investment-operations

(5)
Company
Fi-Tek and the fine art of knowing whose money it is
Fintech · Enterprise · Saas

Fi-Tek and the fine art of knowing whose money it is

Behind the polished world of private wealth lies a less glamorous question: which dollar belongs to whom? Fi-Tek has built a business around getting the answer into the books.

wealth-management · trust-accountingRead →
Company
How SS&C Turned a $20,000 Bet Into Wall Street’s $6 Billion Back Office
Fintech · Saas · Enterprise

How SS&C Turned a $20,000 Bet Into Wall Street’s $6 Billion Back Office

Bill Stone nearly watched his software company disappear. Then he stopped selling tools alone, started taking on the work, and assembled a financial-infrastructure empire one unglamorous workflow at a time.

financial-software · fund-administrationRead →
Company
The $6.4 Trillion Machine Behind Wall Street’s Messiest Work
Fintech · Saas · Enterprise

The $6.4 Trillion Machine Behind Wall Street’s Messiest Work

Arcesium escaped a hedge fund’s back office and became the operating layer for investment firms that cannot afford a bad number. Its next wager is that governed data - not a clever chatbot - is what finally makes AI useful on Wall Street.

investment-operations · financial-data-managementRead →
Company
Everysk
Fintech · Ai · Saas

Everysk

Everysk is a New York-based financial technology company that builds AI-embedded workflow automation for investment operations. Founded in 2016 by Allan Brik and Denison Linus, its platform combines agentic AI with a no-code library of modular 'digital robots' that let hedge funds, asset managers, family offices, and brokerages automate portfolio risk monitoring, trade operations, compliance, and reporting. The company positions itself around a simple pitch to capital markets firms: grow AUM without growing headcount.

everysk · fintechRead →
Legend
Ric Fenton
Investor · Executive · Advisor

Ric Fenton

Ric Fenton is a General Partner at TCV (Technology Crossover Ventures), one of the world's leading growth-stage technology investors with over $21 billion in committed capital. Joining TCV in 2008, he oversees the firm's Legal, Capital Markets, Portfolio Talent, and Data Intelligence functions, guiding the full investment lifecycle from deal sourcing and transaction execution to portfolio value creation and exit. A Michigan Ross finance graduate and Duke Law attorney by training, Fenton spent eight years at Simpson Thacher & Bartlett advising top-tier private equity firms on M&A, leveraged buyouts, and securities transactions before crossing over to the investor side. He sits on the Board of Directors of the National Venture Capital Association and the Board of Visitors of Duke University School of Law.

venture-capital · private-equityRead →