Wayfinder Financial Consulting LLC
www.wayfinderllc.netWayfinder 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 moreWayfinder 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 moreCountry
State
Pennsylvania
City (Headquarters)
Philadelphia
Employees
1-10
Founded
2019
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