Insights

Niche Outsourcing Back Office Support Service specializes in outsourced support for independent investment advisors, suggesting opportunities to cross-sell additional back-office services such as advanced data analytics, automated reporting, and enhanced billing suites to similar advisory firms.

Mid‑Size Focus With 51-200 employees and a revenue range of 25–50 million, BOSS sits in a mid-market niche likely seeking scalable solutions, presenting a fit for expanding service lines that drive efficiency without large enterprise-scale commitments.

West/East Presence Having distributed East Coast and West Coast offices indicates potential for region-specific outreach, on-site or hybrid engagement models, and tailored data processing workflows that align with regional compliance and reporting requirements.

Tech Stack Fit Current technologies include web and content delivery tools; opportunities exist to modernize or integrate with more advanced data processing, reconciliation automation, and database management platforms to reduce manual workloads.

Financial Growth Signals Revenue visibility suggests quality of client relationships and potential for upsell into risk analytics, performance reporting enhancements, and client portal capabilities to improve advisor and client experiences.

Similar companies to Back Office Support Service

Back Office Support Service Tech Stack

Back Office Support Service uses 8 technology products and services including Squarespace, Webpack, Network Solutions, and more. Explore Back Office Support Service's tech stack below.

  • Content Management System
  • Webpack
    Development
  • Network Solutions
    Domain Name Services
  • Modernizr
    Javascript Libraries
  • YouTube
    Video Players
  • Adobe Fonts
    Web Fonts
  • Sun ONE Web Server
    Web Servers

Back Office Support Service's Email Address Formats

Back Office Support Service uses at least 3 email formats:
Back Office Support Service Email FormatsExamplePercentage
FirstL@thebackoffice.bizJohnD@thebackoffice.biz
85%
LFirst@thebackoffice.bizDJohn@thebackoffice.biz
10%
First@thebackoffice.bizJohn@thebackoffice.biz
5%

Frequently Asked Questions

What is Back Office Support Service's phone number?

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You can contact Back Office Support Service's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Back Office Support Service's official website and social media links?

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Back Office Support Service's official website is thebackoffice.biz and has social profiles on LinkedIn.

How much revenue does Back Office Support Service generate?

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As of September 2026, Back Office Support Service's annual revenue is estimated to be $25M - $50M.

What is Back Office Support Service's SIC code and NAICS code?

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Back Office Support Service's SIC code is 4899 - Communications Services, Not Elsewhere Classified and NAICS code is 52 - Finance and Insurance.

How many employees does Back Office Support Service have currently?

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As of September 2026, Back Office Support Service has approximately 69 employees across 4 continents, including Asia, North America and Africa. Key team members include President: M. K., Head Of Operations: L. M. and Senior Account Manager: E. A. Explore Back Office Support Service's employee directory with LeadIQ.

What industry does Back Office Support Service belong to?

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Back Office Support Service operates in the Financial Services industry.

What technology does Back Office Support Service use?

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Back Office Support Service's tech stack includes Squarespace, Webpack, Network Solutions, Microsoft 365, Modernizr, YouTube, Adobe Fonts and Sun ONE Web Server.

What is Back Office Support Service's email format?

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Back Office Support Service's email format typically follows the pattern of FirstL@thebackoffice.biz. Find more Back Office Support Service email formats with LeadIQ.

When was Back Office Support Service founded?

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Back Office Support Service was founded in 1996.
Back Office Support Service logo

Back Office Support Service

Financial ServicesCalifornia, United States51-200 Employees

Back Office Support Service (BOSS) is a mid-sized financial services company based in Vista, California. Founded in 1996, it has focused on providing outsourced back-office support to independent investment advisors. The firm’s day-to-day work centers on daily data processing, reconciliation, and related tasks such as reporting and billing, with staff also dedicated to database conversions and one-time projects to set up or clean up databases.

Its primary customers are independent investment advisors seeking to streamline administrative operations and improve accuracy in client data. BOSS operates with teams on both the East and West Coasts to deliver these services. In the financial services industry, the company is positioned as an outsourcing provider that handles routine back-office work as well as targeted database projects.

Section iconCompany Overview

Phone number
SIC Code
4899 - Communications Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1996
Employees
51-200

Section iconFunding & Financials

  • $25M - $50M

    Back Office Support Service's revenue is estimated to be in the range of $25M - $50M

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