Wayfinder Financial Consulting LLC

www.wayfinderllc.net

Wayfinder provides marketing, legal and compliance consulting services for the financial services industry. We specialize in supporting smaller asset managers that do not have a dedicated marketing team, and larger firms looking to augment resources or outsource specific projects. We bring a deep understanding of investment opportunities, distribution and controlling legal and compliance standards. Wayfinder is built upon decades of experience at Fidelity Investments, Cantor Fitzgerald, Morgan Stanley and the Securities and Exchange Commission working with a full range of traditional and alternative investment products. In addition, our principals have worked for a number of boutique asset managers - launching products, developing campaigns and building brands and teams. Wayfinder can help develop breakthrough strategies and communications that are compliant from the start and drive results. Services: * Strategy development * Market research * Content and marketing materials development * Distribution and sales support * Investor relations * Legal services * Regulatory guidance * Compliance review

Read more

Reach decision makers at Wayfinder Financial Consulting LLC

Lusha Magic

Free credit every month!

Wayfinder provides marketing, legal and compliance consulting services for the financial services industry. We specialize in supporting smaller asset managers that do not have a dedicated marketing team, and larger firms looking to augment resources or outsource specific projects. We bring a deep understanding of investment opportunities, distribution and controlling legal and compliance standards. Wayfinder is built upon decades of experience at Fidelity Investments, Cantor Fitzgerald, Morgan Stanley and the Securities and Exchange Commission working with a full range of traditional and alternative investment products. In addition, our principals have worked for a number of boutique asset managers - launching products, developing campaigns and building brands and teams. Wayfinder can help develop breakthrough strategies and communications that are compliant from the start and drive results. Services: * Strategy development * Market research * Content and marketing materials development * Distribution and sales support * Investor relations * Legal services * Regulatory guidance * Compliance review

Read more
icon

Country

icon

State

Pennsylvania

icon

City (Headquarters)

Philadelphia

icon

Employees

1-10

icon

Founded

2019

icon

Social

  • icon

Employees statistics

View all employees

Potential Decision Makers

  • Principal

    Email ****** @****.com
    Phone (***) ****-****

Reach decision makers at Wayfinder Financial Consulting LLC

Free credits every month!

My account

Sign up now to uncover all the contact details