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Unrivalled

Technical

Knowledge

Unrivalled

Technical

Knowledge

We offer a range of digital transformation solutions to banks, private equity firms and corporates.

Since starting operations in 2009, we have formed successful long-term relationships with a multitude of global clients. With offices in London and New York and service centers in all major time zones, we have a footprint that allows us to serve our customers wherever they are located.

locations across multiple timezones
0
market share
~ 0 %
employees and contractors
100

Mission.

Our mission is to push the boundaries of automation for legal and financial applications by combining our deep domain knowledge in these sectors with state-of-the-art technology and cost-effective managed services.

Strategy.

We offer a range of industry-specific solutions designed to automate repetitive processes using a mix of technology, near-shore support services and experienced professionals. We have special expertise in listed and OTC derivatives, data extraction, document and workflow automation, and contract lifecyle management.

Values.

At WSD, our values guide every interaction, both internal and external. We lead by example, embodying operational excellence as integral to our identity and our commitment to superior client service is ingrained in our DNA. In the face of challenges, we prioritise proactive communication and a swift resolution, and while maintaining a collective focus on our work, we celebrate our accomplishments.

Executive Committee

Mathias Strasser

Chief Executive Officer

Mathias has practiced law for more than 20 years and has worked in the legal tech world for over ten years. He has broad legal experience and is a recognized expert in derivatives law and automation, having founded WallStreetDocs, RegXchange, PRIIP Cloud and Scissero. Mathias holds an LL.M. from Harvard Law School, and a Mag.Jur and Dr.Jur in law from the University of Vienna.

Executive Committee

Frances Weston

Chief Commercial Officer

Frances brings a wealth of experience to WSD, with a successful track record in the finance and technology sectors. Prior to joining WSD, she served as an independent M&A advisor in technology and Wealth Management, representing owners and investors. She also held the position of Managing Director for Econocom North America, UK & IRL. She has led the EMEA Advisory Council to the Board of 100 Women in Finance and the French Chamber of Commerce, showcasing her commitment to driving positive change within the industry.

Executive Committee

David Pearce

Chief Financial Officer

David is a Private Equity Portfolio CFO with extensive international experience and expertise in building and leading finance teams, debt refinancing, treasury management, investor relations, M&A, and strategic planning. He spent 20 years of experience as a CFO with Standard & Poor’s and has also been an early-stage investor in numerous high-growth companies. David has led successful business restructurings, integrations, and separations, resulting in significant improvements in financial performance.

Executive Committee

Richard Gompels

Chief Information Officer

Richard has been in Financial Services Technology for 25 years, working in Structured Products automation for almost half of them. Building on 12 years in Citi, with another 10 years’ experience delivering business-led Technology transformation – he has held CIO / CTO / VP Delivery for a variety of global and leading UK companies – to include Fiserv, Stemcor and Cashplus. He is a Chartered Accountant (Price Warterhouse, Edinburgh), and holds an MA(Hons) from St Andrews University.

Executive Committee

Heiko Steinmetz

Chief Product Officer and Managing Director for the DACH region

Heiko is an experienced business leader with a passion to build infrastructure, form teams and develop new products aimed at the capital markets space. He has over 20 years of hands-on leadership experience leading multi-disciplinary international teams and has delivered projects and provided ongoing work on technical, operational, regulatory, legal, compliance, and finance topics in Europe, Asia Pacific, and the Americas. Among other things, Heiko has spearheaded the development and management of the global structured products technology platform of a leading investment bank and has previously held positions with Goldman Sachs and Marex Financial.

Our Team

We are a team of experienced, highly motivated and qualified professionals with a deep commitment to innovation and client service, and a track record in large-scale regulatory projects. With all of our knowledge, we are always within reach: in London, Frankfurt, Göttingen, New York, Hong Kong, Dhaka – and always directly at our customers’ locations. Our experts work in interdisciplinary teams to combine all of our knowledge and skills towards a common goal: the best possible solution for our customers.

Milestone

2024-2015

2024
Employing over 250+ professionals and contractors globally, WSD has established itself as a key player in the financial services sector
The client portfolio, now comprising 78 financial services firms, includes numerous Tier 1 investment banks
WSD's global presence expands with the opening of a new office in Bangladesh
The launch of the SPi event in Europe marks another milestone for WSD, showcasing its commitment to innovation
Introducing Melody, the first AI solution designed for private banks, asset managers, and Tier 1 investment banks
2023
WSD continues its global expansion with a new office in Brazil
Edgar and Solvians join the WSD Group, contributing to its growth and diversification
Accredited with ISO 27001 and EcoVadis Silver, WSD maintains high standards of security and sustainability
Offering 24x7 support tailored to different time zones for its global client base
2022
Bowmark Capital, a leading private equity fund, invests in WSD, reinforcing its position in the industry
Solvians introduces a new product for KIDs on cryptocurrencies, publishing the first KIDs on Bitcoin and Ethereum
Distribution of ESG and European templates (EET) to multiple data vendors and distributors across Europe
2021
WSD receives recognition at the SRP Europe Awards 2021 for Best KIDS and PRIIPS Provider
Solvians achieves ISO27001 certification, emphasizing its commitment to information security
WSD expands its SPi event to Canada
Automated distribution of EPT and EMT data dedicated to funds
2020
WSD wins The DrawnDown Service Provider Awards 2020, highlighting its excellence in service provision
The SPi event is launched in the USA, further establishing WSD's presence in key financial markets
2019
WSD pioneers improved decision-making through its industry-leading database of derivatives and market intelligence tools
WSD's global database facilitates communication between sales and buy-side teams
Market intelligence tools enable the calculation of market shares, identification of opportunities, and tracking of the latest trends
2018
Operation of RegXchange, an industry-backed utility service, positions WSD as a key player in the data management landscape
Coordinating a consortium of 22 investment banks, 150+ wealth managers, and 15 data vendors, WSD manages a substantial volume of European listed derivatives and funds
WSD achieves significant cost savings in certain markets compared to the incumbent data dissemination platform
2017
WSD successfully implements major European regulatory projects (PRIIP KIDs and parts of MiFID 2) within tight timelines
Formation of the PRIIP Cloud consortium, comprising ten investment banks, strengthens collaboration in the industry
The implementation of a technology platform handles millions of KIDs annually and performs daily risk calculations for a vast product range
2015
WSD introduces straight-through processes for the issuance of structured products at leading U.S. investment banks
Nearly 100% automation of the workflow from data capture to trade booking and SEC filing is achieved for over 80% of structured products
A common technology platform streamlines integration for banks with third-party trading systems

We have strong client relationships with the world’s leading banks and financial institutions

ESG

WSD recognises that our social, economic and environmental responsibilities to all our stakeholders are integral to our business. We aim to demonstrate these responsibilities through our actions and within our corporate policies.

We take all feedback that we receive from our stakeholders seriously and, where possible, maintain an open dialogue to ensure that we fulfil our own ESG requirements.

We are committed to being open and honest in communicating our strategies, targets, performance and governance to our stakeholders in our continual commitment to sustainable development.

Speak to one of our experts to learn how we can help you take your business to the next level.

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