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Services We Provide

Our Business Lines

Business Consulting & Development

Our business consulting and development studio support your business in the most direct way. We partner with you to facilitate the growth you are capable of achieving.

Sales Acquisition and Call Center Services

We partner with your internal team to achieve sales acquisition with our call center support tailored specifically for your company and products. We put in place a sales process specifically designed for your needs.

FinTech Consulting and Products

We consult and advise on FinTech products for your company, providing insight-driven transformation to broker-dealers, registered investment advisors, investment banks, wealth and asset managers, exchanges, clearing houses. Our areas of expertise include big-data, the distributive ledger block-chain (non crypto assets related) and data-base management, fintech tools and customer products to help your platform operate and grow.

Technology Solution Advisory

We partner with leading solutions provider to assist your business in technology implementation and our technologist can also tailor financial technology solutions for your needs. Our areas of specialty include: customized application design, big data and database engineering, financial services operations and compliance applications and more. Our FinTech and AI solutions can bring you the competitive advantage you have desired.

Finance & Risk Management Consulting

Providing insight-driven transformation to investment banks, wealth and asset managers, exchanges, clearing houses to help manage risk in technology implementing and management.

Technology Portfolio Risk Management Consulting

Providing insight-driven technology services to broker-dealer, registered investment advisors,wealth and asset managers, exchanges, clearing houses.

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Clients’ Testimonials

  • Wealth Management Consultants has provided Liberty Associates, Inc. a number of criticial professional developement and consulting services for a number of years as a vital outside asset to our firm. A few of the services they have providede included: merger and acquisition coordination, ownership change coordination, compliance consulting and oversight, business model development and implementation support, operational and professional consulting, business lines offering expansion and more.

    This assignment has been a monumental, muli-year undertaking and continues to this verty day. It has invovled bringing in new ownership and then fully expanding our closely-held 30 plus year old specialty broker-dealer into a full-service platform. The expanded company is now fully functional, and comes complete with a custodial and clearing arrangement through the Royal Bank of Canada, US which is a global tier 1 executing and costodian broker and bank platform. With our expenaded offeirng, team and banking relationships, we are now able to offer an extremly broad array of products and services. Our upside is now amazing and I can not praise USWMC enough.

    Their team more than sucessfully executed every stage of the undertaking from negotiation the ownership change deal, obtaining regulatory clearance, executing the closing, fully expanding the business lines, recuiting and staffing to providing the infrustructure to support to the update entity, recruitng top producing brokers and advisors and more. They continue to support us today and are true outside partners with our firm.

    All all this has bee done while maintian strick cost controls and hands on, self-directed supervison of the entire process. I highly recommend them without any reservations.

    Evan Azriliant, Attorney at Law
    Owner and CEO, S&E Azriliant Law
  • Our company has worked with WMConsultants for a number of years now and we have found them to be honest, hard working and a true partners with our platform.

    Ed Tatro, OutFox Solutions, Inc.
    Founder & CEO

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