Your company’s one source for robust operations, legal and compliance support.

Your company’s one source for robust operations, legal and compliance support.

FiSolve helps asset management and financial services firms achieve and sustain excellence in operational processes, legal oversight and compliance support so our clients may drive business forward.

Our team helps your team when embarking on new business initiatives, evaluating and overseeing your service providers, and providing the absolute best client experience.

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Operations, legal and compliance departments at money managers and financial services firms have been under tremendous strain.

Firms are facing increasing pressure on fees and reduced margins.

Adding headcount and keeping pace with regulations and technology is a major challenge.

Delivering exceptional client service backed by a strong operational and regulatory program may seem out of reach.

FiSolve is here to level the playing field.

“FiSolve brings a unique perspective by helping us with operations, legal and compliance. We receive top-level support to our teams in a thoughtful and cost effective manner.”

Christopher Barnett, co-CEO and Managing Member

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Who We Serve

Investment Advisers

Wealth Managers

Hedge Funds

Mutual Funds and ETFs

UCITS

Series Trust

Private Equity

Venture Firms

Broker-Dealers

Banks

Trust Companies

Fund of Funds

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Imagine Having An Expert Bolster Your Team As Needed.

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Ways FiSolve Can Help

WEBINAR – The SEC’s 2025 Examination Priorities

  Each year, the Division outlines its focus areas to inform investors and registrants about potential risks in the U.S. capital markets. This year’s priorities…

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WEBINAR – Critical AML Tips for a Successful Compliance Program

  Establishing and maintaining a stellar Anti-Money Laundering Program is the cornerstone of a financial services firm’s Compliance Program, and it is critical to ensure…

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Critical AML Tips for a Successful Compliance Program

  It’s critical to ensure your firm’s AML Program is in optimal shape, and taking proactive steps now will help your firm stay compliant with…

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Contact Us Today

We will show you how FiSolve will position your firm to grow its assets and bolster its processes.