Hazeltree Appoints Lokesh Seth as CEO to Propel Innovation and Growth

New Leadership Positions Strengthen SaaS Expertise and Strategic Vision

New York, NY – Hazeltree, a leading provider of treasury and liquidity management solutions, appointed Lokesh Seth as its Chief Executive Officer. Lokesh brings extensive experience in driving digital transformation and scaling fintech SaaS companies, reaffirming Hazeltree’s commitment to delivering a best-in-class treasury platform for its clients.

“Lokesh’s leadership comes at an opportune time for Hazeltree, as market trends underscore the growing demand for our solutions” said Remy Trafelet, Executive Chairman and Founder of Hazeltree. “His outstanding history of scaling SaaS organizations and driving transformative strategies aligns perfectly with our mission to deliver premier treasury and liquidity management solutions for investment management firms.

Lokesh Seth joins Hazeltree with an impressive career spanning pivotal President and Chief Operating Officer roles at Intapp and DealCloud, where he orchestrated a remarkable growth trajectory from $2 million to over $200 million in annual recurring revenue (ARR) over seven years, including a successful IPO in 2021. Earlier, as a Chief Technology Officer, Lokesh led iLevel, a Blackstone spin-off, establishing it as a market leader in private markets portfolio monitoring technology.

“I am honored to lead Hazeltree in its next chapter of innovation and growth,” said Lokesh Seth. “The company’s vision of empowering investment management firms through streamlined workflows, enhanced data accessibility, and superior execution aligns closely with my passion for scaling SaaS solutions that deliver tangible value for clients.”

“Lokesh is a seasoned fintech executive with significant domain knowledge and SaaS technology expertise,” said Rick Kushel, Managing Partner at FINTOP Capital, “and we look forward to working together again following our successes at both iLevel and DealCloud.”

Hazeltree also announced additional leadership appointments to reinforce its strategic vision. Douglas Trafelet has joined as Chief Commercial Officer, bringing expertise from senior roles at PitchBook, Coleman Research, and Moonfare. Additionally, Kyri Yiannakis has been promoted to Chief Client Officer, building on his success as Hazeltree’s Head of EMEA and leadership positions at ComplySci and iLevel.

With these changes, Hazeltree is poised to enhance its offerings for hedge funds, private markets, and asset management firms, enabling clients to achieve faster time-to-value and sustained optimization.

About Hazeltree Hazeltree provides innovative cloud-based treasury and liquidity management solutions designed to enhance transparency, optimize liquidity, and mitigate risk for investment management firms. Serving alternative asset managers such as hedge funds, private equity, private credit, real estate, sovereign wealth funds, pensions, endowments, and their service providers, Hazeltree delivers value creating technology solutions. Hazeltree is headquartered in New York with offices in London, Bournemouth, and Hong Kong. For more information, please visit www.hazeltree.com.

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Media Contact: Matt Jago

VP, Digital Growth

Hazeltree

mjago@hazeltree.com