Insights

Acquisition Opportunity Recent strategic move with Duncan-Williams acquisition signals growth and potential need for enhanced fixed income product integrations, advisory tools, and transition support services to onboard institutions efficiently.

Fixed Income Focus Emphasized specialization in Fixed Income solutions tailored to institutional profiles presents a pathway to cross-sell advanced market analytics, duration management, and liquidity optimization tools.

Mid Sized Firm Employee range 51-200 places the company in a mid-market segment with scalability needs for technology, compliance, and platform modernization that a growth partner could address.

Tech Stack Signals Usage of WordPress, Shopify, Stripe, and site optimization tools suggests openness to digital enablement, client portals, payments modernization, and marketing automation partnerships.

Revenue Range With revenue estimated between 100M and 250M, explore opportunities in premium advisory services, enterprise-grade data solutions, and competitive benchmarking offerings to strengthen value proposition.

Similar companies to SouthState Securities

SouthState Securities Tech Stack

SouthState Securities uses 8 technology products and services including WordPress, Shopify, Google Fonts API, and more. Explore SouthState Securities's tech stack below.

  • Content Management System
  • E-commerce
  • Google Fonts API
    Font Scripts
  • styled-components
    Javascript Frameworks
  • Payment Processing
  • Platform As A Service
  • Yoast SEO
    Search Engines
  • Web Analytics

SouthState Securities's Email Address Formats

SouthState Securities uses at least 8 email formats:
SouthState Securities Email FormatsExamplePercentage
First.Last@duncanw.comJohn.Doe@duncanw.com
66%
FLast@duncanw.comJDoe@duncanw.com
18%
Last@duncanw.comDoe@duncanw.com
8%
F.Last@duncanw.comJ.Doe@duncanw.com
8%
First.Last@duncanwilliams.comJohn.Doe@duncanwilliams.com
74%
FLast@duncanwilliams.comJDoe@duncanwilliams.com
20%
First@duncanwilliams.comJohn@duncanwilliams.com
4%
Last@duncanwilliams.comDoe@duncanwilliams.com
2%

Frequently Asked Questions

What is SouthState Securities's phone number?

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You can contact SouthState Securities'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 SouthState Securities's official website and social media links?

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SouthState Securities's official website is southstatesecurities.com and has social profiles on LinkedIn.

How much revenue does SouthState Securities generate?

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As of August 2026, SouthState Securities's annual revenue is estimated to be $100M - $250M.

What is SouthState Securities's NAICS code?

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SouthState Securities's NAICS code is 52 - Finance and Insurance.

How many employees does SouthState Securities have currently?

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As of August 2026, SouthState Securities has approximately 112 employees across 2 continents, including North America and Europe. Key team members include Chief Executive Officer: J. F., Vp Municipal Bond Portfolio Strategist: C. K. and Vice President Of Institutional Sales: J. P. Explore SouthState Securities's employee directory with LeadIQ.

What industry does SouthState Securities belong to?

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SouthState Securities operates in the Financial Services industry.

What technology does SouthState Securities use?

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SouthState Securities's tech stack includes WordPress, Shopify, Google Fonts API, styled-components, Stripe, WP Engine, Yoast SEO and Siteimprove.

What is SouthState Securities's email format?

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SouthState Securities's email format typically follows the pattern of First.Last@duncanw.com. Find more SouthState Securities email formats with LeadIQ.

When was SouthState Securities founded?

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SouthState Securities was founded in 1969.
SouthState Securities logo

SouthState Securities

Financial ServicesTennessee, United States51-200 Employees

SouthState Securities operates within the financial services sector, providing Fixed Income solutions tailored to the profiles and goals of its institutional clients. The firm emphasizes a partnership approach, aiming to offer market insight and relevant strategies supported by experienced professionals and pertinent market intelligence. Based in Memphis, Tennessee, the organization serves a client base through its local presence while maintaining access to broader market resources.

With a focus on institutions seeking fixed income guidance, the company highlights its capability to align investment activities with clients’ objectives. A recent development noted is the acquisition activity involving a Memphis brokerage firm, reflecting broader regional consolidation in the industry. SouthState Securities positions itself as a specialized advisory and execution partner within its market, supported by its stated mission and ongoing market commentary offerings.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1969
Employees
51-200

Section iconFunding & Financials

  • $100M - $250M

    SouthState Securities's revenue is estimated to be in the range of $100M - $250M

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