Back Office Connection

Q: What is Back Office Connection's official website?

Back Office Connection's official website is www.backofficeconnection.com

Q: What is Back Office Connection's Revenue?

Back Office Connection's revenue is <$5 Million

Q: What is Back Office Connection's SIC code?

Back Office Connection's SIC: 87,874

Q: What is Back Office Connection's NAICS code?

Back Office Connection's NAICS: 54,541

Q: How many employees does Back Office Connection have?

Back Office Connection has 11-50 employees

Q: What industry does Back Office Connection belong to?

Back Office Connection is in the industry of: Business Services , Project Management

Q: What is Back Office Connection competition?

Back Office Connection top competitors include: Ratcliff Financial Services , Wealth Advisory Services , Fulcrum Wealth Advisors , Partnervest Financial Group

Q: What technology does Back Office Connection use?

Some of the popular technologies that Back Office Connection uses are: WordPress.org, reCAPTCHA, PHP, Microsoft 365

Q: How do I contact Back Office Connection?

Back Office Connection contact info: Phone number: (425) 250-7500 Website: www.backofficeconnection.com

Q: What does Back Office Connection do?

Back Office Connection provides tailored operational solutions for Registered Investment Advisory Firms, focusing on streamlining processes and centralizing data to enhance efficiency. Their services include operations management, client service support, and consulting to help firms adapt to industry trends and implement growth strategies. By actin... g as a partner-employee, they ensure that advisors can concentrate on client relationships rather than operational tasks. The company emphasizes a collaborative approach, creating customized service plans that scale with the client's business needs. Read More

Business Services · Washington, United States · 11-50 Employees

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Overview

Headquarters

550 Kirkland Way Ste 201, Kirkland, Wash...

Phone Number

(425) 250-7500

Website

www.backofficeconnection.com

Revenue

<$5 Million

Industry

Business Services

Project Management

About Back Office Connection

Back Office Connection provides tailored operational solutions for Registered Investment Advisory Firms, focusing on streamlining processes and centralizing data to enhance efficiency. Their services include operations management, client service support, and consulting to help firms adapt to industry trends and implement growth strategies. By acting as a partner-employee, they ensure that advisors can concentrate on client relationships rather than operational tasks. The company emphasizes a collaborative approach, creating customized service plans that scale with the client's business needs.Explore more

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View contact profiles from Back Office Connection

SIC Code 87,874NAICS Code 54,541Show more

Back Office Connection Org Chart

Phone

Shannon Saxton

Partner and President

Phone

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Back Office Connection

<$5M

11-50

Private

<$5M

2020

Shannon SaxtonPartner and President

Partnervest Financial Gro...

<$5M

11-50

Private

2001

Chang ShinChief Compliance Officer

Fulcrum Wealth Advisors

<$5M

1-10

Private

2013

Shelley KemperManager, Marketing

Ratcliff Financial Servic...

<$5M

1-10

Private

1991

Sharon RatcliffChief Financial Officer

Wealth Advisory Services

<$5M

1-10

Private

2003

Wm. LeePresident

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Back Office Connection Tech Stack

A closer look at the technologies used by Back Office Connection

PHP

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Frequently Asked Questions Regarding Back Office Connection

What is Back Office Connection's official website?

Back Office Connection's official website is www.backofficeconnection.com

What is Back Office Connection's Revenue?

Back Office Connection's revenue is <$5 Million

What is Back Office Connection's SIC code?

Back Office Connection's SIC: 87,874

What is Back Office Connection's NAICS code?

Back Office Connection's NAICS: 54,541

How many employees does Back Office Connection have?

Back Office Connection has 11-50 employees

What industry does Back Office Connection belong to?

Back Office Connection is in the industry of: Business Services, Project Management

What is Back Office Connection competition?

Back Office Connection top competitors include: Ratcliff Financial Services, Wealth Advisory Services, Fulcrum Wealth Advisors, Partnervest Financial Group

What technology does Back Office Connection use?

Some of the popular technologies that Back Office Connection uses are: WordPress.org, reCAPTCHA, PHP, Microsoft 365

How do I contact Back Office Connection?

Back Office Connection contact info: Phone number: (425) 250-7500 Website: www.backofficeconnection.com

What does Back Office Connection do?

What are Back Office Connection social media links?

Back Office Connection Linkedin page

Is Back Office Connection a public company?

Back Office Connection is private company therefore does not currently have an official ticker symbol

See more information about Back Office Connection

Back Office Connection Latest Hires and Their Positions

Back Office Connection is expanding and recently hired new employees. Here are the latest additions to the team.

Rebecca Matte

Customer Support Specialist

Joined Jul 1, 2026

Phone

Kristie Crismon

Platform Operations and Client Service Team

Joined Feb 23, 2026

Phone

Carla Sizemore

Platform Operations and Client Service Team

Joined Feb 23, 2026

Phone

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