About FinSource
FinSource Limited
FinSource Limited is one of the growing FinTech company working as an offshore unit of a leading US Pension Plan TPA. We have an in-house software team working for the development, upgrade & integration of third-party CRM systems, and other fintech solution for different international clients.
FinSource Limited has inaugurated in August 2019. Combining unparalleled experience, comprehensive capabilities across all industries and business functions, and extensive research on the successful companies; FinSource collaborates with clients to help them become high‐performance businesses. It is currently working for Retirement Plan TPA of United States of America.
FinSource Ltd. is one of the top organizations providing end to end technological solutions, right from data and document capture to transformation, processing, mining and workflow using cutting edge technologies. This is accomplished through a series of breakthrough products and services.
Mission
To empower our clients to take control of their operation, free from the high costs and conflicts of trade off.
Vision
To be the most competent and innovative BPO solutions leader in Bangladesh through serving our clients and communities with the highest regards of industry dynamics.
LEADERSHIP Team
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Tim Friday
Chief Executive Officer
American Trust
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Kevin Thompson
Chief Administrative Officer
EdgeCo Holdings
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Burke Johnson
Chief Client Officer
American Trust
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Sanjoy Kanti Nath QKA, QPFC
Chief Technology Officer
Mid Atlantic Capital Group
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Morsheduzzaman Sumon, QKA
Deputy Managing Director
FinSource Limited
Management Team
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Samir Majumder, QKA
Deputy General Manager, FinSource Limited
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Arif Mohammad Ifte Kharul Islam
Software Development Manager, FinSource Limited
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Riyadh Hossain
Technical Lead, FinSource Limited
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Amir Hossain, QKA
Wealth Management Manager, FinSource Limited
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Abu Sayed Md.Razib
Compliance Manager, FinSource Limited
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M. A. Momen
Compliance Manager, FinSource Limited
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Newaz Khafid Ahmed
Senior Team Leader, Plan Document, FinSource Limited
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Taifur Rahman Tonmoy
Team Leader , Operations, FinSource Limited
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Suhel Rana
Team Leader, Conversion, Assisted Payroll & Client Service, FinSource Limited
Our History
A new start is associated with new challenges as well as opportunities. FinSource Limited, a registered private limited company in Bangladesh, inaugurated its operation back in August 2019 under the leadership of Mr. Morsheduzzaman Sumon. The company started the valorous journey with only eight employees under the Compliance and the Software department. At the end of 2019, Plan Document and Operations departments were added to its fleet. The company has massively been enchanting with exponential growth since its inception. Currently, the company has eight sole and independent departments operating their duties and responsibilities based on the collaboration and joint coordination among these departments. These departments are Compliance & Plan Administration Service, Recordkeeping Operations, Plan Document, Conversion and Deconversion, Client Service, Assisted Payroll, Wealth Management, and Software Development. Each of the departments is an integral part of the company contained and employed with over 100 employees as a whole. It is the very first company that provides Retirement Saving Plans along with advisory support in Wealth Management in the best possible way. Over the past 3 years, FinSource Ltd. has made core investments into Retirement Plans and Wealth Management services, for instance - plan setup, plan creation, reconciliation, distribution, contribution, asset allocation, in-house software development, advisory support, and so on.