The outsourcing firm for investment managers who want to save money through automation

By leveraging automation and data warehousing, you can slash your operation costs and still deliver a high-touch client experience. Fill immediate holes in your middle and back office with our team of portfolio accounting experts.

Some of our clients
The London Company
Woodward Investment Management
ESL
Stepp & Rothwell
QP Wealth Management
Hale Capital Partners
Who we serve

We've helped hundreds of financial institutions, family offices, and RIAs leverage outsourcing and automation to scale and grow.

By the numbers

Benefits of working with Empaxis

30%
Average operational cost savings
96%
Client satisfaction rate
95%
Annual client retention rate
What we do

Transform your investment operations

Empaxis global coverage and support
Our locations

We are based globally to serve you 24/7

Empaxis offices - United States
Los Angeles (Silicon Beach)
Empaxis offices - United Kingdom
London (Soho)
Empaxis offices - India
Delhi (Noida)
Empaxis offices - India
Kolkata (Salt Lake)
Blog

Investment operations articles

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