Advise Technologies builds regulatory intelligence software. In just five years, they have grown from scrappy start-up to industry-leading provider of regulatory solutions and services to an elite and global client list which includes some of the biggest names in the hedge fund, fund administration, and private equity space around the world. Theirteam of fund professionals is battle-tested, using unequalled expertise accumulated over decades of experience to unite operations and regulation into tools that work simply and intuitively.Their vision is to become the industry standard for today's regulatory compliance, their mission demands the creation and refinement of best-in-class software to serve top managers worldwide, and their clients rely on us to take complex issues and solve them in an elegant, automated, and repeatable process.

Software

Advise Technologies-CSS

Advise Technologies-CSS' headquarters in New York, NY, United States

Mark Evans

Todd L. Moyer

Clinton Moseley

Thomas Pfister

Katie Kiss

Chris R. Evans

Sanjoy Chatterjee

Chris Riggio

Kirsten Garrett

Frederick Winston

Doug Schwenk

The Leadership Team at Advise Technologies-CSS is responsible for guiding the strategic direction and operational efficiency of the company. This diverse group of executives collaborates to innovate regulatory intelligence solutions, ensure compliance with evolving regulations, and enhance client experience. Their collective expertise drives the company's growth and positions Advise Technologies as a leader in the regulatory solutions sector for global financial institutions.

Leadership Team

The Executive Management team at Advise Technologies-CSS drives strategic vision and operational excellence, ensuring alignment between the company’s goals and regulatory innovation. Comprising key leaders from various disciplines, the team collaborates to refine best-in-class software solutions, oversee financial and legal compliance, and enhance client experiences, all while positioning the company as the industry standard for regulatory intelligence. Their collective expertise fosters a culture of agility and transformation, enabling the organization to effectively navigate the complex landscape of regulatory challenges.

Advise Technologies-CSS

Org chart

Board & advisors

Teams

Leadership Team

Executive Management

Offices

Advise Technologies-CSS

Org chart

Board & advisors

Teams

Leadership Team

Executive Management

Offices

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