This NYC based $3.5 Billion RIA / Asset Manager was looking to take its business to the next level.
We helped in the following ways:
The $6 Billion Market Cap Publicly held Bank needed subject matter expertise implementing the NYC RIA’s Digital Advice solution for its own Financial Advisors
The fast growing New York Broker Dealer / RIA needed to take stock of it’s Technology Assets as it continued on it’s independent journey
M & A Due Diligence
Assessment / Recommendations
Logical View Diagram
IT Organizational Structure