Insights

Award Riding Theorem Fund Services has recent recognition as Administrator of the Year for Fund Domicile at Hedgeweek US Emerging Manager Awards 2024, signaling credibility and potential to win more mandates from emerging managers seeking reputable third-party administration.

Growth Potential With a revenue range of one to ten million and a lean team of 11-50 employees, there is opportunity to upsell scalable fund administration and technology-enabled services to growing fund managers aiming to professionalize operations and attract bigger allocations.

Tech Enablement Current tech stack includes AWS, HubSpot Analytics, Shopify, and digital advertising platforms, suggesting a strong digital engagement foundation to target fintech and hedge fund clients with aligned tech needs and potential efficiency gains.

Industry Collaboration Strategic partnerships such as the PBHFA collaboration indicate openness to ecosystem engagements; leverage industry networks to pursue new fund launches, compliance projects, or co-marketed services with aligned associations.

Compliance and Risk Past enforcement actions noted in coverage point to a need for heightened compliance capabilities; position as a trusted partner offering robust compliance, fraud detection enhancements, and risk controls to fund managers prioritizing governance.

Similar companies to Theorem Fund Services

Theorem Fund Services Tech Stack

Theorem Fund Services uses 8 technology products and services including LinkedIn Ads, Twitter Ads, HubSpot Analytics, and more. Explore Theorem Fund Services's tech stack below.

Media & News

Theorem Fund Services's Email Address Formats

Theorem Fund Services uses at least 3 email formats:
Theorem Fund Services Email FormatsExamplePercentage
FLast@theoremfundservices.comJDoe@theoremfundservices.com
58%
Last@theoremfundservices.comDoe@theoremfundservices.com
39%
First.Last@theoremfundservices.comJohn.Doe@theoremfundservices.com
3%

Frequently Asked Questions

What is Theorem Fund Services's official website and social media links?

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Theorem Fund Services's official website is theoremfundservices.com and has social profiles on LinkedIn.

How much revenue does Theorem Fund Services generate?

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As of July 2026, Theorem Fund Services's annual revenue is estimated to be $1M - $10M.

What is Theorem Fund Services's SIC code and NAICS code?

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Theorem Fund Services's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 52 - Finance and Insurance.

How many employees does Theorem Fund Services have currently?

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As of July 2026, Theorem Fund Services has approximately 23 employees across 1 continents, including North America. Key team members include Manager, Investor Relations And Treasury Services: C. A. Explore Theorem Fund Services's employee directory with LeadIQ.

What industry does Theorem Fund Services belong to?

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Theorem Fund Services operates in the Financial Services industry.

What technology does Theorem Fund Services use?

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Theorem Fund Services's tech stack includes LinkedIn Ads, Twitter Ads, HubSpot Analytics, Amazon Web Services, Cookiebot, Shopify, Microsoft 365 and ZoomInfo.

What is Theorem Fund Services's email format?

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Theorem Fund Services's email format typically follows the pattern of FLast@theoremfundservices.com. Find more Theorem Fund Services email formats with LeadIQ.

When was Theorem Fund Services founded?

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Theorem Fund Services was founded in 2016.
Theorem Fund Services logo

Theorem Fund Services

Financial ServicesFlorida, United States11-50 Employees

Theorem Fund Services is a mid-sized financial services firm offering a focused suite of fund operations support, including fund administration, investment manager accounting, and compliance services. The organization combines a trained staff with robust technology to provide accurate, timely service to clients. By handling core administrative functions, the company supports fund managers and related investment teams in managing funds efficiently and in regulatory alignment.

Headquartered in Boca Raton, Florida, Theorem Fund Services operates as an independent third-party fund administrator within the financial services industry. In June 2024, it was named a winner in the Hedgeweek US Emerging Manager Awards, receiving the Administrator of the Year - Fund Domicile award. This recognition signals its standing in the fund administration field.

Section iconCompany Overview

SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
52 - Finance and Insurance
Founded
2016
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    Theorem Fund Services's revenue is estimated to be in the range of $1M - $10M

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