Conifer Securities, LLC is a leading service provider that offers a broad range of customized, cost-effective solutions for today's investment managers. Whether you are a start-up manager or a seasoned group looking to grow, Conifer can provide you and your investors with a team of experts who will manage your middle and back office operations so you don't have to. Our Value Proposition is quite simple: Outsourcing your operational needs to Conifer will allow you to focus on what you do best – portfolio management.
View Top Employees from Conifer SecuritiesWebsite | https://www.conifer.com |
Revenue | $70 million |
Employees | 15 (15 on RocketReach) |
Founded | 1989 |
Address | 1 Ferry Bldg Ste 255, San Francisco, California 94111, US |
Phone | (415) 677-1500 |
Industry | Financial Services, Finance, Brokerage, Investment Banking |
Web Rank | 27 Million |
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The Conifer Securities annual revenue was $70 million in 2023.
Phil Stapleton is the Chairman of Conifer Securities.
15 people are employed at Conifer Securities.
Conifer Securities is based in San Francisco, California.