Fintech · Wealth & Investing · 1000+ · North America #b007_18

Context

We provide portfolio accounting, trading and planning technology to advisory firms and are modernizing a large platform toward cloud-native services.

Industry

Fintech · Wealth & Investing

Size

1000+ employees

Region

North America

Tools budget

$20K+ per month

Needs

Cloud cost optimization. Our move to cloud-native services has grown our cloud bill, and we need governance that keeps spend under control.

Today: no cost-control effort visible; hosting managed by central infrastructure teams behind a trust center · Urgency: later

Internal developer platform. We are modernizing a large legacy platform and want a consistent internal platform for many engineering teams.

Today: central engineering group building a shared AI and data layer across the portfolio platform · Urgency: this year

Who decides

vp engineering · procurement

Expects from suppliers

Supports serverless and Microsoft runtime workloads; Governance across many cloud accounts; Enterprise support agreements

Not a fit

Tools covering only containers; Startups unable to support large estates

Stack

cloud: AWS-class hyperscaler, serverless, CI/CD pipeline in place

Buying triggers

cost pressure, tool consolidation