BondIT

BondIT is a financial technology company that provides sophisticated front-office investment technology for the fixed-income market. Established in 2012 by Etai Ravid, the firm was founded to address the challenge faced by financial advisors in deriving meaningful insights from the fragmented data within the fixed-income sector. The company has secured over $32 million in total equity capital through multiple funding rounds, with key investors including BNY Mellon, Fosun Group, and Talanx. The latest Series C funding round in December 2022 was led by BNY Mellon, which now holds a position on BondIT's Board of Directors.

The company's core business revolves around a software-as-a-service (SaaS) platform that leverages data science, machine learning, and explainable artificial intelligence (XAI). This platform serves a diverse client base that includes asset and portfolio managers, wealth managers, financial institutions, and asset owners. BondIT's technology streamlines and automates the entire fixed-income workflow, from portfolio construction and optimization to trade execution, compliance, and reporting. The firm's business model is centered on providing this technology to financial institutions of all sizes, enabling them to integrate advanced analytics into their investment processes. Clients are typically charged for access to the platform's tools and capabilities. With headquarters in Herzliya, Israel, and a global presence with teams in the US, Europe, the UK, and Australia, BondIT is positioned to serve its international clientele.

BondIT's main product offering includes 'Frontier', a portfolio construction and optimization tool, and 'Scorable', a predictive credit analytics engine. The Frontier platform allows portfolio managers to build, analyze, and rebalance customized fixed-income portfolios in minutes, a process that traditionally took hours or days. It features an Investment Parameter (IPS) function that enables the creation of model portfolios based on predefined rules and constraints, such as diversification, credit rating, and duration. The Scorable tool utilizes explainable AI to analyze over 250 data variables daily to determine issuer-specific credit risk, helping clients identify potential investment opportunities ahead of market movements. A key differentiator is the platform's transparency; unlike 'black box' models, its XAI allows users to understand the reasoning behind the analytical outputs. The technology is data-agnostic, capable of integrating a wide range of data, including ESG factors, and connects seamlessly with clients' existing systems.

Keywords: fixed income, portfolio management, asset management, financial technology, wealth management, portfolio construction, credit analytics, artificial intelligence, machine learning, data science, investment technology, bond portfolio optimization, SaaS, institutional investors, risk management, automated investing, fixed income analytics, ESG integration, portfolio rebalancing, financial advisors