SoftPak

Financial Software · Massachusetts, United States · 51-200 Employees

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Overview

Headquarters

333 Boston Post Rd, Sudbury, Massachuset...

Phone Number

(781) 235-3500

Website

www.softpak.com

Revenue

<$5 Million

Industry

Financial Software Software

About SoftPak

SoftPak Financial Systems specializes in wealth management technology and portfolio rebalancing solutions tailored for independent Registered Investment Advisors (RIAs), family offices, and institutional firms. Their offerings include advanced portfolio optimization, tax-aware rebalancing, client billing, and comprehensive reporting tools. With a focus on enhancing operational efficiency, SoftPak provides custom software solutions and enterprise-level services to streamline advisory operations. The company is dedicated to empowering financial professionals with innovative technology that supports complex investment strategies.Explore more
SoftPak's Social MediaSIC Code 73,737NAICS Code 51,513Show more

SoftPak Org Chart

Naaz Scheik, Founder & Chief Executive Officer at SoftPak
United States flag for contact location.
Naaz Scheik

Founder & Chief Executive Officer

PhoneEmail
ES
United States flag for contact location.
Erica Scheik

Chief Marketing Officer

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SoftPak

<$5M
51-200
Private
<$5M
1994
Naaz Scheik, Founder & Chief Executive Officer at SoftPak
Naaz ScheikFounder & CEO
Applied Technology Soluti...
$9.8M
51-200
Private
-
1996
LT
Lindsay TysonChief Marketing Officer
First Touch Payment Solut...
$5.3M
11-50
Private
<$5M
2009
LT
Larry ThorntonPresident & CEO
Supply Chain Visions
$5.2M
11-50
Private
-
2002
SG
Stephen GearyPresident, Supply Chain Visions, Inc
Vilden Associates
<$5M
11-50
Private
<$5M
1978
AR
Alex RomeroManager, Marketing
Illustration of an envelope

SoftPak Tech Stack

A closer look at the technologies used by SoftPak

WooCommerce

By

Automattic
WordPress.org

By

Automattic
PHP

By

PHP
DoubleClick

By

Google
See more technologies

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Frequently Asked Questions Regarding SoftPak

What is SoftPak's official website?
SoftPak's official website is www.softpak.com What is SoftPak's Revenue?
SoftPak's revenue is <$5 Million What is SoftPak's SIC code?
SoftPak's SIC: 73,737 What is SoftPak's NAICS code?
SoftPak's NAICS: 51,513 How many employees does SoftPak have?
SoftPak has 51-200 employees What industry does SoftPak belong to?
SoftPak is in the industry of: Financial Software, Software What is SoftPak competition?
SoftPak top competitors include: Vilden Associates, Applied Technology Solutions, Supply Chain Visions, First Touch Payment Solutions What technology does SoftPak use?
Some of the popular technologies that SoftPak uses are: WooCommerce, WordPress.org, PHP, DoubleClick How do I contact SoftPak?
SoftPak contact info: Phone number: (781) 235-3500 Website: www.softpak.com What does SoftPak do?

SoftPak Financial Systems specializes in wealth management technology and portfolio rebalancing solutions tailored for independent Registered Investment Advisors (RIAs), family offices, and institutional firms. Their offerings include advanced portfolio optimization, tax-aware rebalancing, client billing, and comprehensive reporting tools. With a f... ocus on enhancing operational efficiency, SoftPak provides custom software solutions and enterprise-level services to streamline advisory operations. The company is dedicated to empowering financial professionals with innovative technology that supports complex investment strategies.Read More

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

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