Technology Advisors



Our focus is advising Hedge Funds, alternative asset managers and family offices with their technology strategy and data initiatives. We have deep hands-on experience with multiple asset classes specializing in credit and fixed income. We are able to dissect, analyze, and recommend unique solutions that increase efficiency and improve productivity.  


Navigating the vendor landscape can be an arduous journey that can be made easier with the advice of professionals who have experienced it multiple times and learned from their successes and failures. Our approach of advising gives firms the information they require faster and with an independent lens. 





Fractional CTO 

Subject matter expertise on an as-need basis eliminating the need to hire a full time CTO or CIO. Our experienced team of CTOs and CIOs will learn about your short and long-term goals, then design a vision and roadmap to success. Our mature relationships with vendors and service providers allows for efficient analysis and quick results. 


Key Initiatives 

How many times have you said “I wish I can clone myself” to get a key initiative off the ground? Since we have been in your seat, we can be your clone and navigate the key initiative from idea to completion.  


Technology Due Diligence 

Due diligence focusing on governance, cyber security, BCP & DR, documentation, formal development lifecycles, and processes. Oversight of managed service providers and vendors, ensuring their contracts and services are in line with the firm’s goals and budget. 


Data Transformation 

Data integrity and data governance are keys to the foundation of computing analytics and delivering accurate metrics to the business leaders. Our experience in multiple data transformation initiatives will step you through the analysis and the processes required to architect and implement highly effective solutions. 


Cloud Replatforming 

Moving applications to the cloud without major changes but taking advantage of benefits of the cloud environment. 



Whether you have a proprietary or off-the-shelf system, we can help you assess whether it serves your business and operational needs. Should you invest more into the proprietary system? How stable is it? Should you switch to an off-the-shelf system? How long would it take? How much would it cost? We have a proven plan that steps through the assessment and delivers a detailed analysis with recommendations. 



We are open to other types of engagements. Send us a note and let's start the conversation... 

Core Competencies


  • Business Vision & Strategy  
  • Enterprise Architecture 
  • Cloud Replatforming
  • Data Transformation & Governance 
  • Business Intelligence Solutions 
  • Predictive Data analytics 
  • Business Process Automation 
  • Robotics Process Automation
  • AI/ML 
  • Enterprise Risk Management 
  • Cyber and Information Security 
  • Business Continuity Planning & Disaster Recovery 
  • Regulatory & Compliance Technologies 
  • Vendor Partnerships & Management