Building Next GenerationInvestment Technology
We're on a mission to revolutionize investment management by providing a unified platform that eliminates complexity and drives efficiency.
Our Mission
To empower investment managers with a next-generation platform that unifies front, middle, and back-office, enabling them to focus on what matters most: delivering exceptional returns for their clients.
Our Vision
To become the operating system of record for investment managers, providing a unified data foundation that powers the entire investment lifecycle and sets the standard for efficiency, accuracy, and innovation in the industry.
Our Story
Born from experience. Driven by innovation. Building for what's next
Inveritas Technologies was founded by a team of investment professionals and technology experts who experienced the frustrations of operating an investment business across disconnected systems, spreadsheets, and legacy infrastructure. We saw firsthand how fragmented data and manual processes slowed decisions, creates risk, increases costs, and holds firms back from scalability in their business.
Having built and implemented a portfolio management, risk and analytics platform inside one of Canada's largest and leading asset managers, we understood the challenge (and the opportunity) to do it differently. We knew the industry didn't need another one-sized fits all expensive solution. It needed a modern alternative.
That's why we created Inveritas Technologies – a cloud-native investment management platform designed from the ground up around a unified data foundation. By eliminating silos, automating workflows, and delivering real-time visibility across the investment lifecycle, Inveritas Technologies transforms how firms operate making data a source of intelligence, not inefficiency.
Today, we're partnering with forward-thinking investment managers who share our vision: a more efficient, technology-first and data-driven future for the industry. Together, we're redefining what's possible with data for the investment business.
Our Values
The principles that guide everything we do
Innovation
Continuously pushing boundaries to deliver cutting-edge solutions.
Customer First
Your success is our success. We build for your needs.
Excellence
Committed to the highest standards in everything we deliver.
Transparency
Open communication and honest partnerships with our clients.
Who We Serve
Empowering investment firms of all sizes with unified technology
Asset Managers
Scale your operations with institutional-grade infrastructure. Unify data across custodians, administrators, and systems to eliminate manual processes and legacy architecture – enabling greater accuracy, transparency, and operational efficiency across the investment lifecycle.
Hedge Funds
Monitor hedge fund strategies with speed and precision. Integrate trading, pricing, and accounting data into one reliable source of truth with configurable reporting – gaining real-time visibility into exposures and positions to manage risk and streamline investment operations.
Family Offices
Consolidate and manage wealth across multiple custodians and asset classes. Automated data ingestion and flexible reporting deliver complete visibility, control, and insight – simplifying oversight and enhancing transparency for families and fiduciaries.
Wealth Managers
Bring client data, accounts, and reporting together in one unified platform. Automate data flows, eliminate manual reconciliation, and generate accurate, on-demand insights that enhance transparency, strengthen relationships, and support scalable business growth.
Ready to Transform Your Investment Business?
Partner with Inveritas Technologies to modernize your firm's investment management technology.