Back Office Connection

  • Financial Services
  • Kirkland WA
  • 11 employees
  • Financial Services
Get Full Info

Company Overview

Headquarters
625 4th Ave, Kirkland WA
Website
backofficeconnection.com
Phone
(425) 250-7500
Employees
11
Industry
Financial Services
More Details

Financials & Stats

Revenue

$10B

More Financials

Who is Back Office Connection

Back Office Connection (BOC) is a full-service outsourcing firm based in Kirkland, Washington. The company employs 11 people and generates over $10,000 in annual revenue. BOC provides comprehensive outsourcing solutions for Registered Investment Advisors (RIAs) and Wealth Managers, covering Operations, IT, and Compliance administrative support. Their services are tailored to meet the specific needs of each firm, allowing them to outsource only the tasks they require at present while offering the flexibility to expand services as needed. BOC distinguishes itself through its integrated approach, designing services that optimize efficiency and best practices by seamlessly combining operations, IT, and compliance support. This holistic perspective allows RIAs and Wealth Managers to streamline their processes and focus on core business activities. For more information about Back Office Connection and their outsourcing solutions, please visit their website at backofficeconnection.com.

Company Leadership

Shannon Saxton

Partner/President

Phone Email

Back Office Connection Industry Tags

Outsourcing
Operations
IT
Compliance Administrative Support
Advent
PortfolioCenter
Tamarac
Orion
Black Diamond
APX
Download & Reconciliation
Billing
Reporting
Cost basis reconciliation
Trade implementation (allocation uploads)
Trade settlement verification
New account setup
Asset transfer facilitation
RMD tracking & follow-up
CRM maintenance
Financial Services
Financial Advisory Services
View All Industry Tags

Companies Similar to Back Office Connection

Analyze industry trends and opportunities by examining competitors and companies comparable to Back Office Connection, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
10M 35 Dallas, TX 1961
10M 23 San Francisco, CA
10M 1 Miami Beach, FL
10M 7 Burr Ridge, IL 2012
10M 1 Cheyenne, WY 1953
View More Companies

FAQ

What is the location of Back Office Connection's headquarters?
The headquarters of Back Office Connection are situated at 625 4th Ave, Kirkland WA
What is Back Office Connection's phone number?
Back Office Connection's contact number is (425) 250-7500.
What is Back Office Connection's official website?
The official website of Back Office Connection can be found at backofficeconnection.com.
What is Back Office Connection's current revenue?
As of October 2016, Back Office Connection's annual revenue reached $10B.
How many employees does Back Office Connection currently have?
Back Office Connection employs approximately 11+ people as of October 2016
Which industries is Back Office Connection primarily operating in?
Back Office Connection operates in the following industries: Finance, Credit
Who is the Partner/President of Back Office Connection?
Back Office Connection's Partner/President is Shannon Saxton
What are Back Office Connection's industry tags?
Back Office Connection's industry tags include: Outsourcing, Operations, IT

Employee Directory

Key Employees

Tim Minneman

President

Phone Email

Dawn Spencer

Director Of Operations

Phone Email