, fintech veterans who previously co-founded Traiana, a successful post-trade infrastructure company that was acquired in 2007. Saadon, who served as CEO until mid-2025, and Fazio drew on their extensive experience to address the challenges of data silos and fragmented workflows among capital market participants. The firm's core offering is the Synergy Network, a cloud-based collaboration platform that connects buy-side firms, sell-side institutions, custodians, and asset managers. Synergy does not replace existing systems but acts as an intermediary layer, aggregating and normalizing transaction data from various sources. This creates a shared, single source of truth, enabling real-time visibility and communication among all parties involved in a transaction's lifecycle. The platform uses an API-first architecture and AI-driven insights to help firms automate processes, resolve exceptions faster, manage settlements, and reduce operational risk and costs. AccessFintech's business model is centered on its network, which operates on a SaaS basis. The company has attracted significant investment from major financial institutions, underscoring industry confidence in its approach. Notable funding includes a $60 million Series C round in September 2022, led by WestCap with participation from BNY Mellon, Bank of America, J.P. Morgan, Goldman Sachs, and Citi, bringing its total capital raised to over $97 million since 2018. The platform supports a wide range of asset classes, including securities, derivatives, syndicated loans, and repos. Key clients include global banks, broker-dealers, and asset managers, with over 250 institutions participating in the network. Keywords: post-trade collaboration, trade lifecycle management, financial data network, workflow automation, Synergy network, exception management, settlement fails, operational risk, capital markets technology, securities processing, derivatives lifecycle, repo market, syndicated loans, buy-side, sell-side, custodian services, financial messaging, data normalization, transaction processing, T+1 settlement, trade confirmation, affirmation, post-trade analytics, fintech infrastructure, Roy Saadon, Steve Fazio