Financial Services
Unlocking Value in Any Market
Building Trust with Applied Technology
Financial services encompass a broad range of activities and products that help individuals and businesses manage their money. The industry is undergoing a radical transformation driven by technological advancements, impacting every facet of its operations. AI and machine learning are revolutionizing risk assessment, fraud detection, and personalized financial advice, while blockchain technology promises to streamline transactions and enhance security. Digital banking platforms and mobile applications are redefining customer interactions, offering seamless and convenient access to financial services. Simultaneously, the rise of fintech startups and the proliferation of open banking are challenging traditional institutions, forcing them to adapt or risk obsolescence. Ultimately, technology is democratizing financial services, increasing efficiency, and fostering innovation, leading to a more accessible and customer-centric industry.
It's all about how we deal with money: saving it, investing it, borrowing it, and protecting it and Fintech companies help simplify the very underpinnings of these activities.
Are you ready to apply your technology to the worlds leading financial institutions?
The Problem
99.9% of businesses are considered small businesses. In the United States alone there are ~33M SMB entities which employ ~46% of the labor force.
Often times owners have a large stake of their net worth tied up in these operations, however most owners don't know the true value of the business.
Determining growth opportunities and valuation insights can be tricky. Whether you are preparing to sell, obtain financing to grow, or want to do estate planning, these services can be difficult to navigate or cost more than you are willing to pay.
Our Client's Solutions
interVal is a SaaS platform that ingests connected SMB financial data in real time and surfaces (often hidden in data) growth opportunities and insights. Think of it as an extension to your existing systems that helps you scale better. From its inception, the founding team has always believed that business owners deserve better from their advisory partners. Better advice, better communication, and better access to the information they depend on to make decisions. They just so happen to make a platform that enables that experience.