Funding Services
Funding services for early-stage WealthTech companies from Seed through Series B.
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+ Marketing Materials
+ Capital Introduction
+ Valuation
+ Turnkey Management
Revenue Growth and Trunarounds
A little help can go a long way during business inflection points. We specialize in "all hands on deck" situations.
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+ Market Analysis
+ Product Analysis
+ Prospect Review
+ Repositioning
+ Marketing Plan
+ Pivot Strategy
+ New Revenue Opportunities
Mergers & Acquisitions
Sell-side strategic and financial transaction mandates from $500,000 up to $25 million.
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+ Acquisition Strategy
+ Supporting Materials
+ Deal Rationale
+ Target Identification
+ Deal Marketing
+ Deal Structure
+ Valuation
+ Transaction management
Expert Witness
Data research and industry expert support on matters concerning investments, advisory, analytics, and Financial Technology.
White Papers and Studies
We believe there is a growing
need for a new technology solution in the outsourced compliance consultant market for RIAs/BDs. If you think you can help, feel free to reach out.
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
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.
Welcome to the world of q
qSpur is hiring!
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What we are looking for:
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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.
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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.
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A healthy attitude towards work. We often have deadlines to meet and we meet them. But, we also want to have fun.
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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.
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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).
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If you meet the above criteria, we would love to hear from you!