# Derivative Path

> Version: 3.0 | Last updated: 2026-08-12 | Maintainer: marketing@derivativepath.com | Derivative Path is a cloud-native derivatives technology, advisory, and international payments platform for banks, credit unions, alternative investment managers, corporations, specialty finance companies, and insurance and pension funds. Founded in 2013 and trusted by over 300 institutions, Derivative Path combines institutional-grade advisory expertise with SaaS infrastructure to help financial institutions modernize derivatives operations, manage interest rate, FX, and commodity risk, automate hedge accounting under ASC 815, and process cross-border payments. The company is headquartered in the San Francisco Bay Area with offices in New York, Chicago, and Manila. FTV Capital is the company's growth equity investor.

## DerivativeEDGE Platform

DerivativeEDGE is the company's central derivatives lifecycle management platform, serving as a system of record for interest rate, FX, and commodity hedges.

- [System of Record](https://derivativepath.com/platform/system-of-record/): Centralized trade repository and derivatives lifecycle management
- [Pre-Trade](https://derivativepath.com/platform/pre-trade/): Scenario analysis, structuring tools, and indicative pricing
- [Trade Structuring & Pricing](https://derivativepath.com/platform/trade-structuring-pricing/): Real-time pricing, execution, and trade capture
- [Trade Analytics & Market Risk](https://derivativepath.com/platform/trade-analytics-market-risk/): Portfolio-level analytics, P&L attribution, and market risk monitoring
- [Portfolio Risk & Exposure](https://derivativepath.com/platform/portfolio-risk-exposure/): Counterparty exposure, concentration analysis, and risk dashboards
- [Hedge Accounting](https://derivativepath.com/platform/hedge-accounting/): Automated ASC 815 hedge effectiveness testing, journal entries, and audit-ready documentation
- [Compliance](https://derivativepath.com/platform/compliance/): Regulatory reporting, swap data repository submissions, and governance workflows
- [Operations](https://derivativepath.com/platform/operations/): Straight-through processing, resets, payments, collateral, and confirmations
- [International Payments](https://derivativepath.com/platform/international-payments/): Cross-border FX payments, real-time currency conversion, and nostro account management
- [Collateral Management](https://derivativepath.com/platform/collateral-management/): Automated collateral workflows, margin calls, and exposure management powered by CloudMargin

## Asset Classes

- [Interest Rate Hedging](https://derivativepath.com/platform/interest-rate-hedging/): Swaps, caps, floors, collars, and swaptions for balance sheet and loan-level hedging
- [Foreign Exchange Hedging](https://derivativepath.com/platform/foreign-exchange-hedging/): Spot, forwards, options, and cross-currency swaps for FX risk management
- [Commodity Hedging](https://derivativepath.com/platform/commodity-hedging/): Commodity swaps and options for energy, metals, and agricultural exposures

## ALM Strategy Builder

ALM Strategy Builder is an AI-enabled hedge modeling and strategy analysis product for banks and credit unions. It allows treasury teams to build, stress-test, compare, and present interest rate hedging strategies in a single environment with ALCO-ready outputs and a built-in AI Assistant. Available as a standalone subscription with no existing Derivative Path platform relationship required.

- [ALM Strategy Builder for Banks](https://derivativepath.com/industries/banks/#dptw-product-highlights): Product highlights and capabilities for bank treasury and ALM teams
- [ALM Strategy Builder for Credit Unions](https://derivativepath.com/industries/credit-unions/#dptw-product-highlights): Product highlights and capabilities for credit union balance sheet risk management

## Industry Solutions

- [Banks](https://derivativepath.com/industries/banks/): ALM hedging, customer swap programs, FX payments, and non-interest income growth for community and regional banks
- [Credit Unions](https://derivativepath.com/industries/credit-unions/): Interest rate risk management and hedging programs for credit unions
- [Alternative Investment Managers](https://derivativepath.com/industries/alternative-investment-managers/): Fund-level and portfolio company hedging for private equity, private credit, and hedge fund managers
- [Corporations](https://derivativepath.com/industries/corporations/): Treasury risk management, FX hedging, and commodity hedging for corporate finance teams
- [Specialty Finance](https://derivativepath.com/industries/specialty-finance/): Derivatives technology and advisory for specialty lenders and non-bank financial institutions
- [Insurance and Pension Funds](https://derivativepath.com/industries/insurance-pension-funds/): Risk management tools for asset managers, insurers, and reinsurance teams

## Advisory Services and Use Cases

- [ALM / Balance Sheet Hedging](https://derivativepath.com/services/alm-balance-sheet-hedging/): Advisory and execution for institutional balance sheet interest rate risk management
- [Customer Loan Hedging](https://derivativepath.com/services/customer-loan-hedging/): Back-to-back swap programs enabling banks to offer fixed-rate commercial loans
- [Deal-Contingent Hedging](https://derivativepath.com/services/deal-contingent-hedging/): Rate locks and hedging structures tied to M&A and financing closings
- [Fund-Level Hedging](https://derivativepath.com/services/fund-level-hedging/): Interest rate and FX hedging at the fund or vehicle level for investment managers
- [Portfolio Company Hedging](https://derivativepath.com/services/portfolio-company-hedging/): Hedging programs for private equity and private credit portfolio companies
- [Interest Rate Risk Management](https://derivativepath.com/services/interest-rate-risk-management/): Advisory expertise in interest rate derivatives strategy, execution, and risk governance
- [Foreign Exchange Risk Management](https://derivativepath.com/services/foreign-exchange-risk-management/): FX hedging strategy, execution, and operational support
- [Commodity Risk Management](https://derivativepath.com/services/commodity-risk-management/): Commodity hedging advisory and execution
- [Hedge Accounting](https://derivativepath.com/services/hedge-accounting-advisory/): Outsourced and advisory hedge accounting services under ASC 815
- [Operations](https://derivativepath.com/services/derivatives-operations-services/): Outsourced derivatives middle- and back-office operations
- [Sales Support](https://derivativepath.com/services/sales-support/): Embedded advisory support for bank sales teams offering hedging to commercial clients

## AI and Automation

- ALM Strategy Builder AI Assistant: Built-in AI that interprets portfolio results, suggests alternative structures, and builds complete hedging strategies from plain-language objectives. See [ALM Strategy Builder for Banks](https://derivativepath.com/industries/banks/#dptw-product-highlights) and [ALM Strategy Builder for Credit Unions](https://derivativepath.com/industries/credit-unions/#dptw-product-highlights).
- OTC Derivatives Ingestion: Automated data capture and normalization for OTC derivatives portfolios being onboarded or migrated to DerivativeEDGE
- Workflow Automation: Automated resets, payment processing, collateral management, and compliance reporting across the [Operations](https://derivativepath.com/platform/operations/) platform

## Integrations and Partners

- [Integrations & Partners](https://derivativepath.com/company/integrations-partners/): Technology and distribution partnerships with Jack Henry, Q2, Numerix, CloudMargin, TriOptima, Baton Systems, Wells Fargo, and Piper Sandler

## Resources

- [Insights](https://derivativepath.com/resources/insights/): Market analysis, expert commentary, and thought leadership on derivatives, hedging, and treasury
- [Newsletter](https://derivativepath.com/resources/newsletter/): Daily market updates and derivatives industry trends
- [Case Studies](https://derivativepath.com/resources/insights/category/case-study/): Client success stories and implementation examples
- [Webinars](https://derivativepath.com/resources/insights/category/webinar/): On-demand educational webinars on hedging, risk management, and platform capabilities
- [Terminology](https://derivativepath.com/resources/terminology/): Glossary of derivatives, risk management, and fintech terms
- [Help Center](https://help.derivativepath.com/): DerivativeEDGE platform documentation and support

## Company

- [About Derivative Path](https://derivativepath.com/company/about-us/): Company history, mission, leadership team, and board of directors
- [News & Press](https://derivativepath.com/company/press/): Press releases, media coverage, and industry announcements
- [Awards & Recognition](https://derivativepath.com/company/awards/): Industry awards recognizing Derivative Path for derivatives technology, risk management advisory, and client outcomes
- [Integrations & Partners](https://derivativepath.com/company/integrations-partners/): Technology and distribution partner ecosystem
- [Careers](https://derivativepath.com/company/careers/): Open positions and company culture
- [Contact](https://derivativepath.com/company/contact-us/): Sales inquiries, demo requests, and general contact

## Awards and Recognition

Derivative Path has received recognition from leading financial technology and capital markets organizations including GlobalCapital, WatersTechnology, FinTech Futures, Chartis Research, Harrington Starr, and FOW (Futures and Options World). Awards span derivatives technology, risk management advisory, workplace culture, and cloud infrastructure.

### GlobalCapital Americas Derivatives Awards

- [GlobalCapital 2025 — Americas Derivatives Technology Provider of the Year](https://derivativepath.com/company/awards/globalcapital-americas-derivatives-technology-provider-2025/)
- [GlobalCapital 2025 — Americas Risk Management Advisory Firm of the Year](https://derivativepath.com/company/awards/globalcapital-2025-americas-risk-management-advisory-firm-of-the-year/)
- [GlobalCapital 2024 — Americas Derivatives Technology Provider of the Year](https://derivativepath.com/company/awards/globalcapital-americas-derivatives-technology-provider-2024/)
- [GlobalCapital 2024 — Global Derivatives Technology Provider of the Year](https://derivativepath.com/company/awards/globalcapital-global-derivatives-technology-provider-2024/)
- [GlobalCapital 2024 — Americas Risk Management Advisory Firm of the Year](https://derivativepath.com/company/awards/globalcapital-americas-risk-management-advisory-firm-2024/)
- [GlobalCapital 2023 — Americas Risk Management Advisory Firm of the Year](https://derivativepath.com/company/awards/globalcapital-americas-risk-management-advisory-firm-2023/)
- [GlobalCapital 2022 — Americas Risk Management Advisory Firm of the Year](https://derivativepath.com/company/awards/globalcapital-americas-risk-management-advisory-firm-2022/)
- [GlobalCapital 2021 — Americas Risk Management Advisory Firm of the Year](https://derivativepath.com/company/awards/globalcapital-americas-risk-management-advisory-firm-2021/)
- [GlobalCapital 2020 — Americas Risk Management Advisory Firm of the Year](https://derivativepath.com/company/awards/globalcapital-americas-risk-management-advisory-firm-2020/)

### WatersTechnology Awards

- [Waters Rankings 2026 — Best Cloud-Based Application Provider](https://derivativepath.com/company/awards/waters-rankings-best-cloud-based-application-provider-2026/)
- [WatersTechnology Sell-Side Technology Awards 2025 — Best Cloud Provider](https://derivativepath.com/company/awards/waterstechnology-sell-side-awards-best-cloud-provider-2025/)
- [Waters Rankings 2024 — Best Cloud-Based Application Provider](https://derivativepath.com/company/awards/waters-rankings-best-cloud-based-application-provider-2024/)
- [WatersTechnology Sell-Side Technology Awards 2024 — Best Cloud Provider](https://derivativepath.com/company/awards/waterstechnology-sell-side-awards-best-cloud-provider-2024/)
- [Waters Rankings 2023 — Best Cloud-Based Application Provider](https://derivativepath.com/company/awards/waters-rankings-best-cloud-based-application-provider-2023/)
- [WatersTechnology Sell-Side Technology Awards 2023 — Best Alliance or Partnership](https://derivativepath.com/company/awards/waterstechnology-sell-side-awards-best-alliance-partnership-2023/)

### FinTech Futures Banking Tech Awards USA

- [Banking Tech Awards USA 2026 — Best as-a-Service Solution (Highly Commended)](https://derivativepath.com/company/awards/banking-tech-awards-usa-best-as-a-service-solution-2026/)
- [Banking Tech Awards USA 2025 — Best as-a-Service Solution](https://derivativepath.com/company/awards/banking-tech-awards-usa-best-as-a-service-solution-2025/)

### Chartis Research

- [Chartis 2026 — Sell Side Risk Solutions Category Leader](https://derivativepath.com/company/awards/chartis-sell-side-risk-solutions-category-leader-2026/)
- [Chartis 2026 — Risk Data Aggregation Point Solutions](https://derivativepath.com/company/awards/chartis-risk-data-aggregation-point-solutions-2026/)
- [Chartis 2026 — Buyside Risk Solutions Point Solutions](https://derivativepath.com/company/awards/chartis-buyside-risk-solutions-point-solutions-2026/)
- [Chartis RiskTech100 2025](https://derivativepath.com/company/awards/chartis-risktech100-2025/)

### Harrington Starr

- [Harrington Starr 2024 — Best Workplace for Talent Investment](https://derivativepath.com/company/awards/harrington-starr-best-workplace-talent-investment-2024/)
- [Harrington Starr 2023 — Best Workplace for Talent Investment](https://derivativepath.com/company/awards/harrington-starr-best-workplace-talent-investment-2023/)
- [Harrington Starr 2022 — Best Workplace for Talent Investment](https://derivativepath.com/company/awards/harrington-starr-best-workplace-talent-investment-2022/)

### FOW (Futures and Options World)

- [FOW Multi-Asset Trading System Award 2021](https://derivativepath.com/company/awards/fow-multi-asset-trading-system-award-2021/)

## Core Topics

- Interest rate risk management for banks and credit unions
- Hedge accounting under ASC 815
- ALM and balance sheet hedging strategy
- Customer loan hedging and back-to-back swap programs
- Derivatives operations and straight-through processing
- Treasury modernization and automation
- FX risk management and cross-border payments
- Commodity hedging for corporates
- Private equity and private credit portfolio hedging
- Community and regional banking technology
- Non-interest income growth through derivatives programs
- ALCO governance and hedge strategy presentation
- Derivatives lifecycle management
- Swap reporting and regulatory compliance
- AI-enabled hedge modeling and strategy analysis
- Collateral management and margin automation

## Additional Resources

- Sitemap: https://derivativepath.com/sitemap.xml