/ Financial Services

FUELING LIFE-CHANGING DECISIONS

Every financial decision is high stakes—whether it’s a millennial making her first crypto trade, a business owner selecting new POS technology, or a pension manager choosing the right hedge fund. Not to mention challenges from legal, compliance, technology, and internal politics.

To get results in this industry you need a partner who has a depth of expertise in your specific sector, understands all the guardrails—and isn’t afraid to push against them.

Select Clients

AlTi

American Express

AXA

BlackRock

Bloomberg

Capital Group

Charles Schwab

Citi

Credit Suisse

Fidelity

Goldman Sachs

Insight Partners

J.P. Morgan

KKR

MassMutual

Millennium Management

OppenheimerFunds

Sands Capital Management

TD Ameritrade

TIAA

WorldQuant