Fast, flawless, compliant factsheets without the manual hassle.
Build dynamic fund websites and product pages that engage investors.
Regulatory Reporting
Automate every step – from calculating the Risk and Return Score to publishing compliant Product Summaries at scale.
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Jane Doe
Who we are
We’re a curious and innovative bunch, drawn to what the latest technology can do, and driven to build the best of it together. We grow by sharing what we know and inspiring the people around us. We’re a genuinely tight-knit community, where the door’s always open, and someone’s always up for talking through a challenge. That same passion is what pushes us to deliver results we’re proud of: for one another, for Kurtosys, and for the clients who trust us.
If this sounds like you, you’ll fit right in.
Our culture
We’re a global company with a culture that keeps us close, so wherever we are, we work as one. We build lasting partnerships with our clients by doing work we’re proud to put our name to, and we give our people the room to grow, take ownership, and enjoy what they do.
Origin story
Every name has an origin, and ours begins in Greece, with the word κυρτóς (kyrtos), meaning curved or arching. Today you’ll recognise it as kurtosis, the statistical measure of how tightly results cluster around the average, in investment terms, consistency.
That’s why we took our name from it. We believe in delivering that same reliability, day in and day out. That consistency is what we build our platform around, and it’s what we help investment managers deliver, every day.
Kurtosys began in 2002. Harry Thompson and Mash Patel founded it on a simple conviction: investment managers deserved a safer, simpler way to turn complex data into something their clients could see, understand and trust. That conviction still runs through everything we build.
More than two decades on, we’re a global business spanning the UK, US, South Africa and Luxembourg, with more than 160 people behind the platform. We didn’t set out to build a platform that just summarises data. We built one that surfaces what the average hides: configurable, secure and genuinely real-time.
Good ideas need patient backing. True Ventures and Triangle Peak Partners backed us early, before digital-first client reporting was even a category. Publicis Sapient joined later as a strategic partner and investor, and stayed. We build alongside Publicis Sapient, Nurture and Fundsquare, and we rely on Morningstar and Fundipedia, because when the product is trust, the inputs behind it don’t get to be second best.
Harry Thompson, Chief Risk Officer and Co-Founder at Kurtosys
Origin story
A new chapter, built for scale. Lee Godfrey joined the Kurtosys board in 2019, then stepped up as CEO in January 2022, bringing asset management and digital transformation expertise from senior roles at KNEIP and Intertrust Group. Since then, he’s led a genuine pivot: simplifying our product into one configurable platform, moving to a partner-led sales model, and refocusing the business on high-quality recurring revenue. That shift, alongside embedding AI into our reporting and digital tools and expanding into new segments like private equity and hedge funds, has driven the growth that’s taken Kurtosys to where it is today.
Lee Godfrey, CEO at Kurtosys
We practice what we preach. We build trust through action, with honesty from our capabilities to our partnerships. By acting with integrity and treating every client and colleague with respect. That's how lasting relationships are built.
What you see is what you get. We're realistic about what we can deliver, and we never overpromise. You'll always know exactly where you stand.
The best results come from working together. We bring different people, ideas and experiences into the room, because better thinking starts with different perspectives. And we see our clients as part of the team, not on the other side of it.
Progress starts with a challenge to the status quo. We look for smarter ways to solve problems, backed by insight and evidence rather than assumptions, so we keep moving forward and help our clients stay ahead.
We've got the expertise to take ownership and the confidence to act. We back ourselves without the ego, own our work and learn from every challenge. That's how we keep improving, and how we deliver better for our clients.
Offices
The modern workplace is everywhere, but we still value a place to gather, collaborate and do our best work. Our teams work across three offices on three continents and multiple remote locations worldwide.
Our people
Good leadership makes people feel safe to speak up, take risks and grow. That’s exactly the culture I’ve found at Kurtosys: clear, kind and genuinely invested in helping each other do great work.
Kauthar Marek, Head of Product
At Kurtosys, we’re a team of tech professionals who trust one another and enjoy working together. That shared trust and knowledge is what helps us deliver quality work every day.
Greg Layman, Head of Data & Reporting
These are the questions clients ask us most, so here’s where we stand.
We have an Environmental and Sustainability Policy that sets clear targets for reducing our impact, and we use EcoVadis to audit and score our progress. We choose suppliers who share that commitment, cut down on paper and energy use, recycle wherever we can, and track our server emissions so we keep improving, not just promising.
Security is one of our biggest priorities, and that extends to who we work with. Every supplier goes through ISO and SOC compliance checks before we take them on, so we only partner with vendors who meet the same standards we hold ourselves to. That same commitment to transparency runs across our own business and our supply chain.
Our Equal Opportunities and Diversity Policy applies at every stage of employment, backed by mandatory training for all staff and a zero-tolerance approach to discrimination or harassment. We check in on this regularly, not just when something goes wrong.
Partners and clients
Our clients
Investors
Improved partners
Data providers