The trusted name in data management.

For too long, the financial services industry has wrestled with data problems. We’re here to change that.

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

Head 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

Head 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.