Hire best-in-class Wealth Management experts

Our invite-only community connects the world’s top
Wealth Management specialists to projects that need execution, now.

Wealth management incorporates structuring and planning of wealth to assist in its growth, preservation and protection, whilst passing it onto its owners in a tax-efficient manner and in accordance with their wishes. It broadly brings together tax planning, wealth protection, estate planning, succession planning and governance with this responsibility often passed to companies or individuals known as wealth managers. The firm or individual would typically offer investment advisory, accounting, legal counsel, as well as other services associated with wealth management.
Wealth managers and wealth management firms often offer three major kinds of wealth management service:

  1. Investment Management. This service helps you to choose the best investments for your money. They will help you with choosing a broker that will place your money into the right investment vehicles, keeping in mind how much risk you can take and what kind of returns you want to have.
  2. Tax Planning. A professional tax planner can tell a client if it’s really necessary to undertake certain financial withdrawals because some categories of expenditures would no qualify o be deducted for tax purposes and well-earned money could go to waste in accrued taxes without any benefit.
  3. Legal planning is needed for most companies and individuals because it keeps everyone on the same page and allows individuals make decisions quickly. Absence of proper legal guidance could make a company go bankrupt.
    These three kinds of wealth management services are critical as they can help individuals save money and invest them into something profitable.

    For wealth managers, the landscape is changing faster than ever before. Wealth management has evolved significantly in recent years, with the rise of technology and the Internet having a profound impact on how client wealth is managed.
    In the past, financial advisors relied on a rich network of relationship contacts and a comprehensive understanding of a client’s financial situation to provide them with sound guidance. Today, technology is changing the way we manage our money and invest, giving rise to new investment strategies and opportunities.
    The wealth management industry has begun to recognize the importance of technology as a means to enhance their service offering. Greater use of technology gives advisors access to tools that enable them to serve their clients in powerful new ways. Advances in the wealth management industry are changing rapidly.
    Over the past few years there has been a lot of focus on the improvement of Wealth Management through development and deployment of technology. It has been repeatedly seen that innovation is taking place in three areas. They include:
    The use of technology to support ongoing client service, such as robo-advisors
    The use of data analysis to improve client insights.
    The use of technology for new asset class like venture capital or alternative investments.
    Wealth managers and wealth management companies have had to evolve to help financial advisors leverage technological solutions to make their services more efficient and more effective. Modern wealth managers now adopt technological tools to:
    1) Ensure they build, integrate and deploy technology quickly and efficiently, while insuring they maintain total control over the architecture and design of solutions;
    2) Develop platforms to integrate with existing systems as siloed implementation can be costly;
    3) Align incentives of technology developers with client’s needs;
    4) Provide managers with tools they need to implement new technologies more quickly and effectively;
    5) Create more powerful training programs that enable advisors get the most out of technology.

Hire the best Wealth Management specialists in 2,900+ industries

Fintalent is the invite-only community for top-tier M&A consultants and Strategy talent. Hire global Wealth Management consultants with extensive experience in over 2,900 industries. Our platform allows you to build your team of independent Wealth Management specialists in 48 hours. Welcome to the future of Mergers & Acquisitions!

Why hire top Wealth Management experts?

Trusted Network

Every Fintalent is exclusively invited and vetted.

Ready in 48h​​​

Hire efficiently. Your M&A team is ready in 2 days or less.​​​​

Specialized Skills​

Fintalents are best-in-class - and specialized in 2,900+ industries.​

Code of Ethics​​

We guarantee highest integrity and ethical principles.​​​

Selected Clients and Partners

Frequently asked questions

Most frequent questions and answers

What clients usually engage your Wealth Management Consultants?

We work with clients from all over the world. Our clients range from enterprise and corporate clients to companies that are backed by Private Equity or Venture Capital funds. Furthermore, we work directly with Family Offices, Private Equity firms, and Asset Managers. Most of our enterprise clients have dedicated Corporate Development, M&A, and Strategy divisions which are utilizing our pool of Wealth Management talent to add on-demand and flexible resources, expertise, or staff to their in-house team.

How is Fintalent different?

Fintalent is not a staffing agency. We are a community of best-in-class Wealth Management professionals, highly specialized within their domains. We have streamlined the process of engaging the best Wealth Management talent and are able to provide clients with Wealth Management professionals within 48 hours of first engaging them. We believe that our platform provides more value for Corporates, Ventures, Private Equity and Venture Capital firms, and Family Offices.

Our Hiring Process – What do ‘Community-Approach’ and ‘Invite-to-Apply’ mean?

‘Invite-to-Apply’ is the process by which we shortlist candidates for the majority of projects on our platform. Often, due to the confidential nature of our clients’ projects, we do not release projects to our whole platform but using the matching technology and expertise of our internal team we select candidates who are the best fit for our clients’ needs. This approach also ensures engagement with our community of professionals on the Fintalent platform, and is a benefit both to our clients and independent professionals, as our freelancers have direct access to the roles best suited to their skills and are more likely to take an interest in a project if they have been sought out directly. In addition, if a member of our community is unavailable for a project but knows someone whose skill set perfectly fits the brief, they are able to invite them to apply for the role, utilizing the personal networks of each talent on our platform.

Which skills and expertise do your Fintalents have?

The Fintalents are hand-picked and vetted Wealth Management professionals, speak over 55 languages, and have professional experience in all geographical markets. Our Wealth Management consultants’ experience ranges from 3+ years as analysts at top investment banks and Strategy consultancies, to later career C-level executives. The average working experience is 6.9 years and 80% of all Fintalents range from 3-12 years into their careers.

Our Wealth Management consultants have experience in leading firms as well as interfacing with clients and wider corporate structures and management. What makes our Wealth Management talent pool stand out is the fact that they have technical backgrounds in over 2,900 industries.

How does the screening and onboarding of your Wealth Management talent work?

Fintalent.io is an invite-only platform and we believe in the power of referrals and a closed-loop community. Members of our community are able to invite a small number of professionals onto the platform. In addition, our team actively scouts for the best talent who have experience in investment banking or have worked at a global top management consultancy. All of our community-referred talent and scouted talent are subject to a rigorous screening process. As such, over the last 18 months totaling more than 750 hours of onboarding calls, of which only 40% have received an invite-link after the call.

What happens if I am not satisfied with my Wealth Management consultant’s work?

During your initial engagement with a member of our Fintalent talent pool with no risk. If you are not satisfied with the quality of your hire for any reason then we are able to find a replacement at short notice. There is no minimum commitment per project, but generally projects last at least 5 days and can last 12+ months.

Interested in our invite-only community of tier-1 Wealth Management experts?

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