Insights

Outsourcing Specialist Established player in outsourced support for independent investment advisors since 1996, indicating a deep domain focus and potential for expand outsourcing services to mid-sized financial advisory firms.

Data Operations Core capabilities in daily data processing, reconciliation, reporting and billing suggest opportunities to upsell premium data analytics, automated reporting, and scalable back-office solutions for growing advisory practices.

Database Services Dedicated resources for database conversions and one-time cleanup projects imply a potential for selling data migration, modernization, and systems integration services to advisory firms upgrading tech stacks.

Regional Presence East and West Coast offices with national scope present, enabling targeted outreach to geographically distributed RIAs and the possibility to support multi-region compliance and reconciliation needs.

Growth Readiness Revenue in the multi-million range and employee base typical of mid-market service providers align with selling scalable back-office solutions, managed services, and transition support for firms seeking efficiency and cost control.

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.

  • Squarespace
    Content Management System
  • Webpack
    Development
  • Network Solutions
    Domain Name Services
  • Google Fonts API
    Font Scripts
  • 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 1 format(s):
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 July 2026, Back Office Support Service's annual revenue is estimated to be $25M - $50M.

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

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

How many employees does Back Office Support Service have currently?

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As of July 2026, Back Office Support Service has approximately 69 employees across 4 continents, including AsiaNorth AmericaAfrica. Key team members include President: M. K.Head Of Operations: L. M.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 SquarespaceWebpackNetwork SolutionsGoogle Fonts APIModernizrYouTubeAdobe FontsSun 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

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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