fund-distribution

(5)
Company
Howbuy made fund shopping a research problem
Fintech · Consumer · Enterprise

Howbuy made fund shopping a research problem

A Shanghai fund supermarket learned that more choice was only the beginning. Its real business became helping investors decide what deserved a place in their portfolios.

howbuy · haomaiRead →
Legend
Ben Yang and the five-year wait to open a fund supermarket
Founder · Executive · Operator

Ben Yang and the five-year wait to open a fund supermarket

He left the fund industry to give investors more choice. The licence took five years; building a way to help people choose has occupied Howbuy’s founder ever since.

ben-yang · yang-wenbinRead →
Company
Calastone turned the fund industry’s paperwork into a £766 million business
Fintech · Enterprise · Crypto

Calastone turned the fund industry’s paperwork into a £766 million business

A fund order should not need a fax machine. Calastone built a network around that simple complaint. Now, under SS&C, it is taking the same connectivity business into tokenised funds.

fund-distribution · fund-automationRead →
Company
FE fundinfo and the business of getting the numbers straight
Fintech · Saas · Enterprise

FE fundinfo and the business of getting the numbers straight

Before a fund reaches an investor, its data has a lot of travelling to do. FE fundinfo has built a business around making sure the same facts survive the trip.

fund-data · financial-advisersRead →
Legend
Mark Goodwin Built a Fund Platform for Managers the Market Missed
Founder · Executive · Operator

Mark Goodwin Built a Fund Platform for Managers the Market Missed

An accountant turned asset-management operator spent decades learning where good investment teams get stuck. His answer was North Square - a bridge between boutique managers, financial advisers, and the portfolios they are trying to improve.

mark-goodwin · north-square-investmentsRead →