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Scivantage

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Technologycloud services(SaaS)fintech

Scivantage is a company that provides technology solutions to the financial services industry. Its primary products are Maxit and Wealthsqope. Maxit is a software solution that offers real-time tax-based investment decision support to help financial advisors and investors. Wealthsqope is a wealth management SaaS that allows financial firms to provide investors with transparency and control of their investments. 

Revenue(Y, 2015)
$38 M

Employee Rating

2.8More
TypeSubsidiary
Parent CompanyRefinitiv
HQJersey City, NJ, US
Founded2000
Websitescivantage.com
Scivantage was founded in 2000 and is headquartered in Jersey City, NJ, US

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Key People/Management at Scivantage

Adnane Charchour

Adnane Charchour

Director
Chad Cutcliff

Chad Cutcliff

Chief Financial Officer
Ken O’Brien

Ken O’Brien

Senior Vice President, Sales
Scott Freeland

Scott Freeland

Chief Delivery Officer
Michael Pass

Michael Pass

Chief Technology Officer
Steve Schlate

Steve Schlate

Senior Vice President, Sales
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Scivantage Office Locations

Scivantage has an office in Jersey City
Jersey City, NJ, US (HQ)
499 Washington Blvd
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Scivantage Financials and Metrics

Summary Metrics

Founding Date

2000

Total Funding

$33.7 m

Investors

Brown Brothers Harriman, Edison Partners
In total, Scivantage had raised $33.7 m. Scivantage is a subsidiary of Refinitiv

Scivantage Revenue

Scivantage's revenue was reported to be $38 m in Y, 2015
USDY, 2012Y, 2015

Revenue

35.0m38.0m
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Scivantage Operating Metrics

Jul, 2019

Products

2

Trademarks

9
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Scivantage Online and Social Media Presence

Scivantage's Trends

Embed Graph

Scivantage Company Culture

  • Overall Culture

    B-

    77/100

  • CEO Rating

    A+

    85/100

  • Compensation

    A+

    90/100

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Scivantage News and Updates

March 02, 2020

Refinitiv boosts wealth management biz through Scivantage acquisition

Refinitiv has moved to strengthen its digital wealth management business through the acquisition of...

Scivantage Blogs

June 04, 2020

Change Happens: Substantial Presence Rev. Proc. is a Reminder of the Need for Change in Circumstance Processes

As tax information reporting specialists, we build divergently different processes for account holders who are U.S. persons versus those who are not. If a customer falls into the U.S. bucket, there is Form 1099 processing (and possibly FATCA reporting if your institution is offshore); for those who …
June 03, 2020

IRS Extends 2019 Form 5498 Deadline

The IRS recently issued Notice 2020-35 which, among other items, extends the filing deadline for 2019 Form 5498, Form 5498-ESA and Form 5498-SA to August 31, 2020 due to ongoing impact from the COVID-19 pandemic. These forms are used by custodians and trustees to report contributions made by benefic…
May 07, 2020

New Form 1099-NEC Requires Process Changes for NEC and Other Form 1099-MISC Payments

While not as wondrous as witnessing the birth of a baby or a star, we in the tax information reporting world are welcoming a new Form 1099-NEC into the 1099 reporting series of information returns this year. The new Form 1099-NEC will be used to report nonemployee compensation and is effective for p…
May 05, 2020

Tax Developments & Insights

If April made us feel overwhelmed with its daily barrage of information streams, often changing and sometimes contradictory, the tax world offers no solace. In fact, it is the same here as, well, in the other areas of our lives. For this month, we’ll highlight several of the issues that brokers and …
March 10, 2020

Scivantage Wins BISA Technology Innovation Award for Third Consecutive Year

The company was recognized for its newest solution, Tax Analytics, a digital suite of tools to assist advisors and investors in making educated tax decisions to help achieve long term goals. Scivantage®, a SaaS provider of Digital Wealth Management and End-to-End Tax solutions (including Cost Basis …
March 02, 2020

Acquisition of Scivantage’s Wealthsqope and Maxit E2E solutions strengthens Refinitiv’s relationship with broker dealers, prime brokerage, clearing firms & bank-brokerage firms. Refinitiv customers to benefit from full front-to-back office technology solutions.

To read the full press release click here. The post Acquisition of Scivantage’s Wealthsqope and Maxit E2E solutions strengthens Refinitiv’s relationship with broker dealers, prime brokerage, clearing firms & bank-brokerage firms. Refinitiv customers to benefit from full front-to-back office tech…
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 Scivantage Frequently Asked Questions

  • When was Scivantage founded?

    Scivantage was founded in 2000.

  • Who are Scivantage key executives?

    Scivantage's key executives are Adnane Charchour, Chad Cutcliff and Ken O’Brien.

  • How many employees does Scivantage have?

    Scivantage has 73 employees.

  • What is Scivantage revenue?

    Latest Scivantage annual revenue is $38 m.

  • What is Scivantage revenue per employee?

    Latest Scivantage revenue per employee is $520.5 k.

  • Who are Scivantage competitors?

    Competitors of Scivantage include InvestCloud, Metrosoft and Charles River Development.

  • Where is Scivantage headquarters?

    Scivantage headquarters is located at 499 Washington Blvd, Jersey City.

  • Where are Scivantage offices?

    Scivantage has an office in Jersey City.

  • How many offices does Scivantage have?

    Scivantage has 1 office.