Finomial, Leading Client LifeCycle Compliance Solution, Selected To Join Fidelity Discovery Ventures Program

(Boston: October 25, 2018) – Finomial, the leading global Client Lifecycle Compliance platform, announced today that it has been selected to join the Fidelity Discovery Ventures accelerator program.

Finomial solves the challenges of data, documents, and forms that impede effective client onboarding, while ensuring rigorous compliance with regulations and delivering transparency. Finomial’s Client Lifecycle Compliance Platform provides automation and end-to-end workflows that streamlines processes to enable collaboration with managers and investors, helping to deliver a compliant and optimized investor experience that accelerates revenue, all within an integrated, scalable software-as-a-service (SaaS) platform.

Meredith Moss, Finomial CEO said: “Our acceptance into Fidelity’s Discovery Ventures program is an exciting validation of our vision for client lifecycle and underscores the ever-increasing importance of regulatory technology. As an innovator in software for financial services, we recognize and deeply appreciate the benefit of access to the expertise that Discovery Ventures provides to its participants, and we look forward to progressing through the program into 2019.”

Finomial’s software supports clients across $770 billion in assets, with over 660 funds using its platform, ensuring every interaction achieves client regulatory compliance across their lifecycle.

“Finomial’s advantage stems from our SaaS model and strengths in data management and regulatory compliance – enabling financial institutions to go live with a state-of-the-art system in 6-8 weeks,” added Moss. “We are thrilled to have the opportunity to optimize our SaaS model with Fidelity Discovery Ventures and hope to develop a new set of strategic initiatives from our experience as we continue to scale our business to meet the challenges faced by the financial services industry. ”

About Finomial

Founded in 2014, Finomial helps financial services firms to deliver a compliant and optimized investor experience that accelerates revenue – all within an integrated SaaS platform that scales to the needs of their organization. Finomial’s automation and end-to-end workflows unify data sources and processes to enable collaboration with managers and investors.

For more information about Finomial, please visit

About Fidelity Discovery Ventures

As a participant, Finomial is working with Fidelity to address the strategic challenges faced by enterprise financial services firms and their expectations for technology, security, data protections, compliance, and communications.

Fidelity Discovery Ventures is a program focused on rising FinTech companies that are charting new paths in financial services. The program is designed to help participating companies better understand how to engage with large enterprises so that they can accelerate their sales into large enterprises and significantly increase their growth.

For more information about Fidelity Discovery Ventures, please visit