Hazeltree
Hazeltree provides treasury and liquidity management software for hedge funds, private equity firms, asset managers, and other institutional investors, helping them optimize cash, collateral, securities financing, and counterparty risk. Its cloud-based platform centralizes data across counterparties and custodians to support forecasting, margin management, and regulatory reporting. The company generates revenue through subscription licensing and related implementation and support services.
- Treasury Management
- Financial Planning & Analysis
- Business Intelligence & Dashboards
- Revenue
- $35.0M
- Employees
- 180
- Founded
- 2011
- Headquarters
- New York City, United States of America
What 8 Arbolus experts think of Hazeltree
The majority of experts express positive NPS scores (7 or 8), and 80% report strong renewal intent, with high satisfaction among direct users and large spenders. Implementation stickiness is notable, with most clients using Hazeltree for more than one year. Concerns primarily center around usability challenges for less complex or smaller organizations, and potential limitations when market complexity or volatility increases. Themes of effective automation, robust integration, and operational efficiency drive overall positive expert sentiment.Overall Customer Sentiment: Positive
Who reviewed Hazeltree
- C-Suite 50% (4)
- Director 38% (3)
- Manager 12% (1)
Employer names and spend open in the full report, along with the other 5 customers.
Everything 8 customers told us about Hazeltree.
Employer names, spend, renewal intent and every written answer behind the numbers on this page.
Sentiment
50 Net Promoter Score, from 8 scored reviews- Promoters 4
- Passives 4
- Detractors 0
Cumulative NPS by month
+1 over 6 months- Jan 7
- Feb 8
- Mar 8
- May 9
- Jun 8
- Aug 8
Net Promoter Score across 2 reviews, accumulated up to each month. Category median 40 across 2 companies.
Praised
- Growth into International and Large Enterprise Segments
- Deeper Integration and Automation Expansion
- Investment in Advanced Analytics
- Comprehensive Treasury Workflow Coverage
Criticised
- Competitive Pressure from Large-Scale Solutions
- Adaptability During Extreme Market Volatility
- Pricing Sensitivity and Value Alignment
- Advanced Analytics and Customization
What customers say
Renewal intent
Plan to renew 50%Plan to renew, by seniority
- 50% 4 answers
- 0% 1 answer
- 100% 1 answer
- 8.3/10 Average score from customers who will renew
- 7.7/10 Average score from undecided customers
Top alternatives
Most weighed by Hazeltree customers
Report
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