Siepe

Siepe

Unified data platform for asset managers

Overview

Siepe provides a data platform for asset managers and financial firms. It unifies and consolidates many data sources into one integrated system, turning raw data into actionable insights that improve decision-making and transparency. The platform is offered as subscription services and managed IT cloud solutions, so clients can run their operations efficiently without worrying about infrastructure. This helps firms meet regulatory requirements and investor demands with institutional-quality tools. Compared with competitors, Siepe focuses on a full-data-integration approach combined with managed, cloud-based IT services tailored to the investment-management industry, serving everything from small firms to large institutions. Its goal is to help asset managers operate more efficiently, stay compliant, and grow their business by providing reliable data, analytics, and compliant processes.

About Siepe

Simplify's Rating
Why Siepe is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Enterprise Software

Fintech

Financial Services

Company Size

51-200

Company Stage

Series B

Total Funding

$33.3M

Headquarters

Dallas, Texas

Founded

2012

Get referred to Siepe

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • Siepe closed a $30 million WestCap-led Series B in August 2024.
  • Aristotle Pacific went live in February 2026 across software, middle office, and settlement.
  • Siepe launched an Octaura integration on May 5, 2026, broadening trading connectivity.

What critics are saying

  • Octaura and incumbents like BlackRock Aladdin squeeze Siepe's OMS and data-platform wedge.
  • Partial ownership deals with clients like Aristotle Pacific entrench one customer and complicate exits.
  • If private credit growth slows, Siepe's niche expansion thesis loses urgency quickly.

What makes Siepe unique

  • Siepe combines software, middle office, and settlement services for credit managers.
  • Its platform spans portfolio management, compliance, data management, and trustee administration.
  • Aristotle Pacific chose Siepe in 2025 for integrated operating-platform ownership and alignment.

Help us improve and share your feedback! Did you find this helpful?

Funding

Total Funding

$33.3M

Below

Industry Average

Funded Over

2 Rounds

Series B funding is typically for startups that have proven their business model and need more funding to expand rapidly—often by entering new markets or adding more products. Investors are usually venture capital firms that specialize in later-stage investments.
Series B Funding Comparison
Below Average

Industry standards

$35M
$30M
Siepe
$45M
Linktree
$65M
Substack
$100M
ClickUp

Benefits

Paid Vacation

401(k) Company Match

401(k) Retirement Plan

Performance Bonus

Professional Development Budget

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

1%

2 year growth

0%
Siepe
May 13th, 2026
Chris Doty - winner announced: D CEO's Financial Executive Awards 2026.

Chris Doty - winner announced: D CEO's Financial Executive Awards 2026. Siepe LLC is proud to share that its Chief Financial Officer (CFO), Chris Doty, has been named the winner of the "Outstanding CFO - Small Private Company" category in D CEO's Financial Executive Awards 2026. This recognition reflects Chris' exceptional leadership in driving financial strategy, operational excellence, and global growth initiatives that continue to strengthen Siepe's position as a leading provider of technology-enabled solutions for the asset management industry. Throughout 2025, Chris played a pivotal role in advancing Siepe's strategic vision and scaling the business for long-term success. He led financial planning and execution during a period of rapid expansion, including the launch of new international offices in the United Kingdom, Ireland, and Malaysia - enhancing support for global clients and enabling around-the-clock operational capabilities. Domestically, he also guided the opening of Siepe's Houston office, positioning the company within one of the nation's key hubs for loan and structured finance talent. Chris' leadership has been instrumental in delivering strong financial performance. Under his stewardship, Siepe achieved 150% revenue growth over a three-year period, earning its highest-ever ranking on the Inc. 5000 list in 2025. The company was also recognized for the 11th consecutive year on the Tech Titans Fast Tech List, underscoring its sustained growth and innovation. Beyond financial performance, Chris has been deeply committed to building a collaborative, high-performing culture at Siepe. His approach empowers teams with the tools, transparency, and support needed to excel, while maintaining a strong focus on client success. He has also overseen the continued evolution of Siepe's financial infrastructure, including implementing robust audit processes that have resulted in clean audit opinions every year since inception. "I'm honored to be recognized among such an accomplished group of financial leaders," said Chris Doty, CFO of Siepe. "This achievement is a reflection of the incredible team at Siepe and our shared commitment to innovation, growth, and delivering meaningful outcomes for our clients." In partnership with Financial Executives International, the Association for Corporate Growth Dallas-Fort Worth, and TXCPA-Dallas, D CEO's Financial Executive Awards program honors top corporate finance leaders across North Texas. The awards celebrate excellence in financial leadership, strategic impact, and corporate governance. About D CEO D CEO has been named America's best regional business magazine for five consecutive years. More than an award-winning publication, D CEO is an elite community of Dallas' most respected business leaders. Executives turn to D CEO to reach influencers in North Texas business, from entrepreneurs launching the city's hottest startups to the area's most recognizable corporate executives. Partnering with D CEO gives your brand a seat at the boardroom table. More information can be found at www.dmagazine.com.

Asset Servicing Times
Feb 23rd, 2026
Aristotle Pacific collaborates with Siepe

Aristotle Pacific collaborates with Siepe. 23 February 2026 US Reporter: Tahlia Kraefft Image: alotofpeople/adobe.stock.com Siepe, a provider of software and technology-enabled services for alternative investment and credit managers, has announced it has gone live with Aristotle Pacific. Under the partnership, Siepe is providing its software, middle office, and settlement services to streamline and enhance Aristotle Pacific's credit operations. Aristotle Pacific is using Siepe's portfolio management, compliance, and data management software, alongside Siepe's middle office and settlements teams to support day-to-day activities. Josh Schwab, chief financial officer and chief operating officer, Aristotle Pacific says: "As Assetservicingtimes sought to enhance its technology capabilities and support its continued growth across credit strategies, it was vital to future-proof its operating platform with best-in-class, tech-enabled services and superior software that enhance data management, integrity, and automation. "By partnering with Siepe, we've been able to seamlessly upgrade our operations, delivering real-time insights, streamlined processes, and instant access to high-quality data." Michael Pusateri, CEO and founder of Siepe, adds: "Successfully managing a diverse credit portfolio across collateralised loan obligations, mutual funds, private funds and separately managed accounts is becoming increasingly challenging as the industry and market continue to see accelerated growth." Next industry article NO FEE, NO RISK 100% ON RETURNS If you invest in only one asset servicing news source this year, make sure it is your free subscription to Asset Servicing Times

Royal Crescent Publishing Limited
Apr 23rd, 2025
Siepe bolsters leadership team with two hires

Siepe has hired Sean Kelley as product manager, and Andrew Hosford as technical lead, who both join having previously worked at US Bank.

Siepe
Jan 8th, 2025
Siepe Excellence Awards - 2024

In the annual Siepe Excellence Awards, Siepe LLC invited its employees to celebrate their peers who best embody one or more of Siepe's Core Values::

Siepe
Oct 25th, 2024
Siepe Named Among the Finalists in The Dallas Innovates Innovation Awards 2025

As Siepe LLC continue to deliver cutting-edge technology and service solutions tailored to high yield, private credit, and alternative investment managers, Siepe has been named a finalist for the "Innovation in Software and SAAS" category in The Dallas Innovates 2025 Innovation Awards.

Recently Posted Jobs

Sign up to get curated job recommendations

Siepe is Hiring for 5 Jobs on Simplify!

Find jobs on Simplify and start your career today

Don't see your dream role? Check out thousands of other roles on Simplify. Browse all jobs →