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Corporation
ssginstitutional.com

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Partners & Customers

10

About Shareholders Service Group

Shareholders Service Group (SSG) specializes in meeting the unique investment and technology needs of independent investment advisors and their clients. Since 2002, SSG has offered brokerage services with extensive account insurance, a wide variety of investment options, competitive technology, and an experienced team committed to providing excellent personal service.

Shareholders Service Group Headquarter Location

9845 Erma Road Suite 312

San Diego, California, 92131,

United States

800-380-7370

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Latest Shareholders Service Group News

Redi2's BillFin™ Now Available on the SSG Platform

Jun 4, 2020

News provided by Share this article BOSTON and SAN DIEGO, June 4, 2020 /PRNewswire/ --  Redi2 Technologies , the premier provider of hosted fee billing and revenue management solutions to the global financial services industry, and Shareholders Service Group  (SSG), which provides brokerage and custodial support services for independent Registered Investment Advisors, have announced that advisors working with SSG now have access to Redi2's BillFin™ advanced fee billing solution. "We are excited to have completed our recent integration with SSG," said Redi2 CEO Seth Johnson. "Now, advisors who have business with SSG have access to our BillFin solution." The BillFin solution, which is currently used by more than 500 advisory firms, provides multiple benefits, including: Flexible billing setup Fee splitting module "Advisors require solutions that help them in various aspects of their business that include efficiency, compliance, economics, while delivering an excellent client experience," said SSG President Dan Skiles. "BillFin assists in these areas with helping advisors ensure that their billing practices can withstand regulatory scrutiny, in addition to enhancing their efficiency – with the push of a button." ABOUT SHAREHOLDERS SERVICE GROUP Shareholders Service Group (SSG) provides custodial services exclusively for independent registered investment advisors (RIAs). SSG is dedicated to helping RIAs succeed in working with their clients by providing the best overall platform of investment solutions, service and technology. SSG was the highest-rated custodial platform in the 2020 T3/Inside Information Advisor Software Survey. Employees of SSG have an average of over 19 years of experience in serving the needs of independent RIAs. This experience allows SSG to deliver the "SSG Same-Day Promise" which means that service requests received by noon receive same-day attention. The company was founded in 2002 and currently serves approximately 1,600 independent RIAs. Learn more at: ssginstitutional.com ABOUT REDI2 Headquartered in Boston, Redi2 Technologies offers purpose-built. comprehensive, hosted revenue management platforms to the global financial services industry, serving wealth and investment management firms with aggregated assets under management of more than $9.4 trillion. Since its founding, Redi2 has leveraged technology to automate client reporting, fee billing and invoicing for wealth and investment managers. Redi2 is a Software as a Service (SaaS) pioneer and a market leader in vendor-hosted fee billing for firms of all sizes. For more information, visit www.redi2.com . Contact:

Shareholders Service Group Acquisitions

1 Acquisition

Shareholders Service Group acquired 1 company. Their latest acquisition was EAInvest Securities on March 03, 2008.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

3/3/2008

Other Venture Capital

$99M

$17.6M

Acquired

1

Date

3/3/2008

Investment Stage

Other Venture Capital

Companies

Valuation

$99M

Total Funding

$17.6M

Note

Acquired

Sources

1

Shareholders Service Group Partners & Customers

10 Partners and customers

Shareholders Service Group has 10 strategic partners and customers. Shareholders Service Group recently partnered with advyzon on February 2, 2022.

Date

Type

Business Partner

Country

News Snippet

Sources

2/15/2022

Partner

07:00 ET Advyzon and Shareholders Service Group Announce New Data-Sharing Integration

The integration will allow advisors who utilize Shareholders Service Group 's platform in serving their clients to have access to Advyzon , providing them with the ability to see their clients ' holdings , balances , documents , and more within Advyzon 's cloud-based platform .

1

5/4/2020

Partner

United States

Shareholders Service Group Partners With AdvisorPeak

SALT LAKE CITY , May 4 , 2020 / PRNewswire / -- Shareholders Service Group and AdvisorPeak are pleased to announce a new agreement for the benefit of advisors who custody with Shareholders Service Group .

5

3/6/2020

Vendor

United States

Benjamin™ Announces New Relationship With Shareholders Service Group - Benjamin

Benjamin , the financial advisor industry 's first AI assistant that eliminates mundane and menial tasks , is excited that via this new relationship with Shareholders Service Group , independent RIA 's of all sizes will have access to the technology necessary to better serve their clients .

1

2/18/2020

Vendor

United States

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10

10/28/2019

Vendor

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10

Date

2/15/2022

5/4/2020

3/6/2020

2/18/2020

10/28/2019

Type

Partner

Partner

Vendor

Vendor

Vendor

Business Partner

Country

United States

United States

United States

News Snippet

07:00 ET Advyzon and Shareholders Service Group Announce New Data-Sharing Integration

The integration will allow advisors who utilize Shareholders Service Group 's platform in serving their clients to have access to Advyzon , providing them with the ability to see their clients ' holdings , balances , documents , and more within Advyzon 's cloud-based platform .

Shareholders Service Group Partners With AdvisorPeak

SALT LAKE CITY , May 4 , 2020 / PRNewswire / -- Shareholders Service Group and AdvisorPeak are pleased to announce a new agreement for the benefit of advisors who custody with Shareholders Service Group .

Benjamin™ Announces New Relationship With Shareholders Service Group - Benjamin

Benjamin , the financial advisor industry 's first AI assistant that eliminates mundane and menial tasks , is excited that via this new relationship with Shareholders Service Group , independent RIA 's of all sizes will have access to the technology necessary to better serve their clients .

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Sources

1

5

1

10

10

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