On a mission to make managing data for asset managers easy since 2007.
The proliferation of data formats and volumes are causing big issues for asset management firms, who spend billions dealing with the resulting problems.
We started Fundipedia because we believe that dealing with data at scale requires more intelligent systems backed by experts who truly understand the root cause of the problems.
The Core Value we Deliver
We provide innovative technology that enables financial institutions to collect, disseminate and reconcile any type of data—providing you with end-to-end control, insights that drive smart business decisions and the confidence to meet regulatory requirements.
Our People
Our team brings together technology experts, asset management industry veterans, and entrepreneurial builders connected by a common goal to build technology solutions and provide consulting services that help clients make the most of their data.
Our Clients
Our data management solution is used by some of the largest companies in the world. We care about the projects we take on and we’re proud of our clients and their achievements.
The Fundipedia team – Key Personnel
Susan McCartney
Head of Implementation
Susan has many years of experience in the Asset Management industry, focusing on performance measurement and analysis, client reporting, product and portfolio data management, and investment administration. She leads our implementation teams and projects to deliver our suite of products in partnership with clients.
Craig Driscoll
Director of Product
Craig works closely with our clients and technical team to develop and promote the vision and roadmap for the product. He brings over 15 years of enterprise and technical product expertise along with an aptitude for business strategy, development and delivery of data-intensive solutions.
Simon Swords
Managing Director
As the founder and Managing Director of Fundipedia, Simon has led Fundipedia for over 13 years and is responsible for global strategy. He works closely with regulatory bodies and industry associations including the FCA, the Investment Association and TISA. Simon is passionate about building partnerships and leveraging technology to find innovative ways to solve data problems across the asset management industry.
Jonathan Ferrara
Chairman
A Chartered Accountant, Chartered CISI Member, Step Member and IOD Member, Jonathan brings a strong background in building financial foundations, teams and processes for high-growth Financial Services and Technology companies. He has a proven track record of creating and executing a strategic vision that unifies finance efforts with Operations, Products and Go-to-market strategies to drive business success.
Dean North
Chief Technical Officer
Dean is the co-founder and Chief Technical Officer for Fundipedia. He has led the development of the product since 2008 and continues to drive future innovation to further develop and refine the company’s product portfolio.
Richard Harwood
CFA, Business Specialist
Richard is our subject matter expert. He brings over 35 years of experience in the Asset Management industry. He has earned the CFA designation, was Fund Manager of Dublin Listed UCITS since 2003, managing Director of Investment Management and Fund Management businesses since 2001.
Sherree Tibbs
Director of Service Delivery
Sherree is charged with the effective delivery of our projects. Working in partnership with the technical team, she oversees everything from project planning, resourcing, budgeting, to reporting. Sherree brings over 12 years of project planning and relationship management experience at both customer and stakeholder levels.
Edward Dunkley
Implementation Associate
Edward works in Susan’s team providing client-facing project and program support. Edward’s experience in both B2B sales and event management working with senior level clients and stakeholders along with his technical expertise provide the perfect blend to deliver client success.
Sarah Bliss
Implementation Associate
Sarah works in Susan’s team providing client facing project and program support. Sarah’s fantastic communication skills and attention to detail ensure that projects are delivered on time and to a high quality.
Manage your data with no additional headcount
Collect, verify, store and distribute static and dynamic data collected from third parties including Administrators, Transfer Agents and more.