TSSAG - The Securities Services Advisory Group

Name

TSSAG - The Securities Services Advisory Group

Legal name

The Securities Services Advisory Group

Website

https://tssag.info

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices12 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Others

Revenue model

1. Annual Membership Subscriptions: TSSAG generates revenue through annual membership fees. Member firms pay £500 annually and Affiliate Members pay £1,000 annually. The membership model includes referral work within the network and cross-selling activities between member firms.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

TSSAG is a membership-based network of independent advisory firms providing specialized professional services across the Securities Services and Post Trade industry. Through its member firms, TSSAG delivers twelve core service offerings spanning Investor Services, Issuer Services, Fund Services, Benchmarking, Capital Markets Infrastructure Advisory, Strategy Development, Technology IT Advisory, Risk/Compliance/Due Diligence, Recruitment/Training/Mentoring, Digital Services, Analytics, and Treasury Services to financial institutions globally.

Product overview

TSSAG is a network of independent advisory firms offering a comprehensive suite of professional services for the Securities Services and Post Trade industry. The organization provides twelve core service offerings including Investor Services, Benchmarking, Issuer Services, Fund Services, Capital Markets Infrastructure Advisory, Strategy Development, Technology IT Advisory, Risk/Compliance/Due Diligence, Recruitment/Training/Mentoring, Digital Services, Analytics, and Treasury Services. Rather than a unified software product, TSSAG operates as a thought leadership and networking forum connecting member firms who provide specialized advisory services to financial institutions globally.

Differentiator

Problem solved

Functional benefit

Products and services

• Investor Services Deep domain expertise and support across all areas of asset servicing and Securities Services, provided to asset managers, custodians, pension funds and investment managers through TSSAG member firms.
• Benchmarking Enables clients to benchmark their plans, investments and pipeline against market peers and customers within the Securities Services industry.
• Issuer Services Supporting issuers through registration, trustee and other core functions for securities issuance and administration.
• Fund Services Advisory and consulting support for public and private funds, fund vehicles and structures, supporting the launch of funds and fund registration.
• Capital Markets Infrastructure Advisory Advisory support and insights on establishing and developing stock exchanges, central counterparties and central securities depositories for market infrastructure providers.
• Strategy Development Formulation of executable ideas and action plans to support clients and markets in designing, explaining and achieving their strategic goals in Securities Services.
• Technology IT Advisory Advisory support for technology implementation, change and enhancement in securities and post-trade operations, including RFP process and vendor selection assistance.
• Risk, Compliance & Due Diligence Remediation projects resulting from regulatory or internal audit, supporting risk management assessments or improvements and due diligence assignments for financial institutions.
• Recruitment, Training & Mentoring Talent identification and acquisition support, retention, leadership training and mentoring services. Development of educational and training programmes globally for the securities industry.
• Digital Services Market insights and expertise on deploying new solutions such as distributed ledger technology (DLT), APIs and AI within securities and post-trade operations.
• Analytics Analytical advisory tools providing visibility into business from investment accounting and performance measurement to sales performance and product profitability.
• Treasury Services Advisory expertise in Foreign Exchange (FX) and Cash Management for optimal outcome in domestic and cross-border investments.

Quantifiable outcome

• Over 70 practitioners gathered at London events, representing diverse organizations
• +1 more outcomes

Named customers8 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core and minor.

• Singapore Fund Directors Association (SFDA)coreStrategic or Co-development Partner · 1 April 2025TSSAG co-hosts the annual 'Navigating the Asia Investment Landscape' conference with SFDA. The third conference was held in Singapore in April 2026 with panels focused on Asian Middle East Corridor, capital flows, and AI in APAC Financial Services. Partnership brings together industry practitioners from across Asia for thought leadership discussions.
• The Network Forum AfricaminorGTM or Marketing Partner · 1 April 2025TSSAG members and affiliates including The ValueExchange, Adapa Advisory, and MYRIAD Group Technologies attended and participated in TNF Africa events in London, engaging in panels covering industry and regional leadership topics.
• Global CustodiancoreGTM or Marketing PartnerMedia partner for TSSAG. Global Custodian is a leading publication in the securities services industry providing industry news, research, and awards coverage. Partnership provides media visibility and industry recognition for TSSAG events and initiatives.
• Asset Servicing TimescoreGTM or Marketing PartnerMedia partner for TSSAG. Asset Servicing Times is a prominent industry publication covering securities services and post-trade operations. TSSAG formed the judging panel for AST's Industry Excellence Awards 2025, demonstrating deep collaboration in industry recognition initiatives.
• Future of FinanceminorGTM or Marketing PartnerEvent partner for TSSAG. Future of Finance is an event-focused organization in the financial services sector. Partnership supports TSSAG event programming and industry conference participation.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Tabb Group: Long-standing financial services research and advisory firm specializing in capital markets, post-trade and securities services. Comparable to TSSAG as a high-expertise advisory and research provider for the same buy-side and sell-side clients in post-trade.
• The Network Forum (TNF): Operator of invitation-only events for the securities services industry (TNF Africa, TNF Asia). Directly comparable to TSSAG because both curate high-touch practitioner gatherings for the same post-trade / custody audience, with overlapping participant rosters and partner ecosystems.
• Aite-Novarica Group: Financial services research and advisory firm covering banking, payments, securities and capital markets infrastructure. Comparable because it competes with TSSAG's member firms for institutional advisory and research mandates across banks, custodians and asset managers.
• NEO Consulting: Brazil-focused securities services and market infrastructure consultancy founded by Nelson Eduardo Pinto Pereira (TSSAG Secretary). Comparable as a TSSAG member firm providing independent advisory in Latin American post-trade.
• Adapa Advisory: Independent post-trade and securities services advisory firm led by Mark Kerns (TSSAG Chairman, Global Custodian Legend). Comparable as a TSSAG member firm providing direct advisory services to the same bank, custodian and asset manager clients.
• Soterium Inc. Independent advisory firm co-founded by Sudha Datta (former Head of Operations at ADIA, Global Custodian Industry Legend). Comparable as a TSSAG member firm delivering investment operations, custody and post-trade advisory to institutional clients globally.
• HornbyChapman: Boutique specialist recruitment firm focused on senior permanent and interim hires in post-trade / securities services. Comparable because it is both a TSSAG member firm (Paul Chapman on the Management Committee) and an independent operator competing for advisory-adjacent mandates in the same market.

Broad incumbents

• Calastone: Global funds network providing messaging, settlement and DLT infrastructure for the investment management industry. Comparable to TSSAG as a recognized player in the same post-trade / fund services ecosystem, where TSSAG Secretary Nelson Eduardo leads Calastone Brazil.
• Asset Servicing Times: Industry publication covering securities services and post-trade operations, which runs the AST Industry Excellence Awards. Comparable to TSSAG as both a media authority and event/recognition platform in the same asset-servicing ecosystem, with TSSAG sitting on its 2025 judging panel.
• Global Custodian: Leading industry publication and awards program for the global custody and securities services market. Comparable because it is both a content/media authority and an industry-recognition platform in the same niche TSSAG serves; TSSAG also partners with Global Custodian, blurring competitor/partner lines.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/tssag-the-securities-services-advisory-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 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 TSSAG - The Securities Services Advisory Group