Three Horizons Capital provides an intelligent front‑office platform that unifies portfolio construction, product management, and sales enablement for asset and wealth managers. By integrating AI, automation, and cloud‑native infrastructure, the solution reduces the time sales teams spend on research and helps investment products reach the right clients faster, allowing firms to operate with fewer resources while capturing more opportunities.
Funding
Funding not disclosed
Founders
Product
Problem
Asset and wealth managers operate with fragmented front‑office workflows, causing investment teams to create products that never reach the right clients promptly and sales teams to spend the majority of their time on untargeted research and outreach. This misalignment leads to slow decision‑making, missed opportunities, and reduced organic growth.
Solution
Three Horizons Capital offers an intelligent, cloud‑native front‑office platform that unifies portfolio construction, product management, and sales enablement. By integrating AI‑driven analytics, automation, and event‑driven architecture, the platform streamlines market intelligence, portfolio insights, and client communications within a single workflow. The solution delivers a configurable, client‑controlled stack that can be deployed on the firm’s own cloud environment, ensuring data sovereignty and seamless integration with existing systems via secure APIs. Variable‑cost pricing aligns expenses with revenue, allowing firms to scale usage without large upfront investments. The platform’s modular design lets firms start with a minimum viable product, validate adoption, and expand functionality as needed, accelerating time‑to‑market for investment products while reducing manual effort.
Target Audience
Primary customers are asset managers, wealth management firms, and investment product teams that need to align portfolio creation with sales distribution, as well as their sales and relationship‑management groups seeking efficient, data‑driven outreach.
Features
- Unified workflow connecting market intelligence, portfolio construction, and sales outreach in one platform
- AI engines for automated document processing, market news generation, and client analytics
- Real‑time data layer that ingests and normalises information from custodians, data vendors, and order‑management systems
- Configurable cloud‑native infrastructure deployed within the firm’s security perimeter for full data control
- Variable‑cost pricing model that ties platform usage to generated revenue
- Pre‑built solution library, tailored client commentaries, and peer analysis tools to accelerate product creation and client reporting
- Secure API integration for seamless connection to existing back‑office, trading, and CRM systems