Shareholders Service Group - Ownership and Business Overview

Financial ServicesCompany

Shareholders Service Group Ownership

Who owns Shareholders Service Group?

Shareholders Service Group is owned by Altruist Financial. It was acquired on March 15, 2023.

Shareholders Service Group Business Overview

Where is Shareholders Service Group headquartered?

Shareholders Service Group is headquartered in San Diego, California.

What sector is Shareholders Service Group in?

Shareholders Service Group is a financial services company.

When was Shareholders Service Group founded?

Shareholders Service Group was founded in 2002.

Financial Services M&A Summary in 2023

Out of 60 sectors in the Mergr database, financial services ranked 12 in number of deals in 2023. The largest financial services acquisition in 2023 was Focus Financial Partners - which was acquired by CD&R for $7.0B.

Join Mergr to view all 136 acquisitions of financial services companies in 2023, including 19 acquisitions by private equity firms, and 117 by strategics.

Shareholders Service Group

Shareholders Service Group

9845 Erma Road, Suite 312,
San Diego, California 92131
United States,
(858) 530-1031
www.ssginstitutional.com

Shareholders Service Group is a brokerage and custodial platform serving over 1,600 advisors across U.S. Shareholders Service Group was founded in 2002 and is based in San Diego, California.


Company Summary

SECTOR

Financial Services

Established

2002

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