New funding bolsters Kurtosys as a leading digital experience software platform for the global financial services industry

Kurtosys, a leading digital experience platform (DXP) provider for financial service firms, announced today that it has secured growth capital from Vistara Capital Partners. This funding enables the company to accelerate its global growth initiatives and invest further in the automation and delivery of exceptional investor experiences.               

Kurtosys provides an end-to-end digital experience platform that empowers global financial services firms to easily create, manage, publish and optimize all their financial data, documents, websites and content in a secure and compliant environment. Efficiencies gained from the platform translates to reduced costs, increased security and a quicker publishing of content for financial service firms. The reputable platform is trusted by some of the world’s leading financial institutions.

”We continue to invest heavily in our digital experience platform as we continue to help our customers accelerate their business growth,” said Mash Patel, Founder and CEO of Kurtosys. “Through our partnership with Vistara, Kurtosys is well positioned to further its vision of creating powerful investor experiences and lasting customer relationships through efficient automation of key sales, marketing and customer service processes.”

Growth Fueled by an Increased Demand for Automation in Financial Sector

Kurtosys is seeing an inflection point in the demand for financial services automation and the need for digital transformation. The Kurtosys platform enables efficient digital transformation and helps financial services firms build highly productive, industry-compliant sales, marketing and client service departments. “Using our innovative digital experience platform and tools, our customers can accelerate these functions by automating critical business processes to create uncompromising, stand-out investor experiences, leading to lasting relationships with their clients and customers. This is accomplished all while reducing technology risk and ensuring full alignment with industry regulations and best practices.” said Mash Patel.

“Kurtosys has a great depth of knowledge in transforming and maintaining leading customer experiences for the unique regulatory, data, and marketing requirements valued by global asset managers. Generalist digital experience technologies and custom deployments often fail in their delivery of business objectives and budgets,” said Noah Shipman, Partner at Vistara Capital Partners. “In contrast, the Kurtosys team has strategically built a vertically focused, reliable and scalable technology platform. We are pleased to be their growth capital partner and fund this next phase of expansion.”

About Kurtosys

Kurtosys empowers financial services firms to create powerful investor experiences and lasting customer relationships through efficient automation of key sales, marketing and customer service processes.

The company provides an end-to-end digital experience platform (DXP) that enables firms to create, manage, publish and optimize all their financial data, documents, websites and content in a secure, compliant environment.

Kurtosys solutions include secure websites and portals, interactive data tools and apps, automated sales presentations, marketing collateral and reporting and document libraries. Kurtosys infrastructure and technology is underpinned by global ISO-27001 certification in information security management, and Kurtosys teams have a deep understanding of working at scale with data, information design, industry regulations and compliance issues.

Founded in 2002, Kurtosys was funded from Silicon Valley investment and operates across three global offices. The company works with some of the world’s largest financial brands, including banks, wealth managers, mutual fund providers and alternative investments.