SALI Fund Services

Finance · Texas, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

6850 Austin Center Blvd Ste 300, Austin,...

Phone Number

(512) 735-7254

Revenue

$34.8 Million

Industry

Finance Securities Trading

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's Social MediaSIC Code 60,609NAICS Code 52,523Show more

SALI Fund Services Org Chart

Thomas Nieman, Chief Executive Officer at SALI Fund Services
United States flag for contact location.

Chief Executive Officer

PhoneEmail
CV
United States flag for contact location.

Managing Director

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email

PhoneEmail
Get the full picture
Sign in to uncover key details.
JP
United States flag for contact location.

Director, Investment Research

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to SALI Fund Services

Compare insights from companies similar to SALI Fund Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SALI Fund Services

$34.8M
11-50
Private
<$5M
2002
$6M
11-50
Private
-
2015
N/A
<$5M
11-50
Private
-
2012
<$5M
11-50
Private
-
1997
MS
Meagan SinnigerManager, Operations
<$5M
1-10
Private
-
2018
PL
Peter LeeCEO & Senior Wealth Advisor
<$5M
11-50
Private
-
2009
LG
Lore GordonManaging Director, Registered Principal
<$5M
1-10
Private
-
2011
N/A
Illustration of an envelope

SALI Fund Services Tech Stack

A closer look at the technologies used by SALI Fund Services

Top Finance Companies

Frequently Asked Questions Regarding SALI Fund Services

What is SALI Fund Services's official website?
SALI Fund Services's official website is www.sali.com
What is SALI Fund Services's Revenue?
SALI Fund Services's revenue is $34.8 Million
What is SALI Fund Services's SIC code?
SALI Fund Services's SIC: 60,609
What is SALI Fund Services's NAICS code?
SALI Fund Services's NAICS: 52,523
How many employees does SALI Fund Services have?
SALI Fund Services has 11-50 employees
What industry does SALI Fund Services belong to?
SALI Fund Services is in the industry of: Finance, Securities Trading
What is SALI Fund Services competition?
SALI Fund Services top competitors include: Copper Canyon Wealth Management, Capital Wealth Management, Inflection Wealth Management, RMR Wealth Management
What companies has SALI Fund Services acquired?
SALI Fund Services has acquired the companies: Herald Trust, SALI Fund Services, New York Private Trust, South Dakota Trust
What technology does SALI Fund Services use?
Some of the popular technologies that SALI Fund Services uses are: WordPress.org, Eploy, Engage ATS, Empetus
How do I contact SALI Fund Services?
SALI Fund Services contact info: Phone number: (512) 735-7254 Website: www.sali.com
What does SALI Fund Services do?

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... agers 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.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.