About Shareholders Service Group
Shareholders Service Group is a Financial Services company based in San Diego (United States) founded in 2002 by Peter Mangan and Bob Reed, and was acquired by Altruist in March 2023. Investment brokerage services are provided to institutional shareholders. Its chief executive, as recorded, is Peter Mangan. Its focus areas include Brokers and Dealers. Its legal entity is Shareholders Service Group, Inc.
Company details
Shareholders Service Group was established in 2002 in San Diego, United States, as a provider of investment brokerage services. Operations focus on facilitating brokerage activities for institutional clients within the financial sector. The company is led by co-founders Peter Mangan, serving as CEO, and Bob Reed. Services are centered on shareholder support and investment facilitation, with activities based in the U.S. domain ssginstitutional.com.
- Headquarters San Diego, United States
- Founders Peter Mangan, Bob Reed
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website ssginstitutional.com
- Acquired by Altruist (Mar 2023)
- Legal Name Shareholders Service Group, Inc
Investors in Shareholders Service Group
Shareholders Service Group has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Altruist.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Portfolio management software for financial advisors | 2018 | altruist.com | Los Angeles, United States |
Investor details for Shareholders Service Group
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People of Shareholders Service Group
2 people are tracked at Shareholders Service Group (2 in leadership).
| Name | Role | Group |
|---|---|---|
Peter Mangan | Co-Founder & CEO | Leadership |
Bob Reed | Co-Founder | Leadership |
Complete people profiles for Shareholders Service Group
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Timeline of Shareholders Service Group
2 dated milestones of Shareholders Service Group across 21 years, from founding to its latest funding, stage changes and deals.
- Founded Shareholders Service Group is founded.
- Exit Acquired by Altruist.
Web traffic of Shareholders Service Group
The website of Shareholders Service Group (ssginstitutional.com) receives about 1.2K visits a month.
- Monthly visits1.2K
▲ 47.4% vs previous month
Websites whose visitors overlap most with Shareholders Service Group. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| pershing.com | 100% | #142,618 | View details | ||
| issgovernance.com | 84% | 107.7K | #156,436 | View details | |
riabiz.com | riabiz.com | 84% | #726,836 | – | |
| finra.org | 75% | 2.5M | #20,707 | View details | |
advisorclient.com | advisorclient.com | 51% | #2,676,024 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 9 similar websites and full traffic analytics for Shareholders Service Group
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- 9 similar websites
- Audience overlap
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Top companies in Brokers and Dealers
3 companies that operate in the same segment as Shareholders Service Group (Brokers and Dealers) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Insurance brokerage and consulting services are provided to clients. | 2007 | San Francisco, California, United States | ||||
Stock brokerage and financial advisory services are provided to investors. | 1989 | San Diego, California, United States | USD 16.99 B | 9,000 | ||
Discount brokerage services for stock trading are provided. | 1982 | Plantation, Florida, United States |
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Related news about Shareholders Service Group
Complete news archive for Shareholders Service Group
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Frequently Asked Questions about Shareholders Service Group
Shareholders Service Group was founded in 2002.
Shareholders Service Group is headquartered in San Diego, United States. It is registered at San Diego, California, United States.
Peter Mangan is the CEO of Shareholders Service Group, as recorded in our data. They have also founded this company.
Shareholders Service Group was established in 2002 in San Diego, United States, as a provider of investment brokerage services. Operations focus on facilitating brokerage activities for institutional clients within the financial sector. The company is led by co-founders Peter Mangan, serving as CEO, and Bob Reed. Services are centered on shareholder support and investment facilitation, with activities based in the U.S. domain ssginstitutional.com.
Shareholders Service Group has 1 investor. Key investors include Altruist.
Shareholders Service Group operates through Shareholders Service Group, Inc.
Yes. Shareholders Service Group was acquired by Altruist in March 2023.