About Ceros
Ceros is a Financial Services company based in Rockville (United States) founded in 1994. Ceros is recognized as a full-service brokerage platform for advisors. It operates on a Professional Services and Brokerage / Intermediation model. Ceros offers products and services including RIA Custody, Hybrid Advisors Support, and Mutual Fund Advisory. Its focus areas include Financials, Capital Markets and Investment Banking and Brokerage. Its legal entity is CEROS FINANCIAL SERVICES, INC.
Company details
Ceros Financial Services, Inc. is established as a comprehensive brokerage platform and consultative partner to investment management firms. Services are provided to RIAs and hybrid advisors through flexible back-office systems. Support is extended across wealth management, mutual fund advisory, and trading solutions. The company operates in the financial sector, focusing on custody services, advisor support, and investment banking. Partnerships with major industry providers are leveraged to offer advanced technology and resources.
- Headquarters Rockville, United States
- SectorsFinancial Services
- Phone•••• ••••
- Website cerosfs.com
- Legal Name Ceros Financial Services, Inc.
Products & Services of Ceros
Ceros offers a comprehensive portfolio of products and services, including RIA Custody, Hybrid Advisors Support, and Mutual Fund Advisory.
Custody services are provided for registered investment advisors.
Support is offered to hybrid financial advisory models.
Advisory services are provided for mutual fund investments.
Top companies in Investment Banks
3 companies that operate in the same segment as Ceros (Investment Banks) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | USD 42.22 M | |||
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | USD 7.55 M | USD 119.72 B | 80,000 |
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Frequently Asked Questions about Ceros
Ceros was founded in 1994.
Ceros is headquartered in Rockville, United States. It is registered at Rockville, Maryland, United States.
Ceros Financial Services, Inc. is established as a comprehensive brokerage platform and consultative partner to investment management firms. Services are provided to RIAs and hybrid advisors through flexible back-office systems. Support is extended across wealth management, mutual fund advisory, and trading solutions. The company operates in the financial sector, focusing on custody services, advisor support, and investment banking. Partnerships with major industry providers are leveraged to offer advanced technology and resources.
Ceros offers RIA Custody, Hybrid Advisors Support, and Mutual Fund Advisory.
Ceros operates through Ceros Financial Services, Inc..