Company Overview
About FundGuard
FundGuard, founded 2018 by Lior Yogev (CEO), Yaniv Zecharya (CTO), and Uri Katz, headquartered in New York with Tel Aviv offices. All three co-founders served in Israel's 8200 intelligence unit. AI-powered cloud-native investment accounting and management SaaS for mutual funds, ETFs, hedge funds, insurance, and pension funds.
Business Model & Competitive Advantage
AI/ML automates reconciliation, exception management, reporting, and compliance. Supports full investment lifecycle from trade capture through NAV calculation and regulatory reporting.
Competitive Landscape 2025–2026
Raised $155M: $100M Series C led by Key1 Capital with Euclidean Capital, Hamilton Lane. $40M Series B (2022) with Citi and State Street strategic investment. Selected for Forbes Israel Next Billion Dollar Startups 2025.
Open Positions
Reddit Discussions
Key Differentiators
Strong Challenger
FundGuard is an established challenger with significant market presence and competitive offerings in Financial Services.
Growth Stage
FundGuard has achieved $155M in revenue, demonstrating strong product-market fit.
Frequently Asked Questions
Compare FundGuard with Competitors
Side-by-side AI visibility scores, platform breakdown, and market position.
Start Comparison →Claim This Profile
Are you from FundGuard? Claim your profile to see full AI mention excerpts, get weekly visibility change alerts, and optimize how AI systems describe your brand.
Claim FundGuard Profile →Track AI Visibility in Real Time
Monitor how ChatGPT, Gemini, Perplexity, and Claude mention FundGuard vs competitors. Get alerts when AI recommendations shift.
Start Free Tracking →