About Sidelight

Sidelight is an AI-powered platform that empowers financial services firms to take control of their data and application spend. By combining real user engagement data, usage intelligence, and peer benchmarking, we uncover hidden inefficiencies, strengthen vendor negotiations, and recommend trusted, cost-effective alternatives.

The Stats Behind Our Story

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$6B

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50%

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20+

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    Our Mission

    To transform how financial services firms manage data and application spend by delivering unmatched transparency, actionable intelligence, and strategic vendor insights — empowering smarter decisions, stronger performance, and lasting value. 
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    Our Vision

    To be the global standard for data and application spend intelligence — where every financial firm has the insight, tools, and confidence to optimize value, negotiate from strength, and stay ahead of a rapidly evolving market. 
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    Our Value

    Sidelight empowers financial services firms to reduce data and application spend by delivering deep usage intelligence, vendor transparency, and AI-driven alternatives. Our platform surfaces inefficiencies, benchmarks performance, and strengthens negotiation leverage—helping firms cut costs, streamline operations, and make smarter investment decisions. 

Why Sidelight

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Unlock Hidden Savings

Identify underused, redundant, or overpriced data tools, freeing up budget without compromising performance.

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AI-Driven Insights

Leverage real-time usage data and AI-powered benchmarks to make smarter, evidence-backed decisions about your application data stack.

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Optimize Vendor Negotiations

Use comprehensive insights to strengthen your position and secure better pricing and contract terms, especially during annual renewals.

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Gain Full Visibility

Track data usage and access across teams, ensuring your organization is only paying for what’s actively utilized.

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Reduce Operational Complexity

Streamline your data stack by eliminating inefficiencies, and consolidate tools without disrupting critical workflows.

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Stay Ahead of Market Trends

Keep up with emerging vendors and industry shifts, ensuring your tech stack remains competitive and aligned with your evolving needs.

Built by Industry Experts. Driven by Results.

We bring decades of experience in finance, data, and AI to deliver intelligent solutions that drive real savings and strategic impact.

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Vanguard

A note from our CEO

At Sidelight, we set out to solve a problem every financial firm feels but few can quantify—wasted spend on tools that don’t deliver. The asset management and financial services industry is under constant pressure to do more with less, yet critical decisions are too often made in the dark. Sidelight changes that. By delivering deep usage intelligence, transparent benchmarks, and actionable vendor insights, we give firms the visibility and confidence they need to optimize spend, strengthen negotiations, and operate with precision. This isn’t just about cost savings—it’s about building smarter, more agile institutions for the future.

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Charles_Ashwanden

Taurance Robnett  (2)
Taurance Robnett

Co-Founder

Brian Jay (1)
Brian Jay

Co-Founder

New Openings

Coming soon!

Frequently Asked Question

1. What is Sidelight?

Sidelight is an AI-powered platform that helps financial services firms reduce data and application spend without disrupting performance. By combining usage intelligence, peer benchmarking, and real-time vendor insights, Sidelight uncovers inefficiencies, strengthens negotiations, and recommends smarter, cost-effective alternatives—all in one integrated system.

2. What types of firms use Sidelight?

Sidelight is built for investment managers, hedge funds, banks, and other financial institutions that rely heavily on data and technology. It’s also used by procurement teams, vendor management leaders, CTOs, compliance officers, and consultants looking to optimize spend, improve oversight, and future-proof their vendor strategy.

3. What problems does Sidelight solve?

Sidelight addresses the most common pain points in data and application management: redundant tools, lack of usage visibility, opaque vendor pricing, weak negotiation leverage, and inefficient spend. Our platform makes it easy to identify waste, justify vendor changes, and drive strategic decisions using real data—not assumptions.

4. What makes Sidelight different from traditional vendor management solutions?

Unlike traditional tools that focus purely on cost or contract tracking, Sidelight combines real user engagement data, market benchmarks, and AI-driven recommendations to drive actionable intelligence. We don’t just surface dashboards—we provide the context and confidence needed to act, optimize, and stay ahead of vendor and market shifts.

5. Will using Sidelight disrupt our existing workflows or systems?

Not at all. Sidelight is designed to deliver insights without interfering with your core operations. We work alongside your current workflows and toolsets—helping you streamline spend, consolidate where appropriate, and maximize value from the systems you already rely on.

6. I need support using your platform

We’re here to be your partner, not just your platform. Every Sidelight customer gets access to a dedicated support team, onboarding assistance, and ongoing guidance from product and industry experts. Whether you need help interpreting insights, making strategic decisions, or navigating vendor conversations, we’re just a message away—with human support, not just ticketing bots.

Simply email us at support@sidelight.io.

Request a demo of Sidelight today