FundGuard is a next-generation SaaS platform for investment management and administration that is powered by AI. 

FundGuard is the new generation financial services technology company that has built a global asset servicing operating system and technology platform for asset managers and their service providers. 

FundGuard was founded in Israel in 2018 by Lior Yogev, Yaniv Zecharya, and Uri Katz. The company is headquartered in New York and Tel Aviv, Israel.


FundGuard leverages modern cloud technologies and applies AI to identify anomalies, auto resolve exceptions, and suggest operations improvements to transform an underserved industry that has been limited by archaic, primarily on-premise, batch-based and non-scalable technology.


FundGuard's AI-powered platform replaces the decades-old solutions in the marketplace today that are no longer able to address growing industry demand for a truly electronic, cross-asset solution to streamline workflows, identify anomalies, and generate actionable insights.


FundGuard is backed by Citi, State Street Corp, Blumberg Capital, LionBird Ventures, Team8 Capital, and others. The company raised $40M in Series B round on Apr 19, 2022. This brings FundGuard's total funding to $56M to date.



  • Year founded: 2018
  • Funding Info: $56M over 3 Rounds (Latest Funding Type: Series B)
  • Yearly Revenue: NA
  • Employee Size: 51-200
  • Business Valuation: NA
  • City/Town: New York City
  • State: New York
  • Country: United States
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