Northeast Retirement Services

Financial Software · Massachusetts, United States · 51-200 Employees

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Overview

Headquarters

12 Gill St Ste 2600, Woburn, Massachuset...

Phone Number

(781) 938-9595

Revenue

$17.5 Million

Industry

Financial Software Software Business Services Accounting for Legal Practices
ZI Rank: 1
Signal Type
Mar
Apr
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Aug
ZI Rank
3
2
1
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1

About Northeast Retirement Services

Northeast Retirement Services, LLC (NRS) provides a comprehensive range of institutional services including Transfer Agency, Master Trust Plan Accounting, Fund Unitization, and Fiduciary Services. The company partners with clients to deliver customized solutions aimed at reducing costs and complexity for institutional investors, managing over $1.4 trillion in assets for more than 500 clients. NRS serves a diverse clientele including asset managers, corporate plans, endowments, foundations, government plans, non-profits, and OCIOs. Founded in 1999, NRS combines in-depth ERISA expertise with outstanding client service and proprietary technology to meet the needs of the institutional marketplace.Explore more
Northeast Retirement Services's Social MediaPopular SearchesNortheast Retirement Services IncNortheast Retirement Services LLCNortheast Retirement ServicesNortheast RetirementDtcc For Northeast RetirementSIC Code 63,637NAICS Code 52,523Show more

Northeast Retirement Services Org Chart

FJ
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President, Chief Executive Officer

PhoneEmail
CE
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Chief Financial Officer

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SK
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Chief Operating Officer

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TS
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Vice President & Controller

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Northeast Retirement Serv...

$17.5M
51-200
Private
-
1999
FJ
Freddie JacobsPresident, CEO
$30.4M
51-200
Private
-
1992
PB
Patricia BowkerChief Financial Officer
$19.2M
51-200
Private
-
2008
Dennis Ejindu, Chairman Chief Executive Officer at GTC
Dennis EjinduChairman CEO
$14.3M
51-200
Private
<$5M
1996
IT
India TroyerChief Financial Officer
$8.1M
11-50
Private
-
2005
LM
Linda MauroSenior Vice President, Operations
$5.6M
51-200
Private
-
2016
TO
Tetsuo OchiPartner & CEO
$5.2M
11-50
Private
<$5M
1982
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Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

Northeast Retirement Services is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

Northeast Retirement Services is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Northeast Retirement Services.

Northeast Retirement Services Tech Stack

A closer look at the technologies used by Northeast Retirement Services

Most Recent Scoops

Lateral Move
Executive Move
Executive Moves, Lateral Move
New Hire
Executive Move
Executive Moves, New Hire
Promotion
Executive Move
Northeast Retirement Services has announced that Freddie Jacobs Jr has been promoted to the role of President & Chief Executive Officer.
Promotion
Executive Move
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Top Financial Software Companies

Frequently Asked Questions Regarding Northeast Retirement Services

What is Northeast Retirement Services's official website?
Northeast Retirement Services's official website is www.nrstpa.com
What is Northeast Retirement Services's Revenue?
Northeast Retirement Services's revenue is $17.5 Million
What is Northeast Retirement Services's SIC code?
Northeast Retirement Services's SIC: 63,637
What is Northeast Retirement Services's NAICS code?
Northeast Retirement Services's NAICS: 52,523
How many employees does Northeast Retirement Services have?
Northeast Retirement Services has 51-200 employees
What industry does Northeast Retirement Services belong to?
Northeast Retirement Services is in the industry of: Financial Software, Software, Business Services
What is Northeast Retirement Services competition?
Northeast Retirement Services top competitors include: GTC, SoundHaven Capital Management, MCP Asset Management, The Retirement Plan
What companies has Northeast Retirement Services acquired?
Northeast Retirement Services has acquired the companies: MBVT, Wilber National Bank, Elmira Savings Bank Mortgage, Community Bank
What technology does Northeast Retirement Services use?
Some of the popular technologies that Northeast Retirement Services uses are: DocuSign, Drupal, PHP, Proofpoint
Who is the CFO of Northeast Retirement Services?
Northeast Retirement Services's CFO is Chris Ellis
How do I contact Northeast Retirement Services?
Northeast Retirement Services contact info: Phone number: (781) 938-9595 Website: www.nrstpa.com
What does Northeast Retirement Services do?

Northeast Retirement Services, LLC (NRS) provides a comprehensive range of institutional services including Transfer Agency, Master Trust Plan Accounting, Fund Unitization, and Fiduciary Services. The company partners with clients to deliver customized solutions aimed at reducing costs and complexity for institutional investors, managing over $1.4... trillion in assets for more than 500 clients. NRS serves a diverse clientele including asset managers, corporate plans, endowments, foundations, government plans, non-profits, and OCIOs. Founded in 1999, NRS combines in-depth ERISA expertise with outstanding client service and proprietary technology to meet the needs of the institutional marketplace.Read More

What are Northeast Retirement Services social media links?
Northeast Retirement Services Linkedin page
Is Northeast Retirement Services a public company?
Northeast Retirement Services is private company therefore does not currently have an official ticker symbol
See more information about Northeast Retirement Services

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