Empowering Wealth Management Operations
Experience focused into success for RIAs and RIA-backing Private Equity.
Welcome to ECW. We offer deep expertise in the design, building, and operation of Registered Investment Advisors.
Expertise
Client and Advisor Experience
With our RIA partners, we co-design a rich, technology-enabled client experience that is tailored to both advisor and client.
organic Growth Strategy programs
Together we shape your future success through the selection and design of high-powered organic growth initiatives.
mergers and acquisition Advisory
From prospecting to evaluation to due diligence design, we supercharge the growth of Assets Under Management via M&A expertise.
GovernancE, Board, and Investor interaction
By designing strategic communications and governance routines, we elevate your visibility and deepen your ties your firm's leadership and financial backers.
technology selection and implementation
With unique insights into the direction and potential impact of technological change, we keep you ahead of the curve and your competitors.
Execution and Project Management
With deep RIA project execution experience, we help you manage your initiatives with tight, effective routines and the reporting that matters.
Our Clients
ECW Customer Profile example activities
Existing RIAs
We set a new trajectory for currently active RIAs by supercharging capabilities:
- We enhance/overhaul your client experience to allow them to effectively compete with the Mega RIAs
- We redesign and integrate your tech stack for optimum competitiveness and profitability
- Build an Inorganic M&A platform to gain scale and reach
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Private Equity Firms
For Private Equity firms that either invest or want to invest in the RIA space:
- We assist in finding the right competitive advantage to win and close deals
- We provide industry insider knowledge to ensure your success in hitting targeted growth goals
- We offer a vast rolodex of venders and industry professionals to upgrade your portfolio firms
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Canadian RIAs
With special expertise in the Canadian competitive and regulatory landscape:
- For those wanting to entire the RIA market, we can help you build a Portfolio Management firm from the ground up
- For existing operations seeking to expand their PM firm to a national presence, we help you design and execute a portfolio of approaches
- We help with Technology, Compliance, Client/Advisor Experience, all tailored to the Canadian market
