Insights

Market Focus FinServ Consulting specializes in serving alternative asset managers and investment banks, presenting opportunities to offer tailored solutions that enhance operational efficiency and strategic growth within these high-demand sectors.

Global Expansion With its recent expansion into Mumbai, India, FinServ demonstrates a commitment to expanding its geographic footprint, creating potential for partnerships or technology integrations tailored to the growing Asian financial markets.

Technology Integration Utilizing advanced tools such as Salesforce, Tableau, and Enfusion, FinServ is positioned to benefit from innovative financial tech solutions, offering prospects to introduce complementary platforms or upgrades to their existing tech stack.

Managed Services Growth The company's provision of managed middle and back-office services signals a market need for cost-effective, outsourced operational support, ideal for offering additional or specialized outsourcing solutions to similar financial institutions.

Financial Stability With revenue estimates between 10 and 25 million dollars, FinServ presents an attractive target for strategic partnerships or consulting opportunities aimed at scaling services in the competitive financial consulting landscape.

FinServ Consulting Tech Stack

FinServ Consulting uses 8 technology products and services including Enfusion, Tableau, Salesforce, and more. Explore FinServ Consulting's tech stack below.

  • Enfusion
    Accounting And Finance
  • Tableau
    Business Intelligence
  • Salesforce
    Customer Relationship Management
  • Google Fonts API
    Font Scripts
  • TweenMax
    Javascript Frameworks
  • Pressable
    Platform As A Service
  • YouTube
    Video Players
  • ExactMetrics
    Web Platform Extensions

FinServ Consulting's Email Address Formats

FinServ Consulting uses at least 1 format(s):
FinServ Consulting Email FormatsExamplePercentage
FLast@finservconsulting.comJDoe@finservconsulting.com
50%
FLast@finservconsulting.comJDoe@finservconsulting.com
50%

Frequently Asked Questions

Where is FinServ Consulting's headquarters located?

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FinServ Consulting's main headquarters is located at 368 9th Avenue New York, New York 10001 United States. The company has employees across 4 continents, including North AmericaAsiaAfrica.

What is FinServ Consulting's phone number?

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You can contact FinServ Consulting's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is FinServ Consulting's official website and social media links?

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FinServ Consulting's official website is finservconsulting.com and has social profiles on LinkedIn.

What is FinServ Consulting's SIC code NAICS code?

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FinServ Consulting's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 5416 - Management, Scientific, and Technical Consulting Services.

How many employees does FinServ Consulting have currently?

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As of March 2026, FinServ Consulting has approximately 40 employees across 4 continents, including North AmericaAsiaAfrica. Key team members include Founder & Managing Partner: H. W.Partner: L. S.Partner: S. L.. Explore FinServ Consulting's employee directory with LeadIQ.

What industry does FinServ Consulting belong to?

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FinServ Consulting operates in the Business Consulting and Services industry.

What technology does FinServ Consulting use?

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FinServ Consulting's tech stack includes EnfusionTableauSalesforceGoogle Fonts APITweenMaxPressableYouTubeExactMetrics.

What is FinServ Consulting's email format?

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FinServ Consulting's email format typically follows the pattern of FLast@finservconsulting.com. Find more FinServ Consulting email formats with LeadIQ.

When was FinServ Consulting founded?

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FinServ Consulting was founded in 2005.

FinServ Consulting

Business Consulting and ServicesNew York, United States11-50 Employees

Founded in 2005, FinServ Consulting is a premier management consulting firm specializing in partnering with Alternative Asset Managers and Investment Banks. 
In today's rapidly evolving financial landscape, navigating complexities and maximizing opportunities is crucial. That's where we come in.
At FinServ Consulting, we bring a unique blend of industry expertise, strategic insight, and innovative solutions to help Alternative Asset Managers and Investment Banks. Whether it's optimizing operational efficiency, implementing cutting-edge technologies, or devising forward-thinking strategies, we are committed to delivering tailored solutions that drive growth and profitability.

In addition to our core consulting services, FinServ provides a suite of managed services. Our Mumbai office provides expert outsourced middle/back-office services to our alternative asset management clients. We also offer Workday HCM, Financials, and Salesforce-managed services from our New York and Mumbai locations.
With a proven track record of success and a deep understanding of the intricacies of the financial sector, we are your trusted partner in achieving sustainable success and staying ahead of the competition. Let us help you unlock your full potential and elevate your performance to new heights.
Choose FinServ Consulting for unparalleled expertise, personalized service, and transformative results. Together, let's chart a course for success in the dynamic world of financial services.

Section iconCompany Overview

Headquarters
368 9th Avenue New York, New York 10001 United States
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
5416 - Management, Scientific, and Technical Consulting Services
Founded
2005
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    FinServ Consulting's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    FinServ Consulting's revenue is estimated to be in the range of $10M$25M

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