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. Specialties Prime Brokerage; Cloud Based Reporting, Global Fund Accounting and Administration, Trade Execution, Trade Operations, Compliance, Corporate Accounting, Facilities, IT and Business Services.
| Website | http://www.conifer.com |
| Revenue | $1.3 billion |
| Employees | 8 (0 on RocketReach) |
| Founded | 1989 |
| Industry | Financial Services |
| Web Rank | 27 Million |
| Keywords | Capital Markets, Investment Management, Investment Solutions, Securities Services, Financial Services, Customized Solutions, Portfolio Management, Wealth Management, Asset Management, Brokerage Services, Custodial Services, Investment Consulting, Financial Technology, Alternative Investments, Hedge Fund Services, Private Equity, Institutional Investing, Regulatory Compliance, Risk Management, Financial Reporting |
| Competitors | CBRE, JLL Project and Development Services, Colliers, Cushman & Wakefield, Berkadia, Marcus & Millichap, Berkeley Point Capital LLC, Savills, Prologis, Hines +39 more (view full list) |
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The The Conifer Group, LLC annual revenue was $1.3 billion in 2026.
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