The Power of Partnership

Lightkeeper is a portfolio intelligence and analytics platform purpose-built for investment managers. But technology is only part of the story.

Since 2010, we have partnered closely with investment firms to help them centralize data, streamline operations, and unlock deeper investment insights. Our platform continuously evolves to meet the changing needs of investment managers, including AI-powered workflows that make every team more efficient and every decision better informed. Our combination of purpose-built technology and hands-on expertise enables clients to solve complex challenges faster and scale with confidence.

Today, Lightkeeper serves more than 160 investment management firms globally, supporting over $600 billion in assets under administration. From portfolio managers and risk teams to investor relations and operations, clients rely on Lightkeeper not just as a trusted technology platform to provide actionable insights from their data, but as a genuine partner in their success.

Founding story

Modernizing Data for Institutional Firms

Lightkeeper was founded on a simple belief: investment teams should spend their time acting on insights, not wrestling with data to get them.

Co-founded by Danny Dias, Larry Longo, and Robert Tishman, all of whom previously co-founded Tamale Software and 033 Asset Management, Lightkeeper was built by people who understood investment management from the inside

What began as an effort to solve that challenge has evolved into a leading global platform that helps investment managers centralize and validate their data, streamline analytics and reporting, and make decisions with greater confidence. Today, that original mission remains the same: helping firms spend less time managing data and more time putting it to work.

True Partners

Built With Our Clients, For Our Clients

Lightkeeper’s 99% client retention rate doesn’t happen by accident. It reflects a deliberate approach to what a technology partnership should look like in investment management.

Our Client Solutions team doesn’t just resolve tickets; they work directly alongside firms to understand their workflows, anticipate their needs, and ensure they’re getting maximum value from the platform as their business evolves.

Our team brings deep investment management expertise to every engagement, understanding not just the technology but the operational realities, reporting pressures, and analytical demands that investment professionals face every day. When a Lightkeeper team member works alongside your firm, they already understand your world.

That same expertise also shapes how the platform evolves. Every capability Lightkeeper offers today has been shaped by the collective experience of our client community, 160+ firms whose real-world challenges and evolving requirements drive our product roadmap. When a new firm joins Lightkeeper, they immediately benefit from that accumulated knowledge. They are not starting from scratch; they are inheriting more than a decade of refinement.

A Diverse skillset

Our Leadership Team

Dean Schaffer

President & Chief Executive Officer

Dean Schaffer is President & Chief Executive Officer of Lightkeeper, where he leads the company’s strategy and growth as the platform continues to expand its analytics, data infrastructure and AI capabilities for investment managers. He brings more than 20 years of experience building and scaling technology businesses that serve the investment management industry.

Prior to joining Lightkeeper, Dean led the Capital Administration division at Alter Domus and was President of Investors Economic Assurance (IEA), where he oversaw the management, growth, and eventual sale of the business. Dean holds an MBA from NYU Stern and a BA from the University of Pennsylvania.

Danny Dias

Chief Product Officer, Co-Founder

Danny Dias is Chief Product Officer and Co-Founder of Lightkeeper, where he leads product strategy and innovation across the platform. His work focuses on developing analytics and data infrastructure that align with the workflows and needs of modern investment teams.

Before founding Lightkeeper, Danny co-founded Tamale Software and served as Director of Research for 033 Asset Management. Earlier in his career, he was a credit derivatives trader at Merrill Lynch. Danny holds a degree in Computer Science from Harvard University, where he graduated magna cum laude.

Larry Longo

Chief Operating Officer, Co-Founder

Larry Longo is Chief Operating Officer and Co-Founder of Lightkeeper. He oversees company operations and helps guide the firm’s strategic and organizational development.

Larry has more than 30 years of leadership experience across financial operations, technology implementations, regulatory filings, and corporate development. Prior to Lightkeeper, he co-founded Tamale Software and served as COO and co-founder of 033 Asset Management, a long/short equity hedge fund. Larry graduated with high honors from Bentley University.

Bill Blinn

Chief Technology Officer

Bill Blinn is Chief Technology Officer at Lightkeeper, responsible for the architecture, reliability, and security of the platform. He leads the engineering team in delivering scalable analytics infrastructure and continuously enhancing the performance and capabilities of the Lightkeeper platform.

Bill was previously a senior software engineer at Tamale Software, where he was one of the earliest developers of the firm’s research management system. He holds a BS from Columbia University and an MBA from MIT’s Sloan School of Management.

Greg Johnson, CFA

Chief Client Officer

Greg Johnson leads the Client Solutions and Analytics teams at Lightkeeper, overseeing client engagement, training, and ongoing support to help firms maximize the value of the platform. Drawing on experience and understanding of both the platform and the continuously evolving investment industry, Greg and his teams consult directly with clients on how to turn data into actionable insights and enable better decision-making.

Greg joined Lightkeeper in 2014 from the Transaction Services valuation group at PricewaterhouseCoopers in Boston, where he focused on purchase price allocations and valuation analyses for major corporate transactions. He holds a degree from Boston College and is a CFA charterholder.

Bryon Cole

VP, Global Sales

Bryon Cole is VP, Global Sales at Lightkeeper, where he leads the company’s sales efforts and works with investment firms to introduce the platform’s analytics and data infrastructure capabilities. He brings more than 20 years of experience in capital markets technology and has developed deep relationships across the buy-side community.

Prior to joining Lightkeeper, Bryon served as Director of U.S. Sales at LiquidityBook and held a leadership role at GLS Fund Services, where he led sales and business development for the firm’s data and intelligence products. Earlier in his career, he held senior positions at ENSO Financial, TPG-Axon Capital, and Pequot Capital Management, where he spent nine years trading equities and managing portfolio finance activities. Bryon holds a B.A. in Economics from the University at Buffalo.

Claudine Martin

VP, Head of Marketing

Claudine Martin is VP, Head of Marketing at Lightkeeper, responsible for positioning the company’s analytics platform and expanding its presence across the investment management industry. She focuses on communicating the value of Lightkeeper’s portfolio analytics, data infrastructure, and AI-driven capabilities. She brings more than 20 years of experience in marketing leadership roles serving the investment management and financial technology industries.

Prior to joining Lightkeeper, Claudine served as Head of Marketing at Delta Data and Vice President, Head of Marketing at CircleBlack. Earlier in her career, she held senior marketing roles at Refinitiv, Scivantage, and State Street Corporation. Claudine holds an MBA from Suffolk University and a B.S. in Finance and Investments from Babson College.