Back Office Connection

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

Revenue

<$5 Million

Industry

Business Services Project Management
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

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
Back Office Connection's Social MediaPopular SearchesBack Office Connection IncBack Office ConnectionBack Office Connection?WeSIC Code 87,874NAICS Code 54,541Show more

Back Office Connection Org Chart

PhoneEmail
Shannon Saxton, Partner and President at Back Office Connection
United States flag for contact location.

Partner and President

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PhoneEmail
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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 Saxton, Partner and President at Back Office Connection
Shannon SaxtonPartner and President
<$5M
11-50
Private
-
2001
KH
Kenneth HymanExecutive Vice President
<$5M
11-50
Private
-
-
SB
Shewanda BooneProduct Manager
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Back Office Connection is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Back Office Connection is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Back Office Connection.

Back Office Connection financials insights

Gather financial insights about Back Office Connection, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Back Office Connection's Financials Insights

Back Office Connection Tech Stack

A closer look at the technologies used by Back Office Connection

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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, Holliger Financial Consultants
What technology does Back Office Connection use?
Some of the popular technologies that Back Office Connection uses are: ConnectWise Manage, Microsoft 365, GoDaddy DNS, Daily
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?

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

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

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