About FundApps

Our Story

Prior to founding FundApps, we worked in the financial industry to advise asset managers on compliance and technology. We repeatedly saw a reliance on Excel and a huge overlap between managers as each tried to avail themselves of their regulatory responsibility with massively inconsistent results. For many, this set of circumstances frequently led to exorbitant operating costs, regulatory fines and reputational damage. 

In retrospect, it seems blindingly obvious that asset managers should not be burdened with the overhead of dedicated servers, IT staff, regulatory experts and dedicated rule coders in order to simply keep pace with regulatory change. But, this was the unavoidable norm in 2010.

However, with the rise of cloud technology, we saw the opportunity to help asset managers across the globe. We pioneered a new business model that combined the latest software, far in advance of the tools typically used by asset managers, with world-class regulatory expertise. 

When combined, this allows for a new type of service, which is always up-to-date with the latest regulatory content. This enables managers to check their positions and immediately understand their obligation to disclose to regulators around the world.

Our first area of focus was to help managers with Shareholding Disclosure, a complex regulatory problem without a decent solution in the market. We were first to licence legal information from aosphere, an affiliate of Allen & Overy, which underpins some of our rule packages.

Since that time, our product has become the undisputed market leader for the management of Shareholding Disclosure. We have also added new groundbreaking services - Sensitive Industries and Position Limits.

Today, ever-increasing regulatory complexity and daily change means established investment firms still struggle to manage operational risk and efficiency, whilst new asset managers are simply locked-out of the market. Compliance is broadly regarded as a necessary evil without significant business advantage. Our mission has just begun!

We continue to respond to the regulatory challenge and endeavour not only to make compliance simple, but also to make compliance useful through product innovation, adding new insight and value to our customers' investment decisions and processes.

We are a B Corp

The B Corporation community is a global movement of people using business as a force for good, balancing both purpose and profit. Certified B Corps are companies who have been assessed and certified as meeting standards of social, environmental, people, customer and ethical performance.

Since our humble beginnings, we have been a business aiming for greater impact than simply profit. We are not a large business, but with a strong community, vision, an amazing team of people now spread across the globe and an increasing footprint, the B Corp mission resonates strongly with us. So in 2018 we took the plunge and set ourselves the objective to become a certified B Corporation. Here we tell the whole tale... 

On December 19, 2019 we officially signed our Declaration of Interdependence and joined the growing B Corp community! Read all about the work we did that contributed to our B Corp certification journey.

The same year we were recognised as a B Corp ‘Best for the World’ Honouree in the People Category and it’s something we are really proud of. Our people make FundApps what it is today!

Become a FundApper!

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