/Companies

Hazeltree

New York, US · 2 known investors

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Hazeltree provides cloud-based treasury and liquidity management solutions designed for investment management firms and private markets investors. The platform handles billions in daily transactions across thousands of funds, enabling clients to optimize risk management, counterparty interactions, and operational efficiency.

Founders & leadership

JLJake Lewit
Jake LewitChief Financial OfficerJake Lewit joined Hazeltree as CFO in August 2024. He has advised companies on finance strategy and infrastructure, with expertise in financial reporting and decision-making frameworks.
TATushar Amin
Tushar AminChief Executive Officer & Board Director2022–2023Tushar Amin is an executive and venture partner with technology investment and strategy experience. He leads Hazeltree, a cloud-based treasury and liquidity management platform serving investment management firms and private markets investors.

Board

JT
Jennifer TheissBoard director
AS
Andrew SmithBoard director
RT
Remy TrafeletBoard director
DH
Doug HaynesBoard director
JS
Joseph SambucoBoard director
RKRick Kushel
Rick KushelBoard MemberManaging Partner at FINTOP Capital
PK
Pierre KhemdoudiBoard director

Investors · 2

FINTOP Capitallisted by FINTOP CapitalNashville

How we know: FINTOP Capital's portfolio page · a partner's Signal profile · funding news · privatebankerinternational.com · the VCSheet dataset · Not right? Tell us

Reported raises · per SEC filings

Form D private placements

$24M disclosed across 2 rounds · 2022–2024

▶$10MraisedDec 2024 · 36 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Jennifer TheissDirector
  • Andrew SmithDirector
  • Remy TrafeletDirector
  • Jake LewitExecutive Officer
  • Doug HaynesDirector
  • Joseph SambucoDirector
  • Rick KushelDirector
Offering amount
$10M
Amount sold
$10M
First sale
Dec 2024
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$14MraisedOct 2022 · 4 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Rick KushelDirector
  • Doug HaynesDirector
  • Andrew SmithDirector
  • Pierre KhemdoudiDirector
  • Tushar AminExecutive Officer, Director
  • Remy W. TrafeletDirector
  • Joseph SambucoDirector
Offering amount
$14M
Amount sold
$14M
First sale
Aug 2022
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

In the news

Frequently asked questions

What does Hazeltree do?
Hazeltree provides cloud-based treasury and liquidity management solutions designed for investment management firms and private markets investors. The platform handles billions in daily transactions across thousands of funds, enabling clients to optimize risk management, counterparty interactions, and operational efficiency.
Who are Hazeltree's investors?
Hazeltree's investors include FINTOP Capital, Hamilton Lane.
How much funding has Hazeltree raised?
Hazeltree has disclosed $24M raised across 2 rounds.
Where is Hazeltree headquartered?
Hazeltree is headquartered in New York, US.