About Us

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Our Team consists of tenured industry pros with a focus on the Investment Management Industry:

• John Duarte,  Head of Product - John has held several senior positions, including,  CIO for Mellon Asset Management, where he was responsible for Asset Management technology, Front, Middle and Back Office across a multi-boutique franchise. He also has solid experience in Asset Servicing Outsourcing in working at both BNY Mellon and Northern Trust and delivering Custody, Fund Accounting, IBOR services, along with Data as  a Service solutions for clients.
• Rich Robins, CPA, CEO Rich has run technology for a major Asset Manager and Insurer, Consulted at Deloitte, Advised multiple startups in Data Management and Governance , established new global offices and ran Public Funds sales and Western Region Sales for Eagle Investment Systems (now BNY Mellon) and then again at IHS Markit EDM.   Clients Rich has consulted for or sold to include Sovereign Wealth, Global  FundManagers, Private Wealth, Asset Services firms, Endowments and Public Retirement funds across Data Management, Investment Accounting & Performance Measurement, Risk & Attribution.
• Jonathan Witt, Head of Business Development started life as a Bond Trader and focused his efforts on the Buy Side on Data Management, Performance Measurement, Investment Accounting and Fixed Income Analytics.  Jon has experience working for Eagle Investment Systems, BNY Mellon, State Street, and Sungard (now FIS Capital Markets).  With his global perspective Jon brings knowledge of Public and Private Markets across the spectrum of Asset Managers, Asset Owners and Consultants.
• Python, Java and ML Developers to do bespoke development and creation of automated data pipelines.
• Business Analysts using Insights to do integration offering  code-less Metadata, Data Quality and Transformations inclusive of Gold Copies.