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SSI Logo
SSI CB Rank
475744
Heat Score
38
SSI specializes in portfolio management, financial planning, investment advisory and investment management services.
Founded
obfuscation
Private Beverly Hills, California, United States11-50 www.ssi-invest.com
Financial Services
Risk Management
Overview

SSI
Heat Score
38

Growth Score
pts
in past quarter
Heat Score 38
1 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
See more interactive data and historical milestones on desktop for the best experience

About SSI

CB Rank
475744
SSI specializes in portfolio management, financial planning, investment advisory and investment management services.
Founded
obfuscation
Private Beverly Hills, California, United States11-50 www.ssi-invest.com
Financial Services
Risk Management

Key People

Details

Operating Status Active
Company Type For Profit
Founders  John D Gottfurcht
Phone Number +1 310-595-2000
Predictions & Insights

Growth Insight

See this Growth Insight
SSI is
Lorem
 to be growing
Top Contributing Factors
Recently Raised Funding

Growth Prediction

See this Growth Prediction

Products & Services

Portfolio Management
A service that manages investment portfolios by selecting and overseeing a mix of assets to meet client financial goals.
Financial Planning
A service that helps clients develop comprehensive strategies to manage their finances and achieve long-term financial goals.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 27

Employee Profiles

News

News and Press

News•Nov 3, 2025
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News•Oct 6, 2025
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News•Oct 6, 2025
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News•Oct 3, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$370.2KThis year, SSI is projected to spend $370.2K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Row-Based Cooling Logo
Row-Based Cooling
100
Discounted Cash Flow (DCF) Logo
Discounted Cash Flow (DCF)
100
Hedging Platform Logo
Hedging Platform
99

Active Website Tech Count

4SSI is actively using 4 technologies for its website, according to BuiltWith. These include IPv6, Amazon, and  Amazon Virginia Region.
Sub-Organizations
Frequently Asked Questions

Where is SSI's headquarters? SSI is located in Beverly Hills, California, United States.Who are SSI's competitors? Alternatives and possible competitors to SSI may include BlackRock, PIMCO, and  Charles Schwab.
Who We Are
What We Do
Helpful Links
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