Our Journey & Vision
Cognivo was founded in Manhattan, NYC, to provide institutional-grade data solutions to investment firms of all sizes. While large firms have dedicated teams to optimize their data strategies, many small and mid-sized investment firms struggle with fragmented systems, slow reporting, and operational inefficiencies.
With nearly two decades of experience in investment management data strategy, we understand the complexities of portfolio data, risk oversight, regulatory reporting, and investment decision-making. We help firms turn these challenges into a competitive advantage.
Cognivo operates as a boutique consulting and execution firm, personally led by Hardeep Mehta, ensuring that every engagement delivers the highest level of expertise, precision, and impact.
If your firm is looking to streamline workflows, strengthen risk management, and maximize alpha generation, let’s connect.
Hardeep Mehta
Founder & Managing Director
Cognivo
Meet Our Leadership Team
Hardeep Mehta, Founder and CEO
With nearly two decades of experience in investment management data strategy, I specialize in helping firms turn fragmented, slow-moving data into a competitive advantage. I have worked with hedge funds, asset managers, family offices, and outsourced CIOs to build institutional-grade data infrastructures that drive alpha generation, risk oversight, and operational scale.
I personally lead all strategic engagements, ensuring that clients receive expert guidance and execution-driven solutions. Cognivo serves as the implementation arm, delivering automation, workflow optimization, and seamless data integration.
Kate Hayes, Head of Business Development
With over 10 years in investment management and financial technology, I drive Cognivo’s growth by ensuring our solutions align with the most pressing challenges investment firms face today. My expertise in market trends, client strategy, and business development enables Cognivo to deliver solutions that increase efficiency, reduce risk, and drive decision-making clarity.
Paul Thompson, Head of Data & Technology Implementation
With over 15 years of experience in investment data infrastructure, I specialize in building and optimizing technology ecosystems for investment firms. I lead the execution of Cognivo’s automation and integration projects, ensuring that firms move away from manual, Excel-heavy processes to scalable, real-time data environments. My focus is on seamless implementation, minimizing disruptions, and maximizing long-term efficiency.
What Sets Us Apart
Deep Investment Management Expertise
With nearly two decades of experience in investment management data strategy, we understand the operational, risk, and execution challenges firms face daily. We design institutional-grade data infrastructures that help investment firms move faster, mitigate risk, and strengthen decision-making.
Hands-On Execution, Not Just Strategy
Unlike traditional consultants, we don’t just advise, we implement. Every engagement is led by Hardeep Mehta, ensuring that firms receive practical, execution-focused solutions tailored to their needs. Cognivo acts as the execution arm, helping investment firms eliminate inefficiencies and automate workflows.
Finance & Technology, Seamlessly Integrated
Investment management demands precision, compliance, and scalability. We combine deep industry knowledge with cutting-edge technology solutions, ensuring firms stay ahead of regulatory, operational, and data challenges.
Our Core Values
At Cognivo, we believe that data should be a competitive advantage, not an obstacle. Our values reflect our commitment to maximizing alpha, reducing risk, and driving operational excellence for investment firms.
Client Success
Our success is measured by the efficiency gains, risk reduction, and alpha generation we deliver for our clients.
Strategic Execution
We don’t just consult—we implement. Every engagement is designed to provide practical, scalable solutions that drive real results.
Investment-Grade Precision
Investment firms require accuracy, transparency, and speed. We integrate best-in-class data strategies and technology to ensure firms operate at peak efficiency.
Industry Recognition
Cognivo has been recognized for delivering high-impact data solutions tailored for investment firms. Our commitment to helping firms drive alpha, mitigate risk, and improve operational efficiency has earned industry-wide recognition.
Recognized As
In 2020, Hedge Fund Magazine awarded us as the “best of the best” in. . .


Our success is measured by the results we achieve for our clients. With over $10M+ in efficiency gains and streamlined reporting solutions, we continue to set the benchmark for institutional-grade data strategy and execution.
Client Endorsements
Lorraine WangLorraine Wang, President & CEO at GAMMA Investing
I’ve had the pleasure of working with Hardeep and his team at Cognivo over the past year as we developed our new data centralization and reporting platform.
From my personal experience, I highly recommend them as a consulting and implementation partner for any financial services company looking to drive innovation through data and technology.
Their team brought deep expertise in data infrastructure, advanced analytics, and financial services to our engagement. They worked together with our internal IT and business stakeholders to ensure the solution was tailored to our specific needs and integrated seamlessly with our existing systems.
Throughout the project, I was impressed with Hardeep’s professionalism and dedication to our success. They consistently delivered high-quality work on time and within budget through excellent project management. They anticipated risks and challenges, allowing us to avoid roadblocks.
In summary, Hardeep and his team created tremendous value for our business. I look forward to collaborating with them again soon on future strategic initiatives.Lorraine Wang
CEO, GAMMA Investing
Paul Nealon, Co-Founder, Managing Partner at Resolute Global Partners
ILS Capital Management is a Fund specializing in reinsurance, an asset class that is not widely known in the U.S. We hired Cognivo to help us upgrade our technology and operations, which involved moving from our legacy system to a more robust and automated system that supported seamless and more efficient operations for our hedge fund.
The Cognivo team, under the leadership of Hardeep, developed an overall plan and successfully guided us through this transition. Despite Hardeep’s limited knowledge of reinsurance at inception, his deep knowledge and understanding of the fund industry, his technical expertise, and his dedication to learning and understanding our asset class allowed him and his team to quickly understand our business needs and objectives. After defining our requirements, with minimal guidance, they have been able to build a specialized custom solution to meet our business needs.
The custom solution build by Cognivo, on top of centralized data, has helped us perform our month end reporting in a much more efficient manner, saving tens of man hours every month. We are now able to utilize that time for other important tasks. In addition, we now have the capability to perform more in-depth analysis and answer specific questions from our clients and investment team.
We have no hesitation recommending Hardeep and Cognivo to any hedge fund, looking for bespoke software and data solutions. They are an excellent technology partner for a hedge fund like us that does not have an internal technology development team.
Regards,
Paul Nealon
Co-Founder and Managing Partner
ILS Capital Management
Let’s Talk
We work with investment firms that are serious about optimizing their data strategy. If your firm is facing challenges with scalability, reporting, automation, or data-driven decision-making, let’s discuss how Cognivo can help.
📞 Schedule a Strategy Call → We’ll assess your firm’s needs and outline next steps.
ADDRESS
276 5th Ave, New York, NY 10001
PHONE
(475) 477-0747
EMAIL
