Fundipedia
Fundipedia is a London-based SaaS provider of product data management and reconciliation software for the asset management industry, serving top-tier global fund managers managing over $1 trillion in AUM. Acquired by FE fundinfo in May 2025.
- Company typePrivate
- Founded2007
- HeadquartersLondon, United Kingdom
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Fundipedia does
Fundipedia is a London-headquartered SaaS provider of product data management software for the asset management industry, founded in 2007 as an extension of bespoke software firm Atlas Computer Systems. The platform enables asset managers, fund managers, and wealth managers to collect, validate, store, distribute, and reconcile all static and dynamic product data from a single centralised system, functioning as a golden source of truth for fund data feeding regulatory reporting and downstream vendor distribution. The core architecture is a meta-data driven database (rather than a fixed schema) hosted on Microsoft Azure with hot failover, allowing each client to operate against a unique data model. The product suite comprises a core Product Data Mastering platform augmented by three modules: Fundi Compliance for automated third-party data reconciliation, Fundi Launch Workflow for fund and share-class lifecycle automation, and Fundipedia Connectors for system-to-system integration. The company also runs the Common ShareClass register jointly with the Investment Association, covering 6,000+ funds from 130 retail-focused investment firms.
Fundipedia monetises through annual enterprise SaaS subscriptions (quote-based, with managed services and implementation delivered via partners such as ISC), targeting top-tier asset managers globally. The customer base spans 30+ enterprise clients with 20,000+ users managing over $1 trillion in AUM, with named relationships including Legal & General Investment Management, Eastspring Investments, Jupiter Asset Management, Liontrust, Barclays, and Prudential. Distribution is consultative and direct, supplemented by channel partnerships, the IA Engine fintech accelerator, the EY Fintech Growth Programme, and active participation at industry events such as InvestOps, ALFI GAM, and EmTech Global. The platform is delivered with implementation typically completed in under 12 weeks and is ISO 27001:2013 certified. In May 2025, FE fundinfo announced the acquisition of Fundipedia, integrating the platform into a broader fund data and distribution group.
Fundipedia firmographics
Firmographics- Name
- Fundipedia
- Legal name
- Fundipedia Limited
- Website
- https://fundipedia.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Acquired
- Headcount range
- 11–50 employees
- Short description
- Fundipedia is a London-based SaaS provider of product data management and reconciliation software for the asset management industry, serving top-tier global fund managers managing over $1 trillion in AUM. Acquired by FE fundinfo in May 2025.
- Ownership category
- akta.pro rank
Fundipedia industry classification
Industry- Product category
- Asset Management Data Management Software
- NAICS
- Financial Transactions Processing, Reserve, and Clearinghouse Activities (522320)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Fund Document & Data Management (Prospectus/KIID, Data Quality, Master Data) (FSAAAMAL)
- akta.pro secondary industry
- Sub-Accounting & Platform Servicing (Omnibus, Intermediary/NSCC, Retirement Platforms) (FSAAAMAI)
Keywords
Where Fundipedia is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices3 records
Markets served
Fundipedia business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- SaaS Subscription: Software-as-a-Service subscription model delivered client-owned and managed but hosted by Fundipedia. Provides all benefits of solution without technical burden. Scalable infrastructure designed to easily extend platform with additional products.
- Managed Services: Managed services offering to help clients get most out of their data and technology. Implementation team typically has Fundipedia Data Management up and running in less than 12 weeks.
- Professional Services: Data consultancy services delivered in partnership with ISC and other implementation partners. Includes onboarding, implementation, and ongoing support.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise SaaS pricing - customized based on client requirements |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels8 records
Fundipedia product offering
Product offeringCore offering
Fundipedia provides a cloud-based SaaS data management platform that enables asset managers to collect, store, distribute, and verify all static and dynamic product data from a single place. The core platform (Product Data Mastering) is complemented by modules for automated reconciliation (Fundi Compliance), fund and share class launch workflow automation (Fundi Launch Workflow), and system-to-system integration via connectors, with managed services and ISO 27001-certified security backing the offering.
Product overview
Fundipedia is an end-to-end data management platform for the asset management industry, built as a platform-plus-modules architecture. The core Product Data Mastering platform serves as the centralised hub for collecting, storing, distributing, and verifying all static and dynamic product data. This core platform is enhanced by three primary modules: Fundi Compliance provides automated reconciliation ensuring data accuracy across third-party vendors; Fundi Launch Workflow streamlines fund and share class lifecycle processes including launches, mergers, and liquidations; and Connectors enables seamless system-to-system data exchange with external platforms. The platform is delivered as a SaaS solution with clients each requiring a unique data model supported by a meta-data driven database architecture. The platform also offers supplementary features including Document Management for centralised document storage and Change Events for programmatic data updates.
Differentiator
Problem solved
Functional benefit
Brands
- Fundi Data Management: Core data platform for collecting, storing, distributing, and verifying static and dynamic product data.
- Fundi Compliance
- Fundi Launch Workflow
- Fundipedia Connectors
Products and services
- Product Data Mastering Core SaaS data platform for asset managers that lets clients collect, store, distribute, and verify all static and dynamic product data from one place, providing a golden source of truth for regulatory compliance and operational efficiency.
- Fundi Compliance (Automated Reconciliation) Automated reconciliation module that reconciles third-party data against a firm's internal records to ensure 100% accuracy of vendor data and supports regulatory compliance reporting.
- Fundi Launch Workflow Customisable workflow solution that automates end-to-end fund and share class launch processes including fund launches, share class approvals, fund mergers, fund liquidations, and fund changes, reducing launch time by an average of 31%.
- Managed Services Professional services offering that helps clients maximise value from Fundipedia technology through expert guidance, implementation support, and ongoing assistance, typically enabling go-live in less than 12 weeks.
- Connectors Integration add-on module that enables system-to-system data exchange between Fundipedia and any external systems, with configurable and scheduled reports, mapping, approval workflows, and out-of-the-box or custom connectors.
Quantifiable outcome
- Reduces fund launch time by average of 31%
- +5 more outcomes
Companies that use Fundipedia
Customer profileNamed customers6 records
Segments1 record
Ideal customer profiles2 records
Fundipedia technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability6 records
Feature11 records
Fundipedia partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered flagship, core and minor.
- FE fundinfoflagshipFE fundinfo announced acquisition of Fundipedia in May 2025, strengthening its data management offering for asset managers. This acquisition extends FE fundinfo's market-leading data management capabilities into helping clients better manage seamless downstream processing and distribution.
- Jupiter Asset ManagementcorePartnership announced December 2024 to enhance data management and client services. Jupiter selected Fundipedia to deliver improved data management capabilities.
- CitisoftminorFeatured in Fundipedia's first podcast episode with Citisoft's Chris Mills discussing asset management trends and strategies.
- EY (Ernst & Young)coreSelected for participation in EY Fintech Growth Programme to accelerate data management solutions for asset managers. Part of EY's initiative to foster innovation in financial services.
- Investment Association (IA)flagshipThe Investment Association partnered with Fundipedia to implement automated fund data collection and advanced reporting for its members. Also jointly developed the Common ShareClass register containing 6,000+ funds from 130 firms. Fundipedia is member of IA Engine fintech accelerator since 2020. Partnership advancing to launch FUNDAnalyser in 2025.
- JacobiminorJoint FinTech event with Jacobi and Kore hosted by Engine (IA FinTech hub). Three compatible FinTech firms with complementary solutions came together to highlight successful partnerships with asset managers.
- Kore LabscoreStrategic partnership to integrate Fundipedia's enterprise fund data with Kore's digital product lifecycle management platform. Creates end-to-end product lifecycle and data management solution for asset managers.
- Opus NebulacoreIntegrated cloud-based SaaS solutions to provide turnkey solution for fund data management and fund reporting. Seamless data management and fund reporting solution combining both platforms.
- Investment Solutions Consultants (ISC)coreStrategic partnership to deliver Fundipedia and associated data consultancy services to asset and wealth managers. Combined software and consulting delivery.
- Atlas Computer SystemscoreParent software company (Atlas) that spun off Fundipedia in 2008. Fundipedia shares data with other companies in the Atlas Computer Systems group.
Scale indicators13 records
Recent moves6 records
Expansion highlights5 records
Fundipedia competitors and assessment
Company assessmentDirect peers
- Confluence Technologies: Confluence offers a fund data management and regulatory reporting platform (Unity) widely adopted by asset managers and service providers. It competes head-on with Fundipedia's data mastering and reconciliation modules for mutual fund and ETF data workflows.
- GoldenSource: GoldenSource provides an enterprise data management platform for securities and investment data, including reference data, pricing, and instrument master data used by asset managers. Its data mastering and reconciliation capabilities closely mirror Fundipedia's core platform.
- RIMES Technologies: RIMES provides data management and regulatory reporting solutions specifically for asset managers and asset owners. It directly overlaps Fundipedia's regulatory compliance, data mastering, and reconciliation capabilities for buy-side firms.
- Asset Control: Asset Control delivers a financial data management platform for reference, pricing, and corporate actions data, used by banks and asset managers. It overlaps Fundipedia's product data mastering, validation, and distribution capabilities in the buy-side market.
- FE fundinfo: FE fundinfo is the most direct peer — and now parent — operating fund data, NAV, and document distribution services to asset managers. It acquired Fundipedia in May 2025 to extend its data management offering, making the two platforms highly comparable on customer base, product scope, and target market.
Broad incumbents
- SS&C Advent: SS&C Advent provides enterprise investment management software including data management, reconciliation, and workflow tools to asset managers. Its broader portfolio of buy-side applications makes it a broad incumbent peer competing for the same technology budgets as Fundipedia.
- Eagle Investment Systems (BNY Mellon): Eagle, owned by BNY Mellon, is an established data management and accounting platform for asset managers and asset servicers. As a broad incumbent backed by a global custodian, it competes with Fundipedia on data mastering and serves many of the same buy-side clients.
- Bloomberg AIM (Enterprise Data Management): Bloomberg's AIM platform is an established enterprise data management solution used by asset managers for reference data, instrument data, and workflow. It competes broadly with Fundipedia's product data mastering capability but as part of a much larger enterprise data suite.
Others
- Investment Solutions Consultants (ISC): ISC is a data consultancy and implementation partner to Fundipedia for asset and wealth managers. It is included as an ecosystem peer because it sits in the same go-to-market motion and influences competitive implementations versus other EDM vendors.
Emerging players
- Kore Labs: Kore Labs offers a digital product lifecycle management platform for asset managers covering fund launches, share class management, and ongoing product governance. It is both a Fundipedia integration partner and a partial competitor for the Fundi Launch Workflow use case.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Fundipedia social profiles
Digital presenceFundipedia compliance and trust
Trust signalCompliance3 records
Fundipedia financial estimates
Financial estimateRevenue estimate
Valuation estimate
Fundipedia leadership team
Management profileNumber of profiles
Profiles2 records
Fundipedia funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Fundipedia 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 Fundipedia
What does Fundipedia do?
Fundipedia provides a cloud-based SaaS data management platform that enables asset managers to collect, store, distribute, and verify all static and dynamic product data from a single place. The core platform (Product Data Mastering) is complemented by modules for automated reconciliation (Fundi Compliance), fund and share class launch workflow automation (Fundi Launch Workflow), and system-to-system integration via connectors, with managed services and ISO 27001-certified security backing the offering.
Is Fundipedia a public or private company?
Fundipedia is a private company. It is classified as corporate owned and is currently acquired.
When was Fundipedia founded?
Fundipedia was founded in 2007. It employs 11 to 50 people.
Where is Fundipedia based?
Fundipedia is headquartered in London, United Kingdom, in the Europe region.
How does Fundipedia make money?
Three revenue lines are on record. SaaS Subscription is the primary driver. The others are managed Services and professional Services.
Who are Fundipedia's main competitors?
Direct peers on record are Confluence Technologies, GoldenSource, RIMES Technologies, Asset Control and FE fundinfo. Broad incumbents are SS&C Advent, Eagle Investment Systems (BNY Mellon) and Bloomberg AIM (Enterprise Data Management). Investment Solutions Consultants (ISC) is listed as an others. Kore Labs is listed as an emerging player.
Does Fundipedia have an API?
No public API is recorded for Fundipedia.
What industry is Fundipedia in?
Fundipedia's product category is Asset Management Data Management Software. Its primary akta.pro industry code is FSAAAMAL, Fund Document & Data Management (Prospectus/KIID, Data Quality, Master Data), with a secondary code of FSAAAMAI, Sub-Accounting & Platform Servicing (Omnibus, Intermediary/NSCC, Retirement Platforms). Its NAICS code is 522320 and its SIC code is 7372.