When was FundGuard founded?

FundGuard was founded in 2018 and raised its 1st funding round within a year of its incorporation.

Where is FundGuard located?

FundGuard is headquartered in New York City, United States. It is registered at 211 E 7TH ST STE 620,AUSTIN,TX,78701,227.

Who is the current CEO of FundGuard?

Lior Yogev of FundGuard. They have also founded 1 company.

How many employees does FundGuard have?

As of Aug 31, 2026, the latest employee count at FundGuard is 158.

Is FundGuard a funded company?

FundGuard is a funded company, having raised a total of $156M across 4 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on Oct 18, 2018.

How much is FundGuard worth?

The latest valuation of FundGuard is $***** as of Mar 25, 2024.

When was the latest funding round of FundGuard?

FundGuard's latest funding was a $***** Series C round on Mar 26, 2024, with participation from 5 investors.

Where does FundGuard rank among its competitors?

FundGuard ranks 5th amongst 409 active competitors, of which 78 are funded. It stands 3rd in terms of total funding among its competitors. The most recent competitor to raise funding was Monark Markets, which secured $8.1M in Feb, 2026.

Who are the top competitors of FundGuard?

FundGuard's top competitors include iCapital, Juniper Square and JMAN Group. Among them, Monark Markets secured the most recent funding round in February, 2026.

FundGuard - 2026 Company Profile, Team, Funding & Competitors

FundGuard is a series C company based in New York City (United States), founded in 2018 by Lior Yogev, Uri Katz and Yaniv Zecharya. It operates as a Cloud-based solutions to asset managers, custodian banks, and fund administrators. FundGuard has raised $156M in funding from investors like Blumberg Capital, LionBird and Citi, with a current valuation of $*****. The company has 409 active competitors, including 78 funded and 27 that have exited. Its top competitors include companies like iCapital, Juniper Square and JMAN Group.

Company Details

Cloud-based solutions to asset managers, custodian banks, and fund administrators. The AI-based platform helps in managing investments across mutual funds and ETFs, alternatives, insurance, and pension. It offers real-time investment management, valuation and accounting, automated data mapping, management and operational dashboards, and automated NAV Contingency solutions.

Website: www.fundguard.com/
Social
Email ID: *****@fundguard.com
Phone Number: +1 **********
Registered Address: 211 E 7TH ST STE 620,AUSTIN,TX,78701,227

Key Metrics

Founded Year

2018

Location

New York City, United States

Stage

Series C

Total Funding

$156M in 4 rounds

Latest Funding Round

Series C, Mar 26, 2024, $*****

Post Money Valuation

$***** as on Mar 25, 2024

Investors

Blumberg Capital & 16 more

Ranked

5^th among 409 active competitors

Employee Count

158 as on Aug 31, 2026

Similar Companies

iCapital & 361 more

View FundGuard's full profile

FundGuard is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
FUNDGUARD, INC. CIN: 32091224652 , United States, Active	Aug 08, 2023	-	-	-

FundGuard has raised a total funding of $156M over 4 rounds. Its first funding round was on Oct 18, 2018. Its latest funding round was a Series C round on Mar 26, 2024 for $*****. 5 investors participated in its latest round. FundGuard has 13 institutional investors and 4 angel investors.

Here is the list of recent funding rounds of FundGuard:

Filter this list

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Mar 26, 2024	4834258	Series C	5790506	5036485	8174839	6186449
Apr 19, 2022	3227249	Series B	3446147	2205523	9569770	Blumberg Capital & 5 more
Feb 23, 2021	3472107	Series A	7476196	2185363	Team8 & 2 more	Mindset Ventures & 5 more

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View details of FundGuard's funding rounds and investors

The founders of FundGuard are Lior Yogev, Uri Katz and Yaniv Zecharya.

Here are the details of FundGuard's key team members:

Lior Yogev: CEO and Co-founder of FundGuard.
Uri Katz: VP R&D and Co-founder of FundGuard.
Yaniv Zecharya: Co-Founder & CTO of FundGuard.
Contact Info: 1 email address

View details of FundGuard's Founder profiles and Board Members

FundGuard's employee count trend

FundGuard has 158 employees as of Aug 26. Here is FundGuard's employee count trend over the years:

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Top competitors of FundGuard include iCapital, Juniper Square and JMAN Group. Here is the list of Top 10 competitors of FundGuard, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	iCapital 2013, New York (United States), Series E	Software solutions provider for managing investments in private companies	$1.49B	Temasek, BlackRock & 37 others	77/100
2nd	Juniper Square 2014, San Francisco (United States), Series D	Platform for real estate investment management	$369M	Ribbit Capital, Redpoint Ventures & 16 others	73/100
3rd	JMAN Group 2010, London (United Kingdom), Late Stage	Provider of IT consulting services	$79.6M	Baird Capital, Project Juliet Holdco	66/100
4th	Nasdaq Private Market 2013, New York City (United States), Series C	White-labelled private market investment software for organizations	$144M	Cerity Partners, Goldman Sachs & 9 others	65/100
5th	FundGuard 2018, New York City (United States), Series C	Cloud-based solutions to asset managers, custodian banks, and fund administrators	$156M	State Street, Euclidean Capital & 15 others	64/100
6th	Kanastra 2022, Uberlandia (Brazil), Series B	Alternative investment solution provider	$64M	Quona, Kaszek & 15 others	62/100
7th	Indus Valley Partners 2000, New York City (United States), Funding Raised	Financial technology company offering investment firms software solutions	-	PPC Enterprises & 3 others	61/100
8th	Allocations 2019, Miami Beach (United States), Series A	Cloud-based fundraising software for private funds	$12M	Genesis Accel, What If Ventures & 14 others	60/100
9th	Monark Markets 2021, New York City (United States), Series A	Trading ecosystem that provides access, liquidity, and data transparency to private market secondaries trading	$3.6M	F-Prime Capital, Garuda & 10 others	60/100
10th	SS&C 1986, Windsor Locks (United States), Acquired	Provider of technology and services for financial services and healthcare industries	-	Harmony Partners, TowerBrook & 5 others	57/100