About FundApps


FundApps is one of the original RegTech pioneers. We were founded in 2010 with first-hand experience of the ever-increasing regulatory burden. Equipped with the insight that each and every asset manager needlessly struggles with the same tasks to comply with the same regulation, we used the combination of cloud computing and regulatory expertise to launch the first Compliance-As-A-Service (CaaS) for financial institutions.

Today, our service helps make compliance simple for over one hundred of the largest financial institutions and monitors US$17 trillion daily in assets on behalf of our clients.

US$0tn in AuM
0+ platform users

Our Story

FundApps Team Photo
Karl and Ebbe with Trevor

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.

timeline-2020 (6)


A milestone year for FundApps, where we saw SEP become a minority partner in the business. We launched new services in the form of Filing Manager and Adapptr. The team continued to grow, too, as we hit the 80 FundAppers mark for the first time. 

Sensitive Industries rocket


Our Sensitive Industries service was launched! We also developed several new product features and began sharing our compliance knowledge through the FundApps Academy. We ended the year monitoring US$13 trillion in assets - up 25% from the previous year!

Buildings in Singapore


The team grew to over 60 FundAppers and we opened our Singapore office to support our growth in the APAC region. We monitored over US$9 trillion in assets for our clients.

B Corp logo


Another big year! Monitoring over US$6 trillion in assets, our revenue grew 100%. To rocket fuel this growth the team also grew rapidly, we finished the year with 40 FundAppers! And to top it all off, we officially became a B Corp!

Position Limits rocket


With new clients galore and trade missions to the US and Australia we monitored over US$3 trillion in assets. We launched our Position Limits Service.

Statue of Liberty


is all about growth: we signed more clients and opened our US office in New York. We also migrated the FundApps platform to Amazon Web Services.

Dollar icon


We signed a large European asset manager and one of Canada’s largest pension funds. We hit the US$1 trillion of assets monitored and we were voted onto the prestigious "Future Fifty".

Globe with a notepad and pen


We signed one of the world’s 5 largest hedge funds, a massive global depository & an asset manager. Clients are spread across Europe, London and New York. We were also selected to the FinTech 50.

Shareholding Disclosure rocket


Our bootstrapped start-up is founded and we officially launched our Shareholding Disclosure Service.


Trevor hatching


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, 2018 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!

B Impact Report

To see how we score across the different categories simply click below.

See Report

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