FiSolve helps asset management and financial services firms achieve and sustain excellence in operational processes, legal oversight and compliance support so our clients may drive business forward.  Our team helps your team when embarking on new business initiatives, evaluating and overseeing your service providers, and providing the absolute best client experience.  With the continuing pressure on fees and increasing costs, FiSolve will allow your firm to remain at the top of its game and sharpen its competitive advantage.  

Internal operations, legal and compliance departments at money managers and financial services firms have been under tremendous strain.  With managers facing increasing pressure on their fees and reduced margins, most firms are not able to add necessary headcount to keep pace with advances in technology and new regulations.  Nevertheless, the internal departments at these firms are expected to fill the gap and make it work.  Even the most talented departments are struggling to stay current and meet the increasing expectations of clients and regulators.  Consequently, many managers are throwing in the towel and opting to sell their businesses to much larger competitors with the requisite size and scale.  Those continuing to press on are finding it more difficult to deliver an excellent client experience backed by a strong regulatory program.  

FiSolve is here to level the playing field.  Without the need to take on additional headcount with its associated costs, clients will leverage the experience and expertise of FiSolve professionals to provide needed support to internal departments across all non-investment areas, including operations, finance, legal and compliance.  FiSolve will allow firms to maintain their competitive advantage, deliver the best client experience through technology and operational excellence and tout legal, regulatory and compliance programs that rival much larger firms. 


Investment Management

Legal

Professional Services

Risk & Compliance

FiSolve

The New York office serves as a central hub for leadership and financial management, driving strategic initiatives.

New York

Steven Yadegari

This department ensures adherence to regulatory and legal standards within the organization.

FiSolve

Org chart

Teams

Compliance Division

Offices

FiSolve

Org chart

Teams

Compliance Division

Offices

Related companies