West Chester, PA
Summary
This global investment operations firm specializes in providing middle and back office services, including investment operations outsourcing, fund administration, trade settlements, and compliance solutions. They cater to a diverse clientele, including institutional managers, wealth managers, emerging managers, plan sponsors, fund managers, and family offices, offering tailored solutions to enhance operational efficiency and support growth. Their technology-driven approach integrates custom software solutions to streamline processes and improve client reporting.
We offer API access to our data.
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Label
Value
Active Dates
14.1 years — Since Dec 2010
Web Hosting
Platform
E-Mail Provider
NAICS Code
523930
SIC 4 Digit Code
6282
SIC 2 Digit Code
62
Industry
1. Investment Operations and Financial Services
2. Investment Advice
Vendor
Source
Microsoft
TXT Record
GlobalSign
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Atlassian
TXT Record
TXT Record
Twilio
TXT Record
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| 2023 |
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| 2024 |
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