Built by Quants, Engineers, and Operators

About Us

Empowering portfolio managers to build systematic portfolio without engineering barriers, ensuring that the path from idea to revenue is seamless and scalable.

OUR MISSION

At BIASafe, we believe that portfolio managers should focus on clients and strategy, not infrastructure.

Too often, investment firms are slowed down by costly engineering projects, fragile spreadsheets, and fragmented tools. The gap between a research idea and a live portfolio is often filled with delays, "plumbing" issues, and key-person risk.

We built BIASafe to change that. We are a no-code platform that enables portfolio managers to design and deploy sophisticated quant strategies without the traditional complexity. By standardizing how systematic portfolios are built and run, we replace manual headaches with a single, end-to-end workflow.

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Backed by top-tier programs

ACET Banque Nationale
Mitacs
Plug and Play
Casablanca Finance City
NVIDIA Inception Program
Google Cloud for Startups
Montreal Fintech Station
Concordia University
ACET Banque Nationale
Mitacs
Plug and Play
Casablanca Finance City
NVIDIA Inception Program
Google Cloud for Startups
Montreal Fintech Station
Concordia University
ACET Banque Nationale
Mitacs
Plug and Play
Casablanca Finance City
NVIDIA Inception Program
Google Cloud for Startups
Montreal Fintech Station
Concordia University

OUR VALUES

What drives us

01

Simplicity

Complexity is the enemy of execution.

We believe powerful tools shouldn't be hard to use. By removing the engineering burden and costly infrastructure, we distill sophisticated quant strategies into an intuitive, no-code experience. We make the technology invisible so your investment ideas can shine.

02

Integrity

Institutional rigor by design.

Speed means nothing without trust. We embed the discipline of top-tier firms directly into our platform; baking in audit trails, point-in-time data, and transparent controls. We ensure that the portfolio you design is the portfolio you deploy, every time.

03

Empowerment

We build for the builder.

We believe technology should augment portfolio managers, not replace them. Our platform handles the heavy lifting, so your judgment and expertise stay at the center of the process. We are here to unleash your potential, not automate you away.

04

Focus

Build portfolios, not infrastructure.

Every hour spent on spreadsheets or data pipelines is an hour away from your clients. We exist to eliminate that operational overhead. Our goal is pragmatic and clear: to give you the freedom to focus on relationships, strategy, and AUM growth.

SECURITY

Launch fast on a foundation of unbreakable trust

We implement rigorous security controls, document them for institutional due diligence, and tell you exactly where each audit stands.

Independently Audited.
SOC 2 Type II Certified.

AICPA SOC CertificationSOC 2 Type II compliant — verified by Vanta

At BIASafe, security is an operational imperative backed by rigorous, independent validation. We have successfully completed the AICPA Service Organization Control (SOC) 2 Type II audit, moving beyond simple promises to provide verifiable evidence of our robust security posture.

This certification validates our infrastructure's ability to meet strict standards for Security, Availability, and Confidentiality. It confirms that our systems are defended against unauthorized access, resilient in operation, and that your proprietary data is rigorously safeguarded.

For portfolio managers, our SOC 2 compliance proves enterprise-grade maturity. This accelerates your due diligence processes and instills immediate confidence in institutional investors, removing barriers to scaling your AUM.

Information and data security safeguards

SSO Access & Encryption

Leverage Single Sign-On combined with robust encryption to ensure that only authorized users can access your sensitive data, while keeping your data secure.

Regional Processing & Hosting

Your information is processed and hosted regionally, ensuring compliance with local data protection regulations and minimizing latency while keeping your data secure.

Audit Logs

Monitor every activity within the platform. Detailed audit logs capture every change and access event, ensuring full transparency and control over your data.

Governance Controls

Manage and enforce your data policies effortlessly. Get a clear overview of access controls, compliance status, and maintain robust oversight of your platform.

No Foundation Model Training

BIASafe does not use your data to train any underlying model. Your confidential information remains yours and is never repurposed for external model training.

Live evidenceGo to trust center

TEAM

Meet the team

We come to work every day to ensure that the only limit to your portfolio is your imagination, not your infrastructure.

Ilyas ZAKIAT, CFA, CAIA, FRM

Ilyas ZAKIAT, CFA, CAIA, FRM

Chief Executive Officer

Teric GREENAN

Teric GREENAN

Chief Operating Officer

BOARD

Strategic Advisors

Mohamed LAAROUSSI, MBA

Mohamed is a serial deep-tech entrepreneur with 4 successful exits, including E2metrix (2024) and AXes.ai (2010). Today, he is the Founder & President of Aquaforge and serves as Board Member & Strategic Advisor at BIASafe.

Marc-André RENAUD, MBA

Marc-André served as Partner at Deloitte and held senior roles of leadership at Bell & Rogers. Formerly the CEO of DIREXYON Technologies, he is now Managing Partner at Ascension Capital and serves as Head Coach at BIASafe.

Patrick DROLET, MBA

Patrick is a digital identity and cybersecurity leader. Formerly the CEO of Notarius and CTO/COO of Portage CyberTech, he is now the Founding CEO of Aquaforge. Today, he serves as a Strategic Advisor at BIASafe.

Jean-Claude YANA

Jean-Claude is a serial entrepreneur & private equity veteran. Formerly the CEO/Chairman of Sybel, Business Soft, Orchestra-Kazibao, and Technomarine, also Founder of the tech fund E-Partners. Today, he serves as Strategic Advisor at BIASafe.

Nizar BOUGUILA, PhD

Prof. Bouguila currently serves as Founding Director of the Applied AI Institute at Concordia University, where he holds the Tier I Research Chair in Applied AI. He also serves as a Scientific Advisor at BIASafe in agentic AI.

Manar AMAYRI, PhD

Dr. Amayri is an Associate Professor at Concordia Institute for Information Systems Engineering (CIISE). She specializes in Explainable AI (XAI) for autonomous environments. She serves as Scientific Advisor at BIASafe in agentic AI.

LOCATIONS

Visit us at one of our three offices.

Montreal

Montreal, QC

BIASafe Inc.
4 Place Ville-Marie, Suite 300
Montreal, Quebec H3B 2E7, Canada

New York

New York City, NY

BIASafe Securities USA Corp
447 Broadway, 2nd Floor, Suite 3340
New York City, New York 10013, United States

Casablanca

Casablanca, Morocco

BIASafe EMEA s.a.r.l. (CFC Member)
CFC Cube Tower, 4th Floor, Main Street Ave.
Casa Anfa, Casablanca 20250, Morocco

Headquarters

At the Heart of Canada’s Largest Fintech Hub within the Iconic Place Ville-Marie

Located within the Montreal Fintech Station, our operations sit at the exact epicenter of the nation's financial core. This location provides a direct connection to the same "square mile" housing Canada's largest pension funds, global banks, and leading asset management firms.

Our Central Operational Hub: A Strategic Nexus for Innovation

Montreal serves as the primary home for our entire team. By centralizing our collective expertise; from engineering and product design to institutional partnerships, within the city's most influential fintech cluster, we foster a culture of high-velocity collaboration. This unified presence ensures that every aspect of our platform is built in direct proximity to the markets we serve.


By leveraging Montreal’s unique density of machine learning experts and regulatory specialists, we bridge the gap between advanced agentic AI and institutional-grade FinTech. This synergy ensures that BIASafe remains at the forefront of the industry, delivering secure, high-integrity solutions that meet the evolving demands of the global digital economy. This strategic grounding in a global AI talent powerhouse also allows us to integrate world-class research directly into our development pipeline.

OPEN ROLES

INSIGHTS

Understand the philosophy behind our platform

AS FEATURED ON

National Post
Business Insider
Yahoo Finance
Digital Journal
Mediaplanet
Finance Montreal

FAQ

Frequently asked questions

BIASafe is an end-to-end platform that enables firms to build, test, and launch custom systematic strategies through a single, no-code workflow. By centralizing research, execution, and monitoring into one unified engine, our infrastructure automates the entire investment lifecycle; from backtesting and deployment to portfolio rebalancing and client onboarding. From a business perspective, this transforms your operations into a scalable 'asset-light' model, allowing lean teams to manage thousands of complex accounts and grow AUM without the traditional need to increase headcount or overhead.

BIASafe’s mission is to bridge the technology gap between industry giants and smaller asset managers. We believe that sophisticated, systematic investment strategies shouldn't be reserved only for firms with massive engineering budgets. By providing a unified, no-code infrastructure, we empower smaller players to eliminate high overhead costs and compete on a level playing field. Our goal is to transform 'institutional-grade' from a luxury into a standard, allowing lean teams to build, scale, and manage complex portfolios with absolute precision and trust.

BIASafe differentiates itself through a single, highly versatile quantitative engine that replaces the need for multiple specialized tools. Unlike platforms limited to specific styles, our engine allows you to build and manage a vast range of mandates; from indexing and thematic strategies to smart-beta, option overlays, and long-short equity, all in one place. This 'one engine, infinite mandates' approach allows your firm to launch diverse proprietary products instantly while significantly reducing the cost and complexity of managing fragmented software.

Yes. We recognize that every firm has unique infrastructure constraints and investment DNA. Our platform onboarding process includes a dedicated implementation phase, where your team is supported by our quants and engineers. We work closely with you to ensure our platform aligns with your specific mandates and integrates seamlessly into your existing workflows.

Ensuring rigorous security standards. Our cloud-native infrastructure includes detailed logging, audit readiness, firewalls, and secure VPCs. We maintain strict access controls to protect both systems and client data, ensuring confidentiality and integrity.

BIASafe relies on Morningstar as its core market data partner. The platform provides access to point-in-time universes, corporate actions, adjusted price histories, benchmarks, and fundamental datasets. This data architecture is designed to support repeatable research and regulator-ready validation, with built-in controls to mitigate survivorship and look-ahead bias. Full details on coverage and usage are outlined in the Disclaimers.

BIASafe operates as a group of companies. BIASafe Inc. provides the investment technology platform, and BIASafe Securities USA Corporation is registered with the U.S. Securities and Exchange Commission (CRD No. 342777). The services offered, the fees charged, how our professionals are compensated, and any conflicts of interest are described in our Form CRS and Form ADV, both linked from our Form CRS page. On the technology side, our cloud-native infrastructure is built for regulator-ready validation, with encryption at rest and in transit, role-based access controls, SSO, secure VPCs, full audit logs, 24/7 monitoring, and GDPR-aligned privacy practices. Our SOC 2 Type II audit is currently in progress, and data sovereignty with in-region cloud hosting is available where required.

Quant strategies reduce overhead by automating the manual data processing and routine tasks that typically require a large staff. By replacing 'per-stock' analysis with a systematic engine, your firm can scale its assets under management without needing to hire more people. This allows a lean team to focus on high-level strategy while the system handles the repetitive execution, significantly lowering operational costs and eliminating human error.

Systematic strategies replace subjective 'gut feelings' with a rule-based framework that remains disciplined during market volatility. Unlike discretionary approaches, which are prone to human emotional bias and difficult to replicate, systematic models are mathematically testable and repeatable. This ensures your investment process stays consistent and auditable at scale, regardless of who is managing the desk.

Ready to focus on what matters?

Stop managing pipelines and start building portfolios.

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