Company lists · Data refreshed November 2026
Top 25 Fund services based in the United States
RevenueBase identified 161 company matches for fund services associated with the United States as of November 2026 and tracks 11,943 professional contacts across them, including 5,877 with verified work emails. New York is the largest hub.
This list covers company matches for fund services 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.
The 25 largest fund services based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,897 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 | |||||
| 2 | 1,718 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 | |||||
| 3 | 1,267 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 | |||||
| 4 | 1,030 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 | |||||
| 5 | 864 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 | |||||
| 6 | 649 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 | |||||
| 7 | 326 contacts → | ||||
Exact match “Petra Funds Group is a leading global provider of fund administration, middle and back-office support, regulatory compliance, and ESG services for private equity, venture funds…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 304 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 | |||||
| 9 | 290 contacts → | ||||
Exact match “Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 243 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 | |||||
| 11 | 194 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 | |||||
| 12 | 165 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 | |||||
| 13 | 100 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 | |||||
| 14 | 90 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 | |||||
| 15 | 86 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 | |||||
| 16 | 71 contacts → | ||||
Exact match “Leaders in the Finance as a Service (FaaS) industry providing next level managed finance, accounting and tax services for small to mid-sized businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 69 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 | |||||
| 18 | 69 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 | |||||
| 19 | 63 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 | |||||
| 20 | 63 contacts → | ||||
Exact match “Fund Services Group was founded to support the growth of private fund managers by providing outsourced finance, operations, and compliance services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 53 contacts → | ||||
Exact match “TrustServe is a technology + people-driven fund administrator for hedge, private equity, real estate, venture capital, credit, fund of funds & family offices.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 51 contacts → | ||||
Exact match “BURGHER HAGGARD is a boutique professional services firm providing three core services: Financial Administration, Consolidated Reporting, and Consulting.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 51 contacts → | ||||
Exact match “Seizing opportunity together.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 46 contacts → | ||||
Exact match “Paralel has built a cutting-edge, cloud-native tech infrastructure that doesn't just manage data – it unleashes it’s potential.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 44 contacts → | ||||
Exact match “Perennial Fund Services is a leading global fund administrator.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “fund services”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 161 fund services based in the United States
See the full list, filter by size, metro and specialty, and access 5,877 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Fund services based in the United States at a glance
As of Nov 6, 2026Companies by employee count
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 161 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 services” 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 5,877 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 services 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 services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fund services are there based in the United States?
RevenueBase identified 161 company matches for fund services 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 services?
New York leads with 26 company records, followed by Chicago (8) and Dallas (7).
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 5,877 professional contacts with verified work emails tracked across these 161 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.
Ready to reach these companies? Verified emails and direct dials for all 161 fund services based in the United States. Start with a free account, no credit card.
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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.
More company lists
Company intelligence · public preview
Top 25 fund services based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 161 matching company records for fund services based in the United States, with 11,943 tracked contacts and 5,877 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 fund services based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Hedgeservhedgeserv.comHQ: Dallas, NY, United StatesReported employees: 1,001-5,000 | Dallas, NY, United States | 1,001-5,000 | Exact match | 1,897 contacts → |
“At HedgeServ, we’re redefining what’s possible in fund administration.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  GEN II Fund Servicesgen2fund.comHQ: New York, MA, United StatesReported employees: 1,001-5,000 | New York, MA, United States | 1,001-5,000 | Exact match | 1,718 contacts → |
“Gen II is a leading independent tech-enabled fund administration provider for private capital asset managers and investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  NAV Fund Servicesnavfundservices.comHQ: Oakbrook Terrace, IL, United StatesReported employees: 1,001-5,000 | Oakbrook Terrace, IL, United States | 1,001-5,000 | Exact match | 1,267 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Standish Management, LLCstandishmanagement.comHQ: San Francisco, CO, United StatesReported employees: 1,001-5,000 | San Francisco, CO, United States | 1,001-5,000 | Exact match | 1,030 contacts → |
“Standish is the leading independent provider of fund administration and related services to the private capital industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Ultimus Fund Solutionsultimusfundsolutions.comHQ: Cincinnati, NY, United StatesReported employees: 1,001-5,000 | Cincinnati, NY, United States | 1,001-5,000 | Exact match | 864 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Formidiumformidium.comHQ: Downers Grove, IL, United StatesReported employees: 201-500 | Downers Grove, IL, United States | 201-500 | Exact match | 649 contacts → |
“Formidium is a leading global fund administrator specializing in alternative investment funds.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Petra Funds Grouppetrafundsgroup.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 326 contacts → |
“Petra Funds Group is a leading global provider of fund administration, middle and back-office support, regulatory compliance, and ESG services for private equity, venture funds…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  STP Investment Servicesstpis.comHQ: West Chester, PA, United StatesReported employees: 201-500 | West Chester, PA, United States | 201-500 | Exact match | 304 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Princeton Financial Systemspfs.comHQ: Princeton, NJ, United StatesReported employees: 201-500 | Princeton, NJ, United States | 201-500 | Exact match | 290 contacts → |
“Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Stone Coast Fund Servicesstone-coast.comHQ: Portland, ME, United StatesReported employees: 201-500 | Portland, ME, United States | 201-500 | Exact match | 243 contacts → |
“Stone Coast Fund Services delivers comprehensive fund administration to alternative investment managers who expect more.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Viteos Fund Servicesviteos.comHQ: Somerset, NJ, United StatesReported employees: 501-1,000 | Somerset, NJ, United States | 501-1,000 | Exact match | 194 contacts → |
“Viteos has been rebranded following the acquisition by Intertrust Group, a world-leader in specialised administration services to clients in over 30 jurisdictions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  GP Fund Solutionsgpfs.comHQ: Latham, NY, United StatesReported employees: 51-200 | Latham, NY, United States | 51-200 | Exact match | 165 contacts → |
“We are the fund administrator of choice for a wide range of customers in the US, UK and EU.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  EA Resigresig.comHQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 100 contacts → |
“EA Real Estate Systems Implementation Group, LLC (EA RESIG) is an affiliated company of EisnerAmper specializing in fund advisory services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Piedmont Fund Servicespfsglobal.comHQ: Herndon, VA, United StatesReported employees: 51-200 | Herndon, VA, United States | 51-200 | Exact match | 90 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  4pines Fund Services4pinesfs.comHQ: Stamford, CT, United StatesReported employees: 11-50 | Stamford, CT, United States | 11-50 | Exact match | 86 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Rose Financial Solutionsrosefinancial.comHQ: North Bethesda, MD, United StatesReported employees: 51-200 | North Bethesda, MD, United States | 51-200 | Exact match | 71 contacts → |
“Leaders in the Finance as a Service (FaaS) industry providing next level managed finance, accounting and tax services for small to mid-sized businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Pine Advisor Solutionspineadvisorsolutions.comHQ: Denver, CO, United StatesReported employees: 51-200 | Denver, CO, United States | 51-200 | Exact match | 69 contacts → |
“PINE Advisor Solutions enable asset managers to focus on growth by simplifying complex compliance, finance, distribution, and operations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Viridis Fund Solutionsviridisfs.comHQ: Washington Dc – Baltimore, United StatesReported employees: 51-200 | Washington Dc – Baltimore, United States | 51-200 | Exact match | 69 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Vector AISvectorais.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 63 contacts → |
“Vector delivers institutional-grade fund administration for private market managers through a unified combination of our advanced technology, Valence, seasoned talent, and refined…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Fund Services Groupfundservicesgroup.comHQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 63 contacts → |
“Fund Services Group was founded to support the growth of private fund managers by providing outsourced finance, operations, and compliance services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Trustserve LPtrustserve.netHQ: Coral Gables, FL, United StatesReported employees: 11-50 | Coral Gables, FL, United States | 11-50 | Exact match | 53 contacts → |
“TrustServe is a technology + people-driven fund administrator for hedge, private equity, real estate, venture capital, credit, fund of funds & family offices.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Burgher Haggardburgherhaggard.comHQ: Fort Worth, TX, United StatesReported employees: 11-50 | Fort Worth, TX, United States | 11-50 | Exact match | 51 contacts → |
“BURGHER HAGGARD is a boutique professional services firm providing three core services: Financial Administration, Consolidated Reporting, and Consulting.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Vistravistra.comHQ: San Francisco, United StatesReported employees: Not recorded | San Francisco, United States | Not recorded | Exact match | 51 contacts → |
“Seizing opportunity together.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Paralel Technologiesparalel.comHQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 46 contacts → |
“Paralel has built a cutting-edge, cloud-native tech infrastructure that doesn't just manage data – it unleashes it’s potential.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Perennial Fund Services, LLCperennialfundservices.comHQ: Westlake Village, CA, United StatesReported employees: 11-50 | Westlake Village, CA, United States | 11-50 | Exact match | 44 contacts → |
“Perennial Fund Services is a leading global fund administrator.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 161 company matches
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Fund services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
161 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 161 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Fund services by metro
Questions about this company list
What does Exact match mean for fund services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many fund services did RevenueBase find based in the United States?
The saved snapshot records 161 matching company records, 11,943 tracked contacts and 5,877 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Fund services by geography
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 fund services based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/fund-services/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 fund services based in the United States
RevenueBase records 161 matching company records for fund services based in the United States, with 11,943 tracked contacts and 5,877 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 fund services based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Hedgeservhedgeserv.com HQ: Dallas, NY, United StatesReported employees: 1,001-5,000 | Dallas, NY, United States | 1,001-5,000 | Exact match | 1,897 contacts → |
“At HedgeServ, we’re redefining what’s possible in fund administration.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | GEN II Fund Servicesgen2fund.com HQ: New York, MA, United StatesReported employees: 1,001-5,000 | New York, MA, United States | 1,001-5,000 | Exact match | 1,718 contacts → |
“Gen II is a leading independent tech-enabled fund administration provider for private capital asset managers and investors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | NAV Fund Servicesnavfundservices.com HQ: Oakbrook Terrace, IL, United StatesReported employees: 1,001-5,000 | Oakbrook Terrace, IL, United States | 1,001-5,000 | Exact match | 1,267 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Standish Management, LLCstandishmanagement.com HQ: San Francisco, CO, United StatesReported employees: 1,001-5,000 | San Francisco, CO, United States | 1,001-5,000 | Exact match | 1,030 contacts → |
“Standish is the leading independent provider of fund administration and related services to the private capital industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Ultimus Fund Solutionsultimusfundsolutions.com HQ: Cincinnati, NY, United StatesReported employees: 1,001-5,000 | Cincinnati, NY, United States | 1,001-5,000 | Exact match | 864 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Formidiumformidium.com HQ: Downers Grove, IL, United StatesReported employees: 201-500 | Downers Grove, IL, United States | 201-500 | Exact match | 649 contacts → |
“Formidium is a leading global fund administrator specializing in alternative investment funds.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Petra Funds Grouppetrafundsgroup.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 326 contacts → |
“Petra Funds Group is a leading global provider of fund administration, middle and back-office support, regulatory compliance, and ESG services for private equity, venture funds…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | STP Investment Servicesstpis.com HQ: West Chester, PA, United StatesReported employees: 201-500 | West Chester, PA, United States | 201-500 | Exact match | 304 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Princeton Financial Systemspfs.com HQ: Princeton, NJ, United StatesReported employees: 201-500 | Princeton, NJ, United States | 201-500 | Exact match | 290 contacts → |
“Princeton Financial Systems, a State Street company, is a leading provider of investment accounting, investment compliance, data management, performance measurement, and reporting…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Stone Coast Fund Servicesstone-coast.com HQ: Portland, ME, United StatesReported employees: 201-500 | Portland, ME, United States | 201-500 | Exact match | 243 contacts → |
“Stone Coast Fund Services delivers comprehensive fund administration to alternative investment managers who expect more.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Viteos Fund Servicesviteos.com HQ: Somerset, NJ, United StatesReported employees: 501-1,000 | Somerset, NJ, United States | 501-1,000 | Exact match | 194 contacts → |
“Viteos has been rebranded following the acquisition by Intertrust Group, a world-leader in specialised administration services to clients in over 30 jurisdictions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | GP Fund Solutionsgpfs.com HQ: Latham, NY, United StatesReported employees: 51-200 | Latham, NY, United States | 51-200 | Exact match | 165 contacts → |
“We are the fund administrator of choice for a wide range of customers in the US, UK and EU.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | EA Resigresig.com HQ: New York, United StatesReported employees: 51-200 | New York, United States | 51-200 | Exact match | 100 contacts → |
“EA Real Estate Systems Implementation Group, LLC (EA RESIG) is an affiliated company of EisnerAmper specializing in fund advisory services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Piedmont Fund Servicespfsglobal.com HQ: Herndon, VA, United StatesReported employees: 51-200 | Herndon, VA, United States | 51-200 | Exact match | 90 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | 4pines Fund Services4pinesfs.com HQ: Stamford, CT, United StatesReported employees: 11-50 | Stamford, CT, United States | 11-50 | Exact match | 86 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Rose Financial Solutionsrosefinancial.com HQ: North Bethesda, MD, United StatesReported employees: 51-200 | North Bethesda, MD, United States | 51-200 | Exact match | 71 contacts → |
“Leaders in the Finance as a Service (FaaS) industry providing next level managed finance, accounting and tax services for small to mid-sized businesses.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Pine Advisor Solutionspineadvisorsolutions.com HQ: Denver, CO, United StatesReported employees: 51-200 | Denver, CO, United States | 51-200 | Exact match | 69 contacts → |
“PINE Advisor Solutions enable asset managers to focus on growth by simplifying complex compliance, finance, distribution, and operations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Viridis Fund Solutionsviridisfs.com HQ: Washington Dc – Baltimore, United StatesReported employees: 51-200 | Washington Dc – Baltimore, United States | 51-200 | Exact match | 69 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Vector AISvectorais.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 63 contacts → |
“Vector delivers institutional-grade fund administration for private market managers through a unified combination of our advanced technology, Valence, seasoned talent, and refined…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Fund Services Groupfundservicesgroup.com HQ: Houston, TX, United StatesReported employees: 51-200 | Houston, TX, United States | 51-200 | Exact match | 63 contacts → |
“Fund Services Group was founded to support the growth of private fund managers by providing outsourced finance, operations, and compliance services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Trustserve LPtrustserve.net HQ: Coral Gables, FL, United StatesReported employees: 11-50 | Coral Gables, FL, United States | 11-50 | Exact match | 53 contacts → |
“TrustServe is a technology + people-driven fund administrator for hedge, private equity, real estate, venture capital, credit, fund of funds & family offices.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Burgher Haggardburgherhaggard.com HQ: Fort Worth, TX, United StatesReported employees: 11-50 | Fort Worth, TX, United States | 11-50 | Exact match | 51 contacts → |
“BURGHER HAGGARD is a boutique professional services firm providing three core services: Financial Administration, Consolidated Reporting, and Consulting.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Vistravistra.com HQ: San Francisco, United StatesReported employees: Not recorded | San Francisco, United States | Not recorded | Exact match | 51 contacts → |
“Seizing opportunity together.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Paralel Technologiesparalel.com HQ: Denver, CO, United StatesReported employees: 11-50 | Denver, CO, United States | 11-50 | Exact match | 46 contacts → |
“Paralel has built a cutting-edge, cloud-native tech infrastructure that doesn't just manage data – it unleashes it’s potential.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Perennial Fund Services, LLCperennialfundservices.com HQ: Westlake Village, CA, United StatesReported employees: 11-50 | Westlake Village, CA, United States | 11-50 | Exact match | 44 contacts → |
“Perennial Fund Services is a leading global fund administrator.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 161 company matches
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Fund services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
161 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 161 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Fund services by metro
Questions about this company list
What does Exact match mean for fund services?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many fund services did RevenueBase find based in the United States?
The saved snapshot records 161 matching company records, 11,943 tracked contacts and 5,877 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Fund services by geography
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Cite this list
RevenueBase Data Team. Top 25 fund services based in the United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/fund-services/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗