Who We Are

Who We Are: Derivative Path is a San Francisco, California-based, company that is approaching the over-the-counter derivative markets with a fresh, technology-driven services offering. We provide a technology-led solution to assist financial institutions and commercial end users in executing and managing their over-the-counter interest rate derivative transactions.

Experience: Our team is led by industry veterans who have worked in the derivatives/capital markets business for some of the world’s largest banks.

Expertise in Sales, Structuring and Execution: The Derivative Path sales and execution team has led derivative sales efforts for several major banks. They have assisted numerous financial institutions in creating derivatives hedging business opportunities, setting up back-to-back swap programs and working with respective capital markets and commercial lending groups.

Technology: Our technology team has years of experience in leading the technology, trading and product development effort at some of the world’s largest banking organizations. We have partnered with an industry-leading technology provider, to ensure that key aspects of our clients’ trading operations will be automated, and that the tasks necessary from a trade servicing standpoint will be accomplished by a rules and workflow based engine that can mitigate manual and/or spreadsheet-based errors. Our clients will also have access to a marketing and trade management platform capable of providing indicative pricing and a platform for record retention.

Derivative Path is a Member of the National Futures Association (NFA) and is registered as an Introducing Broker (IB).

Derivative Path Inc. is a BBB Accredited Business Consultant in Walnut Creek, CA