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Investing in Aipowered SaaS has always been a great way to go, and if you are looking to make money from your investments, this is a great way to do it. Fundguard, a company that provides SaaS services, recently announced that it has completed its Series B funding round, and will be working to expand its product offerings and future plans. Read on to learn more!

Kirk Littleton joins as Sales Director


Founded in 2018, FundGuard is a financial services technology startup with a vision. The company has developed an AI-powered platform that enables asset managers to optimize their operations and increase investment performance. Its technology also helps reduce costs and enable new products. Its suite of solutions include a fully automated solution that improves operational efficiency and generates actionable insights. The company has secured funding from notable investors like Citi, Team8, LionBird Capital, and Blumberg Capital.


FundGuard is also home to several industry veterans. These include Jack Klinck, who is a former member of the State Street management committee. Additionally, Kirk Littleton, who has been in the financial industry for more than two decades, has been tapped as the company’s sales director. Kirk is no stranger to the financial services space, having spent five years with Ultimus Fund Solutions and two years with Eagle STAR (BNY Mellon). He also spent time at SunGard, where he focused on sales of accounting and trading solutions.

Alan Schneider joins as Sales Director


Several of the industry’s leading fintech companies have tapped new hires to help them reimagine the way they service investors. One of those companies is FundGuard, which launched in January of this year. The company has built a cloud-native and AI-powered investment management platform designed to improve the efficiency of fund administration and management. It’s also made it easy to offer investors a slew of new products, including crypto-assets.


FundGuard has also tapped several industry veterans to serve as its sales directors. Kirk Littleton, for instance, has 25 years of experience in investment management technology sales leadership. Prior to joining FundGuard, Littleton was at SunGard, Bank of New York Mellon, and InvestCloud. In addition, he’s a graduate of the esteemed Stern School of Business at New York University, where he earned a MBA in Finance. Among his other accomplishments, Littleton is a co-founder of InvestCloud, which recently closed a $70 million Series D round of funding led by Blumberg Capital and LionBird Ventures.

Series B funding round complete


Founded by former Goldman Sachs and State Street executive Lior Yogev, FundGuard provides an AI-powered global asset servicing platform for fund administrators. It automates fund management and reporting, streamlines workflows, and generates actionable insights. Its algorithms perform portfolio validation checks and anomaly detection, as well as perform investment news research. It can also perform exception management and execute reconciliation.


Located in Tel Aviv, Israel, FundGuard supports the operations and digital transformation of fund managers. It provides automated data management and analytics to enhance investment performance and reduce costs. FundGuard also helps clients create new products at scale. It supports investment management across asset classes, including equities, fixed income, and alternative investments. The platform also provides customizable thresholds for rules-based trading, and allows detailed reviews of holdings, cash, and corporate actions. FundGuard also provides automated exception management, which allows clients to add layers of oversight and automate reporting and reconciliation.


FundGuard has more than 50 employees in Israel, including former members of the 8200 intelligence unit at JP Morgan Chase, the Salesforce R&D center, and Natural Intelligence. The company is backed by several large strategic investors, including Team8, Blumberg Capital, Maccabee Ventures, and State Street Corp. It has raised $55 million in capital so far. It will use the new investment to further its product development, recruit new resources, and cater to the growing need for asset servicing by asset managers, insurers, and alternative funds.

Future plans


Powered by AI, FundGuard is a SaaS investment management platform designed to help asset managers manage investments, automate workflows, and streamline operations. FundGuard provides managers with access to detailed reviews of holdings, cash, and corporate actions. It also generates actionable insights to drive investment performance. It helps asset managers add layers of oversight and improve investment performance. It also allows investors to manage investments across asset classes.


FundGuard is based in New York City and is backed by Blumberg Capital, LionBird Capital, and Team8. The company raised $12 million in its most recent round of funding. It also announced a strategic partnership with State Street, and expanded its service offering. FundGuard continues to expand its global team. Its recent investments have allowed it to add key strategic investors, key asset management customers, and a global sales team. It also recently launched an enhanced investment accounting solution.



FundGuard’s technology also enables new products and services, including crypto-asset services. Its system is agile, adaptive, and resilient in the face of evolving investor demands. It can also becustomized to support rules-based trading. Its AI capabilities can also strengthen risk modeling and forecasting. It is also cloud-native, meaning that the platform is always evolving and improving.