Who We Are | Formidium

About Formidium

At Formidium, we are dedicated to redefining fund administration through innovation, expertise, and a relentless focus on client success. As a leading provider of fund administration solutions and technology, we specialize in offering seamless and comprehensive services for investment managers across a diverse range of assets, including digital assets, hedge funds, private equity, venture funds, and special purpose vehicles (SPVs).

Our journey began in 2016 with a vision to simplify the complex world of fund administration, and today, we stand as industry pioneers, setting the standard for efficiency and accuracy. We leverage our unparalleled financial expertise with advanced SaaS platforms, enabling our clients to thrive by optimizing their operational efficiency and enhancing their investment strategies.

Investment fund managers require the technology and expertise of Formidium to navigate exciting, yet unfamiliar, new digital paradigms. Formidium is driven by a robust set of core values that serve as our foundation. With a customer-first approach to service, we help our clients grow their funds and businesses effectively, efficiently, and responsibly.

Our Mission

To harness technology and team expertise to streamline complex back-office operations and investment calculations.

We are dedicated to building a world-class organization, empowering our clients with exceptional teams and innovative technology that drive their success.

Our Values

Innovation: We continuously innovate using proprietary tech to stay ahead of industry trends and deliver state-of-the-art solutions that meet the evolving needs of our clients.
Efficiency: Our seamless fund accounting system is designed to maximize data processing efficiency, ensuring timely and accurate reporting and compliance.
Client Partnership: We value our clients as partners and are dedicated to fostering long-term relationships built on trust, transparency, and mutual success.
Global Excellence: Leveraging our extensive experience and global presence, we are committed to upholding the highest standards of service and cybersecurity, ensuring the safeguarding of our clients' data and investments.

Our Expertise

In addition to superior Fund Admin services, Formidium’s specialized tax services for U.S.-based funds, particularly partnerships like hedge funds, are unmatched in the industry. We provide a full range of tax services, simplifying complex tax calculations, reporting, and filings, including those for digital assets. Our edge lies in our integrated platform and our ability to offer customized solutions that address the unique challenges faced by investment managers.