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Artificial Intelligence Company

Fortia

Finance software and AI company offering compliance, reconciliation and document processing tools for asset managers and banks

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About Fortia

Fortia is an AI and software company that describes itself as a reference in the finance buy-side industry. Its tools serve custodian banks, asset managers and fund administrators with automated compliance and fund processes.

What Fortia does

Innova: a modular finance solution that lets firms automate processes for custodian banks, asset managers and fund administrators.
2OS: an AI-powered platform for automated workflows, web portals, rules-based compliance detection and automatic data gathering.
Compliance and fund services: investment compliance and restrictions, ESG/SFDR taxonomy, NAV review and the funds life cycle.
Cash and document processing: cash monitoring and reconciliation, intelligent document processing and KYC.
AI and ESG platforms: ESG platforms and data services built with client teams.

Clients

Custodian banks, asset managers and fund administrators, including clients such as Pictet asset services and HedgeServ Limited, which have given testimonials.

Key facts

Platforms: Innova and 2OS
Recognition: awards and patents for its AI expertise, according to the site
Partners: Code.source, and Lamarck Group for an ESG offer

Profile written by TrustList from the business's own published information, Oct 2026.

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