About Us
Our Story
At the heart of our business is our client service model
Through an aligned understanding of the core issues institutional investors face, our proactive solutions and proprietary technology mitigate process pain points, reduce transactional friction and provide accurate data reporting.
Today, our company is an acclaimed industry leader with a talented, loyal team of expert professionals from Big 4 accounting and institutional asset management firms.
One of our greatest measures of success as a firm is our astounding 97%+ client retention rate.
Fostering trust-based client relationships sets us apart
Our exceptional client service model prioritizes client needs. Our team is trained to focus on these relationships and understands the importance of them. As part of this commitment, clients receive unparalleled access to their engagement teams, which allows them to facilitate responses to investor requests quickly and thoroughly – paying forward the client care mentality.
CULTURE & VALUES
Client Success,
Employee Wellbeing.
As a 100% employee-owned company, we take a long-term approach to growing our business. Without outside investors pushing rapid, aggressive growth, we are able to focus on what matters most: delivering exceptional outcomes for our clients and fostering a supportive, healthy environment for our team. We only have two constituents – our clients and our employees.
Exceptional Service
Service is woven into our DNA. Our high-touch, high-visibility approach to client management shapes every decision we make and fuel the proprietary technology we build, an exclusively advantage available to Piedmont’s clients.
Integrity First
Simplicity and Clarity
Piedmont is 100% employee-owned, allowing us to do business the way we know is best for our clients and our team.
Our Technology and Ownership
Empowering clients with innovative tools and the freedom to prioritize their needs
Providing superior accuracy and easy to understand information is key to serving our clients. Piedmont’s proprietary technology platform, Opéra, delivers advanced reporting capabilities and intuitive data visualization tools, empowering alternative investment managers to efficiently access and present the information demanded by institutional investors.