NICSA is a not-for-profit trade association that connects global asset management industry participants in order to develop, share, and advance leading practices. 

For over fifty years, the Association has offered a collective, timely view on evolving themes shaping the financial services industry. Deep expertise and unique perspectives come together in an open and collaborative environment to tackle the strategic implementation of the industry’s most vital issues.

Our goal is to help asset management firms and financial service providers meet the changing needs of their clients and our industry by aligning and educating industry participants through:

•    Formal education programs that provide collaborative insights from diverse perspectives
•    Interactive forums that allow members to exchange ideas and business solutions
•    Networking opportunities that connect members from all segments of the financial industry


Interested in learning more about what NICSA can offer? Take advantage of a trial membership by clicking below or calling our office at 508.485.1500.


Membership Inquiry

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BecomE a member!

Membership in NICSA is at the corporate level and is good for one year from the join date. All associates of the member firm, as well as divisions and subsidiaries, are eligible to participate in NICSA as members.

Not sure if your firm is a member? Click here to see the current NICSA member list.

If you are an associate of a member firm and don’t yet have a NICSA website account, CLICK HERE to create one today to have access to the full NICSA website, knowledge center, member discount and more! (NOTE: you must use your corporate email address to create your account)


Your firm’s membership level in NICSA is determined by the size of your company (based on the organizations size figure listed on your firm’s LinkedIn company page):


Number of Employees
 Annual Investment
Sole Proprietor
 1-10 $1,550
 11-200 $2,600
 201-10,000 $5,900
Diversified Firm*
 10,001+ $9,300
 n/a $1,550

*Diversified firms with 10,000+ employees may request the Standard dues rate if only one division of the company is eligible for membership (subject to approval)
**International member benefits only available to associates outside the US


Additionally, NICSA also has a number of optional discounted member benefit packages available to help your firm save money and make the most of your NICSA membership.



The NICSA Network

As a member of NICSA, you’ll have access to a network of more than 9,000 business professionals representing some of the top firms in the industry including the top 10 fund accountants, custodian and transfer agents, as well as the big 4 audit firms.

Current members include:


Asset managers
Audit firmsBroker-dealers
Consulting firms
Fund accountants
Technology providers
Transfer agents

Ready to join?

Become a member of NICSA. Download the membership application below and start reaping the benefits, today. 

Download Application

  • NICSA Member Portal Login
Click below to sign into the NICSA member portal.

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Upcoming Events

  • NICSA Webinar: Penetrating the RIA/Family Office Space

    April 25, 2018 | 4:30pm - 5:30pm

    Learn more and register....

  • NICSA Webinar: TA Compliance Guide 101: Getting to Know NICSA's Essential Reference Guide

    May 9, 2018 | 2:00pm - 2:30pm

    Learn more and register...

  • NICSA Webinar: Are You GDPR Ready?

    May 16, 2018 | 10:00am - 11:00am

    Learn more and register....

  • IBA Annual Conference on the Globalisation of Investment Funds

    May 13-15, 2018 | New York, New York

    Learn more and register....

  • NICSA West Coast Regional Meeting (WCRM)

    June 5 & 6, 2018 | Los Angeles and San Francisco

    Learn more and register...

  • East Coast Regional Meeting (ECRM)

    July 17, 2018 | Boston

    More information coming soon.

  • NICSA 2018 Midwest Regional Meeting (MWRM)

    September 19, 2018

    Four locations: Kansas City, Denver, Chicago, Columbus

    More information coming soon.
  • NICSA 2018 General Membership Meeting (GMM)

    October 11-12, 2018 | Boston, MA

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

    February 27 - March 1, 2019 | Ponte Vedra Beach, FL

  • NICSA 2019 General Membership Meeting (GMM)

    October 16-17, 2019 | Boston, MA

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

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