Transformational Business Design
You've built a firm that works. As it grows, the technology behind it has to keep pace, and that's a specialist's job. It's the one we do, so your team can stay focused on your clients.
Where we start
Most tech advice starts with tools. We start with your business. Before we recommend anything, we take the time to understand how your business actually works and what your clients, your team, and your partners really need. What you get back is a clear plan your team can put into motion.
How we work
You don't need another tool. You need a way to decide which ones are worth it and how to best use them. This is how we move a company from unintentionally stacked tech to a clear, phased roadmap.
Every step deepens our understanding of your business, so the roadmap we build fits how you work and where you're headed.
You know which technology investments move the business forward, which to skip, and how to get more from what you already have.
Time back for your team, happier clients, more referrals, and money kept in the firm.
A phased plan your team can execute with confidence and stand behind.
Selected work
Two wealth firms, two different starting points, and the clear direction each one walked away with.
As Origin scaled toward a $5B assets-under-management target, the business was moving faster than its operations. Talented staff were spending time on work that could be automated, and capable software sat underused. We designed a roadmap to streamline processes and give investors confidence in the path to 2027.
After a Salesforce Financial Services Cloud rollout that wasn't delivering, Vance's leadership stepped back to reassess their whole technology strategy. We spent our time understanding the firm first, then delivered a 60+ page IT strategy that answered the questions they had actually been asking.
In their words
What made this engagement different was how deeply the team worked to understand our business before talking about technology. The final roadmap didn’t just list tools. It reflected how we actually operate.
We’re dealing with people in a way the investing industry hasn’t before. TechTBD helped us provide clarity and freedom, and gave investors confidence in where we’re headed.
Who we are
Your clients don't come to you because they can't manage money. They come to you for focus, expertise, and a partner who has done it before. That's exactly why advisory teams bring us in for technology. We're a business design partner, and we stay in it with you, from the first conversation to the work that makes it real.
We start with how you actually operate, not the technology trend of the moment.
Sharp, direct, no BS. We hold a high standard and keep our promises.
Plans your team can put into motion and keep refining as you grow.
A flagship niche in small and medium wealth management firms and RIAs.
Leadership
Our team has spent careers building, running, and transforming businesses. You work with us directly, from the first conversation to the last deliverable.
Experience Design and Operations
20+ years building high-growth businesses and leading teams at a major consulting firm. He has designed systems used by 500,000+ people, coached hundreds of employees, and worked across 12 industries in both the private and public sector.
Experience Design and Partnerships
15+ years running technology projects across industries: 100+ projects for 40+ clients. Former head of product and head of delivery managing portfolios over $25M, and led a startup that was acquired by Microsoft.
A quick conversation
We’ll walk you through the same process we used with Vance and Origin. No hard pitch, just a clear read on where your team could save time and money.