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Hazeltree

Paid#20 of 22 in Hedge Fund Software

Hazeltree: A focused treasury and portfolio-finance suite for complex cash and collateral workflows. Ranked #20 of 22 in Hedge Fund Software by our editors (6.9/10); pricing: Pricing on request; best for funds with complex cash and collateral workflows.

6.9/10Editor score

Visit Hazeltree

Hazeltree6.9 Visit Hazeltree

At a glance

Editor score
6.9 / 10
Pricing
Pricing on request
Best for
Funds with complex cash and collateral workflows
Free plan
No
Portfolio management
Yes
Facts checked
24 Sep 2026

Where it wins
- Consolidates cash across banking, brokerage and counterparty accounts
- Combines reconciliation, approvals, sweeps and liquidity projections
- Covers FX hedging, securities finance, collateral and margin management
Where it doesn't
- Narrower treasury focus than a full hedge-fund platform
- Pricing requires contacting sales and requesting a demo
- Cloud deployment and web access may not fit every operating model

Our verdict on Hazeltree

Hazeltree provides SaaS treasury, liquidity and portfolio-finance tools for hedge funds and other investment managers. It is aimed at firms that need to coordinate cash, positions and transactions across banks, brokers and counterparties, with a particular fit for funds managing complex cash and collateral workflows. The platform is available through the web and is deployed in the cloud. Its scope is operational treasury and portfolio finance rather than a complete hedge-fund operating system.

The functional depth centers on connected cash and financing processes: consolidated cash management, transaction approval and audit workflows, money-market fund connectivity and automated cash sweeps, and reconciliation for cash, positions and transactions. Liquidity management and projections sit alongside FX hedging for positions and cash flows. Securities finance, collateral and margin management, plus counterparty and custodian monitoring, extend the product beyond basic treasury visibility. Banking, brokerage and counterparty connections, SWIFT and AcadiaSoft MarginSphere support its fit with financial operations ecosystems.

According to the vendor's published product information, Hazeltree also serves private markets firms, banks and fund administrators. The pricing model is contact-sales, with prospective customers directed to request a demo; no free plan is offered. Email is the listed support channel. Buyers looking for treasury control, cash visibility and collateral workflows in one specialized suite should consider it. Firms seeking a broad hedge-fund platform should compare alternatives: Hazeltree's stated focus does not establish conventional order management, fund accounting or investor-portal capabilities.

Your product? Our editors can test Hazeltree in depth and publish a review, labelled as paid · from $149/mo →

Hazeltree pricing

Plans Pricing on requestPaid No free plan — trial or paid only. Prices checked 24 Sep 2026.

See plans on hazeltree.com

Hazeltree fact sheet

Free plan	No
Paid from	Not verified
Portfolio management	Yes
Order management	Not verified
Fund accounting	Not verified
Investor portal	Not verified
Supported asset classes	Not verified
Listed integrations	Not verified
Deployment	Cloud
Platforms	Web
Support	Email
Built for	Mid-market, Enterprise (editorial estimate)
Integrations	3 integrations: Banking, brokerage and counterparty connections, SWIFT, AcadiaSoft MarginSphere
Pricing	Pricing on request
Website	hazeltree.com
Facts checked	24 Sep 2026

Hazeltree integrations

Hazeltree lists 3 integrations on its own site.

Banking, brokerage and counterparty connections
SWIFT
AcadiaSoft MarginSphere

Alternatives to Hazeltree

See all Hazeltree alternatives →

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The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Hazeltree for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.

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Featured on iTechGuides

Hazeltree is listed in our Hedge Fund Software directory. Add the badge to your site — it links back to this page.

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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Last updated 7 Oct 2026 · How we research and update