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Advise Technologies, a CSS company, was established eight years ago, a modest start-up firm created by a group of experienced fund professionals. Today, Advise is a rapidly growing company, gaining international recognition with offices in New York, London, Paris, Dublin, Amsterdam, and Kansas. Our mission is to build industry wide regulatory and compliance solutions for top tier global investment managers. Our clients include some of the biggest names in the hedge fund, fund administration, and private equity space around the world, and they rely on us to take complex issues and solve them in an elegant, automated, and repeatable process. We value individuals who have an entrepreneurial spirit and those who want to experience growth alongside a young, ambitious company. If this sounds like the place for you, we invite you to join us. For more information, visit www.advisetechnologies.com/company/careers.aspx.

Website https://www.compliancesolutionsstrategies.com/
Revenue $61.7 million
Employees 15 (7 on RocketReach)
Founded 2010
Address 777 3rd Ave, New York, New York 10022, US
Phone +1 860-435-2255
Industry Financial Services, Business Services General, IT Consulting and Outsourcing, Regulatory Compliance, Business Services, Software, Private Funds, Hedge Funds, Form PF, AIFMD, CPO-PQR, Open Protocol Reporting, 13F, MiFID II, Solvency II, Threshold Reporting, Form ADV, TIC Forms
Web Rank 8 Million
Keywords Compliance Solutions, Risk Management, Regulatory Compliance, Regulatory Technology, Compliance Consulting, Financial Compliance, Compliance Services, Governance Risk And Compliance, Compliance Software, Investment Compliance, Technology Compliance, Fund Administration, Compliance Automation, Financial Technology, Compliance Training, Data Privacy, Global Compliance, Cybersecurity Compliance
Competitors Microsoft, IBM, SAP, Palantir Technologies, SAS, Informatica, Tableau, Qlik, TIBCO Streaming, Sisense +41 more (view full list)
SIC SIC Code 73 Companies, SIC Code 737 Companies
NAICS NAICS Code 51 Companies, NAICS Code 518 Companies

Advise Technologies-CSS Questions

The Advise Technologies-CSS annual revenue was $61.7 million in 2026.

John Lee is the President of Advise Technologies-CSS.

7 people are employed at Advise Technologies-CSS.

Advise Technologies-CSS is based in New York, New York.

The NAICS codes for Advise Technologies-CSS are [51, 518].

The SIC codes for Advise Technologies-CSS are [73, 737].

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