FundCount
FundCount is a unified accounting and investment analysis solution that improves operational efficiency and brings actionable intelligence to investment management professionals. Based on a general ledger, they started in the hedge fund space but today provide fund- and partnership accounting to a wide range of asset- and wealth professionals with offices in Europe, North America, Asia and Australia.
What sets FundCount apart?
"We provide wealth and asset management firms with cutting-edge accounting, analysis and reporting solutions that enable them to deliver better service to their clients."
Ashley Whittaker

Key Company Info
Have a look at the company, clients and references to learn whether this is a match for you.
Employees
- 50-100
Founded
- 1999
Ownership
- Owned by management
Incorporated
- United States of America
Locations
- Boston
- London
- Singapore
- Sydney
- Zurich
Top 5 Markets
- Australia
- Switzerland
- United Kingdom
- United States of America
Focus
- Multi-family offices
Secondary focus
- Individual wealth owners
- Single-family offices
- Fund managers
What clients say about FundCount?
“We can drill down through complex structures and nested entities to see actual net worth – something that was not possible with spreadsheets.”
David Bloom, Senior Wealth Advisor at TFO Phoenix Company
Support & services
Learn what support and services you can expect
Support options
General contact mail or phone
Dedicated contact
Pricing of support
On use basis
Based on SLA
Onboarding
A business analysis phase can be expected to take between 4 and 12 weeks ordinarily, depending on scale, complexity, and the availability of client resources.
The Build Configure & Test phase, the implementation, is determined in the Business Analysis Phase.
Usually, it takes less than 10 weeks for small firms, up to 6 months for medium firms, and more for large groups (50+ entities).
Customisation
Yes
Bespoke development
Should a client need specific functionality that is not covered with standard solutions capabilities or integrations, we can customize the solution accordingly.
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