CenterBook Partners

CenterBook Partners is a platform that integrates the best of fundamental, systematic, and multi-manager investing. In practice that means building software for you when nothing off the shelf fits.

Who is it for? Mostly companies with a specific process to automate. Alongside the main category they mention Impact Investing. As a small company team themselves (11 to 50 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

CenterBook Partners is based in Greenwich, Connecticut. You can read more at centerbook.com.

Our checklist for this category: portfolio relevance, who owns the code, and how they handle changes. Get the renewal terms in writing before the first invoice.

If you have worked with CenterBook Partners, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.