Mash Patel
Mash Patel is the Founder and CEO of Kurtosys, a secure, cloud-based platform delivering end-to-end digital and reporting solutions across the investor lifecycle. Under his leadership, Kurtosys has become a trusted technology partner for global financial institutions in banking, wealth management, mutual funds, and alternative investments. Patel brings a forward-looking perspective on financial technology, emphasizing how innovation is transforming investor communications, compliance, and reporting processes. Before founding Kurtosys in 2002, he gained extensive experience in the financial industry as a Management Consultant at PricewaterhouseCoopers and as a Structured Derivatives Marketer at Merrill Lynch, giving him a deep understanding of both technology and capital markets.
Mash Patel Professional Experience / Academic History
Professional Experience
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Founder and CEO
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Structured Derivatives Marketer
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Management Consultant
Academic History
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Masters in Finance
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B.S., Computer Science
CURRENT AFFILIATIONS
Founder and CEO, Kurtosys
Board Member, AccessPay
Board Member, everyoneINVESTED
KURTOSYS
Mash Patel is a recognized leader in digital transformation for financial services, specializing in secure, compliant, and scalable digital reporting solutions.
He founded Kurtosys to deliver end-to-end digital platforms that streamline financial reporting, investor communications, client portals, and compliance workflows for asset managers and financial institutions.
Kurtosys empowers organizations to provide seamless, visually engaging, and fully compliant digital experiences without the need for extensive custom development or manual data processing.
By integrating automation, analytics, and secure infrastructure, the platform enables firms to enhance efficiency, reduce operational risk, and improve client engagement.
Trusted by leading global financial institutions, Kurtosys serves clients including BMO, J.P. Morgan, Generali, Lumyna, BNY Mellon, and Federated Hermes, establishing itself as a go-to solution for digital transformation in wealth management, asset management, and financial services.