20+ years in Asset Management

At the intersection of Tech, Investment, Sales and Marketing.

20 years helping asset managers structure, digitalize and scale.

From CIO to founder to COMEX member, across public and private markets, I've built platforms, led teams and shipped products across the entire value chain.

2026
KASTELNIK_ / Founder
Contact
2021-2025
AirFund / COMEX, Deputy CEO

Private Equity fund distribution platform. Growth, product, distribution, partnerships.

2012-2021 Exit
Silk AM / Co-founder, CEO

First SaaS platform specializing in websites and communication tools dedicated to asset management.

20+ asset manager clients (DNCA, Mandarine, Keren Finance, Financière Arbevel, Maeschaert, Amplegest, ...).

2006-2011
La Financière de l'Échiquier / CIO

IT strategy and digital transformation. Data referential, business project management: securities chain, position keeping, fund and client reporting, CRM.

Strategic Advisory to Hands-on Execution

I work with asset managers as a fractional CxO. Strategy to execution. No translation needed.

Let's talk

Areas of expertise

01

Tech Project Delivery

Scoping, feasibility studies, rapid POCs, project management, tech team recruitment and structuring.

02

AI Integration

RAG on fund documentation, structured data extraction (prospectuses, reporting), autonomous agents, business process automation.

03

Data Structuring & Reporting

Product data referentials, client reporting automation, dashboards, industrialization.

04

Digital Distribution & Marketing

Digital strategy, website, client portal, CRM, growth, acquisition, SEO, outreach.

Engagement formats

Express POC

2-5 days, feasibility study or rapid prototype

Project Delivery

Efficient time-to-market. Scoped and delivered end-to-end.

Fractional CxO

Recurring mission, 1 to 3 days per week

Transition Management

Team structuring, recruitment, process implementation

SaaS Products. Built for the Industry.

Shaped by industry needs and hands-on experience.

Komply.am Live

Automated ORIAS & AMF compliance monitoring

7,200+ active CIFs tracked
Instant alerts on deregistration or license loss
Auditable reports for compliance officers
ORIAS statuses (CIF, COA, MOBSP, MIOBSP, AGA) and AMF licenses

You're an asset manager, distribution platform, or professional association? Automate your partners' license verification.

49€/month excl. VAT, 14-day free trial

Discover Komply.am →
Référentiel AM API

Industry reference database for asset management

98,000+ financial companies
Daily updates (ORIAS & AMF sources)
REST API available
Konnect.am Coming soon

The platform connecting asset and wealth management professionals

Over 2,500 events are organized every year in our industry. Organization remains complex, ROI analysis nearly nonexistent, and keeping track of connections over time is a daily challenge. Konnect.am changes the game.

Become an early adopter or partner →
Organize and promote your events
Manage your event selection and attendance
Measure your event activity ROI
Keep track of your professional connections

AI for Operational Efficiency

Exploring how AI, LLMs and RAG can drive innovation, performance and operational efficiency for asset managers.

3 concrete use cases

RAG & Documentation

Query your fund documents, prospectuses and reports in natural language. Custom deployment.

Data Extraction

Automatically structure data from your prospectuses, reports and regulatory documents.

Agents & Automation

Automate repetitive tasks and build intelligent workflows tailored to your business.

They trusted me

Listed and unlisted assets, independent boutiques and large groups, trusted relationships built over the years, and still going strong today.

LFDE
DNCA Finance
Eleva Capital
Mandarine Gestion
Gemway Assets
Varenne Capital
Financière Arbevel
Amplegest
ROCE Capital
Tailor AM
Keren Finance
Meeschaert AM
Eres Gestion
Atlas Invest
Agama
Lonvia Capital
Claresco
Lutetia Capital
Matignon Finances
MAC AM
iKapital
Delubac AM

Got a project in mind?

Yann Kastelnik
Yann KASTELNIK_
Founder & Builder. Tech, AI & SaaS for Asset Management.
Let's talk about your projects, brainstorm, find solutions, but above all, let's get to know each other. I'll listen and share my perspective.