Bridging Experience &
Innovation
Product Consulting
Go-To-Market Planning
Operational Execution
Not your typical fintech consulting firm
We are a fintech consulting firm offering an outsider’s insight, partnering with our clients’ executive teams to craft and execute distinct business strategies. Our clientele spans wealth management firms, top fintech companies, venture capital funds, and private equity firms.
Our Clients
Our clients are forward-thinking financial innovators. They challenge the status quo and leveraging industry innovations. They capitalize on the evolving financial landscape to advance their businesses. We collaborate closely to ensure successful execution.
Disruptive Insights in Wealth Management
Pricing, service models, access to new markets and the competitive landscape are evolving. Understanding the drivers of change and how to incorporate these opportunities into each firm’s business model is critical to their future success.
A Unique Perspective
As an outside member of the executive team, we are not influenced by the executive team’s views on issues and am not part of the thinking and internal politics that can cloud these issues. We challenge assumptions and groupthink in a process that leads to better decision-making and results.
Industry Leading Best Practices
Our experience of having grown startups to large high-value companies coupled with our history of providing advice to many leading wealth management firms uniquely qualifies us to provide solutions and guidance on an array of matters and to leverage our expansive network of resources.
Our Areas of Focus:
Business strategy
Product strategy
Product development
Go to market strategy
Business development/sales strategy
Operational efficiency/financial models