Deep Pool Financial Solutions was established in 2021. But our history as a cutting-edge investor service platform provider goes back much further.
Deep Pool is the product of HWM Group’s acquisition of the assets of KOGER, which brings together the two leading providers in the fund administration and transfer agency technology space.
HWM has grown into a recognised expert in alternative investments, retail funds and regulatory compliance since launching in 2006, with our solutions used by the world’s leading banks and fund administrators. KOGER’s advanced investor servicing, compliance and business process management systems have been at the industry forefront since the company’s inception in 1994.
Private equity firm Lovell Minnick Partners took a majority stake in HWM Group (then renamed Deep Pool) to facilitate the expansion and our future growth.
HWM and KOGER’s best-in-class capabilities and business reach are highly complementary. In bringing together two experienced teams with world-class technology stacks, exceptional client service and long-standing client relationships, Deep Pool Financial Solutions has cemented its position as the industry’s go-to investor and regulatory services technology provider.
And this is just the beginning.
Our focus now is on expanding our capabilities to better serve our global client base.
Backed by Lovell Minnick’s financial strength, we are devoting significant ongoing investment to developing deeper and broader product functionality for our clients across the full investment lifecycle, with a particular focus on enhancing our premier private markets offering, RegTech investor management platform and retail fund capabilities.
By dedicating our unique blend of expertise and innovation to the service of our clients’ business goals, we create truly transformational results.