Turning Data Integrity Into Competitive Edge. Financial Services > Capital Markets & Investment Services  Curate brings structure to complex data environments—aligning governance, security, and reporting across the investment lifecycle. Curate brings structure to complex data environments—aligning governance, security, and reporting across the investment lifecycle.

Consulting services

Modernizing legacy systems

Upgrade trading tech to reduce latency and boost scalability.

Data governance & control

Enable trusted, compliant data at scale across all business units.

Investor & RegTech platforms

Streamline reporting workflows and meet evolving regulatory needs.

ESG data integration

Operationalize ESG data into investment and reporting pipelines.

Vendors

Transform the way you work · Optimize your infrastructure with popular Azure solutions and services. · Create today's solutions and tomorrow's breakthroughs.

Real Payer Work. Real Member Value.

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Why it matters

Transformation, without disruption

Trading operations and investor services demand precision. But legacy platforms and siloed data limit growth. We help firms modernize critical infrastructure—without business disruption—so you can scale efficiently and stay competitive in real time.

Trustworthy data, competitive edge

Poor data governance risks compliance failures and erodes investor trust. We implement scalable, cross-functional frameworks that unify governance and security—powering analytics, reporting, and confident decisions from front to back office.

Regulatory readiness, always

With shifting mandates across jurisdictions, staying ahead of regulation is non-negotiable. From ESG to trade transparency, our teams embed compliance into digital transformation—building resilience into your reporting and infrastructure.

Speed to value, not just strategy

Traditional consulting slows execution. We don’t. Our agile, quality-first teams deliver with your pace—co-creating real solutions with internal teams to generate ROI quickly, while ensuring enterprise-grade rigor and controls.

Looking to accelerate?

AD to Promote Something

The Intelligent Data Accelerator helps leaders quickly align tech with strategy. In just 6–8 weeks, we identify inefficiencies, reveals predictive insights, and drives smarter decisions—without long-term commitments or disruption.

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Our work, by the numbers

leading platforms integrated
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avg. reduction in data management complexity
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of clients see measurable ROI within 6 months
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Let's connect

Connect with our experts

Vijay kukreja | chief consulting officer, Curate partners

Vijay Kukreja

Chief Consulting Officer

Curate Partners Strengthens Leadership Team with Appointment of Jim Bartro as Vice President of Consulting Services

Jim Bartro

VP of Consulting