FORWARD-DEPLOYED FINANCE OPERATORS
Simplify, Standardize, Scale.
FinOps Partners is a wealth management finance operations firm. We embed senior finance operators inside wealth management firms that are navigating growth, acquisitions, and finance transformation. We call it Wealth Management FinOps.
WHO WE SERVE
Built For Wealth Management Firms Navigating Growth, Acquisitions, Or Operational Transformation.
We work exclusively with wealth management firms, both PE-backed and growing organically. We come in when finance and operations team need help to keep pace with business growth, manage efficiencies, reduce risk and scale the function.
PE Sponsors & Deal Partners
Pre-close or post-close — the finance function needs to be ready. We deploy fast, our partners help stabilize operations, and work with you to build the infrastructure to address RIA integration pressure.
RIA Operators & CEOs
Growing through M&A or organic expansion — and requires finance team to support controls and analytics. We help close the gap without disrupting what's working.
CFOs & CAOs
Running lean across multiple entities, systems, and jurisdictions, you usually need help. We embed alongside your team as senior operators who've done this before.
SERVICES
Start With Diagnostic.
Build From There.
Each service has its own entry point, but they compound. Most clients start with a diagnostic and find the scope of the problem is larger — and more solvable — than they expected.
01
Diagnostic & Advisory
THE ENTRY POINT
We run a structured diagnostic of your finance function across key signal areas — one or more areas: data, processes and controls, subledgers, ledger, technology stack and reporting — and deliver a concise assessment of where the gaps are, what they cost, and what it will take to close them.
02
Transformation & M&A Integration
THE CORE MANDATE
We lead the operational work standalone or as a complement to larger advisory firms: Day 1 readiness, post-close integration across revenue, payroll, AP/AR, and general ledger, finance function design, and technology implementation across ERPs and relevant reporting and transactions systems.
03
AI Enabled Finance and Operations
THE NEXT LAYER
We design, validate, and deploy AI and agentic workflow solutions directly inside finance and operations — revenue billing automation, cash posting, reconciliation, document-to-decision workflows, and operational controls.