The startup offers a fintech platform that integrates and aggregates data from banks, custodians, and accountants to enhance portfolio management and reporting. This solution provides asset managers and financial institutions with improved operational efficiency, transparency in multi-asset strategies, and a reliable audit trail.
Funding
$6.3M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Asset managers and financial institutions often struggle with fragmented data scattered across various banks, custodians, and accounting systems. This lack of a unified view hinders efficient portfolio management, obscures transparency in multi-asset strategies, and complicates audit trails.
Solution
Swimbird offers a cloud-native SaaS platform that integrates and aggregates financial data from disparate sources, providing a consolidated view of all assets in one place. The platform supports portfolio management, analysis, and reporting for banks, asset managers, family offices, investment companies, and private equity firms. Swimbird's solution handles both listed and unlisted investments, offering dynamic asset allocations and performance analytics. Its microservices architecture enables flexibility and rapid development of new features, while its integration solution, Swimbird NEST, uses AI-driven processes to revolutionize data mapping.
Target Audience
Swimbird targets banks, asset managers, family offices, investment companies, and private equity firms seeking to streamline portfolio management, enhance transparency, and improve operational efficiency.
Features
- Integration and aggregation of transaction data from multiple sources, including banks, custodians, and accounting systems
- Support for various asset classes and instrument types, including private assets, private equities, commercial real estate, and PE/VC fund investments
- Dynamic asset allocation and performance analytics
- Advanced analytics specific to each asset type with drill-down capabilities
- Secure storage of compliance documentation with role-based access controls
- White-labeling options and APIs for custom user experiences and system integration
- AI-driven data mapping through Swimbird NEST
- Mobile app for iOS and Android