
AccessFintech is a dynamic client-driven data ecosystem that optimizes capital and operational efficiency for financial institutions. Their primary product, Synergy, connects over 250 live members across the buy-side, sell-side, and asset servicers, facilitating real-time data sharing and collaboration. By leveraging AI-driven insights and a modern cloud-based architecture, AccessFintech enhances operational efficiency, reduces settlement risk, and streamlines complex asset management processes. The company positions itself as a leader in transforming financial operations through innovative technology solutions, catering to a diverse range of asset classes including securities, derivatives, and alternatives.

AccessFintech is a dynamic client-driven data ecosystem that optimizes capital and operational efficiency for financial institutions. Their primary product, Synergy, connects over 250 live members across the buy-side, sell-side, and asset servicers, facilitating real-time data sharing and collaboration. By leveraging AI-driven insights and a modern cloud-based architecture, AccessFintech enhances operational efficiency, reduces settlement risk, and streamlines complex asset management processes. The company positions itself as a leader in transforming financial operations through innovative technology solutions, catering to a diverse range of asset classes including securities, derivatives, and alternatives.
Core product: Synergy Network — cloud-based, API-first data and workflow collaboration platform for post-trade operations
Network scale: Connects 250+ live members and distributes 75+ distinct data sets
Funding to date: $97.5M total (including $20M Series B in 2020 and $60M Series C in 2022)
Founded / launch: Founded by Roy Saadon and Steve Fazio; product launched June 2017
Post-trade operations, data normalization, exception management and operational efficiency for capital markets participants.
Financial technology (capital markets, post-trade operations)
20000000.00
60000000.00
Participation from BNY Mellon, Bank of America and prior investors
“Participation from large global financial institutions (BNY Mellon, Bank of America, J.P. Morgan, Goldman Sachs, Citi) alongside institutional VCs”