Conifer Financial Services

Financial ServicesCalifornia, United States201-500 Employees

Conifer Financial Services is a leading independent asset services firm offering financial and operational support across all asset classes to hedge funds, funds of funds, pensions, endowments, family offices, private equity and venture funds, RIAs, business development companies and traditional asset managers. Services include Fund Administration, Middle Office and Tax Services. Conifer Financial Services has a global client base representing more than $115 billion of combined assets under administration (AUA). Clients seeking to outsource services can feel confident knowing their business will be expertly handled by teams of experienced buy side professionals. Conifer Financial Services has over a 25-year track record of serving clients. The Senior Management Team averages 15 years of experience in the asset servicing industry. Through our strategic partnerships, we are large enough to provide institutional quality infrastructure but small enough to offer the boutique client experience and direct access to senior management you seek. Our firm is at the forefront of initiatives to streamline operational processes and realize efficiencies for our clients. We work as a client solutions provider, offering a fully integrated suite of web-based applications that has been heralded industry-wide as an innovative, customizable, modular platform that addresses client needs. Our goal is to understand each client’s strategy and to package products and services in ways that assist them in meeting their business objectives. (Disclaimer: certain content posted here is strictly the opinion of the author and it may not reflect the views of Conifer.com or its affiliates).

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