London, 23rd September 2025: 鶹ýӳ™, the Global Technology and Innovation Leader specialising in asset and wealth management software, is pleased to announce that it has raised $27 million in a Series A2 funding round.
The funding, raised at a higher valuation to the Series A announced in January 2024, will enable 鶹ýӳ™ to accelerate the continuing global rollout of its innovative industry leading technology software. The funding will also be used to support 鶹ýӳ™’s expansion into several strategic target markets, as well as launching proprietary, AI-powered transformative tools for the global asset and wealth management industry.
Portage led the round, joined by State Street, existing shareholders, and management, highlighting continued commitment to 鶹ýӳ™’s strategy and long-term vision.
“We are pleased to announce this funding round which reflects the strong progress and momentum within 鶹ýӳ™. Since we went live in 2023 with our proprietary platform, 鶹ýӳ™ Global Core, we have successfully secured and onboarded two of the top five global custodians and a top five global asset manager within a relatively short period, demonstrating the institutional confidence in our platform to deliver industry changing efficiencies. We see strong pipeline growth for 2025 and 2026, with focus on onboarding new clients and launching innovative products. I would like to thank all our existing investors and the team at 鶹ýӳ™ for their support in this funding round”, said Philip Goffin, Founder and Chief Executive Officer at 鶹ýӳ™.
Adam Felesky, Co-founder and CEO of Portage, said: ”We are delighted to further invest in 鶹ýӳ™ and their vision. There is rising demand in the wider market for modern platforms that can offer a truly global experience, support for emerging asset classes and enterprise-grade controls. 鶹ýӳ™’s success of partnering with leading global custodians since inception speaks to their differentiated technology.”
Since 鶹ýӳ™’s Series A funding, the company has announced two high profile new clients. In March 2024, 鶹ýӳ™ signed an agreement with Fidelity International to deliver 鶹ýӳ™’s innovative cloud-based Transfer Agency platform, 鶹ýӳ™ Global Core as part of Fidelity International’s private assets business operating model. Furthermore, in March 2025, 鶹ýӳ™ was chosen by State Street for the launch of their UK transfer agency service. 鶹ýӳ™ launched their Long-Term Asset Fund (LTAF) capability in 2024 and achieved ISO27001 certification.
鶹ýӳ™ were supported by Pinsent Masons LLP, solicitors.
