About
"We empower financial services firms to go further"
Our Mission
Real Growth. Realized.
Our mission is to empower financial services firms to build bigger and better business through sustained growth. We believe deeply in the power of digitizing client relationships, we believe in the transformation capability of enablement for sales teams, and we believe that technology can enable financial institutions to drive higher returns for their clients. Through our platform we seek to achieve these goals for our clients and build deep, long-lasting partnerships.Â
Executive team
Meet our executive team.
Mash Patel
Scott Gellman
Stephen Zucknovich
Patrick McKenna
88+
Customers Globally
15.4k
Documents
Automated Monthly
500+
Digital Experiences
Managed
Our HIstory
Trusted by the world’s leading investment brands
Founded in 2002, Kurtosys was funded from Silicon Valley investment and operates across three global offices, employing over 200 people. The company works with some of the world’s largest financial brands, including banks, wealth managers, mutual fund providers and alternative investments. Underpinned by global ISO-27001 certification in information security management, our teams have a deep understanding of working at scale with data, information design, industry regulations and compliance issues.
With offices
around the world
Raleigh
5540 Centerview Dr, Suite 204,
PMB 45610, Raleigh,
NC 27 606-8012
London
77 Kingsway, 1st Floor,
London, WC2B 6SR,
United Kingdom
Cape Town
Mont Clare Place, 35 Main Rd,
Claremont 7708,
South Africa
