Search company, investor...

Conifer Financial Services


Acquired | Acquired



About Conifer Financial Services

Conifer Financial Services is an independent asset services firm that services pensions, endowments, foundations, family offices, RIAs, traditional asset managers, private equity, and hedge funds.

Headquarters Location

One Ferry Building Suite 255

San Francisco, California, 94111,

United States


Missing: Conifer Financial Services's Product Demo & Case Studies

Promote your product offering to tech buyers.

Reach 1000s of buyers who use CB Insights to identify vendors, demo products, and make purchasing decisions.

Missing: Conifer Financial Services's Product & Differentiators

Don’t let your products get skipped. Buyers use our vendor rankings to shortlist companies and drive requests for proposals (RFPs).

Latest Conifer Financial Services News

SS&C Agrees to Acquire Conifer Financial Services

Dec 16, 2016

SS&C Agrees to Acquire Conifer Financial Services Posted: December 16, 2016 1:15 am (UTC) FNeditor print Tweet WINDSOR, Conn., Dec. 15, 2016 /PRNewswire/ — SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), a global provider of financial services software and software-enabled services, today announced it has acquired Conifer Financial Services, LLC (“Conifer”), an independent asset services firm for an aggregate purchase price of $88.5 million, subject to customary adjustments. Senior management of Conifer will continue to lead the business. Conifer has 200 clients worldwide representing $110 billion of combined assets under administration (AUA). Headquartered in San Francisco and with offices in New York, Singapore and Nova Scotia, Conifer services pensions, endowments, foundations, family offices, RIAs, traditional asset managers, private equity and hedge funds. The acquisition strengthens SS&C’s market position on the West Coast and provides a wider array of services to a growing customer base in foundations and endowments, pensions, and outsourced CIO portfolios. “Conifer shares SS&C’s vision on delivering high quality services to solve real customer problems. We are delighted to add its talented team to our roster,” said Bill Stone, Chairman and Chief Executive Officer, SS&C Technologies. “We look forward to leveraging our technology and services to immediately deliver greater value to existing and new clients.” Conifer has a reputation for quality based on strong customer relationships. In November, Conifer received record scores for the fourth year in a row in the 2016 Global Custodian Hedge Fund Administration survey and achieved ‘global outperformer’ status. Accompanying the survey’s numerical results were comments from Conifer’s clients, many of which highlighted the firm’s premier client services. “Joining with SS&C will allow us to accelerate our growth plans and pace of innovation,” said Jack McDonald, Conifer’s Chief Executive Officer. “SS&C’s innovations in cloud and mobile technology are transforming asset servicing. We look forward to introducing this winning strategy to our customers and new markets.” About SS&C Technologies SS&C is a global provider of investment and financial software-enabled services and software for the global financial services industry. Founded in 1986, SS&C is headquartered in Windsor, Connecticut and has offices around the world. Some 10,000 financial services organizations, from the world’s largest institutions to local firms, manage and account for their investments using SS&C’s products and services. These clients manage an aggregate of over $44 trillion in assets. To view the original version on PR Newswire, visit: SOURCE SS&C

Conifer Financial Services Frequently Asked Questions (FAQ)

  • Where is Conifer Financial Services's headquarters?

    Conifer Financial Services's headquarters is located at One Ferry Building, San Francisco.

  • What is Conifer Financial Services's latest funding round?

    Conifer Financial Services's latest funding round is Acquired.

  • Who are the investors of Conifer Financial Services?

    Investors of Conifer Financial Services include SS&C Technologies, Carlyle and Conifer Financial Services.

Discover the right solution for your team

The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.

Request a demo

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.