Trillium Surveyor is pleased to announce the addition of Stirlingshire, a New York-based broker-dealer and RIA focused on disrupting the asset management landscape, to its client roster. This is just the latest evidence of Surveyor’s ability to meet the unique needs of the RIA community. 

Stirlingshire maintains a small compliance team, which was a key factor in its decision. Surveyor’s straightforward onboarding process, intuitive user experience and lack of costly licensing and implementation fees will enable the firm to safeguard user bandwidth and reduce risk of regulatory noncompliance without sacrificing large sums of capital. At the same time, Stirlingshire is forecasting exponential growth in its RIA client base over the coming months, creating a logical use case for Surveyor’s scalable data ingestion capabilities. 

Lisa Balter Saacks, President of Trillium Surveyor, said: “We are thrilled to be supporting Stirlingshire as they prepare for a period of rapid growth and expansion. One of our most important priorities is making sure our clients’ need for comprehensive trade surveillance will never keep them from pursuing their business goals. We look forward to demonstrating that commitment as part of this exciting new engagement.” 

Steven Woods, Founder & CEO at Stirlingshire, said: “We knew our aggressive plans to grow our business would necessitate a new approach to trade surveillance. Surveyor stood out as a logical provider due to its in-depth detection capabilities, flexible architecture and ability to help our compliance team save time and resources. Add in Surveyor’s strong industry reputation, and the choice was easy.” 

This news comes on the heels of a busy hiring period for Surveyor. The firm is actively adding engineering headcount, in addition to announcing the hires of AJ LeGaye as Director of Sales in April and Robert Cope as Director of Business Development in Q1. 

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