Company lists · Data refreshed November 2026

Top 25 Fund administration consultants based in the United States

RevenueBase identified 317 company matches for fund administration consultants associated with the United States as of November 2026 and tracks 16,010 professional contacts across them, including 8,786 with verified work emails. New York is the largest hub.

This list covers company matches for fund administration consultants associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built
317Companies
16,010Contacts tracked
8,786Verified emails
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The 25 largest fund administration consultants based in the United States

Ranked by team size
Top 25 of 317 company matches for fund administration consultants based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchDallas, NY, United StatesHQ recorded Nov 6, 20261,001-5,0001,897 contacts →

Exact match

“At HedgeServ, we’re redefining what’s possible in fund administration.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchNew York, MA, United StatesHQ recorded Nov 6, 20261,001-5,0001,718 contacts →

Exact match

“Gen II is a leading independent tech-enabled fund administration provider for private capital asset managers and investors.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchOakbrook Terrace, IL, United StatesHQ recorded Nov 6, 20261,001-5,0001,267 contacts →

Exact match

“Founded in 1991, NAV Fund Services is a privately owned fund administrator recognized for its innovative proprietary technology and award-winning solutions for multiple fund…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchSan Francisco, CO, United StatesHQ recorded Nov 6, 20261,001-5,0001,030 contacts →

Exact match

“Standish is the leading independent provider of fund administration and related services to the private capital industry.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchCincinnati, NY, United StatesHQ recorded Nov 6, 20261,001-5,000864 contacts →

Exact match

“Ultimus Fund Solutions is a leading provider of essential post-trade fund administration and investment operations solutions to fund and asset managers of all sizes.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchDowners Grove, IL, United StatesHQ recorded Nov 6, 2026201-500649 contacts →

Exact match

“Formidium is a leading global fund administrator specializing in alternative investment funds.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchWest Chester, PA, United StatesHQ recorded Nov 6, 2026201-500304 contacts →

Exact match

“STP Investment Services is an award-winning global investment operations firm that integrates operations and compliance to help navigate today’s complex investment and regulatory…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchPortland, ME, United StatesHQ recorded Nov 6, 2026201-500243 contacts →

Exact match

“Stone Coast Fund Services delivers comprehensive fund administration to alternative investment managers who expect more.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchHouston, TX, United StatesHQ recorded Nov 6, 202651-200219 contacts →

Exact match

“Nova 401(k) Associates provides third party administration services for 401(k) plans and actuarial services for defined benefit and cash balance plans.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchSomerset, NJ, United StatesHQ recorded Nov 6, 2026501-1,000194 contacts →

Exact match

“Viteos has been rebranded following the acquisition by Intertrust Group, a world-leader in specialised administration services to clients in over 30 jurisdictions.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchCanton, MA, United StatesHQ recorded Nov 6, 202651-200166 contacts →

Exact match

“Gray, Gray & Gray is now a part of Frazier & Deeter!”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchLatham, NY, United StatesHQ recorded Nov 6, 202651-200165 contacts →

Exact match

“We are the fund administrator of choice for a wide range of customers in the US, UK and EU.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchSan Jose, CA, United StatesHQ recorded Nov 6, 202651-200123 contacts →

Exact match

“Our focus on your finances gives you the freedom to achieve your personal and professional goals.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchPasadena, CA, United StatesHQ recorded Nov 6, 202651-200120 contacts →

Exact match

“Founded in 1957 and based in Pasadena, California, Lucas Horsfall is a full-service financial and advisory firm serving a diverse client base across the Southwest.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchGarden City, NY, United StatesHQ recorded Nov 6, 202651-200116 contacts →

Exact match

“Frankel Loughran Starr & Vallone LLP (FLSV), a premier accounting, tax advisory and compliance firm focused primarily in the financial services industry, was formed in 1995 by…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchMonroeville, PA, United StatesHQ recorded Nov 6, 202651-200110 contacts →

Exact match

“Boston Financial Advisory Group is a one-stop-shop solution for all your Accounting and Financial consulting needs.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchNew York, United StatesHQ recorded Nov 6, 202651-200100 contacts →

Exact match

“EA Real Estate Systems Implementation Group, LLC (EA RESIG) is an affiliated company of EisnerAmper specializing in fund advisory services.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchRedwood Shores, MO, United StatesHQ recorded Nov 6, 202651-20099 contacts →

Exact match

“Founded in 1989, TIAA Kaspick offers sophisticated asset management, high quality administration, comprehensive reporting, and consulting services to help charities significantly…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchNew York, NY, United StatesHQ recorded Nov 6, 202651-20095 contacts →

Exact match

“Segal Marco Advisors is one of the largest, SEC-registered, employee-owned investment consulting firms in the US, in business for more than 55 years.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchSunnyvale, CA, United StatesHQ recorded Nov 6, 202651-20092 contacts →

Exact match

“50+M&A TRANSACTIONS | 90+% RECEIVE FUNDING 100+TEAM MEMBERS | 10K+EXECUTIVES IN TRIVIUM NETWORK Trivium is a Finance, Accounting, Human Resources, and Tax consulting firm offering…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchHerndon, VA, United StatesHQ recorded Nov 6, 202651-20090 contacts →

Exact match

“Since 2005, Piedmont Fund Services has been the leading provider of fund administration services to institutional and alternative investment fund managers including hedge funds…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchStamford, CT, United StatesHQ recorded Nov 6, 202611-5086 contacts →

Exact match

“4Pines Fund Services is a fund administrator dedicated to providing premium service to our private capital clients by leveraging our extensive private equity experience, industry…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchDenver, CO, United StatesHQ recorded Nov 6, 202651-20069 contacts →

Exact match

“PINE Advisor Solutions enable asset managers to focus on growth by simplifying complex compliance, finance, distribution, and operations.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchWashington Dc – Baltimore, United StatesHQ recorded Nov 6, 202651-20069 contacts →

Exact match

“VIRIDIS Fund Solutions is a boutique fund administration company that offers a full array of services to support established and emerging managers across the fund life cycle.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchSan Francisco, CA, United StatesHQ recorded Nov 6, 202651-20063 contacts →

Exact match

“Vector delivers institutional-grade fund administration for private market managers through a unified combination of our advanced technology, Valence, seasoned talent, and refined…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 317 fund administration consultants based in the United States

See the full list, filter by size, metro and specialty, and access 8,786 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fund administration consultants based in the United States at a glance

As of Nov 6, 2026
54.9%Verified-email coverage
50.5Average contacts per company
1-10Median size (employees)
14.8%Largest-city concentration · New York
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
166
11-50
94
51-200
33
201-500
9
501-1,000
4
1,001-5,000
7
5,001-10,000
1
10001+
2

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 317 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with the United States whose business descriptions match “fund administration consultants” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every displayed company carries at least one verified work email. RevenueBase tracks 8,786 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on November 6, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Fund administration consultants by metro

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “fund administration consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fund administration consultants are there based in the United States?

RevenueBase identified 317 company matches for fund administration consultants associated with the United States as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Hedgeserv tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most fund administration consultants?

New York leads with 47 company records, followed by Dallas (10) and San Francisco (10).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 8,786 professional contacts with verified work emails tracked across these 317 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.