About NRS
NRS is a Financial Services company based in Woburn (United States) founded in 1999, and was acquired by Community Bank System in December 2016. Accounting, retirement, and financial services are provided by NRS. It operates on a Professional Services model. Its chief executive, as recorded, is Chris Hulse. NRS offers products and services including Institutional Transfer Agency, Master Trust Plan Accounting, Fund-of-Fund Solutions, and Fiduciary Services. Its focus areas include Financials, Asset Management and Institutional Services. Its legal entity is Northeast Retirement Services, LLC.
Company details
Institutional financial services are offered by NRS to asset managers, corporate plans, endowments, foundations, government plans, non-profits, and OCIOs. Solutions including institutional transfer agency, master trust plan accounting, fund-of-fund administration, and fiduciary services are delivered. Over 1.4 trillion in assets are administered for more than 500 clients through proprietary technology and ERISA expertise. Costs and complexities are reduced for clients in the institutional marketplace.
- Headquarters Woburn, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website nrstpa.com
- Social LinkedIn
- Acquired by Community Bank System (Dec 2016)
- Legal Name Northeast Retirement Services, Llc
- Investors
- Acquired byCommunity Bank System
(Dec 2016)
Products & Services of NRS
NRS offers a comprehensive portfolio of products and services, including Institutional Transfer Agency, Master Trust Plan Accounting, Fund-of-Fund Solutions, and Fiduciary Services.
Services for institutional asset transfer are provided efficiently.
Accounting solutions for master trust plans are offered.
Customized fund-of-fund solutions are delivered to clients.
Trustee and fiduciary services are provided to institutions.
Investors in NRS
NRS has secured backing from 1 investor. Prominent investors backing the company include Community Bank System.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
| communitybanksystem.com |
Investor details for NRS
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of NRS
30 people are tracked at NRS (19 in leadership, 11 in team).
| Name | Role | Group |
|---|---|---|
Chris Hulse | CEO | Leadership |
Diane Murphy | Senior Vice President, Senior Compliance Officer | Leadership |
Vincent Manning | Executive Vice President, Chief Development Officer | Leadership |
Tom Lombardo | Senior Vice President, Donor Accounting Services | Leadership |
Chris Ellis | Executive Vice President, Chief Financial Officer | Leadership |
Freddie Jacobs | Executive Vice President & Chief Operating Officer | Leadership |
Peter Lyons | Vice President, General Counsel | Leadership |
Don Doherty | Vice President- Director Of Business Development | Leadership |
Bruce McCarron | Vice President Of Software Development | Leadership |
Suzanne MacEro | Vp, Operations | Leadership |
Eric Hampe | Vice President Of Software Development | Leadership |
Freddie J. | Executive Vice President - Chief Operating Officer | Leadership |
Matthew Yee | Assistant Vice President Operations | Leadership |
Tracy S. | Vice President Of Finance, Controller | Leadership |
Jason Demitropoulos | Vice President | Leadership |
Phillip Napolitano | Vice President Operations And Client Services | Leadership |
Joe Mikula | Vice President | Leadership |
Michael F. | Assistant Vice President Of Operations | Leadership |
Lakeisha T. | Vice President Compliance | Leadership |
Christina Marchese | Compliance And Client Service Analyst | Team |
10 more people are available in the full profile.
Complete people profiles for NRS
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of NRS
2 dated milestones of NRS across 17 years, from founding to its latest funding, stage changes and deals.
- Founded NRS is founded.
- Exit Acquired by Community Bank System.
Web traffic of NRS
The website of NRS (nrstpa.com) receives about 1.7K visits a month.
- Monthly visits1.7K
▲ 32.5% vs previous month
Websites whose visitors overlap most with NRS. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
businessdecisions.com | businessdecisions.com | 100% | – | ||
bsiweb.com | bsiweb.com | 100% | – | ||
| selerix.com | 100% | 10.7K | #2,411,222 | View details | |
| benetrac.com | 100% | 1.3K | #14,135,464 | View details | |
| winklevoss.com | 100% | View details | |||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 12 similar websites and full traffic analytics for NRS
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 12 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as NRS (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
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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Frequently Asked Questions about NRS
NRS was founded in 1999.
NRS is headquartered in Woburn, United States. It is registered at Woburn, Massachusetts, United States.
Chris Hulse is the CEO of NRS, as recorded in our data.
Institutional financial services are offered by NRS to asset managers, corporate plans, endowments, foundations, government plans, non-profits, and OCIOs. Solutions including institutional transfer agency, master trust plan accounting, fund-of-fund administration, and fiduciary services are delivered. Over 1.4 trillion in assets are administered for more than 500 clients through proprietary technology and ERISA expertise. Costs and complexities are reduced for clients in the institutional marketplace.
NRS offers Institutional Transfer Agency, Master Trust Plan Accounting, Fund-of-Fund Solutions, and Fiduciary Services.
NRS has 1 investor. Key investors include Community Bank System.
NRS operates through Northeast Retirement Services, Llc.
Yes. NRS was acquired by Community Bank System in December 2016.