DEEP POOL Financial Solutions (ex. Koger, Inc.) Strengths, Domain Expertise, and Key Differentiators
Deep Pool Financial Solutions is widely recognized for its flagship transfer agency software, NTAS, which efficiently supports a substantial portfolio of over 8,000 investment funds amounting to $2 trillion in assets. Beyond this, the company offers a comprehensive product suite that automates critical transfer agency processes and administration. These encompass Know Your Customer (KYC) and Customer Lifecycle Management (CLM), seamless anti-tax evasion regulatory compliance, robust reporting and filing capabilities (FATCA and CRS), as well as sophisticated business process management solutions.
Deep Pool serves as a provider of investor servicing and compliance solutions, delivering advanced software and consulting services to top-tier fund administrators and asset managers worldwide. Crafted by a skilled team comprising accountants, business analysts, and software engineers, their adaptable suite of solutions caters to offshore and onshore hedge funds, partnerships, private equity entities, retail funds, and regulated financial firms.
DEEP POOL Financial Solutions (ex. Koger, Inc.) Recent Developments
The capabilities and business reach of HWM and KOGER are profoundly synergistic. By amalgamating these two teams, characterized by world-class technology stacks, exceptional client service, and long-standing client relationships, Deep Pool Financial Solutions has firmly established itself as a provider of investor and regulatory services technology within the industry. The company is dedicated to enhancing its capabilities to cater more effectively to its global client base. Supported by Lovell Minnick's robust financial backing, Deep Pool is actively investing in the development of advanced product functionalities across the entire investment lifecycle. Particularly, the company is prioritizing the enhancement of its premier private markets offering, RegTech investor management platform, and retail fund capabilities.
DEEP POOL Financial Solutions (ex. Koger, Inc.) Mergers and Acquisitions (M&A) Activities
Deep Pool Financial Solutions is the result of a strategic merger between, HWM Financial Solutions and KOGER, Inc., thereby establishing an esteemed provider of investor servicing and regulatory solutions. This union came to fruition through HWM Group's acquisition of KOGER's assets, effectively bringing together the two entities in the fund administration and transfer agency technology domain.
HWM has achieved remarkable recognition since its establishment in 2006, excelling as an expert in alternative investments, retail funds, and regulatory compliance. Our solutions have been embraced by some of the world's foremost banks and fund administrators. On the other hand, KOGER has been at the forefront of the industry since its inception in 1994, leveraging advanced investor servicing, compliance, and business process management systems.
Facilitating the expansion and future growth of Deep Pool, private equity firm Lovell Minnick Partners acquired a majority stake in HWM Group, subsequently renaming it as Deep Pool Financial Solutions. This strategic move has fortified the company's position in the market and positioned it for further progress and success.
DEEP POOL Financial Solutions (ex. Koger, Inc.) Customers in ARTW Customer Database
Leveraging a rigorous data-centric research methodology, APPS RUN THE WORLD asks the simple question: Who’s buying DEEP POOL Financial Solutions (ex. Koger, Inc.) applications and why? And we provide the answers – supported by decades of research – to our clients around the world. Our Customer database has over 100 data fields that detail company usage of DEEP POOL Financial Solutions (ex. Koger, Inc.) and other enterprise apps by function, customer size, industry, location, implementation status, partner involvement, Line of Business Key Stakeholders and IT decision makers contact details. List of Verified NTAS, KURE, PENTAS, dpWorkflow, ManTra customers.
DEEP POOL Financial Solutions (ex. Koger, Inc.) Overview
11/12 Warrington Place
Dublin, x, Dublin 2, Ireland
353 1 524 0326
https://www.deep-pool.com/
Ownership: - x
Number of Employees: 120
Functional Markets: ERP Services and Operations, TRM,
Key Verticals: Banking and Financial Services,
DEEP POOL Financial Solutions (ex. Koger, Inc.) Key Enterprise and Cloud Applications
NTAS, KURE, PENTAS, dpWorkflow, ManTra
DEEP POOL Financial Solutions (ex. Koger, Inc.) Revenues, $M:
| Type/Year | 2022 | 2023 | YoY Growth, % |
|---|---|---|---|
| Total Revenues, $M | Subscribe | Subscribe | Subscribe |
| Enterprise Applications Revenues, $M | Subscribe | Subscribe | Subscribe |
| Cloud Applications Revenues, $M | Subscribe | Subscribe | Subscribe |
* Enterprise Applications Revenues = License + Support & Maintenance + SaaS
** All revenue figures are estimates based on public records, Cloud and Non-Cloud business models in Apps Run The World's vendor database, and annual survey results including vendor feedback.
DEEP POOL Financial Solutions (ex. Koger, Inc.) Revenue Breakdown By Type, $M:
DEEP POOL Financial Solutions (ex. Koger, Inc.) Enterprise Applications Revenues By Functional Markets, $M:
DEEP POOL Financial Solutions (ex. Koger, Inc.) Enterprise Applications Revenues By Verticals, $M:
DEEP POOL Financial Solutions (ex. Koger, Inc.) Revenues By Region, $M
| Region | % of Total Revenues | 2023 Total Revenues, $M | 2023 Enterprise Applications Revenues, $M | 2023 Cloud Applications Revenues, $M |
|---|---|---|---|---|
| Americas | Subscribe | Subscribe | Subscribe | Subscribe |
| EMEA | Subscribe | Subscribe | Subscribe | Subscribe |
| APAC | Subscribe | Subscribe | Subscribe | Subscribe |
| Total | Subscribe | Subscribe | Subscribe | Subscribe |
DEEP POOL Financial Solutions (ex. Koger, Inc.) Direct vs Indirect sales
| Region | Direct Sales | Indirect Sales | Total |
|---|---|---|---|
| Type % | Subscribe | Subscribe | Subscribe |
| Revenues, $M | Subscribe | Subscribe | Subscribe |
DEEP POOL Financial Solutions (ex. Koger, Inc.) Customers - Breakdown by Geo, Size, Vertical and Product
List of Verified DEEP POOL Financial Solutions (ex. Koger, Inc.) Customers
No. of DEEP POOL Financial Solutions (ex. Koger, Inc.) Customers: 8000
No. of DEEP POOL Financial Solutions (ex. Koger, Inc.) Enterprise Applications Customers: 8000
No. of DEEP POOL Financial Solutions (ex. Koger, Inc.) Cloud Customers: x
No. of DEEP POOL Financial Solutions (ex. Koger, Inc.) Cloud Subscribers: x
Boasting an impressive clientele, Deep Pool caters to a broad spectrum of esteemed institutions. Among their notable customers are MUFG, SEI: Wealth and Investment Management Solutions, SuMi TRUST, BNY Mellon, ACK-Asset Management, Calastone, SWIFT, and numerous others. This diverse array of clients underscores the company's capacity to meet the needs of various financial sectors, solidifying its status as a premier technology provider.
DEEP POOL Financial Solutions (ex. Koger, Inc.) Market Opportunities, M&A and Geo Expansions
The management teams of HWM, KOGER, and Lovell Minnick collaboratively work towards seamlessly integrating the company, reinforcing its position as the premier investor and regulatory services technology provider within the industry. Their concerted efforts also aim at expanding the combined enterprise's service portfolio and driving sustained growth.
Notably, since January 2020, KOGER has introduced a highly advanced Suspicious Activity Monitoring (SAM) solution. This cutting-edge offering facilitates transaction and investor demographic monitoring through a user-friendly dashboard-based interface. Serving as a robust Financial Services solution, KOGER SAM caters to both the retail and alternative markets. Its remarkable scalability efficiently handles vast datasets, while its utilization of business logic and intelligent systems proactively anticipates issues and provides real-time breach alerts to users.
DEEP POOL Financial Solutions (ex. Koger, Inc.) Risks and Challenges
The pursuit of global expansion poses a significant challenge for Deep Pool Solutions.
DEEP POOL Financial Solutions (ex. Koger, Inc.) Ecosystem, Partners, Resellers and SI
The company maintains a global presence with offices strategically located in the United States, United Kingdom, Europe, Asia, and Australia.
DEEP POOL Financial Solutions (ex. Koger, Inc.) Cloud Infrastructure Insights
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- DEEP POOL Financial Solutions (ex. Koger, Inc.) Public Cloud and Infrastructure (IaaS)
- DEEP POOL Financial Solutions (ex. Koger, Inc.) Platform (PaaS)
- DEEP POOL Financial Solutions (ex. Koger, Inc.) Application Delivery
- DEEP POOL Financial Solutions (ex. Koger, Inc.) Private Cloud and Data Centers
Research Methodology
Data used in research reports are derived from publicly available documents, continuous surveys of applications vendors, customers, resellers, Independent Software Vendors, systems integrators and other verifiable sources.
Vendor shares and market forecast results are based on a combination of existing databases as well as demand side and supply side research conducted throughout the year with validation from vendors, customers, channel partners and documentations such as earnings releases and 10Q and 10K filings, vertical industry studies, regional and country-level statistics from public and private institutions(i.e. colleges, universities, government agencies and trade associations).
For additional information on our methodologies, here's the link:
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