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The sovereign agentic OS
for fund operations.

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228 Hamilton Avenue, 3rd Floor
Palo Alto, California, 94301

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15 Corporate Place South, Suite 420A
Piscataway, NJ 08854

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DIFC, Dubai
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DwellFi, TMF Group and Alpha FMC set to host executive roundtable in Dubai DwellFi appoints ex-Goldman Sachs and BNY Mellon operations leader Christina Ortalano as first Chief Customer Officer DwellFi joins Northwestern Mutual’s Accelerator Summer Cohort TMF Group selects DwellFi as strategic AI partner to elevate fund services globally DwellFi, TMF Group and Alpha FMC set to host executive roundtable in Dubai DwellFi appoints ex-Goldman Sachs and BNY Mellon operations leader Christina Ortalano as first Chief Customer Officer DwellFi joins Northwestern Mutual’s Accelerator Summer Cohort TMF Group selects DwellFi as strategic AI partner to elevate fund services globally

Guides

Comprehensive guides and tutorials from DwellFi

What is Sovereign AI? Guide for financial institutions

Kumar UjjwalJul 14, 2026

What is Sovereign AI? Guide for financial institutions

AI agents for fund administration, explained

Team DwellFiJul 10, 2026

AI agents for fund administration, explained

Capital Calls: The Complete Guide for Private Market Fund Operations

Christa Kaur, Chief of StaffJun 18, 2026

Capital Calls: The Complete Guide for Private Market Fund Operations

Centralizing data, documents, and context in modern Private Markets operations

Christa Kaur, Chief of StaffFeb 20, 2026

Centralizing data, documents, and context in modern Private Markets operations

Why DDQs Break Inside the Organization (Before They Ever Reach Allocators)

Christa Kaur, Chief of StaffFeb 16, 2026

Why DDQs Break Inside the Organization (Before They Ever Reach Allocators)

Why fund conversions take so long, and what actually speeds them up

Christa Kaur, Chief of StaffFeb 12, 2026

Why fund conversions take so long, and what actually speeds them up

K-1 Extraction Guide: Automate Your Partnership Tax Reporting

Christa Kaur, Chief of StaffFeb 10, 2026

K-1 Extraction Guide: Automate Your Partnership Tax Reporting

Legal and Compliance Timelines in Fund Administration

Christa Kaur, Chief of StaffFeb 03, 2026

Legal and Compliance Timelines in Fund Administration

PCAP Statement Guide: Quarter-End Reporting for Private Equity

Christa Kaur, Chief of StaffJan 15, 2026

PCAP Statement Guide: Quarter-End Reporting for Private Equity

How to Run a Stress Free 1099 Process: The Ultimate Guide for Finance Teams

Christa Kaur, Chief of StaffJan 15, 2026

How to Run a Stress Free 1099 Process: The Ultimate Guide for Finance Teams

Fund Reconciliation in Private Markets: A Complete Guide

Christa Kaur, Chief of StaffDec 12, 2025

Fund Reconciliation in Private Markets: A Complete Guide