Bipsync is a software platform that provides research and workflow management solutions designed specifically for investment management firms. Bipsync enables asset managers, fund allocators, and investment professionals to organize and streamline their research, documentation, and operational processes in a single, modern system.
How does Bipsync help investment managers?
Bipsync offers a suite of tools that support the full research lifecycle for investment teams. Its platform acts as a central system of record, facilitating collaboration, document management, note-taking, and workflow automation. By leveraging modern technologies, agile development methods, and user-centered design, Bipsync aims to improve the speed, quality, and efficiency of investment research and decision-making.
What makes Bipsync different?
Bipsync is tailored for the unique needs of the investment management industry, accommodating clients across asset classes, strategies, and firm sizes—from large institutional allocators to emerging fund managers. The platform’s flexibility and focus on operational excellence help clients adapt to evolving market demands and regulatory requirements. Its emphasis on usability and process optimization sets it apart from more generic workflow tools.
Who uses Bipsync?
Bipsync’s client base spans the entire investment management industry. Users range from some of the world’s largest allocators to pre-launch and boutique fund managers. While specific customer names are not publicly listed, the platform is relied upon by a broad spectrum of buy-side firms seeking to centralize their research and drive productivity.
How was Bipsync started?
Bipsync was founded at Stanford University in 2012 by a former hedge fund research analyst and a UX/UI designer. This blend of investment expertise and technology design experience shaped the company’s approach to building intuitive, industry-focused solutions. The founding team includes Teddy Kiernan, Jack Corscadden, Sam Golemboski, Jason Doe, Niall Curtis, and Phil Read. You can learn more about their story on the Bipsync About page.
Where is Bipsync based?
Bipsync is privately held and headquartered in New York, NY, United States. The company employs between 51 and 200 people.
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