Make data integrity your competitive edge

Financial Services > Capital Markets & Investment Services 

Curate Partners brings structure to complex data environments that capital markets and investment services live in by aligning governance, security, and reporting across the investment lifecycle.

Curate brings structure to complex data environments—aligning governance, security, and reporting across the investment lifecycle.

Services and solutions

Modernizing legacy systems

Upgrade trading tech to reduce latency and boost scalability.

Data governance and control

Enable trusted, compliant data at scale across business units.

Investor and RegTech platforms

Streamline reporting workflows and meet evolving regulatory needs.

ESG data integration

Operationalize ESG data into investment and reporting pipelines.

Vendors

Transform the way you work · Optimize your infrastructure with popular Azure solutions and services. · Create today's solutions and tomorrow's breakthroughs.

Real Payer Work. Real Member Value.

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Why it matters

Transformation without disruption

Trading operations and investor services demand precision. But legacy platforms and siloed data limit growth. We help firms modernize critical infrastructure without business disruption. That way, they can scale efficiently and stay competitive in real time.

Trustworthy data is a competitive edge

Poor data governance risks compliance failures and erodes investor trust. We unify governance and security by implementing scalable, cross-functional frameworks that power analytics, reporting, and confident decisions from the front office to the back office.

Regulatory readiness

Amid shifting mandates across jurisdictions, staying ahead of regulations is non-negotiable. From ESG to trade transparency, our teams embed compliance into digital transformation. As a result, your reporting and infrastructure will have added resilience.

Growing ROI at speed

Traditional consulting slows execution. Our approach doesn’t. We have agile, quality-first teams that co-create real solutions with internal teams to generate ROI quickly. All the while, enterprise-grade rigor and controls are ensured.

Looking to accelerate?

AD to Promote Something

The Intelligent Data Accelerator helps leaders quickly align tech with strategy. In just 6–8 weeks, we identify inefficiencies, reveals predictive insights, and drives smarter decisions—without long-term commitments or disruption.

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Our work, by the numbers

leading platforms integrated
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avg. reduction in data management complexity
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of clients see measurable ROI within 6 months
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Let's connect

Connect with our experts

Vijay kukreja | chief consulting officer, Curate partners

Vijay Kukreja

Chief Strategy & Consulting Officer

ChrisPetty2025

Chris Petty

Sr. Finance Consultant/SME