Organization · Other
Ceros Financial Services, Inc.
Ceros Financial Services, Inc. is a U.S.-based financial services firm established in 2009, providing execution and custody services for independent Registered Investment Advisors (RIAs) and mutual fund advisory services.
Overview
What Ceros Financial Services, Inc. does
What Ceros Financial Services, Inc. is
Ceros Financial Services, Inc. is a U.S.-based financial services firm established in 2009, providing execution and custody services for independent Registered Investment Advisors (RIAs) and mutual fund advisory services.
How it participates in the startup ecosystem
The current public profile supports funder capabilities. Each capability below is shown separately so organization identity and role-specific information do not get conflated.
Operational profile
Organization status and context
Organization status describes the entity itself. Funding and program availability appear within the relevant capability profile.
- Operational status
- Active
- Organization type
- Other
- Founded
- Founded in 2009
- Approximate age
- About 17 years
- Structured capabilities
- Funder
- Last reviewed
- March 12, 2026
Official channels
Find Ceros Financial Services, Inc. elsewhere
Open the official website or a supported primary organization account.
Capability profile
Ceros Financial Services, Inc. as a funder
Investment thesis
Ceros Financial Services focuses on providing innovative financial solutions tailored for modern financial advisors, leveraging technology and resources while maintaining a boutique service model.
Focus narrative
Ceros Financial Services focuses on providing solutions for modern financial advisors. Their services include RIA custody, hybrid advisory services, corporate RIA services, mutual fund advisory and distribution, and outsourced trade desk services. The firm aims to leverage large-company resources and technology while maintaining a boutique service model.
Focus and fit
- Regions
- United States
Availability
- Currently deploying
- Not published
Portfolio and track record
Portfolio context
Ceros Financial Services has developed several notable offerings and partnerships, including Innovation X Advisors, a late-stage venture capital firm; Ceros Capital Markets, a platform for capital market services; and Advisors Preferred, a division that advises mutual funds and has launched various funds, including the Kensington Managed Income Fund and the Quantified Tactical Fixed Income Fund.
Common questions
What to know about Ceros Financial Services, Inc.
Upseed classifies Ceros Financial Services, Inc. under the Other organization type. Its current public profile includes funder capabilities.
Source and update disclosure
Know what this page is based on
Source basis
Public organization and program material, official websites, and structured Upseed records.
Last reviewed
March 12, 2026
Known limits
Capability profiles appear only when a structured public profile also contains decision-useful role evidence. Terms and availability can change.
Upseed is an independent guide. It is not affiliated with or endorsed by the organization described on this page.