SS&C Advent logo — Portfolio Management and Accounting Software

SS&C Advent

Portfolio Management and Accounting Software

Founded 1983 United States San Francisco, United States 1689 employees Later Stage Total: $2.70B

General Information

Company Name SS&C Advent
Founded Year 1983
Location United States San Francisco, United States +16
Employees 1689
Funding Stage Later Stage
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About SS&C Advent

SS&C Advent, part of SS&C Technologies, specializes in delivering advanced Portfolio Management and Accounting Software. Founded in 1983, this U.S.-based company has established a significant foothold in the investment management sector, supporting over 4,300 firms across more than 50 countries. These clients range from large global institutions to emerging start-ups, benefiting from SS&C Advent's precision-driven solutions designed to minimize risk and enhance operational synergy.

The company's last major financial milestone was a substantial $2.70B acquisition investment dated 01 February 2015. This underscores their robust market positioning and growth potential. For any investor evaluating opportunities in fintech and investment management solutions, SS&C Advent presents a mature yet dynamic player capable of shaping the future landscape of the industry. Their long-standing expertise offers a compelling value proposition for stakeholders looking for reliability and innovation in a rapidly evolving market.

Taxonomy: Portfolio Management, Accounting Software, Investment Management, Risk Minimization, Client Collaboration, Trade Order Management, Software-as-a-Service (SaaS), Partnership Accounting, Compliance Management, Rebalancing, Outsourcing, Fund Order Management, Revenue Management, Workflow Management

Services & Products

Portfolio Management, Accounting & Reporting
Trading, Rebalancing & Compliance
Fund Order Management
Data Management
Client Portal
Outsourcing & Managed Services
Margin & Finance Management
Research Management

Target Customers

Asset Managers Wealth Managers Alternative Managers Morningstar Office Users

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Acquisition •••••• - 01 Feb 2015
IPO •••••• - 01 Nov 1995

SS&C Advent Alternatives & Competitors

SS&C Advent vs

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SS&C Advent vs
BQE Software
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SS&C Advent vs
Exact
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FAQ About SS&C Advent

Portfolio Management and Accounting Software
SS&C Advent was founded in 1983.
SS&C Advent is headquartered in San Francisco, United States.
SS&C Advent has approximately 1689 employees.
SS&C Advent has completed 2 funding rounds, raising a total of $2.70B. The latest funding stage is Later Stage.
SS&C Advent offers: Portfolio Management, Accounting & Reporting, Trading, Rebalancing & Compliance, Fund Order Management, Data Management, Client Portal, Outsourcing & Managed Services, Margin & Finance Management, Research Management, Performance, Reporting & Attribution.
Top alternatives and competitors to SS&C Advent include Finvent Software, BQE Software, Exact, Everise Labs, vi by Aderant. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
SS&C Advent and Finvent Software 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.

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