About Us
At Fund Universe, we are committed to revolutionizing the investment fund landscape. As a comprehensive investment fund service platform, we cover all asset and investment classes, providing a robust portfolio research, building, and distribution platform. Our esteemed clients, including Discretionary Fund Managers (DFMs), Advisory firms, and Asset Managers, appreciate our independence and the wealth of expertise we have accumulated over 30 years in the industry.
Platform Integration
Working with market leading platforms to provide a low cost, one-stop-shop for marketing your Portfolios and Funds
DFM & Fund Reporting
Investor reporting by Advisory firm helping you understand where your investors are coming from.
Channel Distribution
Deep integration with Advisor platforms like Trove ensure jurisdictional availability and regulatory compliance
Leveraging historical and End-of-Day (EOD) market data. Empowering fund managers with invaluable performance insights to build and distribute investment strategies and model portfolios.
A Team of Experts Behind the Wheel
Our platform, designed to empower Discretionary Fund Managers (DFMs), Advisory firms, and Asset Managers, is poised to revolutionize the way we approach investment fund services. With our focus on independence and over three decades of industry expertise, we are committed to providing unparalleled value to our clients.
Robert Edsell
CEO, Founder
James Caldwell
Chair, Cofounder
Clive Tutton
CFO
Dickens Otenio
Lead Developer
What Our Customers Say
Sarah Thompson, Investment Advisor
Fund Universe has been a game-changer for our advisory firm. The Research Hub is an invaluable resource, allowing us to filter and analyze performance data from a vast array of funds. This has significantly enhanced our ability to create well-informed investment strategies for our clients.
Mark Stevens, Asset Manager
Fund Universe is a comprehensive platform that understands the unique needs of asset managers, making it an indispensable tool for our success, giving us the scalability needed for our growing business and contributed to a more streamlined operational process.
Jennifer Rodriguez, CEO of Financial Solutions Ltd
I can confidently say that Fund Universe has been a strategic partner in our journey. Small Business plan fits perfectly with our needs given the number of portfolios we manage. The platform’s user-friendly interface and lets us adapt as our business grows.