FINBOURNE Technology
FINBOURNE Technology is a UK-based fintech that provides a cloud-native, API-first investment data management platform (LUSID/EDM+) used by asset managers, asset owners, asset servicers, hedge funds and private markets firms to unify data and operations across public and private asset classes.
- Company typePrivate
- Founded2016
- HeadquartersLondon, United Kingdom
- Headcount251–500
- GTM typeB2B
- OfferingSoftware
What FINBOURNE Technology does
FINBOURNE Technology Limited is a UK-headquartered fintech that provides a cloud-native, API-first investment data management platform branded LUSID, with its enterprise data management layer marketed as EDM+. The platform unifies instrument, pricing, holdings and transaction data from market data providers, custodians and counterparties into a single real-time foundation across public and private asset classes, processing 9B+ API calls and serving clients managing $20T+ in AUM/AUA. Its bi-temporal data model, headless architecture, and domain-specific primitives for instruments, portfolios, positions, valuations, corporate actions and fund hierarchies underpin a module portfolio including IBOR, OMS, PMS, Compliance, Fund Accounting and Transfer Agency, delivered with bi-directional connectivity to legacy systems and integrated RBAC/MFA via Okta on AWS and Azure.
The company is venture-backed, having raised approximately £150M+ in equity across multiple rounds (notably a £55M Series B in June 2024 led by Highland Europe and AXA Venture Partners at a £300M+ valuation) plus a £30M Kreos Capital debt facility in January 2023. Revenue is generated through quote-based enterprise SaaS subscriptions with multi-year contracts, supplemented by a 90-day free self-serve evaluation of LUSID and partner-influenced implementations through SIs and consulting firms. Customers include large asset managers, asset owners, asset servicers, hedge funds, private credit and private equity firms, with named logos spanning Northern Trust, Old Mutual Wealth, Summit Group, Lingotto, Steelhead and OMBA Advisory. Operations span six offices in London, Dublin, New York, Singapore, Sydney and Luxembourg.
The go-to-market combines enterprise field sales, a multi-tier channel partner program, product-led self-serve trials and event-driven thought leadership. AI capability is positioned as a core differentiator: the platform supports constrained AI agents that operate via bounded function-calling APIs and an MCP server, with NAV production and fund prospectus agents running in production for multiple clients. Compliance posture is anchored by SOC 2 Type II, SOC 2 Type II Privacy and ISAE 3000 certifications, annually renewed, and the company is a private limited company domiciled in the United Kingdom.
FINBOURNE Technology firmographics
Firmographics- Name
- FINBOURNE Technology
- Legal name
- FINBOURNE Technology Limited
- Website
- https://finbourne.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- FINBOURNE Technology is a UK-based fintech that provides a cloud-native, API-first investment data management platform (LUSID/EDM+) used by asset managers, asset owners, asset servicers, hedge funds and private markets firms to unify data and operations across public and private asset classes.
- Ownership category
- akta.pro rank
FINBOURNE Technology industry classification
Industry- Product category
- Investment Data Management Software
- NAICS
- Funds, Trusts, and Other Financial Vehicles (525), Computer Systems Design and Related Services (54151)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Transaction Analytics & Cash-Flow Insights (risk signals, forecasting) (FSAGACAG)
Keywords
Where FINBOURNE Technology is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices6 records
Markets served
FINBOURNE Technology business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- Subscription SaaS contracts: Recurring SaaS subscription revenue from enterprise customers using EDM+, IBOR, Fund Accounting, Transfer Agency, OMS, PMS, Compliance and other modules. Customers enter long-term partnerships (e.g., Summit Group). Revenue driven by AUM/AUA scale and modules deployed.
- Free trial / evaluation period: 90-day free evaluation of LUSID provided to prospective enterprise customers to trial the service before converting to paid subscription. Not a revenue stream itself but the entry point to subscription revenue.
- Partner-driven referral and implementation revenue: Revenue influenced by channel partner ecosystem including system integrators (KPMG, EY, Citisoft), technology providers (Snowflake, Salesforce, AWS, Azure), and solution partners who deliver and integrate FINBOURNE for end clients.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Pay-as-you-go | 90-day free evaluation trial of LUSID |
| Subscription | Multi-year contract | Enterprise SaaS subscription (quote-based) |
Go-to-market motion5 records
Distribution channels4 records
Marketing channels9 records
FINBOURNE Technology product offering
Product offeringCore offering
FINBOURNE Technology provides a cloud-native, API-first investment data management platform (LUSID) that consolidates instrument, pricing, holdings and transaction data from custodians, market data providers and counterparties into a single real-time foundation across all asset classes. On top of the underlying EDM+ enterprise data management layer, the company delivers integrated modules including IBOR, OMS, PMS, Compliance, Fund Accounting and Transfer Agency for asset managers, asset owners, asset servicers, hedge funds and private markets participants.
Product overview
FINBOURNE Technology provides a single, cloud-native investment data management platform rather than a set of disjointed tools. The architecture is platform-plus-modules: the underlying LUSID platform (with its out-of-the-box enterprise data layer called EDM+) sits at the foundation and consolidates instrument, pricing, holdings and transaction data into a single, real-time foundation. On top of EDM+, FINBOURNE offers a portfolio of integrated investment management modules — IBOR (Investment Book of Record), OMS (Order Management System), PMS (Portfolio Management System), Compliance, Fund Accounting and Transfer Agency — along with a built-in Workflow Engine and reconciliation engines. The platform is delivered as SaaS with an extensive public REST API catalogue (9B+ API calls processed) and is consumed by asset managers, asset owners, asset servicers, hedge funds and private markets participants. FINBOURNE also extends the platform via partner-enabled solutions such as the Alkymi-powered Integrated Credit Risk Monitoring Solution for private credit.
Differentiator
Problem solved
Functional benefit
Brands
- LUSID: LUSID is FINBOURNE's core investment data management platform / product, available via web app (www.lusid.com/app/home) and described in the Terms & Policies as 'the supply of our product, LUSID and updates to it, and related platform and tools'.
- EDM+
Products and services
- LUSID FINBOURNE's core cloud-native investment data management platform that delivers a single, real-time view across all asset classes with complete data lineage and bi-temporal accuracy. Powers APIs (9B+ API calls processed), the LUSID web app, knowledge base, and all sub-modules for asset managers, asset owners, asset servicers, hedge funds and private markets participants.
- EDM+ (Enterprise Data Management) Enterprise Data Management layer of FINBOURNE's platform that consolidates instrument, pricing, holdings and transaction data from market data providers, custodians and counterparties into a single, real-time foundation. Can be deployed out-of-the-box in a few weeks and powers the IBOR, Fund Accounting and Transfer Agency modules.
- IBOR (Investment Book of Record) Investment Book of Record module built on top of EDM+ that delivers real-time, reconciled book-of-record data and serves as a foundation for risk, compliance, performance and reporting. Supports multi-asset rebalancing, exposure aggregation across internal and external managers with full look-through and hierarchy.
- OMS (Order Management System) Order Management System module for asset owners and asset managers, providing connectivity to brokers and matching venues to enable faster, more informed portfolio decisions across asset classes.
- PMS (Portfolio Management System) Portfolio Management System module enabling rebalancing of portfolios, pre- and post-trade compliance checks, performance calculation, and Straight Through Processing for real-time trade execution.
- Compliance Compliance module enabling pre- and post-trade compliance checks, integrated with PMS workflows to support regulatory and operational compliance requirements for asset managers and asset owners.
- Fund Accounting Fund accounting and custody module providing flexible, multi-timeline accounting capability, NAV automation with up to 24x faster NAV calculation, and financial reporting across multiple accounting standards for asset servicers, asset owners, and hedge funds.
- Transfer Agency Transfer agency module supporting investor record-keeping and servicing workflows on top of FINBOURNE's unified data foundation. Deployed alongside Fund Accounting and IBOR for full fund servicing capability.
- Integrated Credit Risk Monitoring Solution Joint solution with Alkymi combining FINBOURNE's data management and analytics with Alkymi's AI-powered document ingestion platform to enable early detection of deteriorating credit facilities, covenant compliance monitoring, borrower financial performance tracking, and document obligation tracking for private credit portfolios.
Quantifiable outcome
- Decommission 30 platforms at a Tier 1 asset manager
- +22 more outcomes
Companies that use FINBOURNE Technology
Customer profileNamed customers6 records
Segments6 records
Ideal customer profiles6 records
FINBOURNE Technology technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration26 records
AI capability10 records
Feature9 records
FINBOURNE Technology partnerships and signals
Strategic signalPartnerships
37 partnerships are on record, tiered flagship - strategic co-development partnership, strategic integration partner, strategic technology integration partner, strategic cloud provider, strategic data provider, data provider, technology provider, strategic solution partner, solution partner, strategic consulting partner, consulting partner, esg partner, diversity partner, diversity and early careers partner and strategic identity partner.
- Alkymiflagship - strategic co-development partnershipStrategic partnership announced February 2026 to deliver an integrated credit risk monitoring solution for the private credit industry. Combines FINBOURNE's data management and analytics with Alkymi's AI-powered document ingestion platform to enable early detection of deteriorating credit facilities, real-time visibility, automated document processing and complete data lineage through bi-directional connectivity across front, middle and back-office functions.
- LSEG (London Stock Exchange Group)strategic integration partnerExtended partnership announced 5 November 2025 to deliver integrated fixed income analytics. LSEG is also listed as a Data Provider in FINBOURNE's partner ecosystem.
- Snowflakestrategic technology integration partnerTechnology partner in FINBOURNE's ecosystem with deep integration enabling customers to consolidate data sources, ensure data lineage and traceability, and reduce compute and processing costs through optimised data pipelines (30-50% cost savings).
- Amazon Web Services (AWS)strategic cloud providerPrimary cloud provider for the LUSID platform. LUSID is an entirely cloud-based platform running exclusively in AWS cloud environments. AWS is responsible for protecting the infrastructure that runs all services.
- Microsoft Azurestrategic cloud providerSecondary cloud provider for the FINBOURNE platform, supporting customer hybrid and multi-cloud architectures.
- Bloombergstrategic data providerData provider in FINBOURNE's ecosystem supplying market data to clients through the platform's API-first architecture.
- SIXstrategic data providerData provider in FINBOURNE's ecosystem. Featured in case study on optimised asset management via FINBOURNE & SIX partnership (October 2024).
- ICE (Intercontinental Exchange)strategic data providerData provider in FINBOURNE's partner ecosystem.
- FactSetstrategic data providerData provider in FINBOURNE's partner ecosystem.
- JPMorganstrategic data providerData provider in FINBOURNE's partner ecosystem.
- S&P Globalstrategic data providerData provider in FINBOURNE's partner ecosystem.
- Denominatordata providerData provider in FINBOURNE's partner ecosystem.
- EDI (Exchange Data International)data providerData provider in FINBOURNE's partner ecosystem.
- TraderMadedata providerData provider in FINBOURNE's partner ecosystem.
- OpenFIGIdata providerData provider in FINBOURNE's partner ecosystem.
- Copp Clarkdata providerData provider in FINBOURNE's partner ecosystem.
- Salesforcetechnology providerTechnology provider in FINBOURNE's partner ecosystem supporting CRM and customer-related workflows.
- Microsoft Power BItechnology providerTechnology provider in FINBOURNE's partner ecosystem for business intelligence and analytics reporting.
- Slacktechnology providerTechnology provider in FINBOURNE's partner ecosystem for team communication and operational notifications.
- Panintelligencetechnology providerTechnology provider in FINBOURNE's partner ecosystem.
- DTCCstrategic solution partnerSolution partner in FINBOURNE's ecosystem supporting post-trade and custody workflows.
- FlexTradesolution partnerSolution partner in FINBOURNE's ecosystem supporting multi-asset trading workflows.
- Tradewebsolution partnerSolution partner in FINBOURNE's ecosystem for fixed income and derivatives electronic trading.
- YieldBooksolution partnerSolution partner in FINBOURNE's ecosystem for fixed income analytics.
- NYFIXsolution partnerSolution partner in FINBOURNE's ecosystem supporting trade connectivity and FIX messaging.
- C3 Post-Tradesolution partnerSolution partner in FINBOURNE's ecosystem for post-trade processing.
- TaskSizesolution partnerSolution partner in FINBOURNE's ecosystem.
- Tumelosolution partnerSolution partner in FINBOURNE's ecosystem for ESG and stewardship data.
- KPMGstrategic consulting partnerIndustry consultant in FINBOURNE's partner ecosystem supporting implementations and advisory engagements.
- EY (Ernst & Young)strategic consulting partnerIndustry consultant in FINBOURNE's partner ecosystem. EY Luxembourg Partner Ajay Bali presented the EY 2026 Asset Servicing digitalisation survey findings at FINBOURNE's Luxembourg executive evening in May 2026.
- Citisoftconsulting partnerIndustry consultant in FINBOURNE's partner ecosystem, specialising in investment management systems consulting.
- Alpha (Alpha FMC)consulting partnerIndustry consultant in FINBOURNE's partner ecosystem specialising in asset and wealth management consulting.
- Liqueoconsulting partnerIndustry consultant in FINBOURNE's partner ecosystem.
- Ecologiesg partnerB Corp-certified climate action platform partner. Through this partnership, FINBOURNE removes 100% of the emissions associated with its teams' travel as part of its environmental ESG commitment.
- The 19% Listdiversity partnerPartner organisation to increase visibility of female talent in tech, supporting FINBOURNE's diversity and inclusion ESG commitment.
- Social Mobility Foundation (SMF)diversity and early careers partnerFINBOURNE partners with the Social Mobility Foundation to offer summer internships to talented students from underrepresented backgrounds through a blind recruitment process. Over the past four years, FINBOURNE has offered 40 internship positions to SMF students and team members volunteer in the SMF Undergraduate Mentoring Programme.
- Oktastrategic identity partnerLUSID user login identity information is stored externally from LUSID in Okta. Okta powers the MFA and identity management for FINBOURNE's platform.
Scale indicators12 records
Recent moves8 records
Expansion highlights7 records
FINBOURNE Technology competitors and assessment
Company assessmentDirect peers
- SimCorp: SimCorp is the closest direct peer: a Danish-headquartered provider of investment management software (IBOR, fund accounting, performance, risk) used by asset managers and asset servicers globally. Competes head-to-head with FINBOURNE in mid-to-large enterprise deals and was the typical incumbent displaced at Summit Group-type evaluations.
- SS&C Advent / Eze Software: SS&C's Advent and Eze offerings cover OMS, PMS, IBOR and fund accounting for asset managers and hedge funds. Marc Flamini (FINBOURNE's Head of Sales Americas) previously spent 15 years at SS&C Advent, illustrating the direct competitive overlap and talent flow between the two vendors.
- Clearwater Analytics: Clearwater Analytics provides cloud-native investment accounting and reporting software for asset managers, asset owners and asset servicers. Closely comparable on the investment accounting, reconciliation and reporting use cases, with a similar modern-cloud, API-driven positioning to FINBOURNE.
- Alveo: Alveo is a specialist in enterprise data management for financial services, providing master data management, pricing and reference data for asset managers and asset servicers. Directly comparable to FINBOURNE's EDM+ layer and competes in the same enterprise data management evaluations.
Broad incumbents
- State Street Alpha (Charles River Development): State Street's Alpha platform, built on Charles River Development, is a broad incumbent offering OMS, PMS, IBOR and post-trade for asset managers and asset owners globally. Competes with FINBOURNE in the largest enterprise accounts and benefits from State Street's balance sheet and custody relationships.
- BlackRock Aladdin: BlackRock's Aladdin platform provides enterprise investment management, risk analytics and data infrastructure used by the world's largest asset managers and asset owners. Competes in the largest accounts and increasingly opens Aladdin to external clients, directly overlapping with FINBOURNE's data management and analytics value proposition.
- Bloomberg AIM: Bloomberg's AIM (Asset and Investment Manager) is a widely deployed order and investment management platform used by buy-side firms globally. While Bloomberg is also a data provider partner of FINBOURNE, AIM competes directly in OMS and middle-office workflows.
- Adenza (formerly Calypso / AxiomSL): Adenza, owned by Thoma Bravo, combines Calypso (cross-asset trading, risk, collateral) and AxiomSL (regulatory and risk reporting). A broader incumbent across investment operations and risk analytics, competing with FINBOURNE in tier-1 enterprise accounts particularly around risk and regulatory workflows.
- MSCI Barra / RiskMetrics: MSCI provides portfolio analytics, risk models and enterprise data services to asset managers and asset owners globally. While MSCI focuses more on risk and analytics than operational data management, it competes for the same enterprise analytics and reporting budget that FINBOURNE addresses.
Emerging players
- Backstop Solutions: Backstop provides cloud-based portfolio accounting, investor reporting and CRM software focused on alternative investment managers (hedge funds, PE, VC). Competes with FINBOURNE specifically in the private equity and alternative asset manager segments that are a strategic growth priority.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
FINBOURNE Technology social profiles
Digital presenceFINBOURNE Technology compliance and trust
Trust signalCompliance3 records
FINBOURNE Technology financial estimates
Financial estimateRevenue estimate
Valuation estimate
FINBOURNE Technology leadership team
Management profileNumber of profiles
Profiles13 records
FINBOURNE Technology subsidiaries and ownership
Company hierarchySubsidiaries1 record
FINBOURNE Technology funding detail
Funding detailFunding overview
Funding rounds6 records
Investors11 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
FINBOURNE Technology M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about FINBOURNE Technology
What does FINBOURNE Technology do?
FINBOURNE Technology provides a cloud-native, API-first investment data management platform (LUSID) that consolidates instrument, pricing, holdings and transaction data from custodians, market data providers and counterparties into a single real-time foundation across all asset classes. On top of the underlying EDM+ enterprise data management layer, the company delivers integrated modules including IBOR, OMS, PMS, Compliance, Fund Accounting and Transfer Agency for asset managers, asset owners, asset servicers, hedge funds and private markets participants.
Is FINBOURNE Technology a public or private company?
FINBOURNE Technology is a private company. It is classified as venture growth investor backed and is currently operating.
When was FINBOURNE Technology founded?
FINBOURNE Technology was founded in 2016. It employs 251 to 500 people.
Where is FINBOURNE Technology based?
FINBOURNE Technology is headquartered in London, United Kingdom, in the Europe region.
How does FINBOURNE Technology make money?
Three revenue lines are on record. Subscription SaaS contracts are the primary driver. The others are free trial / evaluation period and partner-driven referral and implementation revenue.
Who are FINBOURNE Technology's main competitors?
Direct peers on record are SimCorp, SS&C Advent / Eze Software, Clearwater Analytics and Alveo. Broad incumbents are State Street Alpha (Charles River Development), BlackRock Aladdin, Bloomberg AIM, Adenza (formerly Calypso / AxiomSL) and MSCI Barra / RiskMetrics. Backstop Solutions is listed as an emerging player.
Does FINBOURNE Technology have an API?
Yes. FINBOURNE offers an extensive, standardised public-facing REST API catalogue as part of its LUSID investment data management platform. Developers can build and automate workflows including getting positions for portfolios with look-through, calculating NAV for funds between dates, returning exposure to issuers across holdings (including indirect exposure through held funds), reconciliations, instrument/portfolio/transaction management, and accessing real-time investment data. The platform processes 9B+ API calls. Authentication is handled via Okta with Multi-Factor Authentication (MFA) required. An MCP (Model Context Protocol) server layer is available that controls and constrains what LLMs are permitted to do when invoking FINBOURNE APIs, making agentic AI usage deterministic, permissioned and auditable. APIs are documented at https://support.lusid.com/ and code samples are available via FINBOURNE's GitHub. Developer documentation is at support.lusid.com.
What industry is FINBOURNE Technology in?
FINBOURNE Technology's product category is Investment Data Management Software. Its primary akta.pro industry code is FSAGACAG, Transaction Analytics & Cash-Flow Insights (risk signals, forecasting). Its NAICS code is 525 and its SIC code is 6282.