London, United Kingdom

Kurtosys Systems

Business introduction

Your investors matter

Kurtosys provides an industry class digital experience platform for financial services companies

Kurtosys provides an industry class digital experience platform for financial services companies. The platform enables financial institutions to orchestrate their data across websites, documents and portals to increase sales, marketing and client servicing efficiency.

The Kurtosys SaaS platform offers a range of fund marketing and investor servicing solutions including investment management websites, fund data tools, automated fund factsheets, secure investor portals and document libraries.

Their infrastructure and technology are underpinned by its global ISO-27001 certification in information security management; and they have a deep understanding of working with data, industry regulations and compliance issues.

Founded in 2002, Kurtosys was funded from Silicon Valley investment and now operates across five global offices and employs over 150 talented people. They work with some of the world’s largest asset management brands that include banks, wealth managers, mutual fund providers and alternative investments.

Physical Address

77 Kingsway, London, WC2B 6SR, United Kingdom

Website Address

Email Address

Telephone Number

+44 800 029 1410

Ownership Type


Kurtosys - your investors matter


Since 2002, our team of FinTech experts have been using digital technology to transform how your financial data is presented, distributed and consumed by your investors....

Kurtosys WordPress for Finance explained

Client Marketing & Prospecting, Software Development & Management


Kurtosys InvestorPress explained

Client Communications & Reporting, Document Management



Kurtosys was founded in 2002 in by Mash Patel and Harry Thompson, funded from Silicon Valley investment from True Ventures.

Mission & Values

Orchestrate all your investment data and tailor to your investor types.

Improve the user experience and convert more leads to investors.

Increase client engagement and maximise distribution effectiveness.

We believe that investors expect the best in their digital experiences – will you join us on a journey of digital transformation?

Wealth Management Story

The demand for digital interaction from wealth managers has hit an all-time high. At Kurtosys we’ve been working with wealth managers for over a decade, creating bespoke investor and advisor secure portals, building websites and providing digital client reporting reports.

Because the Kurtosys platform is built around customer data, we can surface investment data across multiple channels and tailor the user experience for all kinds of investor types through our secure APIs.

Key Data

Year founded
Office Regional Presence
  • Africa
  • North America
  • Western Europe
Type of Clients
  • Global Private Bank
  • Multi-Family Office
  • Private Client Investment Manager
  • External Asset Manager
  • Regional Private Bank
  • Registered Investment Advisor
  • View Others View Less
Client Regional Presence
  • North America
  • Western Europe
Kurtosys Systems client presence
  • United Kingdom
  • United States

Kurtosys Systems Solutions


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WordPress for Finance

An enterprise CMS Platform, built on the foundations of WordPress with an optimised framework of industry-specific modules and secure controls for financial services marketers....

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FundPress offers ultra fast and ultra-secure hosting of the world's most popular CMS-WordPress - but tailored for the specific needs of financial services businesses....

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