Insights

Strong Industry Position Fundserv plays a vital role in the Canadian investment management industry by facilitating accurate, timely, and secure trade processing, which positions it as a key enabler for financial institutions looking to streamline operations and reduce risks.

Cost Recovery Model The company's unique cost recovery approach, where clients share in the savings generated annually, offers a compelling value proposition for firms seeking cost-effective technology solutions and ongoing financial benefits.

Innovation Focus With a focus on building reliable and innovative solutions, supported by a modern tech stack including Apache Kafka and Kubernetes, Fundserv is well-positioned to attract clients looking for scalable, advanced trading and processing platforms.

Leadership Changes Recent executive appointments, such as the hiring of a new CEO and Chief Relationship Officer, indicate strategic leadership shifts that could open opportunities for tailored technology upgrades and partnership initiatives.

Market Potential Serving a niche within a competitive landscape of large firms, Fundserv's manageable employee base and moderate revenue suggest opportunities to add value through tailored technology solutions that further enhance operational efficiency and compliance.

Fundserv Tech Stack

Fundserv uses 8 technology products and services including Adobe Creative Cloud, Apache Kafka, Kubernetes, and more. Explore Fundserv's tech stack below.

  • Adobe Creative Cloud
    Audio, Video, Graphics
  • Apache Kafka
    Big Data Processing
  • Kubernetes
    Containerization
  • Webpack
    Development
  • git
    Development
  • Font Awesome
    Font Scripts
  • Linux
    Programming Languages
  • The Events Calendar
    Web Platform Extensions

Fundserv's Email Address Formats

Fundserv uses at least 1 format(s):
Fundserv 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

What is Fundserv's phone number?

Minus sign iconPlus sign icon
You can contact Fundserv'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's official website and social media links?

Minus sign iconPlus sign icon
Fundserv's official website is fundserv.com and has social profiles on LinkedIn.

How much revenue does Fundserv generate?

Minus sign iconPlus sign icon
As of December 2025, Fundserv's annual revenue is estimated to be $2.5M.

What is Fundserv's SIC code NAICS code?

Minus sign iconPlus sign icon
Fundserv's SIC code is 8741 - Management Services NAICS code is 52 - Finance and Insurance.

How many employees does Fundserv have currently?

Minus sign iconPlus sign icon
As of December 2025, Fundserv has approximately 202 employees across 2 continents, including North AmericaAsia. Key team members include Cio: W. H. C. I.Cfo & Cro: C. C.Chief Operating Officer: R. E.. Explore Fundserv's employee directory with LeadIQ.

What industry does Fundserv belong to?

Minus sign iconPlus sign icon
Fundserv operates in the Financial Services industry.

What technology does Fundserv use?

Minus sign iconPlus sign icon
Fundserv's tech stack includes Adobe Creative CloudApache KafkaKubernetesWebpackgitFont AwesomeLinuxThe Events Calendar.

What is Fundserv's email format?

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

When was Fundserv founded?

Minus sign iconPlus sign icon
Fundserv was founded in 1993.

Fundserv

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

Phone number
SIC Code
8741 - Management Services
NAICS Code
52 - Finance and Insurance
Founded
1993
Employees
201-500

Section iconFunding & Financials

  • $50M$100M

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

Section iconFunding & Financials

  • $50M$100M

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.