data
fabric
Spreadsheets, fund admin systems, trading platforms and custodians rarely line up. That mismatch creates reporting delays, audit headaches, and distracted teams.
Operations at a mid-size fund spent ~40% of their week reconciling NAVs across 3 systems — before consolidating with Datafabric.
Foundry, Compass and SalesMate together deliver the data fabric your firm needs to scale reliably and compliantly.
Think "Snowflake for Asset Management"
Ingest, clean and consolidate data from custodians, fund admins, trading and market data. Full lineage & governance.
Think "PowerBI/Tableau for Asset Management"
Self-service dashboards and operational workflows that give you verified insights. Built for asset management teams.
Think "ChatGPT for Asset Management"
AI assistant fluent in your data, systems and processes. Ask questions in plain language, get instant responses, generate client-ready notes.
Innovative companies who understand the inherent value in data, insights and AI; and trusted us to help them.
Helping people & communities enjoy a more certain financial future.
Custodians, platforms, fund admins, market data and CRMs. 25+ connectors already ready to go and the list keeps growing.
Our combined expertise in Technology and Asset Management brings solutions to problems we know in depth.
Cloud, Data, Analytics, AI & software
22 years of Experience in Tech & Data
Co-Founder
Senior Investment Industry Executive
28 years of Experience in Asset Management
Co-Founder
Product Specialist. AI Evangelist
25 years of Experience in Product Management
Partner & Founder of Uremarkable
Sales Effectiveness Consultant
30+ years Experience in Sales Effectiveness
Partner & Founder of Taylor Healey