STP Investment Services Company Research Report
Company Overview
Name
STP Investment Services
Mission
Tech-driven operational outsourcing expertise that empowers firms to stay competitive and concentrate on what they do best.
Founding Details
- Year Founded: 2008
- Founders: No information is available.
Key People
- Dan Houlihan: Chief Executive Officer
- Melissa Gingrich: Chief Financial Officer and Chief Operating Officer
- Daniel Ceneviva: Head of Product and Technology
- Emmy Bernard: Chief Revenue Officer
- Anthony V. Mannino, Esq: General Counsel
- Yvonne Guardado: Global Head of Human Resources
- Frank Farnesi: Head of Global Operations
- Jim Lewis: Head of Technology
- Jitender Kumar: Head of India Operations
- Sunitha Gangadhara: Vice President, Human Resources - India
- Saneesh Surendran: SVP, Systems & Director of STP India
Headquarters
- United States: 44 W. Gay Street, Suite 300, West Chester, PA 19380
- India: Ground Floor, “Mobius” Tower 1, SJR I Tech Park, Road No. 9, EPIP Zone, Whitefield, Bangalore 560066, India
Number of Employees
250
Revenue
No information is available.
Company Known For
STP Investment Services is known for being an award-winning, industry-leading fintech and global investment operations firm providing comprehensive front, middle, and back-office services.
Products
Overview
STP Investment Services offers a wide array of products focusing on investment operations outsourcing, fund services, trade settlements, reconciliation services, portfolio accounting, and compliance services.
Products and Key Features
1. BluePrint
- Consolidates fragmented data into a streamlined, customizable platform.
- Offers diverse reporting, analytics, and workflow management.
- Key features: Dynamic reporting & analytics, Interactive dashboards, Digital investor experience, Document management, and Branding.
2. Investment Operations Outsourcing
- Transform middle office operations into feasible and efficient growth drivers.
- Includes trade settlements, data management, portfolio accounting, reconciliation, corporate actions & pricing, and fee billing.
3. Fund Administration
- Accuracy over books and records, investor statements, financial reporting, NAV calculation, audit and tax support.
- Services cover diverse fund types like Cryptocurrency funds, Private equity, and Real estate funds.
4. Trade Settlements and Reconciliation
- Streamline post-trade processing through best-in-class technology.
- Automated matching and break resolution; daily cash, transaction, position, and tax lot reconciliations.
5. Portfolio Accounting
- Offers multi-currency accounting, trade-settle date capabilities, and integration with order management systems.
6. Compliance Services
- Renders services such as state/SEC registration, ongoing compliance consulting, risk assessments, customized compliance manuals, and regulatory filings.
Recent Developments
Recent Milestones and Achievements
- 2024: STP crosses $380 billion in assets serviced and launches ComplianceAdvisor.
- 2023: Growth to 250 employees.
- 2022: Growth investment from Lovell Minnick Partners.
New Products/Features
- ComplianceAdvisor: A significant addition, enhancing their compliance service offerings.
- Digital Subscription Process: Streamlines investor onboarding in private funds through a cloud-native platform ensuring enhanced operational efficiency and investor satisfaction.
Partnerships
No new partnership information is available.
Additional Notes
- STP's focus on cutting-edge technology and comprehensive outsourcing solutions reflects in its BluePrint platform that empowers investment firms with efficiency-driven technology.
- Recognized for industry accolades, STP continues to expand and emphasize service excellence, transparency, and partnership.
This research report reflects STP Investment Services' current status and its strategies in enhancing business operations within the financial sector.
