The Only Investment Bank Focused Solely on
WealthTech
Even the way we are
different is different
We focus only on WealthTech
It may only be 12% of FinTech as a whole, but such a narrow focus gives us certain capabilities and efficiencies we would not have otherwise.
Looking for Strategic Funding or Exit?
Strategic industry players are increasingly becoming an important part of an outreach campaign. As specialists, we know and understand the players, their problems, the solutions that could work, and why. We believe that articulating the right fit is the key to strategic success.
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 the intricate nuances of your business within the context of our industry niche make the tough jobs easier.
Our Services
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.
Capital Raise
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.
TAMP Advisory
We help TAMP providers navigate their evolution from service models to technology platforms by offering advisory, positioning, and capital strategies tailored to today’s WealthTech landscape.
Corporate Ventures & Innovation
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.
