Shareholders Service Group
Highly Engaged Employees
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
9845 Erma Rd Ste 312, San Diego, Califor...Phone Number
(858) 530-1031Website
www.ssginstitutional.comRevenue
<$5 MillionIndustry
About Shareholders Service Group
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Shareholders Service Group Tech Stack
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Shareholders Service Group News & Media
Altruist acquires award-winning SSG custodial platform to expand services offering
LOS ANGELES--(BUSINESS WIRE)--Altruist, the modern custodian for independent registered investment advisors (RIAs), today announced it has acquired Shareholders Service Group (SSG), an award-winning brokerage and custodial platform serving over 1,600 advisors across the US. The SSG leadership team brings a rich tradition and culture of best-in-class RIA custody services to Altruist. The acquisition will help the Fintech juggernaut double the footprint of its RIA-exclusive services and product oAdvyzon and Shareholders Service Group Announce New Data-Sharing Integration
CHICAGO, Feb. 15, 2022 /PRNewswire/ -- Advyzon, a comprehensive technology platform and all-in-one solution for financial advisors and investment managers, recently launched a partnership with Shareholders Service Group (SSG), which provides personalized custodial and brokerage services...Panoramix and Shareholders Service Group (SSG) Announce Technology...
Fast growing independent RIA custodian adds innovative performance reporting and billing platform to provide over 1,600 advisors with preferred pricing and access to critical operational technology (PRWeb September 09, 2020) Read the full story at https://www.prweb.com/releases/panoramix_and_shareholders_service_group_ssg_announce_technology_partnership/prweb17375426.htmWealthbox CRM and Shareholders Service Group Announce Partnership
Wealthbox, a leading CRM technology for financial advisors, today announced a partnership with Shareholders Service Group (SSG). (PRWeb August 25, 2020) Read the full story at https://www.prweb.com/releases/wealthbox_crm_and_shareholders_service_group_announce_partnership/prweb17345382.htm
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Frequently Asked Questions Regarding Shareholders Service Group
Shareholders Service Group provides a range of financial services focused on shareholder management and support. Their offerings include stock transfer services, corporate governance solutions, and shareholder communication strategies. The company primarily serves publicly traded companies and organizations looking to enhance their shareholder enga... Read More