CloudMargin
CloudMargin is a London-based fintech founded in 2014 that operates a cloud-native SaaS platform for collateral and margin management. It serves 250+ banks, asset managers, pension funds, insurers, hedge funds, commodities firms, and outsourcers across 52 countries via enterprise subscriptions.
- Company typePrivate
- Founded2014
- HeadquartersLondon, United Kingdom
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What CloudMargin does
CloudMargin is a London-headquartered fintech founded in 2014 that operates the first and only cloud-native, SaaS-based collateral and margin management platform serving global financial institutions. The platform runs on a single-instance microservices architecture deployed on AWS infrastructure, with automatic updates pushed to all users simultaneously. Its core offering automates the full collateral lifecycle across cleared OTC, uncleared OTC, exchange-traded derivatives, repo, and securities lending products, combining straight-through-processing workflows, real-time analytics across holdings and inventory, dynamic collateral optimization (including cheapest-to-deliver asset allocation and liquidity buffer management), and managed connectivity to custodians, CCPs, exchanges, tri-party agents, and SWIFT. The platform is ISO27001 certified and supports configurable rule-based eligibility and compliance checks.
The company serves over 250 organizations across 52 countries spanning seven verticals: banks (global, regional, and community), asset managers, pension funds, insurance firms and annuity providers, commodities firms and brokerages, hedge funds, and derivatives outsourcers. Marquee customers include Northern Trust, Citibank, and Banco Do Brasil, with ecosystem integrations covering Acadia, S&P Global, Tonic, and Cassini. CloudMargin has processed approximately 1 million margin calls in a 12-month period and facilitated more than $20 billion in collateral exchange on its busiest day. The platform released more than 1,130 updates and 30 new or improved features in the year ending March 2024.
CloudMargin generates revenue through enterprise SaaS subscriptions on annual or multi-year contracts with quote-based pricing tied to client size, usage, and requirements. Distribution is sales-led, combining direct enterprise sales through regional offices in London (headquarters), New York, Singapore, and Tokyo with strategic partnerships including Northern Trust (announced November 2024) and Derivative Path (announced February 2026). The company reported 35% revenue growth for the fiscal year ended March 31, 2024 and has won the Risk.net Markets Technology Award for Collateral Management and Optimisation Product of the Year four times since 2019 and the FOW International Award for Collateral Management Solution of the Year five times. In June 2026, the company underwent senior leadership restructuring and announced a strategic pivot toward agentic AI-native products, appointing Nico Busch as Chief Product Officer and promoting Steven Marconi to President and Chief Operating Officer.
CloudMargin firmographics
Firmographics- Name
- CloudMargin
- Legal name
- CloudMargin
- Website
- https://cloudmargin.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- CloudMargin is a London-based fintech founded in 2014 that operates a cloud-native SaaS platform for collateral and margin management. It serves 250+ banks, asset managers, pension funds, insurers, hedge funds, commodities firms, and outsourcers across 52 countries via enterprise subscriptions.
- Ownership category
- akta.pro rank
CloudMargin industry classification
Industry- Product category
- Collateral and Margin Management Software
- NAICS
- Software Publishers (513210), Financial Transactions Processing, Reserve, and Clearinghouse Activities (522320)
- SIC
- Services-Prepackaged Software (7372), Finance Services (6199)
- akta.pro primary industry
- Collateral Management & Margining (FSADAJAF)
- akta.pro secondary industries
- Cloud Managed Services (Operations, Monitoring, Patching) (BPAEACAF), Collateral, Lien & Asset Valuation Platforms (Auto, Equipment, Real Estate) (FSAGAHAG)
Keywords
Where CloudMargin is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices4 records
Markets served
CloudMargin business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations
Revenue model
- SaaS Subscription: CloudMargin operates as a pure Software-as-a-Service (SaaS) company, providing collateral management technology on a subscription basis. Clients access the platform through annual or multi-year contracts, with pricing based on usage, scale, and feature requirements. The company celebrated its 10-year anniversary in 2024 and achieved 35% revenue growth for fiscal year ended March 31, 2024.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise SaaS subscription with custom pricing |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
CloudMargin product offering
Product offeringCore offering
CloudMargin sells a cloud-native SaaS platform for collateral and margin management that automates the full collateral lifecycle — from margin call issuance and agreement through pledge, settlement and reporting — for banks, asset managers, pension funds, insurance firms, commodities firms, hedge funds, and derivatives outsourcers. The platform delivers straight-through processing workflows, real-time analytics across all asset classes, dynamic collateral optimisation, and managed connectivity to custodians, CCPs, exchanges, and tri-party agents.
Product overview
CloudMargin offers a single, unified cloud-native SaaS platform for collateral and margin management. The flagship CloudMargin Collateral Management Platform combines workflow automation, straight-through processing (STP), real-time analytics, ecosystem connectivity, and collateral/liquidity optimisation capabilities. The platform supports all asset and instrument classes including cleared and uncleared OTC derivatives, exchange-traded derivatives, repo, and securities lending products. Designed for financial institutions including banks, asset managers, pension funds, insurance firms, commodities firms, hedge funds, and derivatives outsourcers, the platform is accessed by over 250 organisations globally across 52 countries.
Differentiator
Problem solved
Functional benefit
Products and services
- CloudMargin Collateral Management Platform Cloud-native SaaS collateral and margin management platform that automates the full collateral lifecycle including workflow automation, straight-through processing (STP), real-time analytics, ecosystem connectivity, and collateral/liquidity optimisation across all asset classes (cleared OTC, uncleared OTC, ETD, repo, SBL). Built for banks, asset managers, pension funds, insurance firms, commodities firms, hedge funds, and outsourcers.
Quantifiable outcome
- 35% revenue growth in fiscal year 2024
- +5 more outcomes
Companies that use CloudMargin
Customer profileNamed customers8 records
Segments7 records
Ideal customer profiles4 records
CloudMargin technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
AI capability5 records
Feature7 records
CloudMargin partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Derivative PathcoreStrategic partnership announced February 10, 2026 to deliver an integrated derivatives and collateral management solution. The collaboration enables seamless integration between Derivative Path's DerivativeEDGE platform and CloudMargin's award-winning collateral management platform, providing a unified front-to-back workflow for OTC derivatives and collateral management. Integration includes single sign-on (SSO) access, automated data handoff, and reduced implementation timelines.
- Northern TrustcoreCollaboration announced November 2024 where Northern Trust launched an enhanced active collateral solution delivered in partnership with CloudMargin. The capability provides enhanced service capabilities, increased real-time transparency, platform resiliency, automated asset selection, and full end-to-end automation for institutional investors.
Scale indicators8 records
Recent moves6 records
Expansion highlights6 records
CloudMargin competitors and assessment
Company assessmentDirect peers
- Acadia: Acadia provides collateral, margin and risk infrastructure to banks, asset managers and CCPs. It is one of CloudMargin's most direct competitors in the post-trade collateral workflow space and is also a listed technology integration partner.
- TriOptima (CME Group): TriOptima, part of CME Group, offers derivatives optimisation, compression and reconciliation services that intersect with CloudMargin's collateral and margin workflow. CEO Stuart Connolly previously led TriOptima, illustrating the close competitive and talent overlap.
- Vermeg (Collateral+): Vermeg's Collateral+ is a SaaS collateral management platform targeted at banks, asset managers, insurance and pension funds in Europe. It is a direct competitor in cloud-based collateral workflow automation for mid-market financial institutions.
Broad incumbents
- Broadridge (Calypso): Broadridge's Calypso platform is an established cross-asset collateral, liquidity and risk management suite used by large global banks. It competes head-to-head with CloudMargin in collateral optimisation while also offering broader front-to-back trade lifecycle functionality.
- Murex: Murex provides the MX.3 platform for treasury, collateral, capital markets and risk management, widely deployed at Tier 1 banks. It is a direct competitor in collateral management with a much broader functional footprint than CloudMargin.
- ION Group (Openlink): ION's Openlink/Findur platforms serve capital markets, treasury and collateral workflows for large financial institutions. It competes with CloudMargin in collateral and treasury optimisation while operating as part of a much larger fixed-income and commodities software portfolio.
- FIS (Capital Markets / Derivatives Utility): FIS provides capital markets software including collateral, derivatives processing and risk solutions to banks and buy-side firms. It overlaps with CloudMargin in collateral management while addressing a much wider set of trading, processing and regulatory workflows.
- Finastra: Finastra offers treasury, capital markets and collateral solutions as part of its Fusion platform suite. It targets banks and financial institutions broadly and overlaps with CloudMargin in collateral management for treasury and corporate banking use cases.
Emerging players
- Regnology (BearingPoint RegTech): Regnology provides regulatory reporting and risk solutions used by banks and supervisors; while not a direct collateral platform, it overlaps in the regulatory reporting and compliance workflow that CloudMargin automates as part of its collateral lifecycle offering.
- Cassini: Cassini provides margin analytics and optimisation for cleared OTC derivatives, directly adjacent to CloudMargin's collateral optimisation engine. It is listed as both a partner and an adjacent analytics vendor competing for margin optimisation budget at buy-side and sell-side firms.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
CloudMargin social profiles
Digital presenceCloudMargin compliance and trust
Trust signalCompliance1 record
CloudMargin financial estimates
Financial estimateRevenue estimate
Valuation estimate
CloudMargin leadership team
Management profileNumber of profiles
Profiles12 records
CloudMargin funding detail
Funding detailFunding overview
Funding rounds3 records
Investors7 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CloudMargin 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 CloudMargin
What does CloudMargin do?
CloudMargin sells a cloud-native SaaS platform for collateral and margin management that automates the full collateral lifecycle — from margin call issuance and agreement through pledge, settlement and reporting — for banks, asset managers, pension funds, insurance firms, commodities firms, hedge funds, and derivatives outsourcers. The platform delivers straight-through processing workflows, real-time analytics across all asset classes, dynamic collateral optimisation, and managed connectivity to custodians, CCPs, exchanges, and tri-party agents.
Is CloudMargin a public or private company?
CloudMargin is a private company. It is classified as venture growth investor backed and is currently operating.
When was CloudMargin founded?
CloudMargin was founded in 2014. It employs 51 to 100 people.
Where is CloudMargin based?
CloudMargin is headquartered in London, United Kingdom, in the Europe region.
How does CloudMargin make money?
One revenue line is on record: saaS Subscription.
Who are CloudMargin's main competitors?
Direct peers on record are Acadia, TriOptima (CME Group) and Vermeg (Collateral+). Broad incumbents are Broadridge (Calypso), Murex, ION Group (Openlink), FIS (Capital Markets / Derivatives Utility) and Finastra. Emerging players are Regnology (BearingPoint RegTech) and Cassini.
Does CloudMargin have an API?
Yes. CloudMargin provides comprehensive APIs and secure APIs for data integration and connectivity within the collateral management ecosystem. The platform supports ETL processes and automated data handoff with partner platforms. No public developer portal or API documentation URL was found in the source material.
What industry is CloudMargin in?
CloudMargin's product category is Collateral and Margin Management Software. Its primary akta.pro industry code is FSADAJAF, Collateral Management & Margining, with a secondary code of BPAEACAF, Cloud Managed Services (Operations, Monitoring, Patching). Its NAICS code is 513210 and its SIC code is 7372.