Investor Services

Finance · New York, United States · 51-200 Employees

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Overview

Headquarters

85 Broad St, New York City, New York, 10...

Phone Number

(332) 232-0500

Revenue

$6 Million

Industry

Finance Software Securities Trading Financial Software
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Investor Services

Investor Services specializes in ultra-secure, real-time digital asset custody solutions for financial institutions, family offices, and wealth advisors. Their offerings include fully automated systems for custody, clearing, settlement, and reporting of both traditional and alternative assets. The company provides scalable, cloud-based platforms that enhance operational efficiencies and compliance management. With a focus on enabling investments through various account types, they aim to give their clients a competitive edge in capital raising.Explore more
Investor Services's Social MediaPopular SearchesInvestor ServicesSIC Code 62,628NAICS Code 52,523Show more

Investor Services Org Chart

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Founder & Chief Revenue Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Investor Services

$6M
51-200
Private
-
2015
TY
Todd YanceyFounder & Chief Revenue Officer
$23.8M
51-200
Private
<$5M
2004
$20.6M
51-200
Private
-
2019
Christine Glick, Chief Operating Officer at Cinctive Capital
Christine GlickChief Operating Officer
$17.9M
51-200
Public
-
1993
GM
Gary MoffettMaterial Handler
$11.6M
51-200
Private
-
2008
Kelli Click, President at STRATA Trust
Kelli ClickPresident
$7.8M
51-200
Private
-
1975
<$5M
11-50
Private
-
2020
Roger Leibowitz, Chief Financial Officer & Senior VP at Cabot Lodge Securities
Roger LeibowitzChief Financial Officer & Senior VP
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Investor Services Tech Stack

A closer look at the technologies used by Investor Services

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Frequently Asked Questions Regarding Investor Services

What is Investor Services's official website?
Investor Services's official website is www.investorservices.com
What is Investor Services's Revenue?
Investor Services's revenue is $6 Million
What is Investor Services's SIC code?
Investor Services's SIC: 62,628
What is Investor Services's NAICS code?
Investor Services's NAICS: 52,523
How many employees does Investor Services have?
Investor Services has 51-200 employees
What industry does Investor Services belong to?
Investor Services is in the industry of: Finance, Software, Securities Trading
What is Investor Services competition?
Investor Services top competitors include: STRATA Trust, Altegris Investments, Highland Funds I - Highland Opportunities and Income Fund, Cabot Lodge Securities
What technology does Investor Services use?
Some of the popular technologies that Investor Services uses are: WordPress.org, PHP, Adobe Typekit, Google Font API
How do I contact Investor Services?
Investor Services contact info: Phone number: (332) 232-0500 Website: www.investorservices.com
What does Investor Services do?

Investor Services specializes in ultra-secure, real-time digital asset custody solutions for financial institutions, family offices, and wealth advisors. Their offerings include fully automated systems for custody, clearing, settlement, and reporting of both traditional and alternative assets. The company provides scalable, cloud-based platforms th... at enhance operational efficiencies and compliance management. With a focus on enabling investments through various account types, they aim to give their clients a competitive edge in capital raising.Read More

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

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