SALI Fund Services, a JTC Group Company is a wealth management startup founded in 2002 that offers a turn-key solution for the creation and administration of Insurance Dedicated Funds (IDFs). With over 130 IDFs under its administration, SALI serves a diverse range of asset managers, from boutique hedge funds to the largest wealth management institutions globally.
SALI's core value lies in enabling investment managers to establish tax-compliant IDFs that can be linked to insurance company Private Placement Variable Annuity (PPVA) and Private Placement Variable Universal Life (PPVUL) investment account platforms. Acting as the fund administrator to the IDF, SALI ensures ongoing compliance and seamless operation.
Notably, SALI Fund Services secured a Private Equity Round investment on 28 February 2018 from Long Ridge Equity Partners.
Operating out of the United States, SALI Fund Services presents a compelling opportunity for venture capitalists seeking exposure to the wealth management sector and innovative solutions for tax-efficient fund structures. With a solid track record and established client base, the startup demonstrates promise for continued growth and industry leadership.
| Funding Stage | Amount | No. Investors | Investors | Date |
|---|---|---|---|---|
| Private Equity Round | Unknown | 1 |
|
28 Feb 2018 |
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