The financial operating system for regulated and near-regulated institutions.
Replacing fragmented ecosystems with auditable, governed portfolio intelligence. One platform that unifies portfolio management, governance, compliance, and transactions — so your operations become a flywheel for growth, not a drag on it.
Enterprise Grade Security
The cost isn't theoretical — it compounds across every layer of your business.
82% still rely on manual processes. 1 in 3 institutional investors have already walked away from a manager because of it. Here's where the money goes.
Total exposure for a EUR 500M–1B firm: EUR 400–900K/yr in operational waste + millions in lost mandates and exit value.
One platform that turns operations into a flywheel for growth.
Fragmented tools, siloed data, manual workarounds. Kelvyn unifies portfolio management, governance, compliance, and transactions into one auditable platform that scales with your business.
Every function. Every risk. One governed flywheel.
Three governed steps turn raw portfolios into board-approved, tradeable assets.
Ingest & Model
Govern & Approve
Transact & Sell
Intelligence embedded in every workflow — not bolted on.
Kelvyn Copilot
Kelvyn Intelligence
Every function touches the same portfolios. Today they're fragmented. With Kelvyn, they're unified.
One platform. Every function. Every risk. From fragmented tools to a governed flywheel — financial modelling, hedging, compliance, and board governance unified.
From fragmented tools to a single governed platform — value in weeks, not months.
See ROI before committing to anything
Your ongoing operational improvement partner
Start with a 4-week governance assessment. See exactly where you're leaking value — with zero platform commitment.
The executive peer group for leaders governing complex portfolios.
A curated group of CFOs, CIOs, and COOs at alternative asset managers, credit servicers, and family offices — sharing what works, pressure-testing what doesn't, and building the governance playbook the industry is missing.
Weekly Mastermind Roundtables
Intimate, structured sessions with 5–10 C-suite peers. Not webinars — working sessions where you bring your real problems and leave with actionable next steps.
Shape the Product Roadmap
Your workflows, your pain points, your feedback — built directly into what we ship. Early members don’t buy software. They co-design it.
Curated Executive Network
Direct access to CFOs, COOs, and CIOs at regulated institutions across Europe. Peer-matched by institution type and AUM tier.
Governance & AI Workshops
Monthly deep-dives: IFRS 9 automation, board-pack governance, three-lines-of-defence, AI-powered compliance. Led by practitioners, not vendors.
Complimentary Platform Onboarding
Founding members receive full platform setup and data migration at no cost — because your early input is worth more to us than an implementation fee.
Founding Member Pricing
Members who join before general availability lock in their rate. No surprise increases. The earlier you commit, the more favourable the terms — permanently.
Limited to senior leaders at regulated and near-regulated financial institutions. Applications reviewed individually.
“Kelvyn is building the operating system this industry has needed for a decade. The community around it is where the real conversation is happening.”
Marcus LindgrenCOO, Nordic Credit Partners
Governance Infrastructure That Builds Enterprise Value.
The Kelvyn Community brings together C-suite leaders at regulated institutions to share operational playbooks, pressure-test governance approaches, and get early access to a platform built around their input. Membership is by application.
Join 14 leaders from firms managing EUR 2B+ in assets