WM-FinTech is our financial technology group that consults in the areas of software and software as a service to the financial services industry. We partner with the leading technology solutions providers to assist your business in technology selection, integration, and implementation. Our technologist partners can also tailor custom solutions for your unique needs. Our areas of specialty include brokerage, investment advisory, hedge-funds, and family-office portfolio management (read more…)
Wealth Management Consultants has provided Liberty Associates, Inc. a number of criticial professional developement and consulting services for a years as a vital outside asset to our firm. A few of the services they provide included: merger, acquisition, and ownership change coordination, compliance oversight and consulting, 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. 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 offerings 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.
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.
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