Who we are

At Avelia Investment Services, our core values - efficiency, flexibility, and directness - are at the heart of everything we do. We strive to optimize processes, adapt to the unique needs of our clients, and maintain open, transparent communication. These principles guide us in delivering exceptional service and building lasting partnerships.

We are dedicated to delivering unparalleled expertise in investment reporting, fund operations, and automation. Founded by a finance professional with years of hands-on experience across multiple facets of the private markets industry, our mission is to help investment managers navigate the complexities of reporting, compliance, and operational efficiency with precision and reliability.

What sets Avelia Investment Services apart is our deep knowledge of the challenges and opportunities faced by investment managers at every stage of the process. Our diverse experience allows us to offer bespoke services tailored to both small and large firms, whether you’re managing a single investor account, a fund-of-funds, or a large-scale portfolio. Our commitment to providing the right solutions, at the right time, ensures that we meet the evolving needs of our clients and help them stay ahead in a fast-paced investment landscape.

We focus on delivering high-quality, efficient, and flexible services, driven by a deep understanding of industry nuances. Our expertise allows us to support our clients in optimizing their processes, enhancing reporting standards, and achieving greater operational efficiency. Whether you need help with investor reporting, fund operations, or implementing automation, we’re here to ensure your success and make your investment management easier and more efficient.