Insights

Market Position Fundserv operates in financial services with a focus on the Canadian investment management ecosystem, presenting a potential cross-sell to technology vendors and service providers targeting Canadian asset managers seeking scalable trade processing, security, and cost-reduction solutions.

Cost Recovery Model Unique shared-savings cost recovery model suggests opportunities to upsell efficiency-focused solutions and managed services that can further reduce clients’ time, cost, and risk, reinforcing stickiness with current members.

Tech Stack Active use of modern platforms such as Salesforce Lightning, Adobe Creative Cloud, Kafka, ServiceNow and New Relic indicates openness to integration and performance monitoring improvements; potential for partnerships offering integration, analytics, and DevOps tooling.

Leadership Signals Past leadership appointments (CIO and President/CEO) and notable sponsorships imply a growth-oriented organization receptive to strategic technology partnerships, consulting services, and industry collaborations.

Growth Readiness Revenue range and historical collaborations (e.g., Riva Transfer Agent) indicate scale with room for expansion into enhanced data management, security, and interoperability solutions as the Canadian investment operations mature.

Similar companies to Fundserv

Fundserv Tech Stack

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

Fundserv's Email Address Formats

Fundserv uses at least 3 email formats:
Fundserv Email FormatsExamplePercentage
First.Last@fundserv.comJohn.Doe@fundserv.com
98%
First.Middle@fundserv.comJohn.Michael@fundserv.com
1%
First@fundserv.comJohn@fundserv.com
1%

Frequently Asked Questions

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 August 2026, Fundserv's annual revenue is estimated to be $50M - $100M.

What is Fundserv's NAICS code?

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Fundserv's NAICS code is 52 - Finance and Insurance.

How many employees does Fundserv have currently?

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As of August 2026, Fundserv has approximately 214 employees across 2 continents, including North America and Asia. Key team members include Cio: W. H. C. I., Cfo & Cro: C. C. and Chief People Officer: J. L. 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 Salesforce Lightning, Adobe Creative Cloud, Apache Kafka, Microsoft SharePoint, WordPress, Talend, ServiceNow and New Relic.

What is Fundserv's email format?

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

When was Fundserv founded?

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Fundserv was founded in 1993.
Fundserv logo

Fundserv

Financial ServicesOntario, Canada201-500 Employees

Fundserv operates in the Canadian financial services landscape by connecting the investment management sector to ensure trades are processed in a timely, accurate, and secure manner. The company seeks to lower the time, cost, and risk involved in transactions while making it easier for clients to do business, offering high-quality products that are accessible to all industry participants. It also employs a cost recovery approach that lets clients share in the annual savings generated by its services.

Fundserv's primary customers are members of the Canadian investment management industry, for whom it provides infrastructure that supports trade processing and operational reliability. Based in Toronto, Ontario, the firm positions itself as a reliable, innovative player and emphasizes leadership in its field. A notable leadership development occurred in January 2018, when Genevieve Groat was named Chief Relationship Officer and Wayne Hong Chief Information Officer.

Section iconCompany Overview

Phone number
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

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