Data-Driven. Performance Focused.

Investment Software & Tech-Enabled Services

Fund managers are constantly faced with the dilemma of adding funds without adding headcount or increasing costs. As a leading tech provider, Siepe acts as an extension of your team to give you scale and expertise within the credit space. Our Middle-Office services encompass everything from post-trade execution and settlements to reconciliation, P&L and reporting.

Leverage trusted technology, data and analytics to make more of your assets

Siepe has created a more efficient way for fund managers to discover strategic and actionable insights. Its intuitive managed platform enables you to leverage data as an asset, creating order from disparate data sources, mitigating operational risk through investment transparency and optimizing efficiency through process visualization.

Addressing key industry challenges


In an increasingly competitive investment ecosystem, understanding where and how returns are generated is at a premium.

Operational Resilience

Mitigating operational risk is a necessity in the investment management industry. Ensure business continuity with a secure and nimble IT infrastructure and software solution.

Cloud Expertise

Technology should be an enabler of better decision-making, not a barrier. Choosing the right tools and public cloud solution is not an easy task.



  • Deep industry experience underpins the Siepe approach to technology
  • Robust security and business continuity delivers the confidence you need
  • High touch, ‘client-first’ approach ensures rapid responsiveness


  • Increase operational efficiency with tailored workflow automation
  • Scale your business – regardless of your size
  • Free up your time with more accurate portfolio analysis


  • Cost-effective cloud, software and data solutions
  • Public cloud-based platform delivers scalability and security
  • Creative problem-solving strategies to address unique client challenges

Extract rich, actionable insights from intuitive portfolio visualizations

Siepe In Action

What Our Clients Say

“As the private credit and CLO markets continue to grow, it was vital that we chose a technology-focused administrator that has the resources and expertise to maintain our deal flow at a fast pace. Siepe’s Collateral Administration services offered more responsiveness and expertise with our deals, when compared to other vendors. This has helped improve our efficiency of accessing clean, accurate data that will help our business grow.”

Daryl ​Phills, Managing Director – Finance, Credit at ONEX CREDIT PARTNERS LLC

“We review Siepe’s deliverables and conduct weekly operational calls with their teams. Partnering with Siepe has allowed up to ramp our business quickly while limiting the overhead associated with staffing, training, and managing a middle office team, especially in today’s competitive labor market.” 

– Matt Gilmartin, CFO at Diameter Capital Partners

​​“Siepe’s cloud expertise was invaluable for allowing us to completely upgrade and move our IT infrastructure to a public cloud setting quickly and without disruption to our business. They worked seamlessly as an extension of our team, understood the intricacies of our requirements, and tailored their service to exceed our expectations.” 

– Chris Savard, IT Director, SECOR Asset Management

“We completely lucked out with Siepe. They have really brilliant people who understand and know this whole setup.”

 Steve K., Head of Operations, Single Family Office
($1.5 billion+ AUM)

“We have used multiple vendors in the past but the infrastructure, expertise and knowledge Siepe provides are unmatched. I no longer need people on staff to manage our IT infrastructure – it runs seamlessly 24/7.”

– Scott Coughlin, CTO, Seven Bridges Advisor

“As the equities market continues to grow each year, it has become increasingly difficult to source and aggregate data in a timely manner to generate new trading strategies. Siepe was the only provider who understood the intricacies of what we required and created a solution that has enhanced our portfolio performance.” 

–  Carson Yost, Founder & CEO at Yost Capital Management

“The executives do a great job of visiting clients. You can tell they care and are fully involved.”

Debby LaMoy, COO, Hayman Capital Management

“Firms need to realize that there have been significant technological advances over the years and that there are cost-effective ways of managing IT infrastructure. Not many vendors out there that can do it – and do it right.”

– Steve K., Head of Operations, Single Family Office
($1.5 billion+ AUM)

“Siepe has been a key partner for us. I have recommended several firms to use Siepe. I keep in touch with those who are clients now and they’re all satisfied too.”

– Scott Coughlin, CTO, Seven Bridges Advisor

“It would be strategic for us to stay with Siepe. They have had an extremely positive impact on our business.” 

– Tony Moore, CFO, Anson Funds