investment-operations

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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 →