STP Investment Services vs Venn by Two Sigma
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STP Investment Services
Category
Technology provider
USA based, STP Investment Services, offers a platform that 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.
Read moreVenn by Two Sigma
Category
Portfolio Management
Venn applies Two Sigma’s expertise in research, data science and technology to modernize the analytics experience and help institutional investors embrace a quantitative approach to multi-asset portfolio risk and investment decision making.
Read moreCompany
Employees
- 100-500
Revenue
-
Founded
- 2008
Incorporated
-
Locations
- Bangalore, India
- Pennsylvania, USA
- West Chester, USA
Top 5 Markets
- United States of America
Total AUM
-
Avg. AUM per client
-
Ownership
- Key staff have ownership,
- External investors (neither clients nor staff)
11-50
–
2017
Owned by a larger corporation
- United States of America
- New York City
- United States of America
- United Kingdom
- Hong Kong
$10 trillion
–
Client
Focus
- Multi-family offices
Secondary focus
- Banks,
- Fund managers,
- Individual wealth owners,
- Investment & Financial Advisors (RIAs/IFAs),
- Single-family offices
-
- Investment & Financial Advisors (RIA/IFAs)
- Single family offices
- Multi-family offices
- Investment & Financial Advisors (RIAs/IFAs)
- Asset Managers
- Brokers/Broker-Dealers
- Wealth Managers
Venn has hundreds of clients of all sizes
Product
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
- REITS
- Residential
- Venture Capital
- Warehousing & Industrial
Compliance
-
Whitelabel
- Yes
- Portfolio management & reporting
- Transparency
- Ability to Whitelabel
- Custom Reports
- Bankable or Financial Assets & Funds
- Foreign Exchange
- Private Equity & Direct Investments
- Real Estate
–
Yes
Technology
Type Of Software
- SAAS,
- Serviced software
Ecosystem
-
Integrations
- Salesforce,
- Microsoft Dynamics,
- Canoe
Mobile App
- Yes
-
SaaS
–
–
–
No