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Olmstead Associates

Olmstead Associates logo
📍 Boston, Massachusetts, United States
🇺🇸 US

Olmstead Associates is a consulting firm serving the asset and investment management industry. It advises firms on investment operations, client experience, and data and technology, including operating model design, data management, and system implementations. Staff are drawn from securities industry professionals with long operational backgrounds. The firm was founded in 1994 and is based in Boston, Massachusetts, with roughly 53 employees. It works with asset managers, wealth managers, and financial services firms rather than offering a proprietary technology product.

Services & Coverage
USequitiesfixed incomefunds
consultingasset managementinvestment operationswealth managementdata managementfinancial services
in LinkedIn
Company Info
Founded 1994
Size Small
Key Executives
Stephen Alepa (CEO)