STP Investment Services Overview

  • Year Founded
  • 2008

Year Founded

  • Status
  • Private

  • Employees
  • 316

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
Corporate Office
  • 44 West Gay Street
  • Suite 300
  • West Chester, PA 19380
  • United States
+1 (610)
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)

STP Investment Services Timeline

2022202320242025
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
316 As of 2025

Lausanne, Switzerland
 

Jersey City, NJ
 
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STP Investment Services Competitors (15)

One of STP Investment Services’s 15 competitors is Azqore, a Corporate Backed or Acquired company based in Lausanne, Switzerland.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Azqore Corporate Backed or Acquired Lausanne, Switzerland
BNY Pershing Corporate Backed or Acquired Jersey City, NJ
M. Gale Corporation Fort Worth, TX
eMoney Advisor Corporate Backed or Acquired Radnor, PA
Edward Jones Venture Capital-Backed Saint Louis, MO
You’re viewing 5 of 15 competitors. Get the full list »

STP Investment Services Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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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)

STP Investment Services’s most recent deal was a Buyout/LBO with WealthSite. The deal was made on 15-Dec-2022.

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

STP Investment Services Affiliates

Subsidiaries (1)

Name Industry Location Year Founded
WealthSite Chicago, IL 2006

STP Investment Services FAQs

  • When was STP Investment Services founded?

    STP Investment Services was founded in 2008.

  • 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 316 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 .

  • Who are STP Investment Services’s investors?

    Lovell Minnick Partners has invested in STP Investment Services.

  • Who are STP Investment Services’s competitors?

    Azqore, BNY Pershing, M. Gale, eMoney Advisor, and Edward Jones are some of the 15 competitors of STP Investment Services.

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