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.

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venn by two sigma

Venn 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.

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Company
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