STP Investment Services

Our platform provides portfolio management and accounting, robust reporting, client billing, client portal, CRM integration and other features. Our clients include single and multi-family offices, traditional wealth advisory firms and money managers. We excel in meeting the needs of anyone serving high net worth clients.

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What sets STP Investments Services apart?

"We excel in solving the complex problems that others cannot."
Thomas Nicholson


Get an overview of what STP Investment Services does.

Main Tasks

  • Accounting
  • Consolidated Reporting
  • Data Aggregation
  • Portfolio & Cost Analysis
  • Portfolio Management
  • Intra-Family Loans
  • After-tax performance reporting

Top features

  • Ability to White-label
  • Custom Development Service
  • Custom Reports
  • Full Multi-Currency Support

Assets supported

  • Alternatives
  • Art & Collectibles
  • Bankable or Financial Assets & Funds
  • Cash & Equivalents Commercial
  • Commodities
  • Cryptocurrency
  • Developed Markets
  • Developing Markets
  • Digital Assets & Crypto Currency
  • Direct Private Equity
  • Equities
  • Fixed Income
  • Foreign Exchange
  • Gold & Precious Metals
  • Hedge Funds
  • Infrastructure
  • Insurance
  • Lifestyle Assets & Rare Collectibles
  • Music Royalty
  • Private Debt
  • Private Equity
  • Private Equity & Direct Investments
  • Private Equity Funds
  • Real Estate
  • Residential
  • Venture Capital
  • Warehousing & Industrial


  • Yes

Type Of Software

  • SAAS,
  • Serviced software

Mobile App

  • Yes

Type of data

  • Transaction level


  • Reconcile data from custodians and enrich data from 3rd party sources


  • 32

Time to new custodian

  • 4 weeks


  • Based on transaction data,
  • Users can separate holding level gain/loss from currency gain/loss

Cost structure

Our pricing model is based on common drivers of complexities for family offices.
Our core platform fee is driven by 3 components:
– size & Complexity of the Family
– the # of Custodial Accounts
– the # of Alternative Investments.
Our core platform is accompanied by a range of modular add-ons, each of which varies in pricing structure.

Key Company Information

Have a look at the company, clients, and references to learn whether this is a match for you.


  • 100-500


  • 2008


  • Bangalore, India
  • Pennsylvania, USA
  • West Chester, USA

Top 5 Markets

  • United States of America


  • Key staff have ownership,
  • External investors (neither clients nor staff)


  • Multi-family offices

Secondary focus

  • Banks,
  • Fund managers,
  • Individual wealth owners,
  • Investment & Financial Advisors (RIAs/IFAs),
  • Single-family offices

Can provide based on client's request.

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Support & Services

Learn what support and services you can expect

Added Services

Data entry,
Tax advice

Support options

Dedicated contact,
In person on site support

Pricing of support

Free support


3 months

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