Insights

Technology Integration Fundserv utilizes a modern tech stack, including Ansible, Kubernetes, and Angular, allowing for potential partnerships or collaborations with companies specializing in tech integrations or software development.

Recent Leadership Changes With recent executive appointments like Genevieve Groat as Chief Information Officer and Karen Adams as President & CEO, there may be opportunities to engage with their network or offer relevant services to support their new roles.

Strategic Partnerships Through partnerships like the one with Riva Financial Systems, Fundserv shows openness to collaborations, presenting an opportunity for businesses in the financial services sector to explore mutually beneficial partnerships.

Industry Event Sponsorship As a gold sponsor at events like the Out on Bay Street conference, Fundserv demonstrates a commitment to diversity and inclusion, making it a potential avenue for companies looking to align themselves with similar values to engage in sponsorship opportunities.

Competitive Landscape Analysis By comparing key metrics with similar companies like eMoney Advisor and Redtail Technology, Fundserv can gain insights into their competitive positioning and potentially identify areas where they excel or need improvement in order to differentiate themselves in the market.

Fundserv Tech Stack

Fundserv uses 8 technology products and services including Ansible, Kubernetes, WordPress, and more. Explore Fundserv's tech stack below.

  • Ansible
    Configuration Management
  • Kubernetes
    Containerization
  • WordPress
    Content Management System
  • CyberArk
    Identity And Access Management
  • Atlassian Jira
    Issue Trackers
  • Angular
    Javascript Frameworks
  • New Relic
    Real User Monitoring
  • OpenSSL
    Web Server 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

Where is Fundserv's headquarters located?

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Fundserv's main headquarters is located at 333 Bay St Suite 2600 Toronto, Ontario M5H 2R2 CA. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is Fundserv's phone number?

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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?

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

How much revenue does Fundserv generate?

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As of October 2024, Fundserv's annual revenue reached $35M.

What is Fundserv's SIC code NAICS code?

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

How many employees does Fundserv have currently?

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As of October 2024, Fundserv has approximately 183 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Chief Operating Officer: R. E.Head Of Architecture: H. S.Head Of Solutions & Services: J. S.. Explore Fundserv's employee directory with LeadIQ.

What industry does Fundserv belong to?

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Fundserv operates in the Financial Services industry.

What technology does Fundserv use?

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Fundserv's tech stack includes AnsibleKubernetesWordPressCyberArkAtlassian JiraAngularNew RelicOpenSSL.

What is Fundserv's email format?

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Fundserv's email format typically follows the pattern of . Find more Fundserv email formats with LeadIQ.

When was Fundserv founded?

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Fundserv was founded in 1993.
Fundserv

Fundserv

Financial ServicesOntario, Canada51-200 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 St Suite 2600 Toronto, Ontario M5H 2R2 CA
Phone number
SIC Code
8741 - Management Services
NAICS Code
52 - Finance and Insurance
Founded
1993
Employees
51-200

Section iconFunding & Financials

  • $10M$50M

    Fundserv's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    Fundserv's revenue is in the range of $10M$50M

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