History

History

Mitch Schulman, IntegriDATA’s founder, began his career in public accounting as a CPA at Peat, Marwick, Mitchell & Co. (a predecessor to KPMG). He joined Salomon Brother’s investment management unit (later Citigroup Asset Management) as Head of Operations in the mid-90s, holding key business and technology roles throughout his 17-year long tenure.

Mitch’s time at Salomon taught him about the challenges facing investment management operations and, in 2002, he founded IntegriDATA with a clear vision: help investment managers use technology more efficiently and effectively. Over the years, Mitch has assembled a team of talented and experienced professionals with backgrounds in operations, accounting, and software who share the same vision, passion, and dedication.

IntegriDATA began as a consulting company focused on operational infrastructure reviews and third-party software support. The company started developing its own software solutions in 2008 when third-party applications couldn’t meet client’s needs. IntegriDATA has since transformed itself into a financial technology software vendor, launching its second application in 2012 and its third application in 2016. As of January 2018, IntegriDATA software is used by some of the world’s largest investment managers to help service over $803 Billion in AUM.

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