Conifer Financial Services Employee Directory

Financial ServicesCalifornia, United States201-500 Employees

Conifer Financial Services is an independent asset-servicing firm in the financial services sector. It provides financial and operational support across asset classes for a broad client base that includes hedge funds, funds of funds, pensions, endowments, family offices, private equity and venture funds, RIAs, business development companies, and traditional asset managers. Its offerings span fund administration, middle-office services, and tax services, supported by a global client base with more than $115 billion in assets under administration. With more than 25 years in operation and senior leadership averaging substantial experience in asset servicing, the firm emphasizes a personalized client approach and direct access to senior management.

Headquartered in San Francisco, California, Conifer positions itself as a mid-sized service provider and offers a modular web-based platform intended to fit individual client strategies.

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