STP Investment Services Overview

  • Year Founded
  • 2008

Year Founded

  • Status
  • Private

  • Employees
  • 295

Employees

  • Latest Deal Type
  • PE Growth

  • Financing Rounds
  • 3

  • Investments
  • 4

STP Investment Services General Information

Description

Provider of technology-enabled outsourcing services intended to support institutional managers, wealth managers, plan sponsors, fund managers and family offices. The company offers investment operations outsourcing, fund services, business process solutions, portfolio accounting, data management and other services, thereby providing clients with the technology, expertise and confidence they need to focus on their core business objectives.

Contact Information

Website
www.stpis.com
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
BPO/Outsource Services
Other Industries
Other Financial Services
Corporate Office
  • 44 West Gay Street
  • Suite 300
  • West Chester, PA 19380
  • United States
+1 (610) 000-0000

STP Investment Services Timeline

2021202220232024
Financing RoundCaptured Employee CountEstimated Employee Growth

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STP Investment Services Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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STP Investment Services Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of technology-enabled outsourcing services intended to support institutional managers, wealth managers, plan sp
BPO/Outsource Services
West Chester, PA
295 As of 2024
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Lausanne, Switzerland
000 As of 0000
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Jersey City, NJ
0000 As of 0000
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STP Investment Services Competitors (9)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Azqore Corporate Backed or Acquired Lausanne, Switzerland 000 00000000000
Pershing Corporate Backed or Acquired Jersey City, NJ 0000 000000&0
Automatic Data Processing Corporation Roseland, NJ 00000 000 000000000000 000
Edward Jones Venture Capital-Backed Saint Louis, MO 00000 00000 0000000000 0 00000
Jack Henry & Associates Corporation Monett, MO 0000 00000 000000000 00000
You’re viewing 5 of 9 competitors. Get the full list »

STP Investment Services Executive Team (13)

Name Title Board Seat Contact Info
Dan Houlihan Chief Executive Officer
David Whitaker JD President
Melissa Gingrich Chief Financial Officer
Christopher Sallemi Chief Technology Officer
Emmy Bernard Chief Revenue Officer
You’re viewing 5 of 13 executive team members. Get the full list »

STP Investment Services Board Members (1)

Name Representing Role Since
0000000 000000 STP Investment Services Chairman & Founder 000 0000
To view STP Investment Services’s complete board members history, request access »

STP Investment Services Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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STP Investment Services Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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STP Investment Services Investments & Acquisitions (4)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
WealthSite 15-Dec-2022 0000000000 Financial Software 0000000 0
Tower Fund Services 30-Nov-2021 0000000000 Specialized Finance 0000000 0
Accusource (BPO / Outsource Services) 13-Feb-2020 0000000000 BPO/Outsource Services 0000000 0
Financial Control Systems 07-Nov-2016 Merger/Acquisition Other Financial Services 0000000 0
To view STP Investment Services’s complete investments and acquisitions history, request access »

STP Investment Services Subsidiaries (2)

Company Name Industry Location Founded
Tower Fund Services Fund Administrator Oceanport, NJ 2013
WealthSite Financial Software Chicago, IL 0000
To view STP Investment Services’s complete subsidiaries history, request access »

STP Investment Services FAQs

  • When was STP Investment Services founded?

    STP Investment Services was founded in 2008.

  • Who is the founder of STP Investment Services?

    Patrick Murray is the founder of STP Investment Services.

  • Who is the CEO of STP Investment Services?

    Dan Houlihan is the CEO of STP Investment Services.

  • Where is STP Investment Services headquartered?

    STP Investment Services is headquartered in West Chester, PA.

  • What is the size of STP Investment Services?

    STP Investment Services has 295 total employees.

  • What industry is STP Investment Services in?

    STP Investment Services’s primary industry is BPO/Outsource Services.

  • Is STP Investment Services a private or public company?

    STP Investment Services is a Private company.

  • What is STP Investment Services’s current revenue?

    The current revenue for STP Investment Services is 000000.

  • How much funding has STP Investment Services raised over time?

    STP Investment Services has raised $6M.

  • Who are STP Investment Services’s investors?

    Lovell Minnick Partners has invested in STP Investment Services.

  • Who are STP Investment Services’s competitors?

    Azqore, Pershing, Automatic Data Processing, Edward Jones, and Jack Henry & Associates are some of the 9 competitors of STP Investment Services.

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