About Essential Fund Services
Essential Fund Services is a Financial Services company based in Tarrytown (United States) founded in 2009, and was acquired by JTC in December 2021. Provider of accounting, reporting and financial services. Its focus areas include Services for Investment Industry.
Company details
Essential Fund Services, led by Gerard Federici as Owner, specializes in offering financial products and advice, and services for investment industry. Provider of accounting, reporting and financial services. The team drives innovation, quality service, and sustainable practices to achieve excellence and client satisfaction.
- Headquarters Tarrytown, United States
- Stage Acquired
- SectorsFinancial Services
- Website essentialfundservices.com/Membership/Apps/WhiteLogin_WF_App.aspx?ReturnURL=
- Social LinkedIn
- Acquired by JTC (Dec 2021)
Investors in Essential Fund Services
Essential Fund Services has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include JTC.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Fund and private wealth services are provided to institutional clients. | 1987 | jtcgroup.com | Saint Helier, Jersey |
Investor details for Essential Fund Services
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People of Essential Fund Services
1 people are tracked at Essential Fund Services (1 in leadership).
| Name | Role | Group |
|---|---|---|
Gerard Federici | Owner | Leadership |
Complete people profiles for Essential Fund Services
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Timeline of Essential Fund Services
2 dated milestones of Essential Fund Services across 12 years, from founding to its latest funding, stage changes and deals.
- Founded Essential Fund Services is founded.
- Exit Acquired by JTC.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Essential Fund Services (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
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|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Related news about Essential Fund Services
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Frequently Asked Questions about Essential Fund Services
Essential Fund Services was founded in 2009.
Essential Fund Services is headquartered in Tarrytown, United States. It is registered at Tarrytown, New York, United States.
Essential Fund Services, led by Gerard Federici as Owner, specializes in offering financial products and advice, and services for investment industry. Provider of accounting, reporting and financial services. The team drives innovation, quality service, and sustainable practices to achieve excellence and client satisfaction.
Essential Fund Services has 1 investor. Key investors include JTC.
Yes. Essential Fund Services was acquired by JTC in December 2021.