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STP Investment Services Acquires Leading Family Office and Wealth Advisory Fintech Solution, WealthSite

December 2022

(STP), a global, technology-enabled, end-to-end investment operations service provider, today announced it has acquired WealthSite, a firm that provides a fully integrated and highly customized accounting, portfolio management, reporting and analytics platform to single and multi-family offices, traditional wealth advisory firms and money managers serving ultra-high-net-worth (UNHW) clients. The acquisition brings STP’s total assets under administration to over $400 billion and will propel forward the technology roadmap for STP’s proprietary, cloud-based BluePrint™ platform. BluePrint arms clients and end investors with the critical analytics, reporting and premier digital experiences needed to compete and grow in today’s dynamic market. Read more here 

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