ISITC

What ISITC does

ISITC (formerly the International Securities Association For Institutional Trade Communication) is a not-for-profit trade organization founded in 1991 and headquartered in Bridgewater, New Jersey. The organization operates as a neutral convener that connects more than 2,000 financial services professionals from over 60 member firms—including asset servicers, broker-dealers, asset managers, custodians, and solution providers—to develop and promote standards and best practices that reduce capital market risk across securities operations. Member firms collectively represent trillions of dollars in assets under management and administration.

ISITC's core offerings are structured around three collaborative mechanisms: seven Working Groups (Corporate Actions, Derivatives, Margin & Collateral, Reconciliation & Reporting, Reference Data & Standards, Securities Lending, and Settlements), eight Forums (Broker Dealer, Custodian, Digital Asset, Investment Manager, Private Markets, Regulatory, Sustainability & Diversity, and Technology), and five Task Forces (Conference, Industry Engagements, ISO20022 Payments, Repo Clearing, and T+1). These groups publish Market Practices Documents, Standing Settlement Instruction templates, and Security Classification Code Lists. The organization does not develop commercial software or SaaS products; its technology footprint consists of a corporate website (isitc.org) and a member portal for membership applications, event registration, and document distribution.

ISITC generates revenue through four streams: recurring membership dues from individual and organizational members, conference and event registration fees (Annual Securities Operations Summit member rates of $875-$1,195 and vendor rates of $1,500-$1,700; Fall Forums at $695-$895), non-member webinar registration ($40 per session, with members attending free), and tiered corporate sponsorships (Diamond, Platinum, Gold, Silver, and Bronze). Governance is provided by a Board of Directors and an Executive Leadership Committee formed in 2024, with officer positions rotated annually among representatives of major institutional members including DTCC (Diamond sponsor), Bloomberg, State Street, Northern Trust, Morgan Stanley, BlackRock, JPMorgan, and Goldman Sachs. Administrative management is handled by Professional Management Associates, L.L.C.

Name

ISITC

Legal name

ISITC

Website

https://isitc.org

Company type

Private

Founded year

1991

Operating status

Operating

Headcount range

11–50 employees

Short description

ISITC is a 1991-founded non-profit trade organization connecting 2,000+ financial services professionals from 60+ member firms—including DTCC, Bloomberg, BlackRock, and State Street—to develop securities operations standards through working groups, forums, and annual conferences.

Ownership category

akta.pro rank

Headquarters

HQ city

Bridgewater

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Membership Dues: Revenue generated from membership fees paid by asset servicers, broker-dealers, asset managers, custodians, and solution providers. Membership provides access to working groups, forums, market practices documents, and industry influence.
2. Conference and Event Registration: Fees charged for conference attendance including Annual Securities Operations Summit, Fall Forums, and Winter Forums. Registration tiers include member, non-member, and vendor rates with varying price points.
3. Webinar Fees: Non-member webinar registration fees at $40 per session, while members receive free access to educational webinars on industry topics.
4. Sponsorships and Exhibits: Corporate sponsorship opportunities at events including Diamond, Platinum, Gold, Silver, and Bronze tiers. Exhibit fees for vendors and solution providers.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels8 records

Core offering

ISITC is a not-for-profit trade association that connects global financial services industry participants through Working Groups, Forums, and Task Forces to develop market practice documents, industry standards, and best practices for securities operations and post-trade processing. The organization serves asset servicers, broker-dealers, asset managers, custodians, and solution providers, with operations founded in 1991 and headquartered in Bridgewater, New Jersey.

Product overview

ISITC is an industry trade organization (not a software product company) that provides a collaborative platform connecting global financial services experts. The organization offers Working Groups, Forums, and Task Forces as its core services, which bring together asset servicers, broker-dealers, investment managers, custodians, and solution providers to develop and promote standards and best practices that increase operational efficiencies across the securities industry. The ecosystem includes Market Practices Documents (standing settlement instructions, classification code lists), Events and Conferences (annual Securities Operations Summit, Fall Forum), Ask ISITC knowledge resources, and a Newsletter. ISITC does not offer a commercial software product or SaaS platform with individual product modules.

Differentiator

Problem solved

Functional benefit

Products and services

• Membership Organizational membership for financial services firms including asset servicers, broker-dealers, asset managers, custodians, and solution providers. Members gain access to working groups, forums, task forces, market practice documents, and standards development activities across the securities operations value chain.
• Industry Events and Conferences Conferences, symposiums, and industry events where members and non-members gather to discuss securities operations standards and best practices, with opportunities for networking and engagement with industry leaders.
• Market Practice Documents Published industry standards, market practice guides, and best practice documents developed through ISITC's collaborative working groups covering securities operations topics including post-trade processing, asset servicing, and operational efficiency.
• Event Sponsorship Packages Sponsorship packages for ISITC industry events, providing firms with visibility and direct access to financial services industry participants across the securities operations value chain.

Quantifiable outcome

• Over 2,000 financial services professionals engaged through ISITC membership
• +2 more outcomes

Named customers19 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

13 partnerships are on record, tiered core, flagship and general.

• GLEIF (Global Legal Entity Identifier Foundation)coreStrategic or Co-development Partner · 16 June 2026ISITC and GLEIF launched a partnership focused on industry collaboration, best practices, operational efficiency, and data transparency across financial services. The partnership brings together two organizations with complementary areas of focus around standards and practices, operational processes, and industry engagement. Joint activities include conferences, webinars, research, roundtable discussions and presentation opportunities focused on legal entity identification, data standards, and evolving market initiatives.
• DTCC (The Depository Trust & Clearing Corporation)flagshipStrategic or Co-development PartnerDiamond Partnership sponsor and key industry partner. DTCC plays an active role in ISITC through board participation, conference presentations, working group leadership, and sponsorship. The partnership supports industry initiatives around T+1 settlement, treasury clearing, and digital assets.
• KinglandcoreGTM or Marketing PartnerSapphire Partnership sponsor at events. Provides data management and analytics solutions for financial services.
• MeradiacoreGTM or Marketing PartnerSapphire Partnership sponsor at events. A consulting firm focused on securities operations and technology.
• SWIFTcoreStrategic or Co-development PartnerActive industry partner participating in standards development. SWIFT representatives contribute to ISITC working groups and forums, particularly around reference data, settlements, and ISO 20022 messaging standards.
• LSEG (London Stock Exchange Group)coreGTM or Marketing PartnerPartnership sponsor at ISITC events including Annual Summits. LSEG businesses participate in working groups and provide technology solutions for financial services.
• FIS GlobalcoreGTM or Marketing PartnerGold sponsor at events and represented in ISITC leadership (Chair Paul Fullam). Provides technology solutions for financial services including securities processing.
• State StreetcoreGTM or Marketing PartnerConference sponsor and represented in ISITC leadership (Vice Chair Michael Burg). Provides custody and asset servicing solutions.
• BloombergcoreGTM or Marketing PartnerConference sponsor and represented in ISITC leadership (Immediate Past Chair Richard Robinson). Provides financial data and technology solutions.
• TCS BaNCSgeneralGTM or Marketing PartnerSponsor at ISITC events. Part of Tata Consultancy Services providing financial services technology solutions.
• Access FinTechgeneralTechnology or IntegrationExhibitor at ISITC events. Provides post-trade technology solutions for financial services operations.
• SaphyregeneralTechnology or IntegrationGold sponsor at events. Provides automated post-trade processing solutions.
• FIA TechnologiesgeneralTechnology or IntegrationExhibitor at ISITC events. Provides derivatives processing and technology solutions.

Scale indicators6 records

Recent moves6 records

Expansion highlights4 records

Regional players

• ASIFMA: ASIFMA is the regional trade association for the Asia-Pacific capital markets industry. It is comparable to ISITC as it covers the same functional domains (asset management, post-trade, market infrastructure) but with primary geographic focus on Asia-Pacific rather than the US.
• AFME: AFME is the European trade association for global wholesale financial markets. It is comparable to ISITC as both serve broker-dealers, asset managers, and infrastructure providers, but AFME is geographically focused on European markets and EU regulatory engagement.

Broad incumbents

• SWIFT: SWIFT is a global member-owned cooperative providing financial messaging standards and network services. While a much larger and broader organization than ISITC, it is comparable as both operate as member-driven, standards-setting organizations in securities processing, with SWIFT contributing to ISITC's working groups on settlements and reference data.

Direct peers

• Investment Company Institute (ICI): ICI is the leading association representing regulated investment companies including mutual funds, ETFs, and closed-end funds. It is comparable to ISITC as both serve asset managers as primary members, develop industry best practices, and host large annual industry events with similar revenue models.
• FIA: FIA is the leading global trade association for the futures, options, and centrally cleared derivatives industry. It is comparable to ISITC as both operate as member-driven trade associations hosting working groups, industry conferences, and developing operational best practices for post-trade processing.
• Institute of International Finance (IIF): IIF is the global association of the financial services industry, with members including major banks, insurers, asset managers, and pension funds. It is comparable to ISITC as both organize member-driven working groups on operational standards, regulatory engagement, and industry best practices.
• SIFMA: SIFMA is the leading US trade association for the securities industry, representing broker-dealers, asset managers, and banks. It is the most direct peer to ISITC as both organizations convene securities industry practitioners to develop standards, advocate with regulators, and host major annual conferences.
• GFMA: GFMA is the global umbrella association for the securities industry, combining SIFMA, AFME, and ASIFMA. It is comparable to ISITC as it represents the same buy-side and sell-side constituents and coordinates cross-border industry positions on capital markets policy and standards.
• FIX Trading Community: FIX Trading Community is a non-profit industry standards body that develops and promotes the FIX messaging protocol used across the trading lifecycle. It is directly comparable to ISITC as both are member-driven organizations producing open standards and best practices for securities operations.
• Association of Global Custodians: The Association of Global Custodians is an industry group representing major custodian banks. It is comparable to ISITC as both develop operational standards, host industry forums, and represent the interests of custody and asset servicing constituencies within the broader securities industry.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/isitc
• LinkedInlinkedin.com/company/isitc

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

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 ISITC