--- title: About us | Point's Investment Data Experts description: Meet the investment specialists and data scientists leading the way on AI-ready, investment data. --- [![Point Logo 2](https://4976483.fs1.hubspotusercontent-na1.net/hubfs/4976483/Logo%20and%20Fav/Point%20Logo%202.svg "Point Logo 2")](https://pointgroup.io/?hsLang=en) [![Point Logo 2](https://4976483.fs1.hubspotusercontent-na1.net/hubfs/4976483/Logo%20and%20Fav/Point%20Logo%202.svg "Point Logo 2")](https://pointgroup.io/?hsLang=en) - [Platform](https://pointgroup.io/investment-data-intelligence-platform) - Solutions ### Solutions - ##### by Company Type - [SFO (Single Family Office)](https://pointgroup.io/solutions/single-family-offices) - [MFO (Multi Family Office)](https://pointgroup.io/solutions/multi-family-offices) - [Advisory Manager](https://pointgroup.io/solutions/advisory-managers) - [Discretionary Manager](https://pointgroup.io/solutions/discretionary-managers) - [Wealth Consolidator](https://pointgroup.io/solutions/wealth-consolidators) - ##### by Use Case - [Consolidated Reporting](https://pointgroup.io/solutions/idi-for-consolidated-reporting) - [Portfolio Analysis](https://pointgroup.io/solutions/idi-for-portfolio-analysis) - [Client Engagement](https://pointgroup.io/solutions/idi-for-client-engagement) - [Data Aggregation](https://pointgroup.io/solutions/data-aggregation) - [Systems Integration](https://pointgroup.io/solutions/idi-for-system-integration) - ##### Modules - [Investment Data Platform](https://pointgroup.io/investment-data-platform) - [Intelligence Engine](https://pointgroup.io/intelligence-engine) - [Reporting Engine](https://pointgroup.io/reporting-engine) - [Point AI](https://pointgroup.io/point-ai) - [Data Integrity Interface](https://pointgroup.io/data-integrity-interface) - [TOM Design](https://pointgroup.io/target-operating-model-tom-design) --- - [Company](https://pointgroup.io/about-us) - Resources ### Resources - - [Blog](https://pointgroup.io/blog) - [Case Studies](https://pointgroup.io/case-studies) - [Guide](https://pointgroup.io/target-operating-model-tom-design) --- [![Screenshot 2025-04-09 at 14.32.03](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/Screenshot%202025-04-09%20at%2014.32.03.png?width=294&height=420&name=Screenshot%202025-04-09%20at%2014.32.03.png)](https://pointgroup.io/target-operating-model-tom-design) - [Partners](https://pointgroup.io/partners) More results [Request a Demo](https://pointgroup.io/request-a-demo?hsLang=en) [Request a Demo](https://pointgroup.io/request-a-demo?hsLang=en) [Request a Demo](https://pointgroup.io/request-a-demo?hsLang=en) - [Platform](https://pointgroup.io/investment-data-intelligence-platform) - Solutions for - [Single Family Office](https://pointgroup.io/solutions/single-family-offices) - [Multi Family Office](https://pointgroup.io/solutions/multi-family-offices) - [Advisory Managers](https://pointgroup.io/solutions/advisory-managers) - [Discretionary Managers](https://pointgroup.io/solutions/discretionary-managers) - [Wealth Consolidators](https://pointgroup.io/solutions/wealth-consolidators) - Use Cases - [Consolidated Reporting](https://pointgroup.io/solutions/idi-for-consolidated-reporting) - [Portfolio Analysis](https://pointgroup.io/solutions/idi-for-portfolio-analysis) - [Client Engagement](https://pointgroup.io/solutions/idi-for-client-engagement) - [Data Aggregation](https://pointgroup.io/solutions/data-aggregation) - [Systems Integration](https://pointgroup.io/solutions/idi-for-system-integration) - Modules - [Investment Data Platform](https://pointgroup.io/investment-data-platform) - [Intelligence Engine](https://pointgroup.io/intelligence-engine) - [Reporting Engine](https://pointgroup.io/reporting-engine) - [Point Ai](https://pointgroup.io/point-ai) - [Data Integrity Interface](https://pointgroup.io/data-integrity-interface) - [TOM Design](https://pointgroup.io/target-operating-model-tom-design) - [Company](https://pointgroup.io/about-us) - Resources - [Blog](https://pointgroup.io/blog) - [Case Studies](https://pointgroup.io/case-studies) - [Partners](https://pointgroup.io/partners) - [Request a Demo](https://pointgroup.io/request-a-demo) About Us # Investment Data Excellence We unlock the value of data for wealth and asset managers to help them engage their clients; make better investment decisions; and build scalable businesses.  ### Who we are We are a team of experienced investment management professionals, technologists, and data scientists. We have managed investment portfolios, designed and built cutting-edge investment tech, and supported investment business growth. We operate at the forefront of Investment Data Intelligence. ### Awards & Recognition ![WealthTech 100 - Point](https://4976483.fs1.hubspotusercontent-na1.net/hubfs/4976483/WT100-2026-Badge-Black-with-URL%203.svg) ![PWM Wealth Tech Association & Point](https://4976483.fs1.hubspotusercontent-na1.net/hubfs/4976483/PWM%20Wealth%20Tech%20Association%20%26%20Point.svg) ![British Data Awards Finalist - Point-1](https://4976483.fs1.hubspotusercontent-na1.net/hubfs/4976483/British%20Data%20Awards%20Finalist%20-%20Point-1.svg) ## Our Leadership [Get in Touch](https://pointgroup.io/contact-us?hsLang=en) [Tom Williams](https://www.linkedin.com/in/tom-williams-18669021/) ![Tom](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/Tom.png?width=500&height=500&name=Tom.png) ![circle-linkedin-512](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/circle-linkedin-512.webp?width=30&height=30&name=circle-linkedin-512.webp) CEO #### Tom Williams [Martin Ross](https://www.linkedin.com/in/rossmartinm/) ![MArtin](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/MArtin.png?width=500&height=500&name=MArtin.png) ![circle-linkedin-512](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/circle-linkedin-512.webp?width=30&height=30&name=circle-linkedin-512.webp) CTO #### Martin Ross [Ehsan Esbati](https://www.linkedin.com/in/ehsan-esbati/) ![Eshan](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/Eshan.png?width=500&height=500&name=Eshan.png) ![circle-linkedin-512](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/circle-linkedin-512.webp?width=30&height=30&name=circle-linkedin-512.webp) Data Engineer #### Ehsan Esbati [Saeed Bidi](https://www.linkedin.com/in/saeed-bidi/) ![Saeed Bidi](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/Saeed%20Bidi.jpg?width=500&height=500&name=Saeed%20Bidi.jpg) ![circle-linkedin-512](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/circle-linkedin-512.webp?width=30&height=30&name=circle-linkedin-512.webp) Machine Learning Engineer #### Saeed Bidi [Maria Besada](https://www.linkedin.com/in/maria-besada/) ![Maria](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/Maria.png?width=500&height=500&name=Maria.png) ![circle-linkedin-512](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/circle-linkedin-512.webp?width=30&height=30&name=circle-linkedin-512.webp) Senior Data Analyst & Reporting Lead #### Maria Besada [Chris Baker](https://www.linkedin.com/in/chris-md-baker/) ![Chris Baker Point Group](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/Chris%20Baker_2.png?width=500&height=500&name=Chris%20Baker_2.png) ![Chris Baker Point ](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/circle-linkedin-512.webp?width=512&height=512&name=circle-linkedin-512.webp) Lead System Engineer #### Chris Baker #### Working with forward thinking investment managers and technology companies ![15](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/15.png?width=300&height=150&name=15.png) ![14](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/14.png?width=300&height=150&name=14.png) ![16](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/16.png?width=300&height=150&name=16.png) ![17](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/17.png?width=300&height=150&name=17.png) ![20](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/20.png?width=300&height=150&name=20.png) ![21](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/21.png?width=300&height=150&name=21.png) ![19](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/19.png?width=300&height=150&name=19.png) ![18](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/18.png?width=300&height=150&name=18.png) ### Why We Exist The investment management industry is undergoing significant changes—technological, economic, regulatory, and social. To succeed, wealth and asset managers must quickly recognize, understand, and act on risks and opportunities as they arise. Managers need to harness diverse data sources to drive insights, make informed decisions, and maintain strong client relationships through both good times and bad. We exist to equip wealth and asset managers with the investment data intelligence they need to thrive. Our platform streamlines data operations, sharpens decision-making, and frees managers to focus on growing their businesses. ![sample-w4byu.jpg](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/sample-w4byu.jpg.png?width=600&height=406&name=sample-w4byu.jpg.png) ### Our Story Founded in 2017 by a team of industry veterans, Point has a proven track record of building data-driven Target Operating Models and enterprise-ready Investment Data Intelligence software for some of the most demanding clients in the sector. The Point Investment Data Intelligence (IDI) platform builds on this legacy. It’s specifically designed to address the industry's core challenge: capturing, leveraging, and unlocking the value of proprietary investment data to create scalable, profitable businesses. ![client e](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/client%20e.png?width=1332&height=900&name=client%20e.png) ### Vision As data, digital, and AI transformation reshape the investment management industry, Point is committed to pushing the boundaries of what’s possible. Through our R&D programme we continuously enhance our platform, integrating advanced AI, expanding analytical capabilities, and partnering with best-in-class technology providers to empower our clients with data-driven insights. Our vision is a future where investment managers can instantly access the insights they need, anytime and anywhere, driving better client outcomes and accelerating business growth. ![data agg](https://4976483.fs1.hubspotusercontent-na1.net/hub/4976483/hubfs/data%20agg.png?width=1333&height=901&name=data%20agg.png) ## Your next technology decision shouldn’t determine your future. Your technology will change. Your operating model will evolve. New applications and AI capabilities will emerge. Your investment data foundation should remain yours. [Request a Demo](https://pointgroup.io/request-a-demo?hsLang=en) #### [![Point Logo footer](https://4976483.fs1.hubspotusercontent-na1.net/hubfs/4976483/Logo%20and%20Fav/Point%20Logo%202.svg)](https://pointgroup.io?hsLang=en) .point is a leader in Investment Data Intelligence (IDI), offering cutting-edge solutions that aggregate, analyze, visualize, and share investment data. About Point - [What is IDI?](https://pointgroup.io/what-is-investment-data-intelligence?hsLang=en) - [Our Platform](https://pointgroup.io/investment-data-intelligence-platform?hsLang=en) - [Our Team](https://pointgroup.io/about-us) - [Contact Us](https://pointgroup.io/contact-us?hsLang=en) - [FAQ](https://pointgroup.io/faq?hsLang=en) Solutions for - [Single Family Office](https://pointgroup.io/solutions/single-family-offices?hsLang=en) - [Multi Family Office](https://pointgroup.io/solutions/multi-family-offices?hsLang=en) - [Advisory Managers](https://pointgroup.io/solutions/advisory-managers?hsLang=en) - [Discretionary Managers](https://pointgroup.io/solutions/discretionary-managers?hsLang=en) - [Wealth Consolidators](https://pointgroup.io/solutions/wealth-consolidators?hsLang=en) Use Cases - [Consolidated Reporting](https://pointgroup.io/solutions/idi-for-consolidated-reporting?hsLang=en) - [Portfolio Analysis](https://pointgroup.io/solutions/idi-for-portfolio-analysis?hsLang=en) - [Client Engagement](https://pointgroup.io/solutions/idi-for-client-engagement?hsLang=en) - [Data Aggregation](https://pointgroup.io/solutions/data-aggregation?hsLang=en) - [Systems Integration](https://pointgroup.io/solutions/idi-for-system-integration?hsLang=en) Copyright © 2026 Point Group Limited - [Terms and Conditions](https://pointgroup.io/terms-and-conditions?hsLang=en) - [Privacy Policy](https://pointgroup.io/privacy-policy?hsLang=en) - [Cookie Policy](https://pointgroup.io/cookies-policy?hsLang=en)