FinServ Consulting was founded on the belief that leading alternative asset managers need a robust operational infrastructure in order to manage current assets and continue to create innovative products in diverse strategies and markets. Firms are growing more complex, not less. In such a highly scrutinized industry, managers can’t afford to operate with rudimentary technologies to handle compliance, risk, trade order management, portfolio management, asset flows, fund accounting, reporting and other crucial business processes across the front-, middle- and back-office

Over the past two decades, our team members have gained deep expertise in complex alternative strategies and instruments, and the systems and processes required to manage them. Our approach goes beyond trading and settlement: We believe that firms need to focus as much on the middle- and back-office as they do on their front-office infrastructures.

FinServ offers a clear vision of where funds are today, and where they need to be going in the future. Our mission is to help investment managers build optimal and first-class operating environments to support an opportunistic style while ensuring that they can withstand inevitable market volatility, as well as growing demands for transparency, regulation and compliance.