ADVS on NASDAQ

SS&C Advent

Logo: uploaded by Grmike, Public domain, via Wikimedia Commons⁵

American financial software company, 1983–2015

SS&C Advent, formerly Advent Software, is a business unit of SS&C Technologies providing portfolio management and accounting software to investment managers, hedge funds, family offices and wealth management firms. Advent Software was founded in San Francisco in 1983 by Stephanie DiMarco and Steve Strand and was publicly traded on NASDAQ (ticker: ADVS) until its acquisition.³ From Wikipedia, CC BY-SA 4.0

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Last updated Oct 19, 2026.

Overview

1983Founded¹

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TickerADVS on NASDAQ¹
HeadquartersSan Francisco¹
Websitewww.advent.com
Legal formDelaware corporation¹
LEI5493008K65FKZ7JK3617⁴
StatusActive⁴
LEI statusIssued and current⁴
Registered addressc/o CORPORATION SERVICE COMPANY, 19808 Wilmington, United States⁴
Registered withDivision of Corporations, Department of State, 2544347⁴

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The story

Advent Software was founded in 1983 and grew to become a leading provider of software for investment management operations. Its flagship product, Geneva, is a portfolio accounting and reporting system used by hedge funds, fund administrators and institutional asset managers to track positions, calculate performance and produce investor reports. Moxy is an order management system used for trading workflow.

Stephanie DiMarco served as president and CEO from founding until June 2012, when she stepped down and was succeeded by Peter Hess. By 2014 the company reported annual revenue of approximately US$387 million.

SS&C Technologies acquired Advent Software for approximately $2.7 billion, completing the transaction on 8 July 2015. The business was integrated into SS&C's broader suite of financial services software and continues to operate under the SS&C Advent brand.

From Wikipedia’s article on SS&C Advent, shared under CC BY-SA 4.0.⁷

Leadership

Who has led SS&C Advent, and when. Pick a name to see everywhere that person has worked.

Chief executive

Stephanie Dimarco2006–2012

Chief financial officer

1990200020102020

Chief executive officerStephanie Dimarco Jan 12, 2006 to Jun 4, 2012⁸
Chief financial officerJames S. Cox Sep 15, 2009 to Jul 10, 2015⁹
Chief financial officerCraig Collins Jan 17, 2008 to Jan 17, 2008¹⁰
Chief financial officerGraham Smith Mar 16, 2006 to Feb 26, 2008¹¹

Board members and other officers (19)

EVP Global Cust ExperienceAnthony Sperling Nov 23, 2012 to Jul 10, 2015¹²
EVP Global Sales & SolutionsChristopher Momsen Nov 23, 2012 to Jul 10, 2015¹³
EVP & CTOTodd Gottula Nov 23, 2012 to Jul 10, 2015¹⁴
VP, CC, Princ. Acctg. OfficerJames S. Cox Jul 29, 2008 to May 15, 2009¹⁵
Chief Finance OfficerCraig Collins Dec 28, 2007 to Dec 28, 2007¹⁶
Executive Vice PresidentDaniel Nye Feb 27, 2006 to Feb 7, 2007¹⁷
EVP & CTOLily Chang Mar 16, 2006 to Jan 30, 2012¹⁸
Board memberMichael Lyle Frandsen May 9, 2014 to Jul 10, 2015¹⁹
Board memberAsiff S. Hirji Sep 14, 2011 to Jul 10, 2015²⁰
Board memberChristine S. Manfredi Mar 25, 2009 to Jul 12, 2013²¹
Board memberRobert A. Ettl Nov 7, 2007 to May 15, 2009²²
Board memberStephanie Dimarco Jan 12, 2006 to Jul 10, 2015⁸
Board memberJames Kirsner Jan 27, 2006 to Jul 10, 2015²³
Board memberA. George Battle Apr 10, 2006 to Nov 4, 2010²⁴
Board memberWendell G. Van Auken Iii. May 3, 2006 to Jul 10, 2015²⁵
Board memberTerry Carlitz May 8, 2006 to Aug 18, 2006²⁶
Board memberJames P. Roemer May 18, 2006 to Mar 1, 2012²⁷
Board memberJohn H. Scully May 18, 2006 to Aug 19, 2013²⁸
Board memberWilliam Zuendt May 18, 2006 to May 17, 2007²⁹

Products and brands

Geneva — portfolio accounting, reporting and data management for hedge funds and institutional managers

Moxy — order management system for buy-side trading desks

APX — portfolio management and client reporting for wealth management firms

From Wikipedia’s article on SS&C Advent, shared under CC BY-SA 4.0.⁷

Subsidiaries and ownership

Parent company (GLEIF)

SS&C TECHNOLOGIES HOLDINGS, INC.⁴

Ownership links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); each one cites its LEI record.

Timeline

Jan 12, 2006New chief executive Stephanie Dimarco becomes CEO⁸
Oct 4, 1995Parent Directly consolidated by SS&C TECHNOLOGIES HOLDINGS, INC.⁴
1983Founded Founded¹

Sources

The numbers on this page point here. Each one links to the record it came from.

1
WikidataSS&C Advent on Wikidata
2
SEC EDGARSS&C Advent filings on SEC EDGAR
3
WikipediaSS&C Advent on Wikipedia
4
GLEIFSS&C Advent LEI record (5493008K65FKZ7JK3617)
5
Wikimedia CommonsSS&C Advent logo by uploaded by Grmike, Public domain
6
SEC EDGARSS&C Advent filings on SEC EDGAR
7
WikipediaSS&C Advent on Wikipedia (revision used)
8
SEC EDGARStephanie Dimarco, Chief executive officer
9
SEC EDGARJames S. Cox, Chief financial officer
10
SEC EDGARCraig Collins, Chief financial officer
11
SEC EDGARGraham Smith, Chief financial officer
12
SEC EDGARAnthony Sperling, EVP Global Cust Experience
13
SEC EDGARChristopher Momsen, EVP Global Sales & Solutions
14
SEC EDGARTodd Gottula, EVP & CTO
15
SEC EDGARJames S. Cox, VP, CC, Princ. Acctg. Officer
16
SEC EDGARCraig Collins, Chief Finance Officer
17
SEC EDGARDaniel Nye, Executive Vice President
18
SEC EDGARLily Chang, EVP & CTO
19
SEC EDGARMichael Lyle Frandsen, Board member
20
SEC EDGARAsiff S. Hirji, Board member
21
SEC EDGARChristine S. Manfredi, Board member
22
SEC EDGARRobert A. Ettl, Board member
23
SEC EDGARJames Kirsner, Board member
24
SEC EDGARA. George Battle, Board member
25
SEC EDGARWendell G. Van Auken Iii., Board member
26
SEC EDGARTerry Carlitz, Board member
27
SEC EDGARJames P. Roemer, Board member
28
SEC EDGARJohn H. Scully, Board member
29
SEC EDGARWilliam Zuendt, Board member