Sharefid

What Sharefid does

Sharefid S.r.l. is a privately held Italian consulting and business process outsourcing (BPO) firm founded in 2014 and headquartered in Milan. The company provides administrative outsourcing and professional consulting services to Italian financial intermediaries, including Società Fiduciarie (Fiduciary Companies), SGR (asset management companies), SIM (investment companies), and Family Offices. Originally established as a consortium serving the fiduciary sector, Sharefid expanded in 2018 into adjacent financial intermediary verticals in response to market demand.

The company's offering is organized around four service pillars: Business Consultant (functional analysis, gap analysis, process innovation), Program & Project Management (organizational change and digital transformation), Outsourcing Servizi Amministrativi (BPO) covering Back Office Titoli (securities master data and valuations), Back Office Fiduciario (full fiduciary workflow including tax returns), and global operational functions outsourcing (Front Office, AML, Strategic Direction consulting). The IT Solution pillar is delivered through software provider partnerships, most notably Arcoba S.r.l.'s Iridis fintech platform, for which Sharefid maintains a preferential support channel. Core technology relies on information provider integrations (Bloomberg, Six Financial) and the Iridis platform rather than proprietary software.

Sharefid monetizes through customized managed-services engagements and professional services contracts, with quote-based pricing undisclosed publicly. The go-to-market is direct enterprise sales ([email protected]) targeting a narrow Italian client base. The company differentiates through Banca d'Italia-approved processes and procedures, a three-pillar organizational structure (specialized personnel, advanced IT systems, customized procedures), and over five years of operational track record. Marketing is limited to a corporate website, LinkedIn presence, and direct commercial outreach.

Name

Sharefid

Legal name

Sharefid S.r.l.

Website

https://sharefid.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

Sharefid is an Italian B2B consulting and business process outsourcing firm serving financial intermediaries (Fiduciary companies, SGR, SIM, Family Offices) with back-office, project management, and IT solutions anchored by Banca d'Italia-approved processes and a partnership with Arcoba's Iridis software.

Ownership category

akta.pro rank

Product category

Financial Intermediary Outsourcing Services

NAICS

Trust, Fiduciary, and Custody Activities (523991), Finance and Insurance (52)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Reconciliations, Controls & Financial Operations (GL, Nostro/Vostro, Suspense) (FSABALAI)

akta.pro secondary industry

Regulatory Reporting & Compliance Operations (Ops support for reporting, audits, exams) (FSABALAM)

Keywords

• Business process outsourcing
• Financial intermediary services
• Fiduciary back office
• Asset management consulting
• Fintech IT solutions

Headquarters

HQ city

Milan

HQ country

Italy

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Business Process Outsourcing (BPO): Administrative outsourcing services for financial intermediaries including Back Office Titoli, Back Office Fiduciario, and global operational functions outsourcing. Services are customized per client needs and delivered through qualified personnel.
2. Consulting Services: Professional consulting including Program and Project Management, Application Management, strategic business consulting, functional analysis, Gap Analysis for software selection, process innovation proposals, user training, Data Analysis, and support in documentation and reporting.
3. IT Solutions: IT solutions for the finance world provided through partnerships with Software Providers, including support for the Iridis software platform.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Sharefid provides Business Process Outsourcing (BPO) and consulting services to Italian financial intermediaries, including fiduciary companies (Società Fiduciarie), asset management firms (SGR), investment firms (SIM), and family offices. Its core offerings encompass administrative back-office outsourcing (Back Office Titoli and Back Office Fiduciario), program and project management, strategic business consulting, functional/gap analysis, and IT solutions for the finance sector delivered through partnerships with software providers such as Arcoba S.r.l. (Iridis platform).

Product overview

Sharefid is a consulting and services company serving financial intermediaries (SIM, SGR, Fiduciary companies, Family Office). Its offering is organized around four core service pillars: Business Consultant (including functional analysis, gap analysis, and process innovation), Program e Project Management, Outsourcing Servizi Amministrativi (BPO — covering Back Office Titoli, Back Office Fiduciario, and full operational outsourcing), and IT Solution per Mondo Finance. The IT Solution pillar is delivered through partnerships with software providers, notably featuring Iridis software from Arcoba S.r.l., with Sharefid providing complementary consulting and project support. The company differentiates itself through a three-pillar organizational structure: specialized personnel, cutting-edge information systems, and customized procedures approved by Banca d'Italia.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Consultant Provides functional analysis, strategic business consulting, gap analysis for software selection, and process development and innovation proposals for financial intermediaries (SIM, SGR, Fiduciary companies, Family Office).
• Program e Project Management Delivers program and project management services to guide financial intermediary clients through organizational change and digital transformation initiatives.
• Outsourcing Servizi Amministrativi (BPO) Business Process Outsourcing services for financial intermediaries covering Back Office Titoli (securities master data, periodic valuations, event management via Bloomberg/Six Financial), Back Office Fiduciario (full fiduciary workflow from data entry to tax returns), and global operational function outsourcing including Front Office, Anti-Money Laundering, and Strategic Direction consulting support.
• IT Solution per Mondo Finance IT solutions for the finance sector, delivered through partnerships with software providers, including a preferential channel for users of the Arcoba Iridis software application.

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• Arcoba S.r.l.coreTechnology or Integration · 1 January 2018Arcoba S.r.l. is a Fintech software house founded in 2014 by experienced professionals from Antana, developing the Iridis software platform for SIM, SGR, and Fiduciary companies. The partnership with Sharefid, started in 2018, allows combining mutual experiences and know-how in products and services for financial intermediaries. Sharefid provides project support and services complementary to Arcoba's Iridis software, helping Arcoba grow exponentially in market share and become one of Italy's most innovative Fintech companies.

Scale indicators2 records

Recent moves4 records

Expansion highlights5 records

Direct peers

• RGI Group: European software and BPO provider specializing in insurance and financial-services back-office operations. Comparable as a peer serving financial intermediaries with outsourced operational and administrative workflows, including policy/securities administration.
• Allitude: Italian banking-services provider (part of the Banca Popolare di Sondrio group) offering BPO, IT, and back-office services to banks and financial intermediaries. Directly comparable as an Italian-domestic back-office and IT services peer to financial intermediaries.
• Cedacri: One of Italy's largest banking and financial-services BPO providers, offering back-office, securities processing, and IT services to banks and intermediaries. Closely comparable to Sharefid in serving Italian financial intermediaries with managed back-office services, though at much larger scale.

Regional players

• Reply: Italian-headquartered IT consulting and systems-integration group with deep financial-services practice. Comparable for the consulting and IT-solutions delivery to Italian banks, SGR, and SIM, though it operates across multiple industries.
• Prelios: Italian financial-services and asset-management services group offering specialized servicing, consulting, and operational support. Comparable as a domestic incumbent in Italian financial-services outsourcing and consulting.
• Maggioli Group: Italian group providing consulting, software, and BPO services to public administration and financial institutions. Comparable as a regional incumbent offering consulting and operational services to regulated entities in Italy.

Broad incumbents

• Accenture: Global consulting and BPO incumbent with a sizable Italian financial-services practice covering asset management, wealth, and banking operations. Comparable as a large-scale competitor for BPO and transformation mandates in the same client universe.
• Capgemini: Global consulting and BPO firm with strong European financial-services capabilities, including asset management and capital markets operations. Comparable as a broad incumbent that competes for consulting and managed-services work with Italian intermediaries.
• Tinexta: Italian-listed group offering digital trust, credit, and BPO services to financial institutions and corporates. Comparable as a broader incumbent in Italian financial-services outsourcing and consulting, with overlapping back-office and compliance capabilities.
• NTT DATA Italia: Major IT services and consulting provider in Italy with a dedicated financial-services practice covering banking, asset management, and insurance. Comparable as a broader incumbent offering consulting, BPO, and IT solutions to financial intermediaries.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/sharefid-scpa
• Xx.com/infosharefid

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sharefid