Who Is FinServ Consulting?

Who Is FinServ Consulting?

We are a seasoned team of industry consultants who partner with our clients to bring results. Through proven methodologies and a focus on delivering on time and on budget, we ensure your goals are met. Your success is our success.

We understand that it can be challenging to align your firm’s strategy with your internal process. At FinServ, we offer a trusted team of consultants with the expertise to empower your company to achieve its goals. Your success is our success.

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Who Is FinServ Consulting?

Who Is FinServ Consulting?

We are a seasoned team of industry consultants who partner with our clients to bring results. Through proven methodologies and a focus on delivering on time and on budget, we ensure your goals are met. Your success is our success.

We are a seasoned team of industry consultants who partner with our clients to bring results. Through proven methodologies and a focus on delivering on time and on budget, we ensure your goals are met. Your success is our success.

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Our Vision for Our Clients
Our Vision for Our Clients

FinServ Consulting was founded on the belief that leading alternative asset managers need a robust operational infrastructure in order to manage current assets and continue to create innovative products in diverse strategies and markets.

Firms are growing more complex, not less. In such a highly scrutinized industry, managers can’t afford to operate with rudimentary technologies to handle compliance, risk, trade order management, portfolio management, asset flows, fund accounting, reporting and other crucial business processes across the front-, middle- and back-office

Over the past two decades, our team members have gained deep expertise in complex alternative strategies and instruments, and the systems and processes required to manage them. Our approach goes beyond trading and settlement: We believe that firms need to focus as much on the middle and back office as they do on their front office infrastructures.

FinServ offers a clear vision of where funds are today, and where they need to be going in the future. Our mission is to help investment managers build optimal and first-class operating environments to support an opportunistic style while ensuring that they can withstand inevitable market volatility, as well as growing demands for transparency, regulation and compliance.

FinServ at a Glance
FinServ at a Glance

FinServ was founded in 2005 while helping one of the largest and most complex asset managers in the world as they grew from $9 billion in AUM to over $40 billion in AUM in just three years. In developing over 15 bespoke systems and integrating over 20 vendor systems for that client, our team acquired the experience and skills to become a thought leader in the industry. Over the past decade our team has helped over 35 of the top 100 hedge and private equity funds solve their most challenging business issues.

The FinServ team brings business consulting, project management, and integration experience from the world’s top consulting and financial services firms. Our team has experienced the alternative asset industry from the inside, through our onsite work with hedge and private equity funds, prime brokers, global custodians and fund administrators.

We offer extensive knowledge on the best operational practices in alternative asset management, and the software and infrastructure required to achieve an opportunistic, efficient and compliant organization. We are passionate about our business and are committed to helping our clients succeed.

On Time, On Budget Delivery
On Time, On Budget Delivery

When you hire FinServ to perform a project you are getting a team with on time and on budget delivery as our main focus. In each engagement, we work closely with clients to assess their goals and identify the appropriate technologies for their needs.

We utilize disciplined project management methodologies and tools to support each implementation, offering regular communication, status reporting, issue tracking, risk management and milestone reporting to ensure projects are completed on time and on budget. We value transparency, and openness, and aim to exceed client expectations with every project.

We believe that our ability to deliver client projects within the the scope and budget that we agreed to with our client builds a foundation of trust that has led to our leading position in the industry.

Meet Our Management Team