Fintech & WealthtechInquire
We support our clients’ growth through strategic business development – providing access to key executives and decision makers at nearly all their potential client firms as well as helping them navigate the buying process while delivering the right messages to to the right people at the right time.
We use our voice in the industry to continuously advocate for the solutions we believe will transform wealth and asset management, sharing our perspective with senior executives across the industry looking for innovation.
We help our clients identify and connect to the right financial sponsor for their business as well as help them prepare their business for the scrutiny of a professional investment firm. We understand this process and have relationships with a number of financial sponsors focused in Fintech and Wealthtech.
Advisory Board Development
Creating a strong advisory board is a key pillar for success to many of our clients, and we can assist in both recruiting impactful executives from our network as well as providing guidance in how to manage the advisory board and make full use of it. In the right situations, we can also serve on an advisory board or board of directors ourselves.