Who should join NICSA?

Asset management firms that support the operations of the financial services industry, including custodian banks, transfer agents, professional services (audit, legal, consulting) and independent providers of specialized products and services.

Areas of focus include:

  • Investment Management Operations
  • Transfer Agency
  • Compliance/Regulation/Legal
  • Distribution/Marketing
  • Retirement Plan Issues
  • Technology
  • Custody/Fund Administration
  • Investment Operations/Middle Office Issues
  • Alternative Investments
  • Broker/Dealer

Am I already a NICSA Member?

Most memberships to NICSA are corporate.  If your firm is a member, then you are eligible to receive membership benefits immediately.

View the NICSA Member List.

If your firm is already a member and you dont receive our emails, simply create a profile (using your corporate email address) to get started.


If your firm is not on the list, join now! Please click a button below to get started.


Not ready to join just yet, but interested in more information?

Submit an interest form

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Upcoming Events

  • Rule 30e-3: Best Practices for Notice, Access & E-Delivery

    November 28, 2018 | 2:00pm - 3:00pm

    More info coming soon.....

  • Global Trends in Compliance

    December 5, 2018 | 2:00pm - 3:00pm

    More info coming soon...

  • AI Trends with Traction

    December 12, 2018 | 10:00am - 11:00am

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  • Fund Intelligence Fund Leaders Summit

    September 13, 2018 | Boston
    October 18, 2018 | Chicago
    November 6, 2018 | San Francisco

  • US Fund Technology Leaders Summit 2018

    November 15, 2018 | New York

  • NICSA 2019 Strategic Leadership Forum (SLF)
    (37th Annual Conference)

    April 3-5, 2019 | Ponte Vedra Beach, FL

  • NICSA 2019 General Membership Meeting (GMM)

    October 17-18, 2019 | Boston, MA

  • NICSA 2020 Strategic Leadership Forum (SLF)
    (38th Annual Conference)

    February 26 - 28, 2020 | Ft. Lauderdale, FL