Sedona

What Sedona does

Sedona is a privately held finance-technology consulting firm founded in Paris in 1998 by Jean-Michel Delzoppo and Juliette Leyghues, with regional headquarters in Hong Kong and additional offices in Bangkok and Singapore. The company focuses exclusively on institutional asset-management technology, serving asset managers, insurers, pension funds and fund administrators with front-to-back IBOR, ABOR, PMS and OMS programmes on platforms including SimCorp Dimension, BlackRock Aladdin, eFront and Bloomberg AIM. Across 28 years and 100+ implementation programmes, Sedona has built a 200+ consultant practice spanning Plan (functional design and target operating model), Build (greenfield implementations and migrations), Run (managed services with follow-the-sun support from Hong Kong and Bangkok) and Staff (senior specialist augmentation of three to twenty-four months).

Sedona monetises through three revenue streams: technology consulting and advisory on a professional-services basis, managed services for BAU platform support, and senior staff augmentation embedded in client teams. More recently, the firm has productized its delivery capability into Run·On, a subscription-style agentic operations platform that orchestrates autonomous agents across the asset-management stack (SimCorp, Aladdin, Charles River IMS, State Street Alpha, Bloomberg AIM, Enfusion, Eagle, FactSet, eFront, MSCI), and OsMoZ AI Studio, an in-house AI engineering studio with a three-layer architecture (Fleet, OS, Cockpit) running 40+ specialized agents. The studio also produces domain-specific agents such as A3, a full-scope Thai accounting agent that reads invoices, books under TFRS and Thai tax law, and autonomously generates Revenue Department reports.

The company is founder-owned, bootstrapped (no disclosed funding rounds) and operates as Sedona Asia Holdings under Hong Kong SAR jurisdiction, with ISO/IEC 27001:2022 certification and core partnerships across SimCorp, Aladdin, Bloomberg AIM, eFront, AWS, Azure, GCP, Snowflake and Databricks. Strategic expansion over 2023-2024 includes the Bangkok Data & AI office, the Singapore consulting office, the OsMoZ AI Studio and the Run·On platform, indicating a deliberate transition from a pure consulting model toward a consulting-plus-platform hybrid.

Name

Sedona

Legal name

Sedona Asia Holdings

Website

https://sedona.hk

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

11–50 employees

Short description

Sedona is a founder-owned finance-technology consulting firm serving asset managers, insurers, pension funds and fund administrators with implementation, managed services and AI-driven agentic operations across SimCorp, Aladdin, eFront and Bloomberg AIM platforms across Europe and Asia.

Ownership category

akta.pro rank

Product category

Investment Management Technology Consulting

NAICS

Management Consulting Services (54161), Computer Systems Design and Related Services (5415), Custom Computer Programming Services (541511), Other Computer Related Services (541519)

SIC

Services-Management Consulting Services (8742), Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373), Services-Computer Programming Services (7371)

akta.pro primary industry

LLMOps & Generative AI Platforms (Prompt/Agent Orchestration, RAG) (HDAEANAD)

akta.pro secondary industries

Systems Engineering & Technical Program Management (BPAHAIAI), Application Maintenance & Support (AMS) (BPAEAFAC)

Keywords

• Investment management technology
• Asset management consulting
• Agentic AI platforms
• Managed financial services
• Cloud data engineering

Headquarters

HQ city

Sheung Wan

HQ country

Hong Kong SAR China

HQ region

Asia

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Infrastructure, Marketing or Sales

Revenue model

1. Technology Consulting & Advisory: Functional design, business analysis, target operating model, and system blueprint for IBOR, ABOR, PMS and OMS programmes. Consulting engagements for asset managers, insurers, pension funds, and fund administrators.
2. Managed Services: Follow-the-sun support across IBOR, ABOR, PMS and OMS stacks. Business as usual after go-live including upgrades, new asset class rollout, production monitoring, data quality, user support. Staffed from Hong Kong and Bangkok offices.
3. Staff Augmentation: Senior PMS, OMS, IBOR and ABOR specialists embedded inside client teams. Five-plus years on platform per consultant. Time-zone coverage across Hong Kong, Bangkok, Singapore and Europe. Engagements from three to twenty-four months.
4. RunOn Agentic Platform: Agentic operations platform with flexible scaling. No long-term commitment required, data stays on client side. Adapted to client stack, data, and SOPs.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Sedona provides technology consulting, implementation and managed services for institutional investment-management platforms (SimCorp Dimension, BlackRock Aladdin, eFront, Bloomberg AIM), combined with proprietary agentic-AI tooling. The Run·On platform orchestrates multi-step work across reporting, risk, document intelligence, trade ops and corporate actions on top of clients' existing PMS/OMS/IBOR/ABOR stacks. OsMoZ AI Studio is an in-house AI engineering factory of 40+ specialized agents that builds custom agentic platforms and produces products such as the A3 Thai accounting agent. Offerings are organized as Plan, Build, Run and Staff practices covering functional design, implementation, follow-the-sun managed services and senior staff augmentation.

Product overview

Sedona Asia is a finance technology company founded in 1998 with offices in Hong Kong, Singapore, Bangkok, and Paris. The company operates a platform-plus-services model combining consulting services with two proprietary AI platforms. The core product portfolio includes: (1) Run·On — an agentic operations platform for asset-management firms that orchestrates workflows across SimCorp Dimension, BlackRock Aladdin, Bloomberg AIM, and other PMS/IBOR systems using a fleet of autonomous agents; (2) OsMoZ AI Studio — an in-house AI engineering studio that functions as an agent factory, building custom agentic platforms using 40+ specialized agents and producing products like the A3 Thai accounting agent; and (3) Consulting & Managed Services — technology consulting and operations support across front-to-back investment platforms, data/cloud/BI engineering, and staff augmentation. The products are designed to work together: OsMoZ AI Studio develops the agentic technology that powers Run·On and the managed services practice, while consulting services implement and support the underlying platforms.

Differentiator

Problem solved

Functional benefit

Brands

• Run·On: Agentic platform for asset-management operations: reporting, risk, document intelligence, trade ops, corporate actions, and firm-specific agents. The orchestration layer for SimCorp Dimension, BlackRock Aladdin, and other platforms.
• OsMoZ AI Studio
• A3

Products and services

• Run·On Agentic operations platform for asset-management firms that orchestrates multi-step work across portfolio management systems including SimCorp Dimension, BlackRock Aladdin, Bloomberg AIM, Charles River IMS, State Street Alpha, Enfusion, Eagle Investment Systems, FactSet, eFront and MSCI. Provides a fleet of agents for reporting, risk, document intelligence, trade ops and corporate actions, plus a custom UI cockpit, memory, scheduling and observability layer, with data remaining on the client side and no long-term commitment required.
• OsMoZ AI Studio Sedona's in-house AI engineering studio functioning as an agent factory of 40+ specialized agents across engineering, architecture, design, QA, security, CI/CD, product, content and growth. Operates across three layers (L1 Fleet, L2 OsMoZ OS, L3 Cockpit) and builds custom agentic platforms for institutional finance, including the A3 Accounting agent and the production agent stack powering Sedona's managed services.
• A3 Accounting Agent Full-scope Thai accounting agent produced by OsMoZ AI Studio that reads invoices in any format or language, books them under complex Thai tax rules and TFRS (Thai IFRS), and autonomously generates Revenue Department mandatory reports. Self-learns from user feedback and self-heals.
• Consulting Practice (Plan, Build, Run, Staff) End-to-end technology consulting for asset managers, insurers, pension funds and fund administrators, organized in four practices: Functional design (target operating model for IBOR, ABOR, PMS, OMS programmes); Implementation (greenfield and migration deliveries on SimCorp Dimension, Aladdin, eFront, Bloomberg AIM); Managed services (BAU support, follow-the-sun across IBOR/ABOR/PMS/OMS); and Staff augmentation (senior specialists embedded in client teams, three to twenty-four months).
• Data + Cloud + BI Practice Data engineering and analytics practice for asset managers, covering multi-cloud architecture on AWS, Azure and GCP, data lakehouse engineering on Snowflake and Databricks, BI surface development with Power BI, Tableau and Looker, and semantic-layer modeling with LookML, dbt Semantic Layer and Cube.

Quantifiable outcome

• 100+ programmes delivered across public, private and alternative markets
• +1 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration12 records

AI capability9 records

Feature3 records

Partnerships

Nine partnerships are on record, tiered core.

• SimCorpcoreTechnology or IntegrationPlatform partnership for SimCorp Dimension implementations. Sedona has delivered 100+ programmes on SimCorp platforms including Europe's first SimCorp Dimension implementation in Paris 2009.
• BlackRock AladdincoreTechnology or IntegrationPlatform partnership for BlackRock Aladdin implementations. Sedona offers managed services and consulting on the Aladdin platform.
• eFrontcoreTechnology or IntegrationPlatform partnership for alternative investments and private markets solutions.
• Bloomberg AIMcoreTechnology or IntegrationPlatform partnership for Bloomberg AIM implementation and support.
• AWScoreTechnology or IntegrationCloud infrastructure partner for cloud-native architecture, landing zones, VPC topology, IAM at scale, and FinOps.
• Microsoft AzurecoreTechnology or IntegrationCloud infrastructure partner for multi-cloud architecture and Azure Data Factory pipelines.
• Google CloudcoreTechnology or IntegrationCloud infrastructure partner for multi-cloud architecture and data engineering.
• SnowflakecoreTechnology or IntegrationData warehouse partnership for governed data warehousing and dimensional modeling.
• DatabrickscoreTechnology or IntegrationData engineering partnership for lakehouse engineering and analytics.

Scale indicators6 records

Recent moves10 records

Expansion highlights6 records

Broad incumbents

• Genpact: Large professional services firm with a deep capital-markets and asset-management operations and managed-services practice. Comparable on managed services and AI-driven operations transformation, but with a much larger global delivery footprint.
• Accenture: Largest global SI with a dedicated asset-management and capital-markets practice covering consulting, implementation, and managed services on SimCorp, Aladdin and other platforms. Competes with Sedona on large buyside transformation programmes, though with far greater scale and breadth.
• Publicis Sapient: Global digital transformation consultancy with a financial-services practice covering asset management, banking and capital markets. Comparable in data, cloud and AI engineering offerings for buyside clients, though operates at significantly larger scale across multiple verticals.
• TCS: Global IT services major with a large BFSI practice and active AI/agentic offerings for financial services. Overlaps with Sedona on platform implementation and managed services for capital markets, but competes at significantly larger scale and broader vertical scope.
• Capco: Global management and technology consultancy with a strong asset-management and wealth-management practice. Overlaps with Sedona on consulting and target operating model work but serves a much broader set of financial-services clients and is materially larger.

Direct peers

• Delta Capita: Boutique financial-services consulting and managed-services firm serving capital markets, asset managers and investment banks. Closely comparable to Sedona on consulting-plus-managed-services model, niche buyside focus, and senior-staff-augmentation offering.
• Alpha FMC: Asset-management-only consultancy delivering consulting, change management and managed services to buyside firms. Direct overlap with Sedona's asset-management vertical focus, target operating model work, and front-to-back transformation engagements.
• Synechron: Global digital, consulting and technology services firm focused on financial services with strong asset-management and AI practice. Comparable in target customer base, technology consulting depth, and active build-out of AI/GenAI tooling for capital markets.
• Coforge: IT services firm with a dedicated asset-management and AI practice delivering consulting, implementation, and managed services for SimCorp, Aladdin and other buyside platforms. Closely comparable in delivery model and platform partnership strategy.

Emerging players

• Quantexa: AI decisioning platform serving financial services including capital markets, with a focus on entity resolution, risk and compliance. Comparable as an emerging AI-for-finance vendor with traction in buyside and adjacent workflows, though not a direct competitor to Sedona's implementation services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/sedona-asia

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sedona