FINBOURNE is a market-leading provider of investment management solutions and a cloud-native data management platform for the global financial services industry. We empower organisations to redefine what’s possible with data, providing the tools, functionality, and market access needed to drive success across the investment lifecycle.
Our platform provides a single, unified source of truth, as well as end-to-end investment workflows that connect the front, middle, and back-office. By unifying disparate data, we help reduce operational risk, cut costs, and free up resources—enabling firms to integrate new asset classes, adopt emerging technologies, and respond to market trends with confidence.
FINBOURNE is more than a technology provider—we are a strategic partner in modernisng your data infrastructure. By breaking down silos, we empower organisations to harness their data fully, drive innovation, make informed decisions, and gain a competitive edge in today’s capital markets.
Our comprehensive platform enhances operational efficiency, equips decision-makers to grow their business, and delivers outstanding client experience.
Our products include:
Enterprise Data Management+ (EDM+)
Our foundational data management technology, FINBOURNE’s EDM+ delivers a comprehensive data management solution. With EDM+, you can transform your data into actionable information for clients, counterparties, and internal teams across the front, middle, and back office.
Portfolio Management System (PMS)
A holistic, front to back PMS combining the functionality of traditional portfolio management with risk and valuation systems. FINBOURNE’s PMS integrates with best- in-breed data vendors and systems via our Horizon enablers and has full public-private asset class coverage.
Order Management System
FINBOURNE’s Order Management System (OMS) supports the entire trade lifecycle, allowing your team to place orders, monitor their progress and ensure compliance with controls.
Compliance
Ensure portfolios stay within limits set by regulatory requirements and internal controls as well as any policies set in place by board committees, clients, or the organisations for which they manage investments.
Investment Book of Record (IBOR)
FINBOURNE’s Investment Book of Record (IBOR) uses all available data to create a comprehensive, accurate view of your investment positions and transactions.
Shadow Nav
FINBOURNE’s Accounting capabilities allow you to make sense of even the most complicated fund structures and effortlessly create compliant accounts.
The Creation and Growth of FINBOURNE
FINBOURNE was founded in 2016 with a clear mission: to bring efficiency and transparency to firms operating in capital markets. Our journey began when a group of us, with extensive experience in financial services and technology, recognised a significant structural problem—inefficiency in how firms manage their data. This inefficiency made even fundamental tasks, such as understanding assets and cash positions, unnecessarily complex. We believed that technology could solve these challenges, and so FINBOURNE was founded.
From the outset, we focused on building a scalable platform capable of handling the vast scale and complexity of financial data. By combining deep industry knowledge with cutting-edge technology, we created a platform designed to make financial data more accessible, actionable, and cost-effective for our clients.
Key Milestones in Our Growth
Our early years were defined by rapid learning and iteration. One of the most critical lessons we learned was the importance of setting clear, measurable milestones. While we had a strong vision, securing investment and maintaining momentum required tangible proof points. This mindset helped us refine our approach, focusing not just on long-term impact but also on short-term achievements that demonstrated our progress.
Hiring the right team was another essential factor in our success. Building a company isn’t just about creating innovative technology—it’s about assembling a team that can scale it effectively. We learned to recognize the different skill sets needed at various stages of growth and adapted our hiring strategy accordingly.
Our commitment to scalability extended beyond technology to our business model. We ensured that FINBOURNE was not just a product but a platform that could grow alongside our customers. By staying close to our clients and continuously improving our offerings, we built strong relationships and a solid foundation for long-term success.
Where We Are Today
Today, FINBOURNE is transforming how some of the world’s largest financial organisations manage their data. Our platform enables firms such as Fidelity International, Northern Trust and HSBC to operate more efficiently, make better decisions, and reduce operational costs. We have successfully expanded our commercial footprint and are broadening our customer base globally in North America, APAC and Australia.
Our Series B funding round in June 2024 was a significant milestone, marking one of the largest in the UK. This funding validated our vision and execution, enabling us to scale even further. Now, we are focused on continuing to push boundaries, innovate, and support financial firms in navigating an increasingly complex landscape.
Looking Ahead
The journey of building FINBOURNE has been one of constant learning and evolution. We’ve faced challenges, adapted, and emerged stronger with each step. As we move forward, our commitment remains the same: to listen to our customers, innovate relentlessly, and drive efficiency in capital markets.
Our story is still being written, and we are excited about what’s next. With a strong foundation, a dedicated team, and a clear mission, FINBOURNE is well-positioned for continued growth and impact in the financial services industry.
Thomas McHugh – CEO and Co-founder
Simon Behan – Chief Commercial Officer
Gus Sekhon – Head of Product
