About CFO Fund Services
CFO Fund Services is a Financial Services company based in Highlands Ranch (United States) founded in 2008, and was acquired by SS&C in December 2022. Fund administration and consulting services are provided to financial clients. Its focus areas include Services for Investment Industry, Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Guggenheim Partners; 2 of its 3 listed competitors have raised funding.
Company details
CFO Fund Services was established in 2008 in Highlands Ranch, United States. Fund administration and consulting services are delivered to support investment funds and financial entities. Core operations include compliance management, reporting, and advisory on regulatory matters within the finance sector. The company is based in Colorado, where administrative tasks for various fund structures are handled, ensuring operational efficiency for clients across the region.
- Headquarters Highlands Ranch, United States
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website cfofundservices.com
- Social LinkedIn
- Acquired by SS&C (Dec 2022)
Investors in CFO Fund Services
CFO Fund Services has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include SS&C.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Cloud-based software is provided for investment management firms. | 1986 | ssctech.com | Windsor Locks, United States |
Investor details for CFO Fund Services
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Timeline of CFO Fund Services
2 dated milestones of CFO Fund Services across 14 years, from founding to its latest funding, stage changes and deals.
- Founded CFO Fund Services is founded.
- Exit Acquired by SS&C.
Competitors of CFO Fund Services
CFO Fund Services has 3 listed competitors in our database, 2 of them funded. They include Fidelity Investments, Morgan Stanley and Guggenheim Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. |
Detailed competitors of CFO Fund Services
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Top companies in Asset Management
3 companies that operate in the same segment as CFO Fund Services (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Cfo Fund Services
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Frequently Asked Questions about CFO Fund Services
CFO Fund Services was founded in 2008.
CFO Fund Services is headquartered in Highlands Ranch, United States. It is registered at Highlands Ranch, Colorado, United States.
CFO Fund Services was established in 2008 in Highlands Ranch, United States. Fund administration and consulting services are delivered to support investment funds and financial entities. Core operations include compliance management, reporting, and advisory on regulatory matters within the finance sector. The company is based in Colorado, where administrative tasks for various fund structures are handled, ensuring operational efficiency for clients across the region.
CFO Fund Services's top competitors include Fidelity Investments, Guggenheim Partners and Morgan Stanley.
CFO Fund Services has 1 investor. Key investors include SS&C.
Yes. CFO Fund Services was acquired by SS&C in December 2022.