CSSI Information

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CSSI is a software consulting and BackOffice services company helping investment management firms get the most out of their portfolio management systems. Since 1997 we have been actively providing Advent Axys®/APX® custom reporting solutions and related software services. CSSI has designed and implemented dozens of reporting packaging systems. CSSI also offers assistance with special interfaces, system conversions, data clean-up and process automation. In 2005, CSSI expanded its offerings to include BackOffice outsourcing services for daily reconciliation, performance building, quarterly report generation, and GIPS composite maintenance using Advent Axys®/APX®, Schwab PortfolioCenter® and Morningstar® platforms. CSSI is headquartered in King of Prussia, PA with additional offices in Louisville, KY, Phoenix, AZ and London, UK.

Website	http://www.cssi.org
Revenue	$8 million
Funding	$350000
Employees	88 (3 on RocketReach)
Founded	1995
Address	610 Freedom Business Center Suite 310, King of Prussia, Pennsylvania 19406, US
Phone	(610) 992-9287
Fax	(610) 992-9289
Technologies	jQuery , ASP.NET , Microsoft Outlook +11 more (view full list)
Industry	Financial Services, Business Services General, Business Services
Keywords	Investment Management, Software Consulting, Backoffice Services, Financial Technology, Custom Reporting Solutions, Software Development, Technology Consulting, Systems Integration, Data Analytics, It Solutions, Application Support, Data Management, Project Management, Business Intelligence, Risk Management, Process Improvement, Compliance Solutions
Competitors	Zebra Technologies, Civica, OpenText, Agilysys, SkyBitz, Vimond Media Solutions, Sierra Wireless, Camunda, Gentrack Ltd (Global), Veovo +34 more (view full list)
SIC	SIC Code 73 Companies, SIC Code 737 Companies
NAICS	NAICS Code 541 Companies, NAICS Code 5415 Companies, NAICS Code 54 Companies

CSSI Questions

What is the annual revenue of CSSI?

The CSSI annual revenue was $8 million in 2026.

Who is the Owner of CSSI?

Diane Herrera is the Owner of CSSI.

How many people are employed at CSSI?

3 people are employed at CSSI.

Where is CSSI based?

CSSI is based in King of Prussia, Pennsylvania.

What is the NAICS code for CSSI?

The NAICS codes for CSSI are [541, 5415, 54].

What is the SIC code for CSSI?

The SIC codes for CSSI are [73, 737].

Top CSSI Employees

Diane Herrera

Owner at CSSI

Leander, TX, US
2
- cssi.org
- vanguard.com
5+
- +1 214-529-XXXX
- +1 334-277-XXXX
- +1 610-992-XXXX
- +1 610-952-XXXX
- +1 214-724-XXXX
- +1 214-724-XXXX

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