Mash Patel
Mash Patel is the Founder and CEO of Kurtosys, a secure cloud-based platform providing end-to-end digital and reporting solutions across the investor lifecycle. Under his leadership, Kurtosys has become a trusted technology partner to leading global institutions in banking, wealth management, mutual funds, and alternative investments. With a multifaceted background spanning key sectors of the financial world, Patel brings a forward-looking perspective on how innovation and technology are reshaping financial services. Prior to founding Kurtosys in 2002, he served as a Management Consultant at PricewaterhouseCoopers and as a Structured Derivatives Marketer at Merrill Lynch.
Mash Patel Professional Experience / Academic History
Professional Experience
-
Founder and CEO
-
Structured Derivatives Marketer
-
Management Consultant
Academic History
-
Masters in Finance
-
B.S., Computer Science
CURRENT AFFILIATIONS
Patel is a recognized authority in digital transformation for financial services companies, particularly around secure, compliant digital reporting.
He launched Kurtosys to provide digital platforms that automate financial reporting, investor communications, client portals, and compliance workflows for asset managers.
The platform enables financial institutions to deliver seamless, compliant, and visually engaging digital experiences—without the need for extensive custom development or manual data processes.
Kurtosys is trusted by leading global financial institutions, including BMO, J.P. Morgan, Generali, Lumyna, BNY Mellon, and Federated Hermes.