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About

Pioneering financial technology since 1990.

Experienced team. Innovative technology.

Founded in 1990, helps buy-side firms manage complex investment, risk and regulatory data, with deep expertise across alternative asset classes — through its proprietary ® platform.

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Global offices
Our story

A financial technology company for the buy-side.

is a financial technology company providing risk management and investment decision-support solutions to clients worldwide. Our objective is to address the business requirements of buy-side institutions and alternative investment firms.

The ® platform is the culmination of over three decades implementing enterprise-wide data platforms for portfolio and risk managers across all asset classes — a comprehensive data model that supports the full investment process.

“We help clients simplify their investment and risk data management processes, giving them better business insight with improved efficiency.”

JO
Joseph Ohayon
Chief Executive Officer
Why

Built for institutional investors.

Trusted by asset managers, pension funds and hedge funds to manage complex portfolios and meet global regulatory demands.

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35+ years of domain expertise

Deep financial-engineering knowledge accumulated over three decades of serving sophisticated buy-side institutions across traditional and alternative asset classes.

02

Award-winning platform

Named Most Innovative Data Management Provider at the Data Management Insight Awards, and recognised by clients for mission-critical operations.

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Full transparency & competitive advantage

Streamline your investment process — from asset allocation and execution to risk monitoring and performance measurement — with full transparency for institutional investors.

Data Management Insight — Award Winner RegTech Insight Europe — Nominee
Who we serve
Asset ManagersPension FundsHedge Funds Funds of FundsInsurance & Solvency II firmsFamily OfficesBanks
Leadership

Experienced team. Innovative technology.

JO
Chief Executive Officer

Joseph Ohayon

Founder and managing director; sets the firm’s strategy and client direction.

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Chief Product Officer

Ee Wah Lim

Leads the platform and managed-service delivery across the client base.

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Sales & Marketing

Filippo Viero

Leads commercial growth and client relationships from Barcelona.

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Chief Information Officer

Oliver Garcia

Head of software development and database architecture behind .

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Financial Engineering Director

Diego Tornini

Risk methodologies across fixed income, derivatives and alternative assets.

Join the team

We’re always looking for financial engineers and data specialists.

Get in touch
Global Presence

Global solutions for a global stage.

Headquarters in New York and Barcelona, with representative offices in Amman and New Delhi.

New York — Headquarters
540 Madison Ave, 26th Floor, New York, NY 10022, USA · +1 212 913 0259
Barcelona — Headquarters
Avda. dels Vents 9-13, Esc. B, Badalona (Barcelona) 08917, Spain · +34 93 150 7564
Amman — Representative office
Jordan
New Delhi — Representative office
India
Contact

Let’s talk about your data.

Contact us to learn how can streamline your portfolio management, risk analytics and regulatory reporting.

Emailinfo@otcfin.com
New York+1 212 913 0259
Barcelona+34 93 150 7564
Webwww.otcfin.com
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