Wealthsite
Wealthsite (operating as STP Investment Services) is a technology-enabled investment operations and compliance outsourcing firm serving registered investment advisers, alternative asset managers, wealth managers, and emerging private fund advisors via its proprietary BluePrint platform and managed services.
- Company typePrivate
- Founded2008
- HeadquartersChicago, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Wealthsite does
Wealthsite, as represented in the input data, operates as STP Investment Services, a privately held, technology-enabled investment operations and compliance outsourcing firm. The company was founded in 2008 and is headquartered at 44 W. Gay Street, Suite 300, West Chester, Pennsylvania, with a delivery office in Bangalore, India. It serves registered investment advisers, alternative asset managers, and institutional firms, and claims that its clients oversee hundreds of billions in assets under management. The firm organizes its go-to-market around four vertical segments: Institutional Managers, Wealth Managers, Emerging Managers, and Private Fund Advisors.
The core product is BluePrint, a proprietary platform that consolidates fragmented investment operations data into customizable reporting, analytics, and workflow management. This platform is paired with STP CORE, an exception management engine that automates research, resolution, and documentation across pricing, security master records, and reconciliation workflows in the middle and back office. Around the platform, the firm delivers a full suite of services: Investment Operations Outsourcing, Fund Administration, Compliance Services, Managed Services, Trade Settlements, Reconciliation Services, and Portfolio Accounting, covering front-, middle-, and back-office functions.
Revenue is generated through subscription/recurring fund administration fees, managed services contracts for investment operations, and professional services for compliance consulting, with quote-based pricing tailored to client scope. The go-to-market is enterprise field sales with consultative selling through 'Let's Talk' and 'Contact Us' channels, supported by a content marketing program (Perspectives blog, case studies, strategic insights, newsletter, LinkedIn, YouTube, X). Note: the firmographic record attached to 'Wealthsite' lists 1-10 employees, Chicago, and a 2006 founding date, which conflicts with the detailed company data (West Chester, PA; 2008; U.S. + India offices); the analytical content above is drawn from the consistent and detailed company-level data set.
Wealthsite firmographics
Firmographics- Name
- Wealthsite
- Legal name
- STP Investment Services
- Website
- https://wealthsite.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Wealthsite (operating as STP Investment Services) is a technology-enabled investment operations and compliance outsourcing firm serving registered investment advisers, alternative asset managers, wealth managers, and emerging private fund advisors via its proprietary BluePrint platform and managed services.
- Ownership category
- akta.pro rank
Wealthsite industry classification
Industry- Product category
- Investment Operations Outsourcing & Fund Administration
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
Keywords
Where Wealthsite is headquartered
LocationHeadquarters
- HQ city
- Chicago
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Wealthsite business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Fund Administration Services: Complete suite of fund administration services including books and records management, investor relations support, and NAV calculations for alternative asset managers and investment advisers.
- Investment Operations Outsourcing: End-to-end investment operations and trading services including middle office operations, trade support, and reconciliation services provided as ongoing managed services.
- Compliance Services: Regulatory compliance support and consulting services to help registered investment advisers meet evolving regulatory obligations and SEC requirements.
- Managed Services: Designed to reduce operational burden, streamline workflows, and help firms scale without adding headcount. Includes trade settlements and reconciliation services.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels7 records
Wealthsite product offering
Product offeringCore offering
Wealthsite (operating as STP Investment Services) provides technology-enabled investment operations outsourcing and fund administration for registered investment advisers, alternative asset managers, and institutional firms. The firm delivers middle-office, back-office, and compliance services — including books and records, NAV calculations, trade support, reconciliation, portfolio accounting, and regulatory compliance support — underpinned by its proprietary BluePrint platform and STP CORE exception management system.
Product overview
STP Investment Services offers a platform-plus-services model centered on its proprietary BluePrint platform, which provides consolidated data, reporting, analytics, and workflow management for investment operations. The company delivers complementary service modules including Investment Operations Outsourcing, Fund Administration, Compliance Services, Managed Services, Trade Settlements, Reconciliation Services, and Portfolio Accounting. Together, these services cover middle-office, back-office, and compliance functions for registered investment advisers, alternative asset managers, and institutional firms.
Differentiator
Problem solved
Functional benefit
Brands
- BluePrint: A proprietary platform that revolutionizes investment operations by consolidating fragmented data into a streamlined, customizable platform, providing flexible reporting, analytics, and workflow management
Products and services
- BluePrint Proprietary investment operations platform that consolidates fragmented data into a streamlined, customizable solution with flexible reporting, analytics, and workflow management for investment operations.
- Investment Operations Outsourcing End-to-end investment operations and trading services that transform middle office operations from a resource-intensive cost center into an efficient growth engine, including trade support and reconciliation.
- Fund Administration Complete suite of fund administration services that improves accuracy over books and records, streamlines operations, and enhances investor relations, including books and records management, investor relations support, and NAV calculations.
- Compliance Services Compliance support and consulting services to help registered investment advisers meet evolving regulatory obligations and SEC requirements, providing ongoing oversight that keeps clients compliant.
- Managed Services Outsourced managed services designed to reduce operational burden, streamline workflows, and help firms scale without adding headcount, including trade settlements and reconciliation.
- Trade Settlements Post-trade settlement services that streamline processes, increase efficiency, and mitigate risk across middle- and back-office operations.
- Reconciliation Services Reconciliation services that automate reconciliation tasks and strengthen oversight through reconciliation dashboards.
- Portfolio Accounting Portfolio accounting services for investment management operations, supporting accurate books and records and downstream reporting.
Companies that use Wealthsite
Customer profileSegments4 records
Ideal customer profiles4 records
Wealthsite technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Wealthsite partnerships and signals
Strategic signalScale indicators3 records
Recent moves6 records
Expansion highlights5 records
Wealthsite competitors and assessment
Company assessmentMarket position
Competitive moat5 records
Key highlights6 records
Customer concentration
Wealthsite social profiles
Digital presenceWealthsite financial estimates
Financial estimateRevenue estimate
Valuation estimate
Wealthsite leadership team
Management profileNumber of profiles
Wealthsite funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Wealthsite 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 Wealthsite
What does Wealthsite do?
Wealthsite (operating as STP Investment Services) provides technology-enabled investment operations outsourcing and fund administration for registered investment advisers, alternative asset managers, and institutional firms. The firm delivers middle-office, back-office, and compliance services — including books and records, NAV calculations, trade support, reconciliation, portfolio accounting, and regulatory compliance support — underpinned by its proprietary BluePrint platform and STP CORE exception management system.
Is Wealthsite a public or private company?
Wealthsite is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Wealthsite founded?
Wealthsite was founded in 2008. It employs 1 to 10 people.
Where is Wealthsite based?
Wealthsite is headquartered in Chicago, United States, in the North America region.
How does Wealthsite make money?
Four revenue lines are on record. Fund Administration Services are the primary driver. The others are investment Operations Outsourcing, compliance Services and managed Services.
Does Wealthsite have an API?
No public API is recorded for Wealthsite.
What industry is Wealthsite in?
Wealthsite's product category is Investment Operations Outsourcing & Fund Administration. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech). Its NAICS code is 523940 and its SIC code is 6199.