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11111 Santa Monica Blvd.
Suite 1220
Los Angeles, CA 90025-3333
+1 818.592.4000


From front-to-back office and across the enterprise, InvestTech provides systems, operations, data and risk management expertise for a specific initiative or a large transformation program, empowering clients to achieve their business objectives.

Consulting and Professional Services are offered in the areas of

Sample Engagements

Strategy/Planning Evaluation/Selection Implementation/Integration
  • Investment Systems Architecture
  • Requirements Review
  • Outsource Conversion
  • Target Operating Model Reviews
  • Investment Systems Selection
  • Platform Implementation
  • Outsourcing Feasibility Studies
  • Outsourcer Evaluation
  • Solution Migration
  • Operational Assessments
  • Data Management Platform Review
  • Data Governance Implementation
  • Data Management Strategy
  • Proof of Concept Management
  • Enterprise Integration

Read about our client engagements

We are a highly experienced team of investment management consultants with deep knowledge of all aspects of Investment Management from strategy to operations, front office to back office, in all asset classes.

InvestTech provides expert investment management systems and outsource solutions consulting specializing in data and operations, portfolio management, analysis, trading, compliance, accounting, performance, attribution, risk, business intelligence and reporting.

We have successfully completed over 400 engagements for many of the world’s largest asset managers, including insurance and mutual fund companies, pension funds, alternative investment managers, wealth managers and endowments.

meet our leadership team
InvestTech’s approach was to understand our business and the plans we have to grow it. They led us through exercises to understand the options available to us and created a customized roadmap to support our future direction and requirements. - Major Hedge Fund