FinServ Consulting

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FinServ was founded in 2005 while helping one of the largest and most complex funds in the world as they grew from $9 billion in AUM to over $40 billion in AUM in just three years. In building over 15 bespoke systems and integrating over 20 vendor systems for that one client our team acquired the experience and skills that has led to 11 years of helping over 30 of the top 100 hedge funds and private equity funds solve their most challenging business issues.

Our firm's goal is to become the preeminent management consulting firm servicing the alternative asset management marketplace. The FinServ team brings business consulting, project management, systems development and integration experience from the world’s top consulting firms and financial services institutions. Our team has experienced the alternative asset industry from the inside, through our work with hedge 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.