Tech provider profile: Hazeltree
Overview
Hazeltree provides treasury management, debt and liquidity planning, and execution solutions that streamline processes and data in order to improve workflows and data accessibility. The Hazeltree solutions are designed specifically for the hedge fund, private markets, and asset management ecosystem. Over 500 alternative asset management firms across the globe – with over $4trn in client assets – rely on Hazeltree’s cloud-based treasury and liquidity solutions, which facilitate almost $8bn in transactions across over 10,000 funds every day.
- Provider type
- Software provider
- Functions
- Middle office, Back office, Other operations
- Services offered
-
- Accounting
- Collaboration & process management
- Company financials & benchmarks
- Document & data automation
- Fund administration
- LP onboarding & fund subscription
- LP data
- LP relationship management
- Geographies
- Europe, US, Asia
- Year founded
- 2011
- Team size
- 175
- Number of offices
- 4
- Office locations
- New York, London, Bournemouth, Hong Kong
- Clients serviced
- General Partners, Lenders & debt fund managers
- Access model
- Web portal
Key team members
Stephanie Miller
CEO
Richard Winter
CTO
Insights
Fund financing 2.0
The rapid evolution in the space calls for more robust tech capabilities to fully harness its potential, says Hazeltree's Phil McKendry
5 minutes with… Stephanie Miller, CEO of Hazeltree
The Drawdown sits down with the new CEO of treasury and liquidity management services company Hazeltree to discuss its next strategic phase
Selected PE clients
Oak Hill Advisors, EQT, Bain Capital, LGT, Silverlake, Neuberger Berman, Park Square, Carlyle Group, Lexington Partners, Charlesbank, Ares, Hamilton Lane
What users say
Moving our collateral management off spreadsheets and to Hazeltree’s cloud solution helps us automate responding to calls, focus on collateral exceptions and, generally, streamline the interactions with our ISDA counterparties.
Tom D’Orsi - Head of treasury for capital markets at Bain Capital
As a user of the platform, we have found Hazeltree to be a transformative technology solution, allowing us to increase the speed and reliability of our treasury operations and gain greater security over our cash management processes, all while expanding our visibility into overall funding and currency needs for our clients.
Erik Hirsch - Vice chairman and head of strategic initiatives at Hamilton Lane
Hazeltree has helped to streamline our treasury management function and has delivered leading-edge risk-reduction capabilities.
Pat Lomelo - global head of operations at Neuberger Berman
This content was produced in association with Hazeltree
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