SALI Fund Services
Finance · Texas, United States · 11-50 Employees
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Overview
Headquarters
6850 Austin Center Blvd Ste 300, Austin,...Phone Number
(512) 735-7254Website
www.sali.comRevenue
$34.8 MillionIndustry
ZI Rank: 2
Signal Type
Jan
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ZI Rank
2
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2
2
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2
About SALI Fund Services
Founded in 2002, SALI Fund Services, a JTC Group company, specializes in providing turn-key solutions for the creation and administration of Insurance Dedicated Funds (IDFs). The company currently administers over 200 IDFs for a diverse clientele, ranging from boutique hedge funds to major wealth management institutions. SALI enables investment managers to create tax-compliant IDFs that can be linked to insurance company investment platforms, ensuring ongoing compliance with tax and regulatory requirements. With over 20 years of experience, SALI prides itself on its responsive service and expertise in meeting the needs of its clients.Explore more
SALI Fund Services Org Chart
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Activity Insights
SALI Fund Services is experiencing very low activity levels compared to other companies in the Finance sector.
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SALI Fund Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about SALI Fund Services.
SALI Fund Services financials insights
Gather financial insights about SALI Fund Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
SALI Fund Services Tech Stack
A closer look at the technologies used by SALI Fund Services
Most Recent Scoops
Promotion
Executive Move
SALI Fund Services has announced that Lana Bergstein has been promoted from Senior Director to the role of Chief Operating Officer.
Mergers & Acquisitions (M&A)
Funding
SALI Fund Services has received an SBA PPP loan for $350,000-1 million from Frost Bank, supporting the retention of 38 jobs.
Funding
SALI Fund Services News & Media
JTC acquires US-based fund services provider SALI Fund Services
The acquisition is the latest by JTC following purchase of NES Financial in 2020 and Segue Partners earlier this year. The post JTC acquires US-based fund services provider SALI Fund Services appeared first on Global Custodian – The Leading quarterly magazine covering the international securities services industry.
Read more news
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Frequently Asked Questions Regarding SALI Fund Services
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Founded in 2002, SALI Fund Services, a JTC Group company, specializes in providing turn-key solutions for the creation and administration of Insurance Dedicated Funds (IDFs). The company currently administers over 200 IDFs for a diverse clientele, ranging from boutique hedge funds to major wealth management institutions. SALI enables investment man... Read More
