Trove FS, LLC

Q: What is Trove FS, LLC's company size?

Trove fs, llc has 51 - 200 people working.

Financial Services

Specialities :

Personal accounting and net worth reporting

Investment and balance sheet administration

Bill paying and expense reporting

Trust and estate administration

Budgeting and cash flow planning

+13

Revenue

11M - 100M

Total Funding

Size

51 - 200

About Us

Trove provides comprehensive solutions to manage the financial, administrative, tax, and lifestyle needs of ultra-high-net-worth families and privately held businesses. We are independent, trusted advisors, always acting in the best fiduciary interest of our clients to address the complexities of their financial lives. As an administrative multi-family office, we do not manage investments, offer financial advice, or sell products. Instead, we focus solely on delivering customized, a la carte services tailored to each familys unique needs. Our integrated suite of family office, business, and tax services is personalized to address the distinct financial requirements of every client. Nimble, entrepreneurial, and collaborative, our dedicated engagement teams immerse themselves in understanding each clients priorities, goals, and challenges. For many clients, we serve as their personal CFO coordinating, reporting, integrating, and facilitating various aspects of their lives. By work...

Contact Information

Stamford , Connecticut , United States

blajoie@jdjfos.com

trove.net

Trove FS, LLC Org Chart

JDJ Family Office Services

(Financial Services)

51 - 200

View Email

View Contact

Employees

Total Employees:
109

Top Contacts:
3

C-Level 0	VP - Level-
Director2	Manager1
Others109

Employees Working At Trove FS, LLC

Brian McNulty

Vice President Finance

Basia Cohen

Vice President of Human Resources

Jane Higgins

Director of Finance

Trish Richardson

Head of Marketing

Maggie DiGrande

Office Manager

Trove FS, LLC Email Formats

Structure	Email Format
<f><last>@	Smith@jdjfos.com

Buyer Intent

Pain Points	Locations	Technologies
Account Receivable	Boston, MA	communication, operating procedures, hoc, basic, financial, payroll, payment, operations
Application Development	Boston, MA	communication, operating procedures, hoc, basic, financial, payroll, payment, billing, continuous improvement, operations, sharepoint, networking
Billing	Boston, MA	communication, operating procedures, basic, hoc, financial, payroll, payment, billing, continuous improvement, operations, sharepoint, networking
Build & Release	Boston, MA	communication, operating procedures, basic, hoc, financial, payroll, payment, billing, continuous improvement, operations, sharepoint, networking
CRM Implementation	Boston, MA	communication, operating procedures, hoc, basic, financial, payroll, payment, billing, continuous improvement, operations, sharepoint, networking

Trigger

Tech Stack Used By Trove FS, LLC

A quick view of products employed by Trove FS, LLC

Google analytics

Microsoft navision

Excel

James

Ledger

List of technologies used by Trove FS, LLC

Billing

Communication

Continuous improvement

Financial

Networking

Languages Used By Trove FS, LLC

Basic Hoc

Jobs at Trove FS, LLC

Hiring 2024-10-30 22:05:14

Accounting Associate

Boston, MA

Company OverviewTrove is an administrative financial services company that understands the comple...

Hiring 2024-04-05 10:36:46

Relationship Manager

Boston, MA

Company OverviewTrove is an administrative financial services company that understands the comple...

Hiring 2024-04-18 01:05:41

Accounting Associate

Boston, MA

Company OverviewTrove is an administrative financial services company that understands the comple...

Hiring 2024-04-05 10:36:07

Onboarding Specialist

Boston, MA

Company Overview:Trove is an administrative financial services company that understands the compl...

Hiring 2025-01-10 02:38:40

Tax Partner

Stamford, CT

Overview:Trove is an administrative financial services company that understands the complex needs...

Hiring 2024-12-27 04:06:09

Tax Director

Stamford, CT

Overview:Trove is an administrative financial services company that understands the complex needs...

Frequently Asked Questions About Trove FS, LLC

What does Trove fs, llc do?+

What are Trove fs, llc's specialties? +

Personal accounting and net worth reporting,investment and balance sheet administration,bill paying and expense reporting,trust and estate administration,budgeting and cash flow planning,lifestyle management,tax planning and coordination,outsourced cfo services,tax strategy & consultancy,tax preparation,payroll & benefit administration,family legacy & philanthropy,financial reporting,accounting for alternative investment firms,fund accounting & administration,insurance administration,domestic staff management,and real asset management