Sycamore
Financial Software · New York, United States · 11-50 Employees
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Overview
Headquarters
113 Turner Ave, Buffalo, New York, 14220...Phone Number
(716) 406-8511Website
www.sycamorecompany.comRevenue
$7 MillionIndustry
ZI Rank: 1
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ZI Rank
2
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About Sycamore
Sycamore Company specializes in modern back-office technology solutions tailored for broker-dealers and Registered Investment Advisors (RIAs). They provide a comprehensive platform that enhances data management, compliance monitoring, compensation management, advisor management, and client management, all integrated within the Salesforce ecosystem. Their solutions empower firms to handle complex operational tasks efficiently, enabling them to focus on business growth and advisor satisfaction. With a commitment to regulatory compliance and data-driven decision-making, Sycamore supports a diverse range of financial services clients in optimizing their operations.Explore more
Sycamore Org Chart
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Sycamore is experiencing very low activity levels compared to other companies in the Software sector.
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Sycamore Tech Stack
A closer look at the technologies used by Sycamore
Sycamore News & Media
Sycamore Unveils Cutting-Edge Surveillance Platform Enabling Broker-Dealers to More Effectively Surveil Advisor Activity
Cloud-native platform makes it easier for compliance teams to aggregate relevant data, surface critical insights and increase accuracy and efficiency BUFFALO, N.Y., Jan. 28, 2025 /PRNewswire/ -- Leading wealthtech firm The Sycamore Company ("Sycamore") today announced the release of a...The Sycamore Company Earns Prestigious Recognition in the 2024 InvestmentNews New Technology Report
BUFFALO, N.Y., Dec. 4, 2024 /PRNewswire/ -- The Sycamore Company is delighted to announce its inclusion in the prestigious 2024 InvestmentNews New Technology Report, a comprehensive roundup that highlights the best in the industry. As an impartial authority in the wealth sector,...Sycamore Integrates with Quik! to Boost Efficiency, Eliminate Data Entry Errors
New integration allows seamless transfer of Sycamore data into Quik!, enhancing data accuracy and efficiency for advisors BUFFALO, N.Y., Oct. 15, 2024 /PRNewswire/ -- Leading wealthtech firm The Sycamore Company (Sycamore) today announced its new integration with Quik!, a powerful cloud...Axtella Adopts Sycamore Company's Compensation Manager Solution
RIA, Broker-Dealer Leveraging Sycamore WealthTech Offering to Ensure Accurate and Timely Advisor Payments BUFFALO, N.Y., Aug. 13, 2024 /PRNewswire/ -- Leading wealthtech firm The Sycamore Company (Sycamore) today announced that Axtella, a network of two broker-dealers and an RIA, has...
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Frequently Asked Questions Regarding Sycamore
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Sycamore Company specializes in modern back-office technology solutions tailored for broker-dealers and Registered Investment Advisors (RIAs). They provide a comprehensive platform that enhances data management, compliance monitoring, compensation management, advisor management, and client management, all integrated within the Salesforce ecosystem.... Read More
