Accredence

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

Berwyn, Pennsylvania, 19312, United Stat...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Accredence

Accredence provides compliance advisory services and solutions to investment advisers and broker/dealers. Among other things, we can help you develop and administer a compliance program, enhance compliance policies and procedures, manage SEC and FINRA examinations, and prepare regulatory filings. John Ramrez, Founder and Principal, has been providing compliance and related services for almost twenty years. As Chief Compliance Officer of funds, investment advisers, and broker/dealers, he oversaw the establishment of compliance programs and implementation of policies and procedures, conducted compliance program reviews, monitoring, and testing, and supervised several SEC and FINRA examinations.Explore more
Accredence's Social MediaPopular SearchesAccredenceSIC Code 87,874NAICS Code 54,541Show more

Accredence Org Chart

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John Ramirez, Founder & Principal at Accredence
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Founder & Principal

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JR
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Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Accredence

<$5M
1-10
Private
-
-
John Ramirez, Founder & Principal at Accredence
John RamirezFounder & Principal
<$5M
11-50
Private
$22.1M
2005
DM
Duane ManningVice President
<$5M
11-50
Private
-
1999
SB
Stephen BarrettChairman, CEO
<$5M
1-10
Private
-
2013
JG
John GaltPresident
<$5M
11-50
Private
-
2000
GB
Grace BennettPrincipal, Portfolio Manager and Chief Strategy Officer
<$5M
1-10
Private
-
2017
VL
Valerie LewisChief Compliance Officer
<$5M
1-10
Private
-
1999
EC
Ely ChocronVice President, Investments
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Accredence is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Accredence is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Accredence.

Accredence Tech Stack

A closer look at the technologies used by Accredence

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Frequently Asked Questions Regarding Accredence

What is Accredence's official website?
Accredence's official website is www.accredence.com
What is Accredence's Revenue?
Accredence's revenue is <$5 Million
What is Accredence's SIC code?
Accredence's SIC: 87,874
What is Accredence's NAICS code?
Accredence's NAICS: 54,541
How many employees does Accredence have?
Accredence has 1-10 employees
What industry does Accredence belong to?
Accredence is in the industry of: Finance, Securities Trading
What is Accredence competition?
Accredence top competitors include: Woodmont Investment Counsel, 40 Act Compliance, Sandlapper Securities, John Galt Wealth Solutions
What technology does Accredence use?
Some of the popular technologies that Accredence uses are: reCAPTCHA, Google Cloud DNS, Google Cloud Platform, Google Font API
What does Accredence do?

Accredence provides compliance advisory services and solutions to investment advisers and broker/dealers. Among other things, we can help you develop and administer a compliance program, enhance compliance policies and procedures, manage SEC and FINRA examinations, and prepare regulatory filings. John Ramrez, Founder and Principal, has been providi... ng compliance and related services for almost twenty years. As Chief Compliance Officer of funds, investment advisers, and broker/dealers, he oversaw the establishment of compliance programs and implementation of policies and procedures, conducted compliance program reviews, monitoring, and testing, and supervised several SEC and FINRA examinations.Read More

What are Accredence social media links?
Accredence Linkedin page
Is Accredence a public company?
Accredence is private company therefore does not currently have an official ticker symbol
See more information about Accredence

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