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Kurtosys is a global provider of digital marketing and client reporting tools that help asset managers attract and retain investor assets. Since 2002, it's team of industry experts have been using digital media to transform the way that financial information is presented, shared and consumed. Kurtosys offers a broad range of fund marketing and investor servicing solutions – from Fund Factsheets and Fund Tools to Client Reporting and Secure Portals. They help brands connect with their clients using the power of online and mobile communications. Kurtosys' infrastructure and outsourcing services help eliminate unnecessary workflows and reduce costs; and their design services are dedicated to making financial data beautiful.
HQNew York, NY, US
Employee Ratings4.1

Latest Updates

Employees (est.) (Jan 2021)220
Cybersecurity ratingAMore

Key People/Management at Kurtosys

Patrick McKenna

Patrick McKenna

Global Head of Product
Luke Hinchliffe

Luke Hinchliffe

Head of Digital Marketing
Johannah Coffey

Johannah Coffey

Head of Customer Success
Nikki Leske

Nikki Leske

People Operations Manager
Debbie McGrath

Debbie McGrath

Financial Controller
Leeya Hendricks

Leeya Hendricks

VP of Global Marketing
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Kurtosys Office Locations

Kurtosys has offices in New York, Raleigh, Cape Town and London
New York, NY, US (HQ)
134 5th Ave 3rd Floor
Raleigh, NC, US
5171 Glenwood Ave #460
Cape Town, ZA
35 Main Rd, Claremont
London, GB
Lasalle Investment Management, 77 Kingsway, Holborn
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Kurtosys Financials and Metrics

Summary Metrics

Founding Date


Kurtosys total Funding

$21.7 m

Kurtosys latest funding size

$8 m

Time since last funding

7 years ago

Kurtosys investors

Kurtosys's latest funding round in December 2013 was reported to be $8 m. In total, Kurtosys has raised $21.7 m
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Kurtosys Cybersecurity Score

Cybersecurity ratingPremium dataset



SecurityScorecard logo

Kurtosys Online and Social Media Presence

Embed Graph

Kurtosys News and Updates

Kurtosys to deliver Investor Portal technology for OP Asset Management

Kurtosys, a leading digital experience platform (DXP) provider for financial service firms, announced today that Finnish-based investment firm OP Asset Management has selected the Kurtosys platform to
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Kurtosys Blogs

Kurtosys Spotlight: Adam Brown, 2019 awards, connected thinking

This week’s edition of Kurtosys Spotlight features GAM’s Adam Brown, 2019’s best white papers from Savvy Investor, incoming investment themes in the new year, TikTok marketing and a power of connected thinking podcast. Digital Leader Spotlight: Adam Brown, Global Head of Marketing at GAM With 18 yea…

Eaton Vance’s David Miles on globalisation, AI, and life as a multi-affiliate outfit

Eaton Vance, the Boston-headquartered multi-affiliate group, led by CEO Thomas Faust, has placed greater globalisation at the heart of its strategy. As Kurtosys met with business development director – financial institutions David Miles, he told us they may well be the biggest asset manager the Euro…

Kurtosys Spotlight: Outlook 2020, future CFOs, cashless carols

This week’s edition of Kurtosys Spotlight features a Tale of Two Cities inspired report, the future of the modern-day CFO, Kurtosys release news, behavioural psychology, ongoing fintech battles and cashless carols. Featured White Paper: Outlook 2020: A Tale of Two Scenarios Well, it’s certainly gett…

Kurtosys Spotlight: Ryan Glister, trade war, value vampirism

This week’s edition of Kurtosys Spotlight features Ryan Glister from Transamerica, trade war investment warnings, Kurtosys hiring news, third wave fintech, Bitcoin ETF developments and the ‘vampirism of value’. Digital Leader Spotlight: Ryan Glister, Senior Director of Marketing Operations, Print an…

Kurtosys names Lee Godfrey as advisor to executive team

LONDON, UK (25 November 2019) – Kurtosys, the enterprise experience cloud for financial services, is pleased to announce the appointment of Lee Godfrey, who will be joining the company as advisor to the executive team and board. Serving as a member of the non-executive committee, Lee will bring his …

Latest Kurtosys release includes DXM enhancements to make site management even more effortless

We’re excited to announce the latest Kurtosys release which comprises DXM feature enhancements, enabling you to manage your digital experiences with greater ease.   The feature enhancements included in this release will help you streamline your site management process, enable you to make changes mor…
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Kurtosys Frequently Asked Questions

  • When was Kurtosys founded?

    Kurtosys was founded in 2002.

  • Who are Kurtosys key executives?

    Kurtosys's key executives are Patrick McKenna, Luke Hinchliffe and Johannah Coffey.

  • How many employees does Kurtosys have?

    Kurtosys has 220 employees.

  • Who are Kurtosys competitors?

    Competitors of Kurtosys include SmartFocus, ICAP and Elecosoft.

  • Where is Kurtosys headquarters?

    Kurtosys headquarters is located at 134 5th Ave 3rd Floor, New York.

  • Where are Kurtosys offices?

    Kurtosys has offices in New York, Raleigh, Cape Town and London.

  • How many offices does Kurtosys have?

    Kurtosys has 4 offices.