About Us

Ledgex isn’t a typical FinTech Firm.

We are a family. With an average tenure of over 5 years, the team at Ledgex just really likes working together. We attend each other’s weddings and children’s birthday parties, and we deeply understand the importance of building and maintaining strong relationships.

Our clients are an extension of the family we have created, and we believe that’s what makes us truly unique. We know our software solutions address the needs of the Family Office in a truly innovative way and we are excited to show you how it can dramatically improve operational efficiencies and positively impact your investment strategies. Make no mistake, however, the most important goal we can achieve is to create a strong relationship with you on the foundation of great service.

Chief Executive Officer

Nicole Eberhardt

Nicole has over 20 years of experience as a financial services professional and entrepreneur, specializing in business process improvement, back office accounting, and product management (Co-founder TKS Solutions - Penny – It Works®, Director of Pro. Services AdvisorWare®, HedgeWare®, and Total Return®).

Chief Operating Officer

Christopher McCoy

Chris is the COO and Chief Product Officer, connecting our vision with the needs of our clients. He brings over three decades of experience in data-driven applications, in fintech and aerospace, and is a founding member of Ledgex Systems.

Chief Strategy Officer

Wendy McCoy

Wendy has over 20 years of experience leading B2B SaaS offering teams to bring new solutions to market, including 10 years with IBM. A design thinking veteran, she is dedicated to ensuring solutions address client needs in new, delightful, and innovative ways.

Director of Engineering

Anthony Burns

With over 10 years of experience in the Software Development space, Anthony has served in a variety of capacities and is responsible for ensuring that Ledgex offerings and services are reliable, secure, and responsive to the needs of our clients.

Client Service Manager

Brian Nickerson

Brian leads the Client Services team, bringing 30 years of services and support experience to the team to ensure better client outcomes and connect support and developers more successfully.

Board of Directors

John Cahaly

CEO and Chairman of Eze Castle Integration, the leading provider of technology and IT services to the investment industry. In 1995, Cahaly co-founded Eze Castle Consulting, which spun off five successful businesses — Eze Castle Integration, Eze Software Group (formerly Eze Castle Software), Pivot Solutions, Code Red, Inc., and Ledgex Systems.

Ledgex History

Ledgex Systems is transforming the way family offices, endowments and foundations, fund of funds, RIA’s, wealth advisors, pensions, consultants, and OCIO’s manage their portfolios, make investment decisions, and meet investor demands. The powerful Ledgex platform is an integrated technology suite that streamlines front and middle office functions of investment management firms.

The Ledgex management team has over 25 years of experience servicing the alternative investment community and brings a deep understanding of leveraging software development to solve real industry challenges.

Ledgex Awards

For over a decade, Ledgex has strived to develop robust leading edge products that are bolstered by unmatched client service. That focused dedication has earned us many awards throughout the years. Here’s some of the most recent awards.

We're Ledgex, and we're focused on building a better foundation for investment offices. We'd love to meet you.

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Lets start the office with better quality, pre-reconciled data, every day.

Ledgex enables offices like yours to more confidently and successfully manage complex portfolios, with game-changing improvements in your data accuracy, transparency, and timeliness.

Schedule a Demo