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SFS logo — The Comprehensive Sales and Marketing Solution For The Asset...

SFS

The Comprehensive Sales and Marketing Solution For The Asset Management Industry

Founded 2015 United States Larkspur, United States 34 employees Financial Services, Information Technology +1

General Information

Company Name SFS
Founded Year 2015
Location United States Larkspur, United States
Employees 34
Industries Financial Services, Information Technology, Supply Chain
Social

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About SFS

SFS is a leading Asset Management Industry sales and marketing solution provider with a focus on transforming data into actionable business insights. The company's flagship product, MARS, offers innovative data visualization displays and advanced analytics tools that uncover and target new sales and marketing opportunities. SFS caters to a wide range of product types including ETFs, Mutual Funds, SMA’s, DCIO, insurance products, and alternative investments, as well as offering distribution reporting, RIA and Market intelligence reporting, and data quality improvement services. Founded in 2015 and headquartered in the United States, SFS has positioned itself as the go-to solution for asset management companies seeking to enhance their sales and marketing strategies.

Although there is no publicly available information regarding the latest investment received by SFS or its associated investors, the company's comprehensive offerings and its positioning within the financial services, information technology, and supply chain industries make it an intriguing prospect for potential investors. With its unique value proposition and strong industry focus, SFS presents an opportunity for venture capitalists looking to tap into the growing demand for specialized sales and marketing solutions within the asset management sector.

Business keywords: Asset management, Sales and marketing solution, Data visualization, Analytics tools, CRM integration, Financial services expertise, Business intelligence, Compliance management, Investment analysis, ETF reporting, Mutual fund reporting, Sales analytics, Data cleansing, Mobile apps, ROI

No funding data available for SFS yet.

SFS Alternatives & Competitors

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FAQ About SFS

The Comprehensive Sales and Marketing Solution For The Asset Management Industry
SFS was founded in 2015.
SFS is headquartered in Larkspur, United States.
SFS operates in Financial Services, Information Technology and Supply Chain. Its work centres on Asset management, Sales and marketing solution, Data visualization and Analytics tools.
SFS has approximately 34 employees.
Top alternatives and competitors to SFS include Metapraxis, Lightkeeper, MYRE, DemaTrading.ai, Smart Solutions International L.P.. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
SFS and Metapraxis are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for SFS, https://bouncewatch.com/company/sfs-1, updated 6 January 2025. When citing, please name BounceWatch and link this page.

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