Insights

Expansion Potential SALI administers over 200 Insurance Dedicated Funds and 70+ Separately Managed Accounts, indicating a broad role in fund administration that could be expanded to additional asset managers seeking streamlined IDF and PPVA/PPLI integration.

JTC Synergy As a JTC Group company with a substantial revenue base, SALI can leverage cross-sell opportunities within the JTC ecosystem to offer integrated fund administration and related services to existing JTC clients seeking IDF capabilities.

Tech Enablement Current tech stack including Salesforce and web security features suggests capacity to enhance client onboarding, data automation, and reporting for prospects requiring compliant, scalable IDF administration.

Market Positioning SALI serves a diverse client base from boutique hedge funds to large wealth managers, presenting a compelling case to target mid-to-large asset managers seeking specialized IDF solutions and PPVA/PPLI integration.

Growth Signals Healthy growth implied by substantial revenue and a multi-year hiring history with leadership additions, signaling readiness for strategic partnerships and channel partnerships to accelerate client acquisition.

Similar companies to SALI Fund Services, a JTC Group Company

SALI Fund Services, a JTC Group Company Tech Stack

SALI Fund Services, a JTC Group Company uses 8 technology products and services including Open Graph, WordPress, Salesforce, and more. Explore SALI Fund Services, a JTC Group Company's tech stack below.

  • Open Graph
    Content Management System
  • Content Management System
  • Customer Relationship Management
  • Infrastructure As A Service
  • jQuery Migrate
    Javascript Libraries
  • Swiper
    Javascript Libraries
  • Platform As A Service
  • HSTS
    Security

SALI Fund Services, a JTC Group Company's Email Address Formats

SALI Fund Services, a JTC Group Company uses at least 3 email formats:
SALI Fund Services, a JTC Group Company Email FormatsExamplePercentage
FLast@sali.comJDoe@sali.com
83%
Last@sali.comDoe@sali.com
16%
First.Last@sali.comJohn.Doe@sali.com
1%

Frequently Asked Questions

What is SALI Fund Services, a JTC Group Company's phone number?

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You can contact SALI Fund Services, a JTC Group Company'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 SALI Fund Services, a JTC Group Company's official website and social media links?

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SALI Fund Services, a JTC Group Company's official website is sali.com and has social profiles on LinkedIn and Crunchbase.

How much revenue does SALI Fund Services, a JTC Group Company generate?

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As of August 2026, SALI Fund Services, a JTC Group Company's annual revenue is estimated to be $100M - $250M.

What is SALI Fund Services, a JTC Group Company's SIC code and NAICS code?

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SALI Fund Services, a JTC Group Company's SIC code is 7389 - Business Services, Not Elsewhere Classified and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does SALI Fund Services, a JTC Group Company have currently?

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As of August 2026, SALI Fund Services, a JTC Group Company has approximately 73 employees across 5 continents, including North America, Asia and Europe. Key team members include Ejer: S. L., Principal: E. N. and Principal: M. F. Explore SALI Fund Services, a JTC Group Company's employee directory with LeadIQ.

What industry does SALI Fund Services, a JTC Group Company belong to?

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SALI Fund Services, a JTC Group Company operates in the Investment Management industry.

What technology does SALI Fund Services, a JTC Group Company use?

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SALI Fund Services, a JTC Group Company's tech stack includes Open Graph, WordPress, Salesforce, Google Cloud, jQuery Migrate, Swiper, WP Engine and HSTS.

What is SALI Fund Services, a JTC Group Company's email format?

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SALI Fund Services, a JTC Group Company's email format typically follows the pattern of FLast@sali.com. Find more SALI Fund Services, a JTC Group Company email formats with LeadIQ.

When was SALI Fund Services, a JTC Group Company founded?

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SALI Fund Services, a JTC Group Company was founded in 2002.
SALI Fund Services, a JTC Group Company logo

SALI Fund Services, a JTC Group Company

Investment ManagementTexas, United States51-200 Employees

Based in Austin, Texas, SALI Fund Services is a mid-sized investment management services firm founded in 2002. It provides a turnkey solution for creating and administering Insurance Dedicated Funds and serves as the ongoing fund administrator for these structures.

SALI administers more than 200 IDFs and over 70 Separately Managed Accounts for a client base that ranges from boutique hedge funds to large wealth-management institutions. The firm enables investment managers to establish tax-compliant IDFs that can be attached to insurance platforms such as Private Placement Variable Annuity and Private Placement Life Insurance accounts. SALI operates as a member of the JTC Group.

Section iconCompany Overview

Phone number
Website
sali.com
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
5239 - Other Financial Investment Activities
Founded
2002
Employees
51-200

Section iconFunding & Financials

  • $100M - $250M

    SALI Fund Services, a JTC Group Company's revenue is estimated to be in the range of $100M - $250M

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