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The Sycamore Company

About The Sycamore Company

For far too long, broker-dealers and RIAs have accepted outdated, inefficient and disparate back-office technology platforms. The industry is long overdue for an upgrade. Through the power of Salesforce, Sycamore Company is revolutionizing and transforming broker-dealer and RIA back-office software with a modern, fully integrated solution. You can now manage your commission reporting, compliance review, client/advisor and FINRA/SEC-compliant document management on a single platform, 100% in the cloud.

Min project size

50,000+

Hourly rate

50 / hr

Employees

9

Locations

United States

Year founded

Founded 2010

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

Leadership Team

M

Mike Overdorf

President

M

Mary Blackburn

Executive Vice President

M

Marypat Ganley

Sr. VP Product Development

S

Sandra Murray

Chief Compliance Officer

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