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Specialized Financial Services CSSI Solutions has established itself as a provider of tailored software and back-office solutions for investment management firms, creating opportunities to offer complementary financial technology systems, data integration services, and automation tools to enhance their clients' operational efficiency.

Growing Revenue Base With reported revenues between 50 and 100 million dollars, CSSI presents a substantial market presence, indicating potential demand for advanced software solutions, system upgrades, and compliance tools to support its expanding business activities.

Focus on System Automation CSSI specializes in automation and system conversions, presenting prospects for sales of automation software, data management platforms, and integration services aimed at streamlining their portfolio reporting and reconciliation processes.

Presence in Multiple Locations Headquartered in Pennsylvania with additional offices in Florida, CSSI's geographic footprint suggests opportunities to introduce localized or regional solutions, as well as remote consulting services to support their offices.

Industry Networking Operating within the competitive financial software consulting landscape, CSSI can be approached through partnership opportunities, joint ventures, or technology integrations that complement their existing platform services and expand their product offerings.

CSSI Solutions Tech Stack

CSSI Solutions uses 8 technology products and services including Network Solutions, Amazon Simple Email Service, Next.js, and more. Explore CSSI Solutions's tech stack below.

  • Network Solutions
    Domain Name Services
  • Amazon Simple Email Service
    Email
  • Next.js
    Javascript Frameworks
  • Priority Hints
    Performance
  • Vercel
    Platform As A Service
  • Google Tag Manager
    Tag Management
  • X-Content-Type-Options
    Web & Portal Technology
  • Google Search Console
    Web Analytics

CSSI Solutions's Email Address Formats

CSSI Solutions uses at least 2 format(s):
CSSI Solutions Email FormatsExamplePercentage
FLast@cssi.orgJDoe@cssi.org
96%
Last@cssi.orgDoe@cssi.org
4%

Frequently Asked Questions

Where is CSSI Solutions's headquarters located?

Minus sign iconPlus sign iconCSSI Solutions's main headquarters is located at 901 East 8th Avenue King of Prussia, Pennsylvania 19406 United States. The company has employees across 4 continents, including North AmericaAfricaAsia.

What is CSSI Solutions's phone number?

Minus sign iconPlus sign icon You can contact CSSI Solutions's main corporate office by phone at
+1-610-992-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CSSI Solutions's stock symbol?

Minus sign iconPlus sign iconCSSI Solutions is a publicly traded company; the company's stock symbol is CSSI.

What is CSSI Solutions's official website and social media links?

Minus sign iconPlus sign iconCSSI Solutions's official website is cssisolutions.com and has social profiles on LinkedIn.

What is CSSI Solutions's NAICS code?

Minus sign iconPlus sign iconCSSI Solutions's NAICS code is 52 - Finance and Insurance.

How many employees does CSSI Solutions have currently?

Minus sign iconPlus sign iconAs of June 2026, CSSI Solutions has approximately 80 employees across 4 continents, including North AmericaAfricaAsia. Key team members include Director Of It & Cloud Operations / Partner: D. W.Partner / Manager Of Consulting Department: T. K.Senior Consultant And Partner: G. S.. Explore CSSI Solutions's employee directory with LeadIQ.

What industry does CSSI Solutions belong to?

Minus sign iconPlus sign iconCSSI Solutions operates in the Financial Services industry.

What technology does CSSI Solutions use?

Minus sign iconPlus sign iconCSSI Solutions's tech stack includes Network SolutionsAmazon Simple Email ServiceNext.jsPriority HintsVercelGoogle Tag ManagerX-Content-Type-OptionsGoogle Search Console.

What is CSSI Solutions's email format?

Minus sign iconPlus sign iconCSSI Solutions's email format typically follows the pattern of FLast@cssi.org. Find more CSSI Solutions email formats with LeadIQ.

When was CSSI Solutions founded?

Minus sign iconPlus sign iconCSSI Solutions was founded in 1995.

CSSI Solutions

Financial ServicesPennsylvania, United States51-200 Employees

CSSI is a software consulting and BackOffice services company helping investment management firms get the most out of their portfolio management systems. Since 1997 we have been actively providing Advent Axys®/APX® custom reporting solutions and related software services. CSSI has designed and implemented dozens of reporting packaging systems. CSSI also offers assistance with special interfaces, system conversions, data clean-up and process automation.

In 2005, CSSI expanded its offerings to include BackOffice outsourcing services for daily reconciliation, performance building, quarterly report generation, and GIPS composite maintenance using Advent Axys®/APX®, Schwab PortfolioCenter® and Morningstar® platforms.

CSSI is headquartered in King of Prussia, PA with additional offices in Orlando, FL.

Section iconCompany Overview

Headquarters
901 East 8th Avenue King of Prussia, Pennsylvania 19406 United States
Phone number
+1-610-992-****
Website
cssisolutions.com
Stock Symbol
CSSI
NAICS Code
52 - Finance and Insurance
Founded
1995
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    CSSI Solutions's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    CSSI Solutions's revenue is estimated to be in the range of $50M$100M

Company Leadership

  • Stylized image of a person
    D. W.
    Director Of It & Cloud Operations / Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. K.
    Partner / Manager Of Consulting Department
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. S.
    Senior Consultant And Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. W.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. S.
    Owner
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    S. S.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. D.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. M.
    Director Of Business Development
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. K.
    Backoffice Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. P.
    Product Development Manager
    Phone icon
    Mobile Phone

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