COMPANY PROFILE

FundGuard

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A cloud-based investment funds operating system

New York City, United StatesFounded 2018Fintech

Valuation $100–500M Latest valuation · 2024

Revenue $10–50M Latest reported FY

Headcount 100–500 Current team size

Total funding $100–500M Disclosed equity funding

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About FundGuard

FundGuard provides a cloud-native, AI-powered SaaS platform designed for investment accounting and fund administration. The company serves a range of clients in the financial sector, including asset managers, fund administrators, and custodian banks.

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Its core offering is a multi-asset class platform that helps manage a variety of investment vehicles such as mutual funds, ETFs, hedge funds, insurance products, and pension funds. By leveraging AI and cloud technology, the platform automates and streamlines asset servicing operations, moving away from legacy systems. The business model is based on a Software-as-a-Service (SaaS) subscription, offering a scalable enterprise operating system for investment management.

Source: Dealroom company data

At a glance

Status: Operational
Founded: 2018
Headquarters: New York City, United States
Employees: 162
Open positions: 1
Dealroom signal: 67.3/100
Industry: Fintech
Sub-industry: Wealth Management
Sector: Fintech, Accounting, Wealth Management, Hard Tech
Business model: SaaS
Client focus: b2b
Links: Website LinkedIn X

Latest news

Press, funding announcements and product moves mentioning FundGuard.

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Funding history

4 recorded events

Company financing events and reported valuations.

Deal type	Date	Amount	Valuation	Investors	Source
SERIES COther financing	Mar 2024	$100M	$400M	Euclidean Capital · Hamilton Lane · Key1 Capital	↗
SERIES BOther financing	Apr 2022	$40M	$160M	Blumberg Capital · Citi · LionBird · Team8	↗

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Financials

Revenue over time

Revenue, earnings and other financial measures where available. Years marked “E” are estimates.

Year	Revenue	Growth
2026
2025
2024
2023
2022
2021
2020		—

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Growth signals

FundGuard website traffic

Latest recorded traffic for FundGuard is 6K monthly website visits, up 160.9% over the last three months. FundGuard's team declined 8% over the past year.

Latest monthly visits6K 3-month web change+160.9% 1-year team growth-8%

Monthly website visitsNov 2017–Jul 2026

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Summary metrics are public; monthly history is available with a demoCompare with peers →

Open positions

Openings linked to this company in Dealroom

UK/EMEA Regional Marketing DirectorLondon, England, United Kingdom · Marketing & Communication · Jun 11, 2026

1 distinct opening shownExplore hiring signals →

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