Insights

Growth Momentum Citisoft is expanding its leadership with a new Managing Director and Strategic Advisor, signaling a focus on strengthening advisory capabilities across EMEA and positioning for broader client engagements.

Strategic Partnerships Recent collaboration with FundGuard highlights opportunities to expand oversight of operational resilience and third-party risk management, suggesting cross-sell potential into risk and compliance services.

Global Expansion Office growth in London and Northern Europe underscores intent to deepen presence in key financial hubs, creating access points for targeted sell-side and buy-side client collaborations.

Sustainability & DEI Citisoft has ongoing DEI initiatives and scholarship programs, which can be leveraged to align with clients seeking responsible investing operations, inclusive transformation programs, and ESG-focused process improvements.

Financial Scale With revenue in the mid-range of investment management consulting firms and a mid-market employee base, there is clear room for upsell of broader technology and operation change programs to mid-to-large asset managers and service providers.

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Citisoft Tech Stack

Citisoft uses 8 technology products and services including Google AdSense, HubSpot Analytics, Linkedin Insight Tag, and more. Explore Citisoft's tech stack below.

Media & News

Citisoft's Email Address Formats

Citisoft uses at least 4 email formats:
Citisoft Email FormatsExamplePercentage
First.Last@citisoft.comJohn.Doe@citisoft.com
93%
FLast@citisoft.comJDoe@citisoft.com
4%
Fir.Last@citisoft.comJoh.Doe@citisoft.com
2%
First.Middle@citisoft.comJohn.Michael@citisoft.com
1%

Frequently Asked Questions

What is Citisoft's phone number?

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You can contact Citisoft'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 Citisoft's official website and social media links?

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Citisoft's official website is citisoft.com and has social profiles on LinkedIn.

How much revenue does Citisoft generate?

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As of August 2026, Citisoft's annual revenue is estimated to be $100M - $250M.

What is Citisoft's SIC code and NAICS code?

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Citisoft's SIC code is 7389 - Business Services, Not Elsewhere Classified and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Citisoft have currently?

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As of August 2026, Citisoft has approximately 120 employees across 4 continents, including North America, Europe and Asia. Key team members include Ceo: K. C., Chief Financial Officer: A. F. and Managing Partner, Emea: D. H. Explore Citisoft's employee directory with LeadIQ.

What industry does Citisoft belong to?

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Citisoft operates in the Investment Management industry.

What technology does Citisoft use?

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Citisoft's tech stack includes Google AdSense, HubSpot Analytics, Linkedin Insight Tag, HubSpot Content Hub, CookieYes, NetSuite, Piwik and Adobe Creative Suite.

What is Citisoft's email format?

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Citisoft's email format typically follows the pattern of First.Last@citisoft.com. Find more Citisoft email formats with LeadIQ.

When was Citisoft founded?

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Citisoft was founded in 1986.
Citisoft logo

Citisoft

Investment ManagementMassachusetts, United States51-200 Employees

Citisoft is a global consultancy focused on the investment management industry, with offices across North America and the United Kingdom. The firm concentrates on assessing, designing, and delivering operations and technology changes across the full investment management process, aiming to produce results-oriented improvements for its clients. Its client base comprises leading investment management firms and service providers, for whom it helps address complex business problems through tailored change initiatives in operations and technology.
Headquartered in Boston, Massachusetts, Citisoft operates within the investment management sector, positioning itself as a specialist consulting partner rather than a generalist advisory. Recent activity indicates ongoing expansion and collaboration, including leadership appointments and partnerships that broaden its advisory and operational footprint in Europe and beyond.

Section iconCompany Overview

Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
5239 - Other Financial Investment Activities
Founded
1986
Employees
51-200

Section iconFunding & Financials

  • $100M - $250M

    Citisoft's revenue is estimated to be in the range of $100M - $250M

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