The only full-service, independent investment data management and distribution firm in the industry.
Asset managers spend countless hours manually updating consultant databases, reconciling discrepancies, and chasing down data gaps. It's tedious, error-prone, and takes time away from what actually matters: managing investments.
APX Stream was founded to fix this. We built the infrastructure that lets asset managers warehouse, distribute, and reconcile their data across every major consultant database from a single platform.
We're privately held with no conflicts of interest. We're subject to the same ethical standards as our clients. And we've helped firms raise hundreds of millions in AUM by ensuring their data is accurate, complete, and visible where it matters.
The principles that guide everything we do for our clients.
Privately held with no conflicts of interest. We work for you, not a parent company or shareholders with competing priorities.
Data accuracy isn't a goal. It's a requirement. Our reconciliation systems catch discrepancies before they become problems.
You maintain unfettered control of your data. We provide complete visibility into where your data lives and how it's being used.
We're not a software vendor selling you a tool. We're a full-service partner that manages your entire data infrastructure.
We handle the data management so your team can focus on what they do best.
No parent company, no competing interests. We succeed only when you succeed.
Our team has helped raise hundreds of millions in AUM through proper data management.
We specialize in both markets and understand the unique requirements of each.
Our leaders have run consultant reporting, built operations at global asset managers and worked on the consultant side of due diligence. They know the scrutiny your data faces because they have faced it themselves.
Richard founded APX Stream in 2010 and still owns the firm. A Certified Investment Management Analyst (CIMA) who began his career as an institutional consultant, he designed the APX Vault around what consultants look for in a manager's data.
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John spent 25 years at J.P. Morgan, most recently leading US Client and Global Consultant Reporting for J.P. Morgan Asset Management. His team became an APX Stream client before he joined as CEO, so he has evaluated our service with the same scrutiny you will.
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Paul leads operations and client service across our offices in Boerne, Fairfield and London. He brings more than 25 years in global asset management, where he built teams and governance that kept their standard as volumes grew across the UK, Europe, the US and India.
LinkedInMeet the rest of our leadership team, including the people responsible for our technology, product, client relationships and service team.
Meet the full teamSee how APX Stream can streamline your data operations and give you back hours every week.
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