SS&C

Windsor Locks, United States Founded: 1986 • Age: 40 yrs Listed Acquired By The Carlyle Group
Cloud-based software is provided for investment management firms.

About SS&C

SS&C is a publicly listed company based in Windsor Locks (United States) founded in 1986, and was acquired by The Carlyle Group in November 2005. Cloud-based software is provided for investment management firms. The company has 26,800 employees. SS&C has completed 46 acquisitions, including Advent International, Algorithmics and Battea. Its website ssctech.com draws about 93 thousand monthly visits. SS&C offers products and services including Black Diamond, EZE, Eclipse, Geneva, and SS&C Blue Prism. Its focus areas include FinTech, Investment Tech, Private Funds IT and Suite. Its competitors include Juniper Square, iCapital and FundGuard; 3 of its 3 listed competitors have raised funding.

Company details

SSC was founded in 1986 and is headquartered in Windsor Locks, United States. Software solutions are delivered via the cloud to support investment management operations. Key areas covered include portfolio accounting, reporting, trading and order management, reconciliation, performance measurement, and global markets risk. Further capabilities address enterprise reporting, private equity, benefits administration, municipal finance, property management, loan origination, and investor relationship management.

  • Headquarters Windsor Locks, United States
  • Employees 26,800
  • Stage Acquired
  • Sectors
    Technology
  • Website category Finance · Investing
  • Email
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  • Phone
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  • Website ssctech.com
  • Social LinkedIn X Facebook
  • Acquired by The Carlyle Group (Nov 2005)
  • Legal Name Ss&C Technologies Holdings, Inc.
Key Metrics
  • Annual Revenue
    $6.27 B (USD)
    6.63
    as on Dec 31, 2025
  • Net Profit
    $796.9 M (USD)
    4.79
    as on Dec 31, 2025
  • EBITDA
    $2.2 B (USD)
    6.23
    as on Dec 31, 2025
  • Latest Funding Round
    $236.97K (USD), Grant

    Sep 2021

  • Investors
  • Employee Count
    26,800
  • Investments & Acquisitions
  • Acquired by

Products & Services of SS&C

SS&C offers a comprehensive portfolio of products and services, including Black Diamond, EZE, Eclipse, Geneva, and SS&C Blue Prism.

Black Diamond
Portfolio Management

Platform for wealth management and client communications services

EZE
Trading Solutions

Software for trade order management and execution

Eclipse
Investment Accounting

System for financial reporting and compliance tracking

Geneva
Asset Servicing

Tool for fund administration and investor services

SS&C Blue Prism
Automation

Intelligent automation for business processes

SS&C GlobeOp
Fund Administration

Services for hedge funds and private markets

SS&C Intralinks
Data Management

Platform for secure document and deal collaboration

Funding Insights of SS&C

  • Total Rounds 1
  • Last Round Grant β€” $236,968
  • First Round $236,968

    (Sep 2021)

  • Investors Count 1

All 1 funding rounds of SSC with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Sep 2021$236,968Grant––
Valuation history

2 investors in total: 2 institutional.

Investors in SS&C

SS&C has secured backing from 2 investors, including institutional and venture fund investors. Prominent investors backing the company include The Carlyle Group and HHS.

All
Venture Fund
Institutional
InvestorDescriptionFounded YearDomainLocation
Private equity investments are directed toward multiple sectors.
1986carlyle.com
Public health and human services are overseen by HHS.
1953hhs.gov
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Investor details for SSC

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People of SS&C

474 people are tracked at SS&C (206 in leadership, 6 in board & advisors, 262 in team); the tracked headcount is 26,800.

NameRoleGroup
Joseph Cerullo
DirectorLeadership
Stephanie Wilson
Leadership
Rahul Kanwar
President & Chief Operating OfficerLeadership
Joshua Fritsch
Associate DirectorLeadership
Alexis Johnson Shrm - Cp
Senior Human Resources Business PartnerLeadership
Umesh Patil
Director Of EngineeringLeadership
Stephanie Craig
Senior Director OperationsLeadership
Nick Saunders
Delivery DirectorLeadership
Nick Wright
Head of Global Investor and Distribution SolutionsLeadership
Tim Williams
Sales DirectorLeadership
Darren Digby
Director Talent AcquisitionLeadership
Ronan McGuinness
Chief Information OfficerLeadership
Mark Lively
Director Of AnalyticsLeadership
Anthony Marinello
Managing Director & Associate General CounselLeadership
Shankar Gawde
Vice President India OperationsLeadership
Teddy Bavuso
Managing Director - Investor ServicesLeadership
Dr. Zeynep Hizir
Director, Digital Transformation & Strategic Solutions SalesLeadership
Asa Haydon
Director, Regulated Fund SolutionsLeadership
Nagendra Singh
Associate DirectorLeadership
Jane Wazeter
Associate DirectorLeadership

454 more people are available in the full profile.

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Complete people profiles for SS&C

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IPO & Listings of SS&C

SS&C is a publicly listed company on the NASDAQ with ticker symbol SSNC in USA, operating in the Technology services sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.

  • IPO date31 May 1996
  • Listed onNASDAQ: SSNC
  • Listed entitySS&C Technologies Holdings, Inc.
  • Exchange sectorTechnology services
  • ISINUS78467J1007
  • Share price$81.52 (+0.65% on the day) · 2026-10-13
  • Market capitalisation$19.13B
  • Price to earnings23.4
  • EPS (diluted, trailing year)$3.48
  • Dividend yield1.37%
  • Volume (last session)1,333,455

Financials of SS&C

Exchange-reported annual figures
YearRevenueNet incomeEBITDA
2025$6.27B$796.9M$2.20B
2024$5.88B$760.5M$2.07B
2023$5.50B$607.1M$1.91B
2022$5.28B$650.2M$1.83B
2021$5.05B$800.0M$1.93B
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Detailed financial statements for SS&C

Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.

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Investments & Acquisitions by SS&C

SS&C has strategically engaged in corporate development activities, having acquired 46 companies. Notable acquisitions include Advent International, Algorithmics and Battea.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Offers fund administration and asset management services to investment clients.
curofund.comBellville, South Africa2000Sep 2025β€’β€’β€’β€’
Alternative investment data is managed through a financial database.
calastone.comLondon, United Kingdom2007Jul 2025$1.03B
Litigation, intelligence, and claims management services are provided.
battea.comStamford, United States2008Sep 2024$670M
Fund administration and consulting services are provided to financial clients.
cfofundservices.comHighlands Ranch, United States2008Dec 2022β€’β€’β€’β€’
CRM software is provided for financial institutions' relationship management.
tier1fin.comToronto, Canada2008Aug 2022β€’β€’β€’β€’
Accounting solutions are offered for banks and financial institutions.
mineralware.comFort Worth, United States2014May 2022$18M
Cloud-based platform for cognitive automation
blueprism.comLondon, United Kingdom2001Mar 2022β€’β€’β€’β€’
Provider of asset management services
hubwise.co.ukLichfield, United Kingdom2011Dec 2021β€’β€’β€’β€’
Insurance regulatory consulting services are provided to clients.
mcs-nc.comRaleigh, United States2003Dec 2020β€’β€’β€’β€’
Educational training courses are provided by Millennium Seminar Services.
mss-nc.comRaleigh, United States2003Dec 2020β€’β€’β€’β€’
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Complete acquisition details for SSC

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Timeline of SS&C

14 dated milestones of SS&C across 39 years, from founding to its latest funding, stage changes and deals.

  1. Founded SS&C is founded.
  2. IPO Lists on the stock exchange (IPO).
  3. Exit Acquired by The Carlyle Group.
  4. Acquisition Acquires Millennium Consulting Services.
  5. Acquisition Acquires Millennium Seminar Services.
  6. Funding First funding round of $237K.
  7. Acquisition Acquires Hubwise.
  8. Acquisition Acquires Blue Prism.
  9. Acquisition Acquires MineralWare.
  10. Acquisition Acquires SS&C Tier1.
  11. Acquisition Acquires CFO Fund Services.
  12. Acquisition Acquires Battea.
  13. Acquisition Acquires Calastone.
  14. Acquisition Acquires Curo Fund Services.

Competitors of SS&C

SS&C has 3 listed competitors in our database, 3 of them funded. They include Juniper Square, iCapital and FundGuard.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
junipersquare.com2014San Francisco, United States$369M367
Real estate investments are managed through a specialized platform.
icapital.com2013New York, United States$1.49B535
Software solutions are provided for managing private investments.
fundguard.com2018New York, United States$156M
Cloud-based solutions are provided to asset managers and fund administrators.
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Detailed competitors of SSC

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Web traffic of SS&C

The website of SS&C (ssctech.com) receives about 92.8K visits a month and ranks #419,314 among all websites worldwide, #4,285 in Investing.

  • Monthly visits
    92.8K

    ▲ 4.6% vs previous month

  • Unique visitors
    42K

    per month

  • Global rank
    #419,314

    among all websites

  • Category rank
    #4,285

    Finance · Investing

Similar websites

Websites whose visitors overlap most with SS&C. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
advent.com
100%
130.8K#236,747View details
sscglobeop.com
sscglobeop.com
94%
–
crd.com
93%
26.3K#1,003,468View details
cepres.com
74%
7K#2,961,986View details
hedgeworld.com
hedgeworld.com
74%
–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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All 40 similar websites and full traffic analytics for SS&C

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Top companies in Investment & Financial Technology

3 companies that operate in the same segment as SS&C (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Commission-free trading and investment services are provided by Robinhood.
2013Menlo Park, California, United StatesUSD 5.58 BUSD 2.98 B4,841
Financial data and investment advisory tools are offered online.
1984Chicago, Illinois, United StatesUSD 91 MUSD 351.25 K6
App-based platform for spare change investment
2012Irvine, California, United StatesUSD 587.84 M602
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Related news about Ss&C

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Frequently Asked Questions about SS&C

SS&C was founded in 1986 and raised its 1st funding round 35 years after it was founded.

SS&C is headquartered in Windsor Locks, United States. It is registered at Windsor Locks, Connecticut, United States.

SS&C has 26,800 employees.

Annual revenue of SS&C is $6.27B as on Dec 31, 2025.

SSC was founded in 1986 and is headquartered in Windsor Locks, United States. Software solutions are delivered via the cloud to support investment management operations. Key areas covered include portfolio accounting, reporting, trading and order management, reconciliation, performance measurement, and global markets risk. Further capabilities address enterprise reporting, private equity, benefits administration, municipal finance, property management, loan origination, and investor relationship management.

SS&C's top competitors include Juniper Square, iCapital and FundGuard.

SS&C offers Black Diamond, EZE, Eclipse, Geneva, and 3 more products and services.

Yes, SS&C is publicly traded on NASDAQ under the ticker symbol SSNC.

SS&C has made 46 acquisitions, including Advent International, Algorithmics, and Battea.

SS&C has 2 investors. Key investors include The Carlyle Group, and HHS.

Yes. SS&C was acquired by The Carlyle Group in November 2005.

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