Insights

Industry Leadership Fundserv holds a strong position within the Canadian investment management industry by providing reliable, accurate, and secure transaction processing solutions. This emphasis on high-quality service presents an opportunity to offer advanced technology upgrades or complementary compliance solutions that can enhance their service reliability.

Innovation Focus The company’s commitment to innovation and thought leadership indicates openness to adopting cutting-edge technologies. Exploring partnerships in areas such as real-time data analytics, AI-driven compliance, or cloud security could align with their strategic growth goals.

Customer-Centric Model Fundserv's unique cost recovery and savings-sharing model demonstrates a focus on delivering value to clients. Offering scalable, cost-effective solutions that integrate seamlessly with their existing systems could enhance client satisfaction and retention.

Leadership Momentum Recent executive hires and partnerships suggest ongoing growth and leadership in the industry. This presents opportunities for executive-level engagement with tailored strategic solutions in digital transformation or enterprise risk management.

Market Expansion With revenue between $50 million and $100 million and aspirations of industry influence, fundserv could benefit from solutions that support expansion into adjacent markets or new product offerings in wealth management and digital asset management.

Fundserv Inc. Tech Stack

Fundserv Inc. uses 8 technology products and services including Trident AB, Module Federation, Atlassian Jira, and more. Explore Fundserv Inc.'s tech stack below.

  • Trident AB
    A/B Testing
  • Module Federation
    Development
  • Atlassian Jira
    Issue Trackers
  • LinkedIn Learning
    Learning Management System
  • JBoss
    Middleware Software
  • Microsoft
    Miscellaneous
  • Priority Hints
    Performance
  • AddThis
    Widgets

Fundserv Inc.'s Email Address Formats

Fundserv Inc. uses at least 1 format(s):
Fundserv Inc. Email FormatsExamplePercentage
First.Last@fundserv.comJohn.Doe@fundserv.com
49%
First.Middle@fundserv.comJohn.Michael@fundserv.com
1%
First@fundserv.comJohn@fundserv.com
1%
First.Last@fundserv.comJohn.Doe@fundserv.com
49%

Frequently Asked Questions

Where is Fundserv Inc.'s headquarters located?

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Fundserv Inc.'s main headquarters is located at 333 Bay Street Suite Toronto, Ontario m5h 2r2 Canada. The company has employees across 2 continents, including North AmericaAsia.

What is Fundserv Inc.'s phone number?

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You can contact Fundserv Inc.'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 Fundserv Inc.'s official website and social media links?

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Fundserv Inc.'s official website is fundserv.com and has social profiles on LinkedIn.

How much revenue does Fundserv Inc. generate?

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As of April 2026, Fundserv Inc.'s annual revenue is estimated to be $2.5M.

What is Fundserv Inc.'s SIC code NAICS code?

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Fundserv Inc.'s SIC code is 8741 - Management Services NAICS code is 52 - Finance and Insurance.

How many employees does Fundserv Inc. have currently?

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As of April 2026, Fundserv Inc. has approximately 210 employees across 2 continents, including North AmericaAsia. Key team members include Cio: W. H. C. I.Cfo & Cro: C. C.Chief People Officer: J. L.. Explore Fundserv Inc.'s employee directory with LeadIQ.

What industry does Fundserv Inc. belong to?

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Fundserv Inc. operates in the Financial Services industry.

What technology does Fundserv Inc. use?

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Fundserv Inc.'s tech stack includes Trident ABModule FederationAtlassian JiraLinkedIn LearningJBossMicrosoftPriority HintsAddThis.

What is Fundserv Inc.'s email format?

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Fundserv Inc.'s email format typically follows the pattern of First.Last@fundserv.com. Find more Fundserv Inc. email formats with LeadIQ.

When was Fundserv Inc. founded?

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Fundserv Inc. was founded in 1993.

Fundserv Inc.

Financial ServicesOntario, Canada201-500 Employees

Keeping the investment industry in motion...

We connect the Canadian investment management industry, ensuring every trade is processed timely, accurately and securely. Our goal at Fundserv is to reduce time, cost and risk while improving the ease of doing business, so that our clients can focus on what matters most to their business. We take pride in our model of delivering high-quality products that can be accessed by all within the industry. Parallel that with a unique cost recovery model where our clients can share in the savings we generate each year, which is a value proposition that can’t be matched by any firm.

We continue to focus on building solutions that enhance our value through reliability, innovation and thought leadership.

Pour maintenir en mouvement l’industrie de l’investissement...

Nous mettons en relation les membres de l’industrie canadienne de gestion de placements, en nous assurant que chaque transaction est traitée avec exactitude, en temps opportun et en toute sécurité. L'objectif de Fundserv consiste à réduire les délais, les coûts et les risques associés aux transactions, tout en facilitant les activités commerciales de nos clients afin que ceux-ci puissent se concentrer sur ce qui importe le plus pour leur entreprise. Nous tirons fierté dans notre modèle d’offre de produits et services de haute qualité qui sont accessibles à tous les membres de l’industrie. Nous jumelons cette offre avec un modèle unique de recouvrement des coûts grâce auquel nos clients peuvent profiter des économies que nous générons chaque année, ce qui représente une proposition de valeur que ne peut égaler aucune autre société.

Nous restons axés sur la découverte de solutions qui rehaussent notre valeur grâce à la fiabilité, à l’innovation et à un leadership éclairé.

Section iconCompany Overview

Headquarters
333 Bay Street Suite Toronto, Ontario m5h 2r2 Canada
Phone number
SIC Code
8741 - Management Services
NAICS Code
52 - Finance and Insurance
Founded
1993
Employees
201-500

Section iconFunding & Financials

  • $50M$100M

    Fundserv Inc.'s revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Fundserv Inc.'s revenue is estimated to be in the range of $50M$100M

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