Insights

Outsourcing Focus Target RIAs and wealth managers seeking to stabilize operations through centralized systems and streamlined processes, leveraging BOC for scalable back-office support and improved client service.

Operational Efficiency Position BOC as a partner to reduce manual workload and operational risk by implementing best practices and efficient workflows, appealing to firms aiming to rebalance resources toward growth and advisor-facing activities.

Tech Leverage Highlight use of familiar tools (Office 365, Teams, WordPress, Google Analytics) to ease integration, training, and collaboration, while offering scalable back-office solutions that fit mid-market firms with modest IT budgets.

Financial Growth With revenue in the mid seven-figure range, pursue mid-sized RIAs and wealth managers aiming to outsource non-core functions to improve margins and support expansion without adding headcount.

Strategic Partnerships Position as a collaborative, tailored solutions provider capable of aligning back-office operations with clients’ strategic objectives, opening opportunities for cross-sell into ancillary services and ongoing engagements.

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Back Office Connection, Inc. Tech Stack

Back Office Connection, Inc. uses 8 technology products and services including WordPress, MySQL, Font Awesome, and more. Explore Back Office Connection, Inc.'s tech stack below.

WordPress
Content Management System
MySQL
Database
Font Awesome
Font Scripts
jQuery Migrate
Javascript Libraries
Office 365
Office Suites
Microsoft Teams
Team Collaboration
Google Analytics
Web Analytics
GoDaddy
Web Hosting

Back Office Connection, Inc.'s Email Address Formats

Back Office Connection, Inc. uses at least 3 email formats:

Back Office Connection, Inc. Email Formats	Example	Percentage
FirstL@backofficeconnection.com	JohnD@backofficeconnection.com	80%
First@backofficeconnection.com	John@backofficeconnection.com	10%
FLast@backofficeconnection.com	JDoe@backofficeconnection.com	10%

Frequently Asked Questions

What is Back Office Connection, Inc.'s official website and social media links?

Back Office Connection, Inc.'s official website is backofficeconnection.com and has social profiles on LinkedIn.

How much revenue does Back Office Connection, Inc. generate?

As of September 2026, Back Office Connection, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Back Office Connection, Inc.'s NAICS code?

Back Office Connection, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Back Office Connection, Inc. have currently?

As of September 2026, Back Office Connection, Inc. has approximately 14 employees across 1 continents, including North America. Key team members include Director Of Operations: S. W. and Consultant: A. E. Explore Back Office Connection, Inc.'s employee directory with LeadIQ.

What industry does Back Office Connection, Inc. belong to?

Back Office Connection, Inc. operates in the Financial Services industry.

What technology does Back Office Connection, Inc. use?

Back Office Connection, Inc.'s tech stack includes WordPress, MySQL, Font Awesome, jQuery Migrate, Office 365, Microsoft Teams, Google Analytics and GoDaddy.

What is Back Office Connection, Inc.'s email format?

Back Office Connection, Inc.'s email format typically follows the pattern of FirstL@backofficeconnection.com. Find more Back Office Connection, Inc. email formats with LeadIQ.

When was Back Office Connection, Inc. founded?

Back Office Connection, Inc. was founded in 2007.

Back Office Connection, Inc.

Q: How many employees does Back Office Connection, Inc. have currently?

Back Office Connection, Inc. has approximately 14 employees.

Q: What technology does Back Office Connection, Inc. use?

Back Office Connection, Inc.'s tech stack includes oEmbed, Apache HTTP Server, Tamarac, jQuery Migrate, jQuery.

Q: What is Back Office Connection, Inc.'s NAICS code?

Back Office Connection, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesWashington, United States11-50 Employees

Back Office Connection, Inc. is a mid-sized outsourcing firm focused on the back-office needs of registered investment advisers and wealth managers. Based in Poulsbo, Washington, the company emphasizes operational stability through efficiency and adherence to best practices. Its collaborative approach seeks to deliver tailored solutions that align with clients' strategic objectives and service requirements, while simplifying investment-operations management through centralized systems and streamlined processes.

The company operates in the financial services sector, serving advisory firms by consolidating and standardizing back-office activities. By centralizing processes, it supports day-to-day workflows and client service delivery, positioning itself as a specialized partner for back-office needs within the wealth management ecosystem.