Ovii

Meet Aiviq

Aiviq builds software for asset managers to track who holds their funds, where money is moving and how much revenue each client generates. Its cloud platform reconciles data from more than 300 sources into a Client Book of Record covering assets under management, fund flows, clients and distribution agreements. Sales teams use it to attribute flows to advisers and distributors. Finance and operations teams use it to calculate fees and rebates and automate reporting. Aiviq also provides managed data services. AllianceBernstein selected the platform for its international business, and Allspring Global Investments chose it to build a global client data platform.View more

Aiviq builds software for asset managers to track who holds their funds, where money is moving and how much revenue each client generates. Its cloud platform reconciles data from more than 300 sources into a Client Book of Record covering assets under management, fund flows, clients and distribution agreements. Sales teams use it to attribute flows to advisers and distributors. Finance and operations teams use it to calculate fees and rebates and automate reporting. Aiviq also provides managed data services. AllianceBernstein selected the platform for its international business, and Allspring Global Investments chose it to build a global client data platform.

Founded
2017
Company size
51–200 employees
Company stage
Not known
Headquarters
London, UK

Why work here

Engineers and data specialists work on problems such as identifying the same adviser across inconsistent records and reconciling fund flows from more than 300 sources. The team uses Azure, Spark, Delta Lake and Snowflake. Aiviq says more than half its team works in research and development, and customer forums help set product priorities. Its Hyderabad data platform roles offer hands-on work maintaining the pipelines that investment firms rely on.Read more

Engineers and data specialists work on problems such as identifying the same adviser across inconsistent records and reconciling fund flows from more than 300 sources. The team uses Azure, Spark, Delta Lake and Snowflake. Aiviq says more than half its team works in research and development, and customer forums help set product priorities. Its Hyderabad data platform roles offer hands-on work maintaining the pipelines that investment firms rely on.

Industry
FinTech – Asset Management Software
Open jobs
5 open jobs

Tech stack

Azure SQL

Relational database

Azure Data Factory

Data integration

Azure Synapse Analytics

Cloud analytics

Apache Spark

Distributed data processing

Delta Lake

Data lake storage

Snowflake

Cloud data platform

Streamlit

Data application framework

Snowflake Cortex Agents

AI agents

Microsoft Power BI

Business intelligence

Key people

7 people
Lee GriggsChief Executive OfficerView bio

Griggs joined the business in 2021 and leads its strategy and international expansion. He previously served as President for EMEA at trading technology provider Itiviti and has more than 20 years of experience in financial technology.

LinkedIn
Luke TonesHead of ProductView bio

Tones leads product strategy, development and marketing. His background spans consulting and product roles in asset management, insurance and capital markets, where he built data and analytics tools.

LinkedIn
Pavan CherlapellyHead of TechnologyView bio

Cherlapelly leads cloud architecture, information security and DevOps. He sets the technology roadmap for the platform that processes asset managers’ client and transaction data.

Gavin CoxHead of EngineeringView bio

Cox leads software development, test automation and quality assurance. He has more than 20 years of experience building financial services applications.

LinkedIn
View all 7 people
Greg GlassHead of RevenueView bio

Glass leads sales, client relationships and commercial partnerships. He has more than 20 years of experience developing, selling and implementing data systems for asset managers, banks and retail brokers.

LinkedIn
Alex MurphyHead of OperationsView bio

Murphy leads customer and professional services, presales and commercial legal work. A CFA charterholder with more than 15 years of experience in asset and wealth management, he helps clients implement the platform and adopt it across their teams.

LinkedIn
Sam IlesHead of Aiviq, North AmericaView bio

Iles took charge of Aiviq’s North American operations in 2025 after more than a decade at Alpha FMC. He also leads Alpha’s global Agency business and brings experience advising asset managers on distribution and client data.

LinkedIn

Latest company news

3 stories

Aiviq publishes research on automated client matching

Aiviq

In its white paper The Intelligence Gap, Aiviq reported that a model trained on asset management data handled 78% of client-matching decisions without human intervention in its tests.

Read article

Allspring selects Aiviq for its global client data platform

Aiviq

Allspring Global Investments chose Aiviq to build a Client Book of Record that reconciles client assets, fund flows and sales attribution across its distribution business.

Read article

Aiviq announces its native app on Snowflake Marketplace

Aiviq

The app lets asset managers analyse holdings, flows and net revenue inside their own Snowflake accounts using preconfigured reports and natural-language queries.

Read article

Jobs at Aiviq

5 open roles