Even the way we are
different is different

We focus only on WealthTech

It may only be 17% of FinTech as a whole, but such a narrow focus gives us certain capabilities and efficiencies we would not have otherwise.

We do both traditional consulting and investment banking

The lines between investment banking and traditional consulting get blurred with earlier stage companies. The business side is directly tied to the capital markets side and vice versa. Experience and focus lets us do both.

We understand the nuances of your business

We don't just build your financial model and yeet you onto the capital markets. Our ability to understand and articulate your business within the context of our industry niche make the tough jobs easier.

Our Services

Raising Capital

You need to raise capital but also need to focus on running your business. That's where we come in. We will get you in front of the right VCs, but we also differentiate ourselves by extensive outreach to strategic investors.

Strategic Partnerships

Revenue is the best financing of all. We help position you favorably in the marketplace and introduce you to strategic distribution partnerships and clients. This ties in well with an effort to raise capital from strategic investors.

Mergers & Acquisitions

We work with early stage companies on finding a successful exit when the time is right. Our connections in the WealthTech community means we probably already have a good idea of who would be interested.

Corporate VC

Want the eyes-on-innovation and deeper partnerships that a Corporate Venture Capital arm can bring but don't want to reinvent the wheel? Our Corporate Venture Capital as-a-service offering gets you up and running the right way.

The view from our world

WealthTech's Latest Unicorn

Altruist, the RIA custodian challenger built on modern technology, announced yesterday that they had raised $169mm in a Series E round...

Turkish Wealthtech Midas Raises $45mm Series A

Midas, which is a Turkish version of Robinhood, announced that they have raised a $45mm Series A round, claiming it to be the largest...

iCapital Aquires Mirador

iCapital, an alternative investment platform for the wealth management industry, announced that they will acquire Mirador, a data...

The Only Investment Bank Focused Solely on WealthTech

Raising Capital for WealthTech Startups Full Service Mergers & Acquisitions Finding Strategic Partnerships Corporate Venture Capital Consulting

Even the way we are different is different

We focus only on WealthTech

We do both traditional consulting and investment banking

We understand the nuances of your business

Our Services

Raising Capital

Strategic Partnerships

Mergers & Acquisitions

Corporate VC

The view from our world

Free consultation with an advisor, not a salesperson

The Only Investment Bank Focused Solely on
WealthTech

Raising Capital for WealthTech Startups
Full Service Mergers & Acquisitions
Finding Strategic Partnerships
Corporate Venture Capital Consulting

Even the way we are
different is different