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CloudMargin has raised $35.0M across 3 funding rounds.
Key people at CloudMargin.
CloudMargin has raised $35.0M in total across 3 funding rounds.
CloudMargin is a software company based in London that provides a cloud collateral management platform to automate workflows for global financial institutions. The software as a service solution centralizes end to end collateral processes, ranging from pre-trade analytics and asset allocation through final settlement and regulatory reporting. The platform serves various segments across the broader financial services sector, including sell-side banks, brokerage firms, asset managers, pension funds, and hedge funds. While specific financial metrics remain undisclosed, the company has accumulated more than 20 industry awards since 2015 and became the first collateral management provider to join the SWIFT network for straight through processing. The enterprise is backed by a syndicate of strategic institutional investors and venture capital firms, including Deutsche Bank, Citi, Deutsche Börse, IHS Markit, and Jefferies. CloudMargin was founded in 2014 by Stuart McHardy.
Key people at CloudMargin.
CloudMargin has raised $35.0M across 3 funding rounds. Most recently, it raised $15.0M Series B in September 2020.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Sep 22, 2020 | $15M Series B | — | Citi, Deutsche Bank, Deutsche Borse | Announced |
| Apr 10, 2018 | $10M Venture Round | — | Illuminate Financial, LVC | Announced |
| Apr 1, 2018 | $10M Series U | — | Illuminate Financial Management, LVC | Announced |
CloudMargin has raised $35.0M in total across 3 funding rounds.
CloudMargin's investors include Citi, Deutsche Bank, Deutsche Borse, Illuminate Financial, LVC, Illuminate Financial Management.
CloudMargin is a London-headquartered fintech company that provides the world's first cloud-based collateral management workflow tool as a Software-as-a-Service (SaaS) platform.[1][2][3] It serves leading sell-side and buy-side financial institutions globally—including banks, brokerage firms, asset managers, pension funds, insurance companies, and outsourcers—helping them meet regulatory deadlines, automate workflows, and cut costs amid rising collateral demands from OTC derivatives, securities finance, ETDs, and other markets.[1][3][4] The platform covers end-to-end processes from pre-trade to post-trade settlement, earning over 20 industry awards since 2015 for innovation, with strong growth including revenue increases and new clients through 2025.[1][3][6]
Founded in 2014, CloudMargin addresses inefficiencies in legacy systems by centralizing collateral management, enabling real-time optimization, and integrating with custodians, tri-party agents, and ecosystems like SWIFT, where it was the first collateral provider to join.[1][3][5]
CloudMargin was founded in 2014 by Stuart McHardy, Edward Boggis-Rolfe, and Andy Davies, a team with deep expertise in collateral management, OTC derivatives, technology, and capital markets.[3] The idea emerged from frustration with over-priced, inefficient, and inaccessible on-premise collateral solutions, prompting them to build the first fully cloud-native workflow tool.[3][6]
Early traction came from its innovative SaaS model, quickly earning industry awards and strategic backing from major players like Deutsche Bank, Citi, Deutsche Börse, IHS Markit, Jefferies, and Illuminate Financial.[1] By 2025, under CEO Stuart Connolly, the company had raised $25 million in funding (including a $15 million round around 2021), expanded to clients across five continents, and sustained 24-36 months of strong revenue growth and client wins.[3]
CloudMargin rides the wave of post-financial crisis regulations (e.g., uncleared margin rules) and surging collateral needs from derivatives, repo, and securities lending, where fragmented legacy systems create blind spots amid squeezed margins and risk aversion.[1][5][6] Its timing aligns with cloud adoption in capital markets, enabling firms to handle growing volumes efficiently without heavy infrastructure—critical as collateral obligations balloon and markets demand real-time liquidity management.[3][6]
By partnering with infrastructure giants like Deutsche Börse and banks, and integrating with evolving tech like DLT for collateral mobilization, CloudMargin influences the ecosystem toward automation and interoperability, reducing operational risks and freeing capital for trading.[1][2][6] This positions it as a key enabler in a $10+ trillion collateral market, fostering resilience in volatile conditions.
CloudMargin's momentum—bolstered by 2025 client expansions and tech enhancements like real-time inventory—points to accelerated adoption as regulations tighten and AI-driven optimization emerges.[3][6] Trends like private markets growth, DLT integration (e.g., Eurex Clearing's Q2 2025 launch), and triparty evolution will shape its path, potentially expanding into tokenized assets and broader risk tech.[2][6]
Its stakeholder-owned model ensures alignment with market needs, likely amplifying influence as firms prioritize collateral resilience over siloed tools—tying back to its origins as the cloud pioneer transforming a rigid, costly domain into an agile one.[1][3]
