Insights

Specialized Financial Software CSSI Solutions has a strong niche providing custom reporting and system integration services for investment management firms, indicating potential for tailored financial technology solutions and ongoing support contracts.

BackOffice Outsourcing The company's expanded services in back-office outsourcing for reconciliation, performance reporting, and compliance maintenance present opportunities to offer integrated operational solutions to asset managers and hedge funds seeking to optimize back-end processes.

Industry Focus and Longevity With a history dating back to 1997 and a focus on portfolio management technology, CSSI appeals to established financial firms needing reliable, specialized software services, making it a target for advanced consulting and technology upgrade projects.

Growth and Market Position Operating in a competitive space with revenues between $50M and $100M, CSSI’s growth momentum and market presence suggest opportunities for partnerships, joint ventures, or expanding into adjacent financial technology segments.

Operational Efficiency Improvements Recent news highlights innovation in process automation and system conversions, signaling a market need for consulting around digital transformation, automation, and system modernization within asset management and related financial services firms.

CSSI Solutions Tech Stack

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?

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CSSI 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?

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You can contact CSSI Solutions's main corporate office by phone at . 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?

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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?

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

What is CSSI Solutions's NAICS code?

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

How many employees does CSSI Solutions have currently?

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As of March 2026, CSSI Solutions has approximately 80 employees across 4 continents, including North AmericaAfricaAsia. Key team members include Owner: D. H.Director Of It & Cloud Operations / Partner: D. W.Partner / Manager Of Consulting Department: T. K.. Explore CSSI Solutions's employee directory with LeadIQ.

What industry does CSSI Solutions belong to?

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CSSI Solutions operates in the Financial Services industry.

What is CSSI Solutions's email format?

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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?

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CSSI 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
Stock Symbol
CSSI
NAICS Code
52 - Finance and Insurance
Founded
1995
Employees
51-200

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

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