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About PlexiFact

Built by
Practitioners,
Not Consultants

We have managed the data. We have reconciled the breaks. We have survived the audits. PlexiFact exists because we built what we wished we had - and we still operate it ourselves.

  • Founded 2013 · 20+ production deployments · 95%+ client renewal
  • Hands-on experience running data operations for financial institutions
  • Every deployment shipped by senior operators - no juniors, no bench
Track record 2013 - present · 13 years
  1. 2013 0 deploys
    Founded
    PLEXL LLC
  2. 2015 1 deploy
    First deployment
    Multi-strategy hedge fund · live
  3. 2018 5 deploys
    Multi-currency
    Reconcile across 6 currencies + FX
  4. 2021 12 deploys
    Canonical ontology
    Schema-once mapping shipped
  5. 2023 17 deploys
    Retention milestone
    17/17 deployments retained
  6. Now 20 deploys
    Production scale
    20+ funds · $7B+ combined AUM
100%
Renewal rate
20+
Funds deployed
60+
Years combined

2013

Founded

20+

Deployments

20+

Live Connectors

95%+

Client Renewal

60 Days

Avg. Deployment

57+ Years

Combined Experience

WHAT WE BUILD

Know your data.

Your prime broker calls it long position. Your custodian calls it held. Your OMS calls it open. They're the same thing. Your reconciliation engine doesn't know that. PlexiFact{ory} replaces the seven-system data stack - Bloomberg + prime broker + custodian + fund admin + reconciliation + reporting + compliance - with one converged platform on a canonical schema. Built by the same practitioners who have spent decades fixing this exact problem. 20+ live purpose-built financial connectors. Production deployment in 60 days. 20+ funds, 95%+ renewal, since 2013.

Our Story

From Frustration to Platform

PlexiFact{ory} was founded in 2013 by a team that had spent decades building and managing data infrastructure for alternative asset managers. We saw the same pattern at every firm: seven or more disconnected tools, an ops team drowning in spreadsheets, and millions spent on systems that never quite worked together.

We built PlexiFact to solve our own problem. A single, converged platform that handles ingestion, reconciliation, governance, analytics, and reporting - all purpose-built for the domain we know best: alternative assets.

20+ deployments later, headquartered in the United States, we serve hedge funds, PE firms, and family offices managing $300M to $7B+ in AUM. Every client gets an embedded team because we learned the hard way that great software without great implementation is just expensive shelfware.

P

Our Mission

Know Your Data.

Make institutional-grade data management accessible to mid-market alternative asset managers. No firm should have to choose between data quality and operational efficiency.

Journey

Our Story Over Time

2013

Founded

PlexiFact founded by practitioners who spent decades in financial data infrastructure.

2015

First Deployment

PlexiFact platform deployed at a $2B hedge fund. Full data stack consolidation in 90 days.

2018

Connector Ecosystem

Expanded to 20+ purpose-built financial data connectors across 5 categories.

2021

Reconciliation Engine

Added automated reconciliation and exception-handling workflows to the platform.

2023

Scale & Growth

Connector ecosystem expanded across 7 categories, 20+ deployments, expanded to PE firms and family offices.

2026

Today

Serving hedge funds, PE firms, and family offices managing $300M to $7B+ in AUM.

How We Operate

Our Values

The principles that guide every decision, deployment, and conversation.

Intellectual Honesty

We tell you if PlexiFact is not the right fit. We tell you when your data is messy. We tell you the real timeline. No one benefits from sugarcoating reality.

Practitioner-Led

We have sat in the seat. Our team has managed data operations for hedge funds, built systems for prime brokers, and navigated SEC audits. We build what we know works.

Client Obsession

Renewal is earned every quarter, not assumed at signing. Every deployment includes an embedded team because we know the platform is only as good as the implementation.

Continuous Improvement

Every client deployment teaches us something. Those learnings go back into the platform. 20+ implementations means 20+ iterations of refinement.

Let's Talk

A 30-minute conversation about your data challenges.