April 28, 2026TMF Group has chosen DwellFi for agentic fund operations.Read more
DwellFi

Company

Enterprise AI Engineering
& Institutional Fund Ops.
The DNA behind DwellFi.

Built where institutional finance meets the frontier of AI.
Both, to the standard the work requires.

Trusted by

TMF Group
Reliant Fund Services
Verivest
Phoenix Fund Services
Paddock Capital Markets
Fortified Ventures
TMF Group
Reliant Fund Services
Verivest
Phoenix Fund Services
Paddock Capital Markets
Fortified Ventures

The Company

2022
Founded
Palo Alto, CA
Headquarters
NYC Metro · London · Dubai · India
SOC 2
Certified

The team

Built by fund admin executives, asset management leaders, and AI engineers.

Decades of running fund admin and institutional asset management at scale, combined with patent-holding AI engineering.

Backgrounds include

Citadel
Wellington Management
PIMCO
Wells Fargo
Walmart
VMware
Rubrik

Founders

Kumar Ujjwal

Kumar Ujjwal

Founder & CEO

SF Bay Area

Founding Product Lead at Punchh, the loyalty platform acquired by PAR Technology for $500 million in 2021. Partner at Fortified Ventures, where he writes early checks into AI infrastructure. Two US patents in AI and machine learning.

Deepak Sheoran

Deepak Sheoran

Founder & CTO

SF Bay Area

Senior engineering leader with tenure at Citadel, Rubrik, and VMware. Architected DwellFi's Sovereign Agentic OS from the file system up.

Senior Industry Advisors

Bill Salus

Bill Salus

Senior Advisor & Investor

New York

Former Global CEO of Apex Fund Services, one of the world's largest independent fund administrators. Founder of Paddock Capital Markets. Inducted into the Global Custodian Hall of Fame.

Alain Mandy

Alain Mandy

Senior Advisor

London

Twenty-five years in institutional asset management. Former Managing Director and Chief Transformation Officer at Wellington Management, which runs over $1 trillion in assets. Former Executive Vice President at PIMCO.

What we believe

01

Built for this industry, not adapted to it.

DwellFi was designed for fund operations from the first commit, not retrofitted from a general-purpose tool. The schema and the audit log both assume this work, not a horizontal SaaS bent into shape.

02

Fund ops, and only fund ops.

DwellFi doesn’t expand into adjacent verticals. Fund operations is the work, and the only work. Focus is the strategy, indefinitely.

03

Audit-grade by default.

Institutional work is regulated work. Every output DwellFi produces is built to clear an audit, not to pass a demo.

Where we are

Headquartered in the San Francisco Bay Area.
On the ground in NYC, London, Dubai, and India.

California

228 Hamilton Avenue, 3rd Floor

Palo Alto, California 94301

New Jersey

15 Corporate Place South, Suite 420A

Piscataway, NJ 08854

Dubai

Level 1, Innovation Hub,

DIFC, Dubai

United Arab Emirates

Built for the work that has to be right.