The Spaulding Group
The Spaulding Group is a privately held, US-based professional services firm specializing in GIPS standards verification, performance certification, consulting, and education for investment managers, asset owners, and OCIOs/consultants, anchored by its PMAR conference and Forum community.
- Company typePrivate
- Founded1990
- HeadquartersSomerset, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What The Spaulding Group does
The Spaulding Group (TSG) is a privately held, US-based (Somerset, NJ) professional services firm founded in 1990 that specializes in GIPS (Global Investment Performance Standards) verification and investment performance measurement consulting. The firm serves three primary customer segments: investment managers (its core market), asset owners, and outsourced CIOs/consultants — providing GIPS standards verification, performance certification, expert consulting (operations, systems, after-tax, technology, vendor support, ESG, and SEC/FINRA regulatory compliance), and education (online, in-house, and in-person training).
TSG monetizes through four primary revenue streams — GIPS verification, performance certification, consulting, and education — all delivered via custom, quote-based proposals (pricing is not publicly disclosed). The firm operates a parallel community and events business anchored by the PMAR conference (with a 2026 European edition), Forum/Roundtable membership groups, the TSG Time podcast, and a publishing/research arm called "Insights." GTM is event-driven: PMAR, Forum/Roundtable, and PMAR Europe are the principal channels for customer acquisition, supplemented by thought-leadership content and a core GTM partnership with performance-measurement software vendor First Rate Investment Systems.
The underlying technology stack is not a unified software platform; TSG is fundamentally a human-expert services firm that leverages its 35-year brand, the "We Are Performance®" identity, and a 11-50 employee base of senior practitioners. The company holds a veteran-owned business certification, operates under the DBA "TSG Performance," and claims to be the industry's largest boutique verification and consulting firm. No public revenue, funding, M&A, or leadership changes outside the addition of a Chief Growth Officer (Chris Spaulding) and Executive Vice President (Tony Franklin) are disclosed.
The Spaulding Group firmographics
Firmographics- Name
- The Spaulding Group
- Legal name
- The Spaulding Group
- Website
- https://spauldinggrp.com
- Company type
- Private
- Founded year
- 1990
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- The Spaulding Group is a privately held, US-based professional services firm specializing in GIPS standards verification, performance certification, consulting, and education for investment managers, asset owners, and OCIOs/consultants, anchored by its PMAR conference and Forum community.
- Ownership category
- akta.pro rank
The Spaulding Group industry classification
Industry- Product category
- Investment Performance Consulting
- NAICS
- Other Scientific and Technical Consulting Services (541690)
- SIC
- Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- Sustainable Finance & ESG Ratings/Benchmarking Support (EUAHAJAH)
- akta.pro secondary industries
- Sustainability & ESG Consulting (BPAHACAK), ESG Data, Ratings & Research (Providers, Methodologies, Analytics) (FSAAALAJ), ESG Data Platforms, Controls & Audit Readiness (Data quality, internal controls) (EUAHAJAN)
Keywords
Where The Spaulding Group is headquartered
LocationHeadquarters
- HQ city
- Somerset
- HQ country
- United States
- HQ region
- North America
Markets served
The Spaulding Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D
Revenue model
- GIPS Standards Verification: Independent verification services for investment firms seeking GIPS compliance, conducted by senior-level experts with decades of experience in the field.
- Performance Certification: Certification services allowing firms to market their performance with confidence, opening doors to new business opportunities.
- Consulting Services: Operations reviews, systems consulting, after-tax consulting, ESG consulting and verification, technology consulting, vendor support, and SEC marketing rule compliance assistance.
- Education Services: Online training, in-house training, and in-person curriculum covering investment performance, attribution, risk, and GIPS standards knowledge, skills, and insights.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
The Spaulding Group product offering
Product offeringCore offering
The Spaulding Group (TSG) is a performance certification and consulting firm specializing in investment performance measurement. The company provides Global Investment Performance Standards (GIPS) verification, expert consulting across technology, operations, ESG, and regulatory areas, and industry-leading education, training, and conferences (PMAR) for the investment management industry.
Product overview
TSG (The Spaulding Group) is a consulting firm offering a portfolio of investment performance measurement services, not a unified software platform. The core offerings include GIPS Standards Verification (thorough and efficient verification by senior-level experts), Performance Certification (enabling firms to market performance with confidence), Expert Consulting (covering technology consulting, vendor support, operational consulting, after-tax consulting, ESG consulting, SEC marketing rule, and FINRA compliance), Education (online training, in-house training, and in-person curriculum), and Events (PMAR Conference, Forum/Roundtable, PMAR Europe, and TSG Time Podcast). The Insights section provides publishing, research, performance perspectives, and web events content. These services work together to help investment managers and asset owners strengthen performance reporting, enhance operational efficiency, and meet evolving financial industry expectations.
Differentiator
Problem solved
Functional benefit
Brands
- We Are Performance®: Company tagline/trademark expressing identity in the performance measurement industry.
Products and services
- GIPS Standards Verification Second-party verification of compliance with the Global Investment Performance Standards (GIPS) for investment management firms seeking performance certification.
- Performance Certification Formal performance and GIPS certification verification services for asset managers, OCIOs, and asset owners.
- Expert Consulting Specialized consulting services across technology, vendor selection, operations, after-tax performance, ESG verification, SEC Marketing Rule compliance, and FINRA topics for investment management firms.
- Education and Training Online, in-house, and in-person training and curriculum on investment performance measurement and related topics for investment professionals.
- PMAR Conference Annual industry conference on Performance Measurement, Attribution and Risk, providing networking and educational content for investment performance professionals.
- PMAR Europe European counterpart to the PMAR Conference, addressing performance measurement, attribution and risk topics for the EMEA investment community.
- Forum and Roundtable Interactive peer learning and discussion environment for investment performance measurement practitioners to exchange best practices.
Companies that use The Spaulding Group
Customer profileNamed customers8 records
Segments3 records
Ideal customer profiles2 records
The Spaulding Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The Spaulding Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- First Rate Investment SystemscoreFirst Rate Investment Systems partners with TSG as a trusted leader in the performance measurement industry. The partnership provides First Rate with access to decision-makers through TSG's industry-leading Forum events, PMAR conferences, thought leadership, and GIPS and performance consulting services. TSG's integrity, professionalism, and deep industry commitment help build meaningful relationships and drive impactful conversations that support First Rate's business growth.
Scale indicators1 record
Recent moves6 records
Expansion highlights6 records
The Spaulding Group competitors and assessment
Company assessmentBroad incumbents
- Deloitte (GIPS Verification Practice): Big 4 firm offering GIPS verification bundled with risk, performance, and digital-asset advisory, competing with TSG for large, multi-service mandates.
- EY (GIPS Verification Practice): Big 4 firm providing GIPS verification alongside assurance and performance advisory services, frequently competing with TSG on global and enterprise asset manager engagements.
- KPMG (GIPS Verification Practice): Big 4 firm that offers GIPS verification as part of a much broader audit and advisory portfolio, competing with TSG especially on larger enterprise mandates.
- Mercer (Performance & Investment Consulting): Global investment consultancy that advises asset owners and managers on performance measurement, GIPS-related issues, and OCIO, partially overlapping TSG's consulting and asset-owner services.
- PwC (GIPS Verification Practice): Big 4 firm with a GIPS verification practice that competes with TSG particularly on global asset managers requiring integrated assurance and consulting.
Others
- Broadridge (Performance Measurement Solutions): Major performance-measurement technology vendor whose platforms underpin many TSG clients; not a verifier but a key ecosystem participant referenced in TSG's PMAR conferences and partnership network.
- CFA Institute (GIPS Standards Owner): Owner of the GIPS standards and operator of the CIPM program; sets the framework that TSG verifies against and competes indirectly for standards-related education and credentialing.
Direct peers
- Aksia: Independent investment consulting and OCIO advisory firm with GIPS verification capabilities, competing with TSG in the asset-owner and OCIO segment.
- ACA Compliance Group: Provides GIPS verification, performance, and broader investment compliance services to asset managers, closely overlapping TSG's verification, consulting, and performance certification offerings.
- Ashland Partners: Specialist GIPS verification and investment performance consulting firm that directly competes with TSG for boutique GIPS verification mandates from US asset managers and asset owners.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
The Spaulding Group social profiles
Digital presenceThe Spaulding Group compliance and trust
Trust signalCompliance2 records
The Spaulding Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Spaulding Group leadership team
Management profileNumber of profiles
Profiles2 records
The Spaulding Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Spaulding Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Spaulding Group
What does The Spaulding Group do?
The Spaulding Group (TSG) is a performance certification and consulting firm specializing in investment performance measurement. The company provides Global Investment Performance Standards (GIPS) verification, expert consulting across technology, operations, ESG, and regulatory areas, and industry-leading education, training, and conferences (PMAR) for the investment management industry.
Is The Spaulding Group a public or private company?
The Spaulding Group is a private company. It is classified as family owned and is currently operating.
When was The Spaulding Group founded?
The Spaulding Group was founded in 1990. It employs 11 to 50 people.
Where is The Spaulding Group based?
The Spaulding Group is headquartered in Somerset, United States, in the North America region.
How does The Spaulding Group make money?
Four revenue lines are on record. GIPS Standards Verification is the primary driver. The others are performance Certification, consulting Services and education Services.
Who are The Spaulding Group's main competitors?
Broad incumbents on record are Deloitte (GIPS Verification Practice), EY (GIPS Verification Practice), KPMG (GIPS Verification Practice), Mercer (Performance & Investment Consulting) and PwC (GIPS Verification Practice). Others are Broadridge (Performance Measurement Solutions) and CFA Institute (GIPS Standards Owner). Direct peers are Aksia, ACA Compliance Group and Ashland Partners.
Does The Spaulding Group have an API?
No public API is recorded for The Spaulding Group.
What industry is The Spaulding Group in?
The Spaulding Group's product category is Investment Performance Consulting. Its primary akta.pro industry code is EUAHAJAH, Sustainable Finance & ESG Ratings/Benchmarking Support, with a secondary code of BPAHACAK, Sustainability & ESG Consulting. Its NAICS code is 541690 and its SIC code is 8742.