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AllBackoffice Consulting, LLC Employee Directory

IT Services and IT ConsultingNorth Carolina, United States11-50 Employees

AllBackoffice Consulting, LLC is a boutique IT services and consulting firm based in Raleigh, North Carolina. It serves independent investment advisors, providing core portfolio accounting and reporting outsourcing, with additional operations and technology consulting and software support as add-on services. The company's approach aims to let advisors focus on client service while leveraging partnerships with technology providers through ongoing due diligence and a proprietary improvement process.

Its market consists of small to mid-sized financial advisory practices seeking back-office support and technology-enabled solutions. In late 2022, the firm participated in the SchwabIMPACT conference in Denver, reflecting engagement with the broader investment adviser community.

Find AllBackoffice Consulting, LLC employees' phone numbers or email addresses

AllBackoffice Consulting, LLC Global Highlights

Location
Employees

North America
25

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  • United States Of America
    25

AllBackoffice Consulting, LLC's Leadership

  • Stylized image of a person
    C. E.
    Head Of Advisor Solutions
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. M.
    Partner / Director Of Research And Development
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. M.
    Principal And Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. M.
    Principal And Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. S.
    Account Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. P.
    Accounting/ Human Resources Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. B.
    Account Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. P.
    Office Manager
    Phone icon
    Mobile Phone

AllBackoffice Consulting, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Sales
  • Consultant
  • Business
  • Community & Social Services
  • Customer Success
  • Other
  • Human Resources

Contact profiles from AllBackoffice Consulting, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. G.
    Operations
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Mar 25, 2026
  • Stylized image of a person
    T. P. S.
    Data Management Specialist
    Phone icon
    Mobile Phone
    United StatesMichigan
    Apr 17, 2026
  • Stylized image of a person
    K. R.
    Advisor Solutions Technology Associate
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Oct 21, 2025
  • Stylized image of a person
    C. L.
    Technology Consultant
    Phone icon
    Mobile Phone
    United StatesMissouri
    Jan 31, 2024
  • Stylized image of a person
    S. C.
    Technology Associate
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Sep 14, 2024
  • Stylized image of a person
    S. T.
    Technology Associate
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Sep 19, 2024
  • Stylized image of a person
    K. M.
    Account Consultant
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Mar 24, 2026
  • Stylized image of a person
    R. M.
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 09, 2023

Frequently Asked Questions

What is AllBackoffice Consulting, LLC known for?

Minus sign iconPlus sign iconAllBackoffice Consulting, LLC was founded in 2009 operates in the IT Services and IT Consulting industry. The company's main headquarters is located in Raleigh, North Carolina 27608 United States; you can contact the main corporate office by phone at
+1-252-482-****
. Explore AllBackoffice Consulting, LLC's company overview page for more information.

What is AllBackoffice Consulting, LLC's most common email format?

Minus sign iconPlus sign iconAllBackoffice Consulting, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more AllBackoffice Consulting, LLC email formats with LeadIQ.

How many employees does AllBackoffice Consulting, LLC have currently?

Minus sign iconPlus sign iconAllBackoffice Consulting, LLC has approximately 23 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are AllBackoffice Consulting, LLC's key employees and leadership?

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As of June 2026, AllBackoffice Consulting, LLC's key employees include:

  • Head Of Advisor Solutions: C. E.
  • Partner / Director Of Research And Development: C. M.
  • Principal And Founder: J. M.
  • Principal And Founder: J. M.
  • Account Manager: P. S.

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