LeverPoint
LeverPoint provides third-party fund administration services — including fund accounting, investor reporting, and back-office operations — to private equity sponsors. Founded in 2007 and based in Clifton Park, NY, the firm serves PE funds with recurring, contract-based administrative support.
- Company typePrivate
- Founded2007
- HeadquartersClifton Park, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
LeverPoint firmographics
Firmographics- Name
- LeverPoint
- Website
- https://leverpoint.com
- Company type
- Private
- Founded year
- 2007
- Headcount range
- 51–100 employees
- Short description
- LeverPoint provides third-party fund administration services — including fund accounting, investor reporting, and back-office operations — to private equity sponsors. Founded in 2007 and based in Clifton Park, NY, the firm serves PE funds with recurring, contract-based administrative support.
- Ownership category
- akta.pro rank
Where LeverPoint is headquartered
LocationHeadquarters
- HQ city
- Clifton Park
- HQ country
- United States
- HQ region
- North America
Markets served
LeverPoint business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D
LeverPoint product offering
Product offeringCore offering
LeverPoint provides third-party administrative services to the private equity industry, supporting fund managers with back-office operations such as fund accounting, investor reporting, and related administrative functions. The firm serves as an outsourced administrator for private equity sponsors, separating fund operations from the general partner. It is associated with Ultimus Leverpoint Private Fund Solutions and Leverpoint Fund Administration, reflecting its specialization in private fund administration services.
Differentiator
Problem solved
Functional benefit
Products and services
- Third-Party Fund Administration for Private Equity
Companies that use LeverPoint
Customer profileIdeal customer profiles1 record
LeverPoint technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
LeverPoint competitors and assessment
Company assessmentDirect peers
- Gen II Fund Services: Gen II is a leading independent private equity and private debt fund administrator offering fund accounting, investor reporting, and AIFM services, making it a direct functional peer to LeverPoint in the PE fund administration space.
- Standish Management: Standish provides fund administration, accounting, and back-office services to private equity, venture capital, and hedge fund managers, directly overlapping with LeverPoint's core service offering.
- ACA Compliance Group: ACA provides a suite of services to PE and other alternative managers including operational support, regulatory, and fund administration-adjacent services, serving as a comparable specialist partner to fund managers like LeverPoint's clients.
- Opus Fund Services: Opus Fund Services provides independent fund administration, accounting, and investor services to private equity, hedge fund, and venture capital managers, directly competing with LeverPoint.
- Ultimus Fund Solutions: Ultimus offers private fund solutions including fund administration and back-office services; related search results suggest a historical "Ultimus Leverpoint" relationship, making it a closely linked peer in the PE fund administration market.
Broad incumbents
- SS&C GlobeOp: SS&C's GlobeOp division is one of the largest global fund administrators, serving a wide range of alternative asset managers including PE, providing overlapping capabilities to LeverPoint but at materially greater scale and breadth.
- Citco Fund Services: Citco is a global fund administrator serving alternative investment managers including PE funds, offering a broader product suite and geographic reach than LeverPoint, but competing for the same third-party fund administration mandates.
- TMF Group: TMF Group provides fund administration, accounting, and corporate services globally to alternative investment managers, including PE, competing for the same third-party administration business that LeverPoint serves.
Emerging players
- Carta: Carta provides fund administration, cap table management, and investor services to private market managers, increasingly competing with traditional PE fund administrators like LeverPoint through a technology-led offering.
- Juniper Square: Juniper Square is a software and services platform for private fund managers, offering investor reporting, fund administration, and back-office workflows that directly overlap with LeverPoint's services.
Market position
Customer concentration
LeverPoint social profiles
Digital presenceLeverPoint financial estimates
Financial estimateRevenue estimate
Valuation estimate
LeverPoint leadership team
Management profileNumber of profiles
Profiles2 records
LeverPoint funding detail
Funding detailFunding overview
Funding rounds2 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
LeverPoint M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about LeverPoint
What does LeverPoint do?
LeverPoint provides third-party administrative services to the private equity industry, supporting fund managers with back-office operations such as fund accounting, investor reporting, and related administrative functions. The firm serves as an outsourced administrator for private equity sponsors, separating fund operations from the general partner. It is associated with Ultimus Leverpoint Private Fund Solutions and Leverpoint Fund Administration, reflecting its specialization in private fund administration services.
When was LeverPoint founded?
LeverPoint was founded in 2007. It employs 51 to 100 people.
Where is LeverPoint based?
LeverPoint is headquartered in Clifton Park, United States, in the North America region.
Who are LeverPoint's main competitors?
Direct peers on record are Gen II Fund Services, Standish Management, ACA Compliance Group, Opus Fund Services and Ultimus Fund Solutions. Broad incumbents are SS&C GlobeOp, Citco Fund Services and TMF Group. Emerging players are Carta and Juniper Square.
Does LeverPoint have an API?
No public API is recorded for LeverPoint.