Class Action Claims Management
Class Action Claims Management provides SaaS and managed services for securities class action and group action claims filing, portfolio monitoring, and data notification, serving institutional investors globally from its Charlotte, NC headquarters.
- Company typePrivate
- Founded2001
- HeadquartersCharlotte, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Class Action Claims Management does
Class Action Claims Management (CACM) is a Charlotte, North Carolina-based B2B professional services and SaaS provider specializing in securities class action and group action claims management for institutional investors. Founded around 2001 and operating with 11-50 employees, the firm serves fund managers, pension funds, and other large investment entities that have suffered losses in securities class actions, offering an end-to-end workflow from settlement identification through recognized-loss calculation (using LIFO and FIFO methods) to audit and distribution of settlement funds. CACM maintains SOC1 SSAE 18 certified systems for handling confidential investor trade data and provides a dedicated client portal for real-time reporting on every filing.
The company's core technology is the Claims App, a SaaS application (cacm.app) that enables self-service filing with real-time reporting and advanced analytics while preserving client control over trade data and confidential information. This SaaS layer is complemented by three service modules: an Outsourced Claims Filing Service for full-service managed engagement, a Data Notification & Compliance Service delivering daily files of security IDs, class period dates, and deadlines alongside complete court documents, and a Portfolio Monitoring service providing per-case loss calculations under both LIFO and FIFO methodologies with disinterested expert guidance on opt-out decisions. The Claims App is presented on the company's website as a "new SaaS application," indicating a deliberate productization of capabilities previously delivered only through bespoke engagements.
CACM generates revenue through two primary streams: SaaS platform subscriptions for Claims App access and managed services fees for outsourced claims filing engagements. Pricing is not publicly disclosed; clients engage CACM through direct enterprise sales contact. The go-to-market motion is enterprise field sales targeting institutional investors globally, with marketing conducted primarily through the company website (securitiesclaims.com). The firm claims 20+ years of specialized experience, billions of dollars recovered for investors, and millions of claims filed across its history, with no disclosed external funding, parent company, or institutional ownership.
Class Action Claims Management firmographics
Firmographics- Name
- Class Action Claims Management
- Legal name
- Class Action Claims Management
- Website
- https://securitiesclaims.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Class Action Claims Management provides SaaS and managed services for securities class action and group action claims filing, portfolio monitoring, and data notification, serving institutional investors globally from its Charlotte, NC headquarters.
- Ownership category
- akta.pro rank
Class Action Claims Management industry classification
Industry- Product category
- Securities Class Action Claims Management
- NAICS
- Portfolio Management and Investment Advice (523940), Legal Services (5411)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Class Actions, Claims & Entitlements Recovery (FSACAKAK)
Keywords
Where Class Action Claims Management is headquartered
LocationHeadquarters
- HQ city
- Charlotte
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Class Action Claims Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- SaaS Platform Subscription: The Claims App is offered as a SaaS application providing seamless filing, real-time reporting and analytics. Revenue is generated through software licensing/subscription fees for platform access.
- Outsourced Claims Filing Services: Full-service class action management where specialists handle the entire process from notification to filing to payment distribution. This managed services offering generates professional services revenue.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
Class Action Claims Management product offering
Product offeringCore offering
Class Action Claims Management provides institutional investors with end-to-end securities class action and group action claims recovery services. Its core offering combines the Claims App, a SaaS platform for self-service filing with real-time analytics, alongside outsourced managed services covering settlement identification, recognized-loss calculations using LIFO and FIFO methods, payment auditing, and compliance with court orders.
Product overview
Class Action Claims Management offers a unified platform combining a SaaS application with outsourced service modules. The core product is the Claims App, which provides self-service filing capabilities with real-time analytics. This is complemented by three service modules: the Outsourced Claims Filing Service for full-service management, the Data Notification & Compliance Service for daily security alerts and document delivery, and Portfolio Monitoring for loss calculations and expert guidance on litigation participation decisions.
Differentiator
Problem solved
Functional benefit
Brands
- Claims App: A seamless SaaS application for filing class action claims from filing to payment of funds, with real-time reporting and advanced analytics.
Products and services
- Claims App
Quantifiable outcome
- Billions of dollars recovered for investors
- +2 more outcomes
Companies that use Class Action Claims Management
Customer profileSegments1 record
Ideal customer profiles1 record
Class Action Claims Management technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
Class Action Claims Management partnerships and signals
Strategic signalScale indicators3 records
Recent moves4 records
Expansion highlights3 records
Class Action Claims Management competitors and assessment
Company assessmentDirect peers
- Epiq: Leading global settlement administrator providing end-to-end class action settlement administration, claims processing, and document distribution to institutional plaintiffs and law firms. Directly competes with CACM in outsourced claims filing and portfolio monitoring for securities class actions.
- Institutional Shareholder Services (ISS): Corporate governance and responsible investment advisory firm with a Securities Class Action Services practice that identifies, files, and recovers settlements on behalf of institutional investors. Overlaps directly with CACM's portfolio monitoring and outsourced filing capabilities.
- D.F. King & Co. Long-established proxy solicitation and securities class action services firm assisting institutional investors with claim identification, filing, and recovery. Comparable to CACM in serving large investment managers seeking claims recovery and opt-out advisory.
- Morrow Sodali: Global advisory firm offering proxy solicitation, shareholder activism defense, and securities class action recovery services to institutional investors. Overlaps with CACM's enterprise B2B mandate covering claims filing and portfolio monitoring.
- Georgeson: Shareholder engagement and corporate governance specialist (now part of Computershare) with securities class action claim filing and monitoring services for institutional clients. Directly comparable service overlap to CACM in B2B claims recovery.
- Donnelley Financial Solutions (DFIN): Capital markets compliance and communications provider that historically offered class action claims services via its ICS unit to institutional investors and broker-dealers. Comparable to CACM in document distribution, notification, and claims workflow.
- Strategic Claims Services: Specialist claims recovery and class action administration provider for institutional investors, hedge funds, and pension plans. Direct competitor to CACM with comparable outsourced claims filing and portfolio monitoring offerings.
- Mediant Communications: Proxy solicitation and securities class action services firm providing document distribution, notification, and claims filing support to institutional investors and issuers. Comparable to CACM's Data Notification & Compliance and Outsourced Claims Filing services.
Broad incumbents
- CSC (Corporation Service Company): Global corporate services and registered agent provider offering adjacent corporate governance, legal entity, and securities-related services to institutional clients. Broader portfolio than CACM but intersects in serving institutional investor back-office needs.
- Computershare: Global transfer agent and shareholder services provider with class action claims administration capabilities through its Georgeson subsidiary. Competes with CACM in the buy-side workflow but offers a much broader corporate services catalogue.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
Class Action Claims Management compliance and trust
Trust signalCompliance1 record
Class Action Claims Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Class Action Claims Management leadership team
Management profileNumber of profiles
Class Action Claims Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Class Action Claims Management 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 Class Action Claims Management
What does Class Action Claims Management do?
Class Action Claims Management provides institutional investors with end-to-end securities class action and group action claims recovery services. Its core offering combines the Claims App, a SaaS platform for self-service filing with real-time analytics, alongside outsourced managed services covering settlement identification, recognized-loss calculations using LIFO and FIFO methods, payment auditing, and compliance with court orders.
Is Class Action Claims Management a public or private company?
Class Action Claims Management is a private company. It is classified as unknown and is currently operating.
When was Class Action Claims Management founded?
Class Action Claims Management was founded in 2001. It employs 11 to 50 people.
Where is Class Action Claims Management based?
Class Action Claims Management is headquartered in Charlotte, United States, in the North America region.
How does Class Action Claims Management make money?
Two revenue lines are on record. SaaS Platform Subscription is the primary driver. The others are outsourced Claims Filing Services.
Who are Class Action Claims Management's main competitors?
Direct peers on record are Epiq, Institutional Shareholder Services (ISS), D.F. King & Co., Morrow Sodali, Georgeson, Donnelley Financial Solutions (DFIN), Strategic Claims Services and Mediant Communications. Broad incumbents are CSC (Corporation Service Company) and Computershare.
Does Class Action Claims Management have an API?
No public API is recorded for Class Action Claims Management.
What industry is Class Action Claims Management in?
Class Action Claims Management's product category is Securities Class Action Claims Management. Its primary akta.pro industry code is FSACAKAK, Class Actions, Claims & Entitlements Recovery. Its NAICS code is 523940 and its SIC code is 6282.