STP Investment Services

HQ Address

44 W. Gay Street Suite 300, West Chester, PA 19380, United States

Website Address

stpis.com/

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Our Platform. Your Business Strategy

Tech-driven operational outsourcing expertise that empowers your firm to stay competitive and concentrate on what you do best

Our model built on service, transparency and partnership
STP Investment Services (“STP”) is an award-winning, technology-enabled services company specializing in middle, back-office, and compliance solutions for institutional managers, wealth managers, emerging managers, and private fund advisers. Since our founding in 2008 with a single client, five employees, and US$2 billion in assets under administration, we’ve experienced remarkable growth. As of 2025, we proudly employ over 230 professionals globally and manage more than US$487 billion in assets. Headquartered in West Chester, PA, with an offshore office in Bangalore, India, we are dedicated to delivering exceptional value and service to clients worldwide.

STP helps financial firms navigate today’s complex investment and regulatory landscape with advanced outsourcing solutions for investment operations, fund administration, and compliance. Powered by a team of experienced professionals, specialized knowledge, contextual service, and our proprietary BluePrint platform, STP is one of the few investment services providers that integrates strategic middle-to-back office services with regulatory and compliance consulting. This unique combination allows firms to focus on growth and client service, with the assurance of trusted processes, flexible solutions, and transparent communication.

At STP, our clients are at the heart of everything we do. Our approach is dynamic and responsive, continuously evolving to meet their changing needs and adapt to shifting industry trends. By actively seeking and incorporating client feedback, we refine our offerings to stay aligned with the broader market environment, ensuring that we remain at the forefront of the services we provide. With our holistic, tech-enabled platform and comprehensive compliance solutions, STP empowers financial services organizations to reduce regulatory risk and drive sustainable growth.

 

STP Investment Services Solutions

Blueprint

A powerful tool In data management and operational efficiency Designed to disrupt traditional and alternative investment operations, BluePrint empowers managers by unifying fragmented data into one streamlined, user-friendly interface that allows firms to customize any data set. BluePrint is a game-changer for middle and back office teams, offering unprecedented flexibility in data......

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Compliance Services

Compliance Services tailored to your firm’s needs Our investment advisor compliance services, ComplianceAdvisor, are designed to support state or SEC-registered investment advisors in fulfilling their regulatory obligations with ease and confidence. While every firm is required to meet specific regulatory standards, we understand that each firm has its own unique compliance......

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Fund Services

Fund administration expertise STP’s fund services include accuracy over books and records, investor account statements, financial reporting, NAV calculation, audit, and tax support. Process subscription and redemption requests following fund guidelines Send financial statements and other related materials to investors Organize and maintain documents, contracts, agreements, and investor correspondence Produce fund fact sheets and other......

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Investment Operations Outsourcing

STP’s investment operations outsourcing capabilities transform your middle office operations from a resource-intensive cost center into an efficient engine driving growth for your firm. Our state-of-the-art BluePrint platform integrates seamlessly with your existing software to streamline processes and put accurate data at your team’s fingertips at all times. We adapt......

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Managed Services

STP’s Managed Services offering delivers a purpose-built operational engine for investment firms. By taking ownership of post-trade processing, reconciliation, data oversight, and exception resolution, our team helps clients eliminate manual work, reduce risk, and operate with confidence. Unlike traditional outsourcing models, STP combines experienced U.S.-based professionals with real-time visibility through our......

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Reconciliation Services

Institutional-grade Reconciliation Services STP’s outsourced reconciliation model is designed to reduce both costs and risk exposure through automation and a proven process. Here’s how we help: Automated Matching & Break Resolution: Minimize manual interventions. Three-Way Reconciliation: Administrator, Custodian, and Manager reconciled. Full Transparency: Access to a comprehensive client reconciliation dashboard. Wide Custodian/Administrator/Prime Broker Coverage: We......

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