Mutual Shareholder Services

Financial Software · Ohio, United States · 11-50 Employees

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Overview

Headquarters

8000 Town Centre Dr Ste 400, Broadview H...

Phone Number

(440) 922-0066

Revenue

<$5 Million

Industry

Financial Software Software Business Services Accounting for Legal Practices
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
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1
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1
1

About Mutual Shareholder Services

Mutual Shareholder Services, LLC (MSS) provides transfer agent and accounting services for small to medium size no load/loaded mutual funds. Located in Cleveland, Ohio, MSS specializes in an array of services, including fund accounting, regulatory compliance, administrative, and transfer agent services. MSS incorporates a number of services into one company. By decreasing fund cost with a comprehensive cost effective customized service, MSS provides the greatest dollar value for its customers. Our focus is on providing quality-customized services, which maximize our customers' growth and assets. MSS was built upon a system of fund accounting and shareholder processing, written and programmed by the President, Dr. Gregory B. Getts. Dr. Getts received his Ph.D in Operations Research and specialized in portfolio management at Case Western Reserve University. He has worked in the field for the past twenty years. Along with a dedicated and highly trained staff, Dr. Getts is determined to prRead more
Mutual Shareholder Services's Social MediaPopular SearchesMutual Shareholder Services LLCMutual Shareholder ServicesMutual ShareholdersShareholder Services LLCllcMutual Shareholder Services LLCSIC Code 62,628NAICS Code 52,523Show more

Mutual Shareholder Services Org Chart

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Vice President

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Director, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Mutual Shareholder Servic...

<$5M
11-50
Private
<$5M
1999
BA
Bob AnastasiVice President
$15.2M
11-50
Private
-
2000
John Sundeen, Executive Vice President & Chief Administrative Officer at Delaware Funds by Macquarie
John SundeenExecutive Vice President & Chief Administrative Officer
$12.5M
11-50
Private
-
2013
N/A
<$5M
11-50
Private
-
1985
CL
Christine LauManaging Director
<$5M
1-10
Private
-
2000
<$5M
11-50
Private
-
2008
VC
Vincent CiavardiniPresident & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

Mutual Shareholder Services is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

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

Mutual Shareholder Services financials insights

Gather financial insights about Mutual Shareholder Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

See All Mutual Shareholder Services's Financials Insights

Mutual Shareholder Services Tech Stack

A closer look at the technologies used by Mutual Shareholder Services

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Frequently Asked Questions Regarding Mutual Shareholder Services

What is Mutual Shareholder Services's official website?
Mutual Shareholder Services's official website is www.mutualss.com
What is Mutual Shareholder Services's Revenue?
Mutual Shareholder Services's revenue is <$5 Million
What is Mutual Shareholder Services's SIC code?
Mutual Shareholder Services's SIC: 62,628
What is Mutual Shareholder Services's NAICS code?
Mutual Shareholder Services's NAICS: 52,523
How many employees does Mutual Shareholder Services have?
Mutual Shareholder Services has 11-50 employees
What industry does Mutual Shareholder Services belong to?
Mutual Shareholder Services is in the industry of: Financial Software, Software, Business Services
What is Mutual Shareholder Services competition?
Mutual Shareholder Services top competitors include: Premier Fund Solutions, First Virginia Bank, Swiss Financial Services, Mutual Funds
What technology does Mutual Shareholder Services use?
Some of the popular technologies that Mutual Shareholder Services uses are: DigiCert, Google Workspace, Gmail, ASP.NET
How do I contact Mutual Shareholder Services?
Mutual Shareholder Services contact info: Phone number: (440) 922-0066 Website: www.mutualss.com
What does Mutual Shareholder Services do?

Mutual Shareholder Services, LLC (MSS) provides transfer agent and accounting services for small to medium size no load/loaded mutual funds. Located in Cleveland, Ohio, MSS specializes in an array of services, including fund accounting, regulatory compliance, administrative, and transfer agent services. MSS incorporates a number of services into on... e company. By decreasing fund cost with a comprehensive cost effective customized service, MSS provides the greatest dollar value for its customers. Our focus is on providing quality-customized services, which maximize our customers' growth and assets. MSS was built upon a system of fund accounting and shareholder processing, written and programmed by the President, Dr. Gregory B. Getts. Dr. Getts received his Ph.D in Operations Research and specialized in portfolio management at Case Western Reserve University. He has worked in the field for the past twenty years. Along with a dedicated and highly trained staff, Dr. Getts is determined to provide the most efficient and comprehensive service offered to the mutual fund market.Read More

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

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