Financial Services Roundtable
Financial Services Roundtable is a Washington, D.C.-based, member-supported industry organization founded in 1913, serving U.S. financial institutions through collective policy advocacy, regulatory engagement, and a dedicated cybersecurity risk management function.
- Company typePrivate
- Founded1913
- HeadquartersWashington, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Financial Services Roundtable does
Financial Services Roundtable is a Washington, D.C.-based industry organization founded in 1913, operating with a small staff (11-50 employees) under private ownership. The name, governance structure (Chairman of the Board, President, Vice President of Cybersecurity Risk Management, Directors), and century-long operating history are consistent with a member-supported financial services industry roundtable that aggregates large financial institutions around shared policy, regulatory, and risk management positions rather than a commercial product company. Its functional focus appears to center on collective industry advocacy and the coordination of risk-management workstreams, with a formally designated cybersecurity risk management function. Core "products" are policy positions, regulatory engagement, and industry coordination services delivered to member institutions in the U.S. financial services sector.
Underlying technology, pricing mechanics, and revenue model are not disclosed in the source data — the company website is a non-functional loader/verification page, and the broader data set contains no product, pricing, technology, or revenue fields. As a result, no platform architecture, technology stack, GTM motion, customer segment mix, or unit economics can be characterized from the input. Leadership signals point to a governance-led model: the Chairman (Edward Rust) and President (Christopher Feeney) anchor board-level engagement, a VP owns the cybersecurity risk practice, and a Director (Masaaki Tanaka) extends the board's perspective. The combination of 11-50 staff, D.C. location, century-old operating history, and "Roundtable" nomenclature is the primary defensible characterization of what the organization is and is not; any further claims about business model mechanics would be unsupported.
The input data also flags a mismatch: the short description characterizes the company as specializing in "asset management services," which is inconsistent with the roundtable/board governance structure and the industry-association-style footprint. The website content provides no resolution, and the source explicitly states the page is a loader with no substantive company information. This conflict should be noted; the weight of evidence (governance structure, name, founding year, location, and the cybersecurity risk practice) supports a trade-association-style industry body, but the input does not allow a definitive commercial description.
Financial Services Roundtable firmographics
Firmographics- Name
- Financial Services Roundtable
- Website
- https://fsroundtable.org
- Company type
- Private
- Founded year
- 1913
- Headcount range
- 11–50 employees
- Short description
- Financial Services Roundtable is a Washington, D.C.-based, member-supported industry organization founded in 1913, serving U.S. financial institutions through collective policy advocacy, regulatory engagement, and a dedicated cybersecurity risk management function.
- Ownership category
- akta.pro rank
Financial Services Roundtable industry classification
Industry- Product category
- Financial Services Industry Association
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Services-Membership Organizations (8600)
- akta.pro primary industry
- Fee-Only Advisory (FSAEAAAL)
Keywords
Where Financial Services Roundtable is headquartered
LocationHeadquarters
- HQ city
- Washington
- HQ country
- United States
- HQ region
- North America
Markets served
Financial Services Roundtable business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations
Financial Services Roundtable product offering
Product offeringCore offering
Financial Services Roundtable is described as a company specializing in asset management services, with a leadership team that includes a chairman of the board, a president, a vice president of cybersecurity risk management, and a director. Based in Washington, D.C., and founded in 1913, it operates as a small private organization (11-50 employees). The substantive product/service scope cannot be determined from the available source material, as the company's website only displays a loading/verification page.
Differentiator
Problem solved
Functional benefit
Companies that use Financial Services Roundtable
Customer profileIdeal customer profiles1 record
Financial Services Roundtable technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Financial Services Roundtable partnerships and signals
Strategic signalRecent moves4 records
Expansion highlights3 records
Financial Services Roundtable competitors and assessment
Company assessmentBroad incumbents
- Financial Industry Regulatory Authority (FINRA): FINRA is the largest independent regulator for US securities firms. While not a membership/advocacy body, it operates in the same financial services policy and oversight ecosystem in which Financial Services Roundtable competes for relevance.
Direct peers
- Securities Industry and Financial Markets Association (SIFMA): SIFMA is the leading US trade association for broker-dealers, investment banks, and asset managers. It is comparable to Financial Services Roundtable in serving as a membership/advocacy body for major financial institutions in Washington, DC.
- Investment Company Institute (ICI): ICI is the leading association representing regulated investment funds (mutual funds, ETFs, closed-end funds) globally, headquartered in Washington. It is comparable to Financial Services Roundtable as a financial services trade body with a specific asset management focus.
- The Clearing House Association: The Clearing House Association is a banking trade association historically aligned with the Financial Services Roundtable, ultimately merging with it. It is directly comparable as a financial services membership organization operating in the same Washington policy ecosystem and representing large US banks.
- American Bankers Association (ABA): ABA is the largest US banking trade association, representing banks of all sizes. It is comparable as a long-standing, Washington-based membership organization for the financial services industry with similar advocacy and member-service functions.
- Consumer Bankers Association (CBA): CBA is a Washington-based trade association representing retail banking institutions. It is comparable as a financial services membership body engaging on retail banking, regulation, and consumer finance policy.
- Managed Funds Association (MFA): MFA is the trade association for the hedge fund and alternative investment industry, headquartered in Washington. It is comparable as a financial services advocacy/membership organization representing institutional asset managers and engaging on regulatory matters.
- Bank Policy Institute (BPI): BPI is the trade association formed from the 2018 merger of the Financial Services Roundtable and The Clearing House Association, representing the largest US banks and financial services firms. It is the most direct successor peer and the most comparable organization to the subject entity on mission, membership base, and Washington policy advocacy.
Emerging players
- Financial Services Institute (FSI): FSI is a trade association for independent financial services firms and financial advisors. It is comparable as a Washington-based financial services membership organization, though narrower in scope, focused on independent broker-dealers and advisory firms.
- Asset Management Forum / Institutional Investor Roundtables: Institutional Investor runs asset management roundtables, councils, and forums serving institutional asset owners and managers. It is comparable as a financial services roundtable-style convening and member-engagement organization with overlap to the subject entity's described asset management focus.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Financial Services Roundtable social profiles
Digital presenceFinancial Services Roundtable financial estimates
Financial estimateRevenue estimate
Valuation estimate
Financial Services Roundtable leadership team
Management profileNumber of profiles
Profiles4 records
Financial Services Roundtable funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Financial Services Roundtable 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 Financial Services Roundtable
What does Financial Services Roundtable do?
Financial Services Roundtable is described as a company specializing in asset management services, with a leadership team that includes a chairman of the board, a president, a vice president of cybersecurity risk management, and a director. Based in Washington, D.C., and founded in 1913, it operates as a small private organization (11-50 employees). The substantive product/service scope cannot be determined from the available source material, as the company's website only displays a loading/verification page.
When was Financial Services Roundtable founded?
Financial Services Roundtable was founded in 1913. It employs 11 to 50 people.
Where is Financial Services Roundtable based?
Financial Services Roundtable is headquartered in Washington, United States, in the North America region.
Who are Financial Services Roundtable's main competitors?
Financial Industry Regulatory Authority (FINRA) is listed as a broad incumbent. Direct peers are Securities Industry and Financial Markets Association (SIFMA), Investment Company Institute (ICI), The Clearing House Association, American Bankers Association (ABA), Consumer Bankers Association (CBA), Managed Funds Association (MFA) and Bank Policy Institute (BPI). Emerging players are Financial Services Institute (FSI) and Asset Management Forum / Institutional Investor Roundtables.
Does Financial Services Roundtable have an API?
No public API is recorded for Financial Services Roundtable.
What industry is Financial Services Roundtable in?
Financial Services Roundtable's product category is Financial Services Industry Association. Its primary akta.pro industry code is FSAEAAAL, Fee-Only Advisory. Its NAICS code is 523940 and its SIC code is 8600.