Formidium is an investor-backed global leader in fund administration, offering innovative solutions for investment managers across asset classes. Since 2016, we have built a global presence with offices in the U.S., India, Canada, and Singapore, supporting over 500 clients, more than 1,300 multi-asset funds, and managing $30B+ in assets under administration (AUA) with capabilities in over 25 jurisdictions.
Our proprietary software solutions offer unparalleled flexibility to meet bespoke client needs, far surpassing off-the-shelf systems. We provide comprehensive services, including Net Asset Value reporting, cross-currency and cryptocurrency integration, and full compliance support. Formidium’s cloud-native, scalable SaaS platform enables automated workflows, real-time data access, and modular capabilities for seamless growth.
Our platform includes:
• Seamless™: Next-generation fund management technology, customer lifecycle and revenue management, as well as investor onboarding and reporting.
• CommonSubDoc™: Efficient investor onboarding with streamlined document management, automated workflows, and secure data sharing.
• Taxplex™: A proprietary tax platform delivering comprehensive multi-asset tax services, automating complex calculations, filings, and reporting.
• Finalytic™: An analytics platform providing real-time financial insights, performance tracking, and customizable reporting for informed decision-making.
Additionally, Formidium offers ManCo accounting, co-sourcing capabilities, compliance services, and an Alternative Investment Marketplace connecting industry participants.
With a team of over 650 professionals, we combine deep industry expertise with round-the-clock support to give institutional clients a competitive edge. Guided by our mantra, “Adapt & Prosper,” we redefine fund administration, empowering clients to thrive in a constantly evolving financial landscape.
Learn more at www.formidium.com.
Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance
HQ Location
633 Rogers St
Suite 106
Downers Grove, Illinois 60515, US
Keywords
Tax ServicesAccountingDigital AssetsCrypto FundsCompliance ServicesFamily OfficeFund AdministratioHedge Fund AdministratioPrivate Equity Fund Administratiofund management