Put your WealthTech project on turbo
We provide a range of support services to all firms associated with or operating in WealthTech, from pre-seed start-ups to Fortune 100 organizations.
Market research and demand verification.
Functionality, workflow, UI/UX design and testing. Specifications.
White papers (both academic and approachable), blog posts, pitch decks, Requests for Partnership memos, web site guidance, and the occasional, off-the-wall idea.
Develop/refine messaging, build outreach strategy, identify targets, develop collateral strategy, build campaigns, monitor and execution support.
Investment Analytics and Data Integrations
Deep expertise in the different types of investment data and analytics. 30 years of experience in which analytics are most effective for each situation.
Data research and industry expert support on matters concerning investments, advisory, analytics, and Financial Technology.
Articles and Publications
In this article, Kendrick talks about some of the practical issues that arise when advisors try to deploy ESG to their retail clients, what ratings providers need to do to properly address ESG in retail wealth, and some steps advisors can take in the meantime. #wealthmanagement #ria #wealthtech #esg
Our Founder and Managing Partner
Kendrick Wakeman, CFA
Kendrick has over 30 years of experience in financial services. Prior to founding qSpur, he was the Founder and CEO of FinMason, a financial technology company that built one of the world’s largest and most scaled investment analytics and risk platforms for WealthTech. He has extensive institutional investment experience across a broad range of asset classes and has developed, built and run institutional-level analytics and risk management programs at both large and small financial institutions. Prior to founding FinMason, he was a Portfolio Manager/Analyst for a hedge fund at Lazard Asset Management, a Managing Director/Department Co-Head at Wachovia, and the Director of Research at Forum Capital Markets. He has a BA from Dartmouth College and holds the Chartered Financial Analyst designation.
Welcome to the world of q
qSpur is hiring!
What we are looking for:
High ethics. Actually, the highest honor, ethics, and honesty. Warren Buffet said "it's hard to make a good deal with a bad person or a bad deal with a good person." That is one of the things our clients like about us. It runs through everything we do, say, and think. This is a gating criteria. You will not succeed here if you don't have impeccable ethics. We are serious about this.
Domain expertise. Bring a set of skills or knowledge to the table regarding WealthTech, Asset Management, or Wealth Management. Our clients have many needs, so if you have a skill, we can probably use it.
A healthy attitude towards work. We often have deadlines to meet and we meet them. But, we also want to have fun.
Creative thinking. We want to be transformative to our clients. Sometimes that means thinking outside of the box. This can sometimes be difficult for domain experts to do. Bring it.
Be nice. Our corporate culture is one of friendship and mutual support. Don't apply if you are not a good team player, are rude to waiters/waitresses, or have hate of any kind (even mosquitos).
If you meet the above criteria, we would love to hear from you!
Articles and Publications
Advisor Perspectives is running a series of articles Kendrick is writing on the different types of investment analytics financial advisors use to communicate with their clients and prospects, including all the plusses and minuses of each. The first one is on portfolio risk measurement, which is probably the most pressing at this moment. Enjoy and keep an eye out for the others.