Conifer Securities Overview

  • Year Founded
  • 1989

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 2

Conifer Securities General Information

Description

Provider of middle and back office operations management services. The company offers accounting, administration, outsourced trade execution, trade operations, compliance, corporate accounting, consulting services and business infrastructure services.

Contact Information

Formerly Known As
Genesis Merchant Group
Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Corporate Office
  • One Ferry Building
  • Suite 255
  • San Francisco, CA 94111
  • United States
Primary Industry
Accounting, Audit and Tax Services (B2B)
Other Industries
Accounting, Audit and Tax Services (B2C)
Other Commercial Services
Acquirer
Corporate Office
  • One Ferry Building
  • Suite 255
  • San Francisco, CA 94111
  • United States

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Conifer Securities Valuation & Funding

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

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Conifer Securities Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Conifer Securities FAQs

  • When was Conifer Securities founded?

    Conifer Securities was founded in 1989.

  • Where is Conifer Securities headquartered?

    Conifer Securities is headquartered in San Francisco, CA.

  • What industry is Conifer Securities in?

    Conifer Securities’s primary industry is Accounting, Audit and Tax Services (B2B).

  • Is Conifer Securities a private or public company?

    Conifer Securities is a Private company.

  • What is Conifer Securities’s current revenue?

    The current revenue for Conifer Securities is .

  • Who are Conifer Securities’s investors?

    JonesTrading Institutional Services has invested in Conifer Securities.

  • When was Conifer Securities acquired?

    Conifer Securities was acquired on 01-Oct-2015.

  • Who acquired Conifer Securities?

    Conifer Securities was acquired by TD Cowen.

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