FundApps
- Company typePrivate
- Founded2010
- HeadquartersLondon, United Kingdom
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
FundApps firmographics
Firmographics- Name
- FundApps
- Legal name
- FundApps Ltd
- Website
- https://fundapps.co
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
FundApps industry classification
Industry- Product category
- Regulatory Compliance Software
- NAICS
- Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Fund Financial Reporting & Regulatory Filings (GAAP/IFRS, N-PORT/N-CEN, AIFMD/UCITS) (FSAAAMAG)
- akta.pro secondary industries
- Fund Governance Support (Board/Trustee, Minutes, Policies, Oversight) (FSAAAMAH), Fund Document & Data Management (Prospectus/KIID, Data Quality, Master Data) (FSAAAMAL)
Keywords
Where FundApps is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices8 records
Markets served
FundApps business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- SaaS Subscription (Compliance-as-a-Service): FundApps operates as a cloud-native SaaS platform providing compliance monitoring and regulatory reporting services. Revenue is generated through subscription fees for access to the compliance platform. The combined entity with SteelEye has Annual Recurring Revenue approaching £50 million. Pricing is likely tiered based on assets under management, jurisdictions covered, and number of services deployed.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise SaaS subscription with customizable service bundles |
Go-to-market motion4 records
Distribution channels3 records
Marketing channels11 records
FundApps product offering
Product offeringCore offering
FundApps provides a cloud-native SaaS compliance monitoring and regulatory reporting platform for investment managers. The platform automates shareholding disclosure, position limits, sensitive industries, sanctions screening, and regulatory reporting across 100+ jurisdictions using 850+ pre-coded rules, generating 200+ disclosure forms and integrating directly with SimCorp, Broadridge, BlackRock Aladdin, Bloomberg, and LSEG.
Product overview
FundApps offers a cloud-native compliance monitoring and regulatory reporting SaaS platform with a modular architecture. The core platform combines compliance expertise with market data and coded regulatory rules to automate monitoring across 100+ jurisdictions. The main modules include Shareholding Disclosure (covering beneficial ownership, short selling, and takeover panels), Position Limits (supporting 80 global exchanges), Sensitive Industries, Sanctions Screening, Investment Monitoring, Poison Pills, and UCITS/AIFMD Monitoring for monitoring; and Filing Manager, AIFMD Annex IV Reporting, and Form PF Reporting for regulatory reporting. Additional services include Data Adapter for data integration and the Global Company Database. The platform monitors over $30 trillion in assets under management and serves 350+ clients globally.
Differentiator
Problem solved
Functional benefit
Products and services
- Shareholding Disclosure Automated monitoring of shareholding disclosure thresholds, short selling, and takeover panel requirements across 100+ jurisdictions for investment managers and financial institutions. Generates and submits 200+ regulatory disclosure forms automatically with full audit trails.
- Position Limits Automated monitoring of derivative contract position limits across 80 global exchanges covering futures, options, and swap contracts via FIA Tech integration. Alerts clients to approaching threshold breaches with embedded workflow and audit trails.
- Sensitive Industries Monitoring Monitors investment portfolios against sensitive or restricted industry regulations across multiple jurisdictions to ensure compliance with sector-specific investment restrictions.
- Sanctions Screening Global sanctions screening service that helps investment managers monitor portfolios against fast-moving international sanctions regulations and identify potential exposure to sanctioned entities.
- Investment Monitoring Monitors investment portfolios against regulatory requirements and disclosure thresholds across global markets for investment managers.
- Poison Pills Monitoring Monitors anti-takeover mechanisms and poison pill provisions across investment portfolios to flag exposure to corporate governance events.
- UCITS and AIFMD Monitoring Monitors compliance with Undertakings for Collective Investment in Transferable Securities (UCITS) and Alternative Investment Fund Managers Directive (AIFMD) requirements for European fund managers.
- Filing Manager Automated filing preparation and submission management tool that prepares regulatory disclosures and submits them directly to regulators with complete audit trails and one-click filing.
- AIFMD Annex IV Reporting Automated reporting solution for Alternative Investment Fund Managers Directive (AIFMD) Annex IV reporting requirements, enhancing efficiency and reducing risk for investment managers subject to EU regulation.
- Form PF Reporting Automated regulatory reporting solution for SEC Form PF requirements applicable to private fund advisers, simplifying periodic filings with the U.S. Securities and Exchange Commission.
- Global Company Database (GCD) Resource service providing consolidated global company information for compliance, including GLEIF data and other company-related reference data such as issuer limits, enriched by client community contributions.
Quantifiable outcome
- Monitors $30 trillion in assets under management - approximately 19% of global AUM
- +4 more outcomes
Companies that use FundApps
Customer profileNamed customers18 records
Segments6 records
Ideal customer profiles4 records
FundApps technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
AI capability4 records
Feature9 records
FundApps partnerships and signals
Strategic signalPartnerships
Twelve partnerships are on record, tiered core, major and minor.
- WTaxcoreStrategic partnership announced November 2025 to help asset managers and asset owners address operational challenges in international investing. The partnership connects regulatory compliance with withholding tax recovery and class action monitoring, areas increasingly intertwined as markets globalize.
- SteelEyecoreFundApps and SteelEye merged in November 2025 to form a unified global regulatory compliance platform. SteelEye is a leading trade and communications surveillance and data analytics platform. The merger combines FundApps' compliance monitoring and reporting solutions with SteelEye's surveillance capabilities to create an end-to-end compliance solution serving 350 clients across 18 countries with combined ARR approaching £50 million.
- BlackRock AladdincorePartnership to automate global shareholding disclosure compliance, enhancing workflow efficiency for investment managers. FundApps and BlackRock's Aladdin platform partner to provide automated monitoring and reporting through the Aladdin ecosystem.
- SimCorpcoreStandard integration package connecting SimCorp Dimension with FundApps compliance platform. Pre-built integration accelerates implementation timelines by automating daily data transfers of positions and portfolio structures. Supports complex portfolio structures for accurate regulatory reporting across asset classes and jurisdictions.
- BroadridgecoreBroadridge integrated FundApps' regulatory compliance technology with their buy-side portfolio and order management solution. Clients benefit from unique compliance solution addressing shareholder disclosures, sensitive industry monitoring, and position limit reporting.
- FIA TechmajorFundApps uses FIA Tech's Position Limits Databank to help compliance and operation teams monitor client positions across 80 global exchanges covering futures, options and swap contracts.
- LSEG (formerly Refinitiv)majorLSEG's Shareholding Disclosure data is used by large asset managers. LSEG data enriches compliance monitoring rules and regulatory reporting capabilities.
- BloombergmajorBloomberg's Shareholding Disclosure Data Solution integrated with FundApps' platform to streamline compliance for global investors, offering automated and comprehensive data for regulatory reporting.
- aospherecoreLegal and regulatory data provider (affiliate of Allen & Overy) providing trusted legal information. First software vendor to license aosphere's Rulefinder content, creating global repository of over 400 disclosure rules in 100+ jurisdictions.
- Dimensional Community (SimCorp)majorSimCorp advisory and consulting firm providing implementation support for FundApps and SimCorp integrated solutions. Dimensional Community played central role in collaborative implementations with clients.
- Amazon Web ServicescoreAWS Select Technology Partner Status. FundApps hosts its platform in AWS infrastructure within the European Union. AWS provides cloud infrastructure, primary hosting services, and data warehousing. AWS holds multiple industry standard certifications relating to security and availability.
- CWANminorChannel partner providing compliance solutions to network members.
Scale indicators9 records
Recent moves6 records
Expansion highlights6 records
FundApps competitors and assessment
Company assessmentDirect peers
- Confluence: Investment operations and regulatory reporting platform serving asset managers and fund administrators. Overlaps with FundApps in fund regulatory reporting (e.g., Annex IV, Form PF) and performance/risk reporting.
- Options IT (Regulatory Reporting): Provides regulatory reporting and transaction reporting solutions to buy-side and sell-side firms. Overlaps with FundApps in automated regulatory monitoring and reporting for asset managers and brokers.
- SteelEye: Trade and communications surveillance platform that merged with FundApps in November 2025. Prior to the merger, it was the most directly comparable compliance technology peer, with overlapping buy-side customers and an adjacent (now integrated) product set covering surveillance, monitoring, and reporting.
- RIMES Technologies: Provides managed data services and regulatory reporting solutions for buy-side firms, including benchmark and regulatory data feeds. Comparable in addressing buy-side compliance and reporting workflows with overlapping client base.
- ACA Compliance Group: Provider of compliance, regulatory, and cyber solutions to the buy-side, including surveillance, AML, and regulatory reporting. Direct peer in serving asset managers and hedge funds with overlapping regulatory compliance product offerings.
- Regnology: Provider of regulatory reporting and supervisory technology solutions to banks and financial institutions. Directly comparable in serving financial institutions with automated regulatory reporting (e.g., AnaCredit, COREP, AIFMD) on a SaaS basis.
Emerging players
- Corlytics: Regulatory risk intelligence and analytics platform providing horizon scanning and risk analytics to financial institutions. Adjacent peer in the regulatory technology stack addressing similar compliance buyer needs.
Broad incumbents
- Wolters Kluwer OneSumX: Established provider of regulatory reporting and compliance solutions for financial institutions, including AIFMD and other fund reporting. Broader portfolio of financial compliance products targets the same buy-side compliance buyers as FundApps.
- LSEG (Refinitiv) DataScope / World-Check: LSEG supplies shareholding disclosure and reference data to FundApps and competing platforms. As a broad financial data incumbent, it competes in adjacent regulatory data and could vertically integrate compliance monitoring offerings.
- Bloomberg Regulatory Solutions: Bloomberg provides Shareholding Disclosure Data Solutions and a broader suite of regulatory and reference data products to asset managers. Functions as both a partner (data supplier to FundApps) and a competitive incumbent capable of bundling compliance capabilities.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat7 records
Key risks6 records
Key highlights7 records
Customer concentration
FundApps social profiles
Digital presenceFundApps compliance and trust
Trust signalCompliance6 records
FundApps financial estimates
Financial estimateRevenue estimate
Valuation estimate
FundApps leadership team
Management profileNumber of profiles
Profiles7 records
FundApps subsidiaries and ownership
Company hierarchySubsidiaries5 records
FundApps funding detail
Funding detailFunding overview
Funding rounds3 records
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
FundApps M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about FundApps
What does FundApps do?
FundApps provides a cloud-native SaaS compliance monitoring and regulatory reporting platform for investment managers. The platform automates shareholding disclosure, position limits, sensitive industries, sanctions screening, and regulatory reporting across 100+ jurisdictions using 850+ pre-coded rules, generating 200+ disclosure forms and integrating directly with SimCorp, Broadridge, BlackRock Aladdin, Bloomberg, and LSEG.
Is FundApps a public or private company?
FundApps is a private company. It is classified as venture growth investor backed and is currently operating.
When was FundApps founded?
FundApps was founded in 2010. It employs 101 to 250 people.
Where is FundApps based?
FundApps is headquartered in London, United Kingdom, in the Europe region.
How does FundApps make money?
One revenue line is on record: saaS Subscription (Compliance-as-a-Service).
Who are FundApps's main competitors?
Direct peers on record are Confluence, Options IT (Regulatory Reporting), SteelEye, RIMES Technologies, ACA Compliance Group and Regnology. Corlytics is listed as an emerging player. Broad incumbents are Wolters Kluwer OneSumX, LSEG (Refinitiv) DataScope / World-Check and Bloomberg Regulatory Solutions.
Does FundApps have an API?
No public API is recorded for FundApps.
What industry is FundApps in?
FundApps's product category is Regulatory Compliance Software. Its primary akta.pro industry code is FSAAAMAG, Fund Financial Reporting & Regulatory Filings (GAAP/IFRS, N-PORT/N-CEN, AIFMD/UCITS), with a secondary code of FSAAAMAH, Fund Governance Support (Board/Trustee, Minutes, Policies, Oversight). Its NAICS code is 523940 and its SIC code is 6199.