stars 1 stars 2 stars 3

Raising the Operational Agility of the Investment Management community using a uniquely data-centric consulting approach. Olmstead Associates is a leading specialized consultant to global investment managers. We enable firms to improve agility, scale profitably, and manage risks by providing actionable strategies and expert execution services. For over two decades, executives at leading investment firms have partnered with Olmstead Associates when designing and implementing business and IT strategies. We help clients bridge the gap between Business and Technology through strategic consulting, program and project management, and deployment of industry domain expertise. OUR DATA CENTRIC APPROACH: While much of the industry is still approaching data management as a discrete function or practice area, we have turned the model upside down by placing data at the core of all we do for our clients. Whether a client comes to us for help selecting and implementing a new performance system or a future state business or IT architecture, we look through a data lens to ensure the end result means an increase in the value of their data and greater overall project success. OUR EXPERIENCE: We span the full breadth of securities industry functionality including portfolio management/trading, securities processing, data management and custody/fund accounting. We have driven outsourcing of operational functions and technology, executed outsourcing and client on-boarding processes and supported the automation, centralization and consolidation of operational functions. OUR DIFFERENCE: Olmstead staff and expert network differentiates itself with its seasoned securities industry professionals who average over 20 years of industry expertise and approach engagements with deep and relevant functional and technical experience. TO VIEW OUR CURRENT NEEDS VISIT: https://www.olmst.com/careers/ TO JOIN OUR EXPERT NETWORK: RECRUITING@OLMST.COM TO ENGAGE OLMSTEAD'S SERVICES: SALES@OLMST.COM

Website https://www.olmst.com
Revenue $15.1 million
Funding $1 million
Employees 40 (30 on RocketReach)
Founded 1994
Address 185 Devonshire Street, Boston, Massachusetts 02110, US
Phone (617) 778-0372
Technologies
Industry Financial Services, Consulting, Business Services General, Business Analysis, Business Services, Crowdfunding, Data Management & Governance, Project Management, Information Technology, Performance Measurement & Attribution, Testing, Sec Lending, Reporting, Post-Trade Integration, Outsourcing, Compliance, Agile, Client On-Boarding, Strategy
Web Rank 13 Million
Keywords Global Investment Consulting, Investment Management Consulting, Financial Services Consulting, Portfolio Management Consulting, Wealth Management Consulting, Asset Management Consulting, Investment Technology Consulting, Fintech Consulting, Data Analytics Consulting, Business Agility Consulting, Scalability Consulting, Regulatory Compliance Consulting, Risk Management Consulting, Performance Improvement Consulting, Technology Consulting, Management Consulting
Competitors HNTB, Jacobs, AECOM, Kiewit, HDR, Stantec, Skidmore, Owings & Merrill (SOM), Gensler, WRT, Rogers Partners LLP +32 more (view full list)
SIC SIC Code 87 Companies, SIC Code 874 Companies
NAICS NAICS Code 54 Companies, NAICS Code 541611 Companies, NAICS Code 5416 Companies, NAICS Code 54161 Companies, NAICS Code 541 Companies

Olmstead Associates Questions

The Olmstead Associates annual revenue was $15.1 million in 2026.

Stephen Alepa is the CEO of Olmstead Associates.

30 people are employed at Olmstead Associates.

Olmstead Associates is based in Boston, Massachusetts.

The NAICS codes for Olmstead Associates are [54, 541611, 5416, 54161, 541].

The SIC codes for Olmstead Associates are [87, 874].

Top Olmstead Associates Employees

View Similar People
Learn More
How It Works
get free account
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
search page
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies – all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
get contact page
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Leader Spring 2026 G2 Best Est ROI Mid Market Spring 2026 G2 Easiest Admin Mid Market Spring 2026 G2 Most Implementable Spring 2026 G2 Best Results Mid Market Spring 2026 G2 Lead Capture Mid Market Spring 2026 Inc Fastest Growing Private Companies 2026 Inc Best Workplace 2025
g2crowd
G2Crowd Trusted
chromestore
300K+ Plugin Users