Insights

Market Fit Target CSSI Solutions’ focus on software consulting for investment management and back-office outsourcing presents a sales angle for expanding reporting solutions, system integrations, data cleanup, and automation services to more asset managers and financial institutions seeking Axys/APX or similar platforms.

Service Expansion Leverage their history of reporting packaging, reconciliation, performance building, and GIPS maintenance to cross-sell end-to-end back-office modernization offerings, including data migration, special interface development, and ongoing reporting automation.

Technology Enablement Offer analytics, automated testing, and integration enhancements that align with CSSI’s tech stack (Node.js, JSON-LD, Google tools) to improve portfolio management workflows, reporting accuracy, and interoperability with Schwab PortfolioCenter and Morningstar platforms.

Growth Potential With revenue in the mid-range and a lean mid-size employee base, position premium managed services contracts, including SLA-backed support and ongoing maintenance for Axys/APX environments, to stabilize cash flow and grow recurring revenue.

Competitive Position Highlight niche specialization in Advent Axys/APX reporting and back-office outsourcing as a differentiator within financial services, offering depth in domain expertise to potential clients seeking trusted, compliance-focused partners.

CSSI Solutions Tech Stack

CSSI Solutions uses 8 technology products and services including Network Solutions, Mailgun, JSON-LD, and more. Explore CSSI Solutions's tech stack below.

Network Solutions
Domain Name Services
Mailgun
Email
JSON-LD
Javascript Frameworks
Priority Hints
Performance
Node.js
Programming Languages
Google Tag Manager
Tag Management
Google Analytics
Web Analytics
Google Search Console
Web Analytics

Media & News

CSSI Solutions's Email Address Formats

CSSI Solutions uses at least 2 format(s):

CSSI Solutions Email Formats	Example	Percentage
FLast@cssi.org	JDoe@cssi.org	96%
Last@cssi.org	Doe@cssi.org	4%

Frequently Asked Questions

What is CSSI Solutions's phone number?

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?

CSSI Solutions is a publicly traded company; the company's stock symbol is CSSI.

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

CSSI Solutions's official website is cssisolutions.com and has social profiles on LinkedIn.

How much revenue does CSSI Solutions generate?

As of July 2026, CSSI Solutions's annual revenue is estimated to be $25M - $50M.

What is CSSI Solutions's NAICS code?

CSSI Solutions's NAICS code is 52 - Finance and Insurance.

How many employees does CSSI Solutions have currently?

As of July 2026, CSSI Solutions has approximately 80 employees across 4 continents, including North AmericaAfricaAsia. Key team members include President: J. S.Partner / Manager Of Consulting Department: T. K.Owner: D. P.. Explore CSSI Solutions's employee directory with LeadIQ.

What industry does CSSI Solutions belong to?

CSSI Solutions operates in the Financial Services industry.

What technology does CSSI Solutions use?

CSSI Solutions's tech stack includes Network SolutionsMailgunJSON-LDPriority HintsNode.jsGoogle Tag ManagerGoogle AnalyticsGoogle Search Console.

What is CSSI Solutions's email format?

CSSI 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?

CSSI Solutions was founded in 1995.

CSSI Solutions

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

CSSI Solutions's official website is cssisolutions.com. CSSI Solutions has social profiles on LinkedIn.

Q: How many employees does CSSI Solutions have currently?

CSSI Solutions has approximately 80 employees.

Q: What technology does CSSI Solutions use?

CSSI Solutions's tech stack includes JSON-LD, Priority Hints, Open Graph, React, Next.js.

Q: What is CSSI Solutions's NAICS code?

CSSI Solutions's NAICS code is 52 (Finance and Insurance).

Financial ServicesPennsylvania, United States51-200 Employees

CSSI Solutions is a software consulting and BackOffice services provider serving investment management firms seeking to extract maximum value from their portfolio management systems. Since 1997, the company has offered customized reporting solutions for Advent Axys/APX and related software services, and has designed and implemented numerous reporting packaging systems. It also assists with special interfaces, system conversions, data clean-up, and process automation.

In 2005, CSSI expanded to BackOffice outsourcing for daily reconciliation, performance building, quarterly report generation, and GIPS composite maintenance on Advent Axys/APX, Schwab PortfolioCenter, and Morningstar platforms. The firm is headquartered in King of Prussia, Pennsylvania, with additional offices in Orlando, Florida, and it operates as a mid-sized provider within the financial services industry.