FinTech
Start-ups
Family Offices
Wealth Management & RIAs
CPA Firms
Law Practices
Industries
Fintech
CFO, Compliance, Controllers, Data leads for Series A-B platforms.
Start-ups
We place CFOs, Controllers, VP Compliance, Data and ops leaders for Series A-B companies scaling fast
Family Offices
Chief Investment Officers, CFOs, EAs for UHNW families in NYC, SoFlo, LA
Wealth Management & RIAs
Financial Advisors, Portfolio Managers, Compliance for $500M+ AUM firms.
Law Practices
Practice Group Leaders, COO, BD for AmLaw 100+ and niche firms.
CPA Firms
Tax & Audit Partners, Directors, Sr. Tax Managers for Top 100 firms and boutiques.