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SS&C Technologies company logo
Corporation
INTERNET | Internet Software & Services / Accounting & Finance
ssctech.com

Investments

4

Partners & Customers

10

Service Providers

3

About SS&C Technologies

SS&C (NASDAQ: SSNC) Technologies is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial services industry.

Headquarters Location

80 Lamberton Road

Windsor, Connecticut, 06095,

United States

800-234-0556

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Expert Collections containing SS&C Technologies

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Find SS&C Technologies in 1 Expert Collection, including Fintech.

F

Fintech

8,122 items

Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.

Latest SS&C Technologies News

Themes Management Company Selects SS&C to Provide Distribution Services for ETF Suite

Feb 22, 2024

Themes Management Company Selects SS&C to Provide Distribution Services for ETF Suite February 22, 2024 at 09:01 am EST Share WINDSOR, Conn., Feb. 22, 2024 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Themes Management Company, LLC, has selected SS&C ALPS Distributors to provide distribution services to Themes ETFs. The company recently debuted its suite of low-cost thematic and fundamental ETFs. Themes ETFs is led by CEO Jose Gonzalez-Navarro, who previously cofounded Global X ETFs in 2008 and London-based Leverage Shares ETPs in 2018. The Themes ETF Trust series has 11 thematic ETFs focused on niche opportunities within technology, commodities and aviation, with plans to further expand the lineup. SS&C ALPS Distributors will act as the underwriter and distributor for issuance, redemption and distribution. SS&C will also handle FINRA compliance and continuing education requirements, review marketing and sales literature, and consult and support Themes ETFs' distribution model and strategy. "We are delighted to partner with SS&C as we launch our newest line of ETFs aimed at helping investors access opportunities shaping the future," said Jose Gonzalez-Navarro. "As one of the most seasoned distributors of ETFs, we are confident SS&C can provide the support we need to reach a wide distribution network and grow our business." By partnering with SS&C ALPS Distributors, Themes ETFs access a comprehensive suite of SS&C Registered Fund Services for mutual funds, interval funds, ETFs/ETPs, Closed-End Funds and Collective Investment Trusts (CITs). SS&C ALPS Distributors will oversee critical functions such as issuance, redemption, and distribution while providing comprehensive support for FINRA compliance, continuing education requirements, and marketing review. The collaboration ensures regulatory compliance and operational efficiency and enables Themes ETFs to leverage SS&C's deep industry insights and strategic guidance to optimize their distribution model and growth strategy. "We are truly excited to collaborate with Themes ETFs on the launch of their new thematic ETF series," said Neal Chansky, Head of SS&C Registered Fund Services. "For over 30 years, SS&C has delivered best-in-class distribution support to new and established ETFs. We look forward to partnering with Themes ETFs as they bring these new and exciting strategies to market." SS&C ALPS Distributors now services more than 300 ETFs with more than $916 billion in assets under distribution across 47 trusts. Services include compliance, fund and legal administration, distribution services, compliance and more. About Themes Management Company Themes Management Company LLC serves as an adviser to the Themes ETF Trust. Themes ETFs seeks to provide investors with targeted exposure to specific segments of the market via its low-cost ETFs. Themes ETFs was cofounded by CEO Jose Gonzalez-Navarro, COO Dobromir Kamburov, and General Counsel Tracy Grant. For more information, please visit themesetfs.com. About SS&C Technologies SS&C is a global provider of services and software for the financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices around the world. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale and technology. SOURCE: SS&C

SS&C Technologies Investments

4 Investments

SS&C Technologies has made 4 investments. Their latest investment was in Equiniti as part of their Corporate Minority on December 21, 2021.

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SS&C Technologies Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

12/21/2021

Corporate Minority

Equiniti

Yes

3

4/13/2016

Corporate Minority

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10

2/16/2005

Unattributed VC

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$99M

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0

5/14/1998

Unattributed VC

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$99M

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0

Date

12/21/2021

4/13/2016

2/16/2005

5/14/1998

Round

Corporate Minority

Corporate Minority

Unattributed VC

Unattributed VC

Company

Equiniti

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Amount

$99M

$99M

New?

Yes

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Co-Investors

Sources

3

10

0

0

SS&C Technologies Acquisitions

40 Acquisitions

SS&C Technologies acquired 40 companies. Their latest acquisition was Iress - Managed funds administration Business on August 20, 2023.

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

8/20/2023

$99M

Acquired Unit

2

12/5/2022

$99M

Acquired

2

8/24/2022

Other Venture Capital

$99M

$34M

Acquired

1

8/23/2022

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$99M

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10

5/16/2022

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$99M

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10

Date

8/20/2023

12/5/2022

8/24/2022

8/23/2022

5/16/2022

Investment Stage

Other Venture Capital

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

$34M

Note

Acquired Unit

Acquired

Acquired

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Sources

2

2

1

10

10

SS&C Technologies Partners & Customers

10 Partners and customers

SS&C Technologies has 10 strategic partners and customers. SS&C Technologies recently partnered with DDH Graham on February 2, 2024.

Date

Type

Business Partner

Country

News Snippet

Sources

2/14/2024

Client

Australia

2

2/8/2024

Partner

Germany

SS&C Announces Financial Risk and Regulatory Reporting Partnership with Regnology

WINDSOR , Conn. , Feb. 8 , 2024 / PRNewswire / -- SS&C Algorithmics Technologies Holdings , Inc. today announced a strategic partnership with Regnology , a leading regulatory reporting technology company , to help clients tackle upcoming regulatory requirements .

2

2/1/2024

Client

United States

Rhyze Solutions Taps SS&C to Scale Loan Servicing Operation

A new Credit Union Service Organization , Rhyze Solutions , LLC , selects SS&C Technologies 's next-generation technology for its commercial real estate loan servicing operation .

2

1/11/2024

Client

United Kingdom

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10

12/18/2023

Partner

United States

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10

Date

2/14/2024

2/8/2024

2/1/2024

1/11/2024

12/18/2023

Type

Client

Partner

Client

Client

Partner

Business Partner

Country

Australia

Germany

United States

United Kingdom

United States

News Snippet

SS&C Announces Financial Risk and Regulatory Reporting Partnership with Regnology

WINDSOR , Conn. , Feb. 8 , 2024 / PRNewswire / -- SS&C Algorithmics Technologies Holdings , Inc. today announced a strategic partnership with Regnology , a leading regulatory reporting technology company , to help clients tackle upcoming regulatory requirements .

Rhyze Solutions Taps SS&C to Scale Loan Servicing Operation

A new Credit Union Service Organization , Rhyze Solutions , LLC , selects SS&C Technologies 's next-generation technology for its commercial real estate loan servicing operation .

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Sources

2

2

2

10

10

SS&C Technologies Service Providers

4 Service Providers

SS&C Technologies has 4 service provider relationships

Service Provider

Associated Rounds

Provider Type

Service Type

Investment Bank

Bookrunner

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Service Provider

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Associated Rounds

Provider Type

Investment Bank

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Service Type

Bookrunner

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Partnership data by VentureSource

SS&C Technologies Team

27 Team Members

SS&C Technologies has 27 team members, including current Chief Executive Officer, Bill Stone.

Name

Work History

Title

Status

Bill Stone

Chief Executive Officer

Current

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Name

Bill Stone

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Work History

Title

Chief Executive Officer

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Status

Current

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