Keep Pace with the Industry

Keep Pace with the Industry

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

With managers facing increasing pressure on their fees and reduced margins, most firms are not able to add necessary headcount to keep pace with advances in technology and new regulations.

Nevertheless, the internal departments at these firms are expected to fill the gap and make it work. Even the most talented departments are struggling to stay current and meet the increasing expectations of clients and regulators.

Consequently, many managers are throwing in the towel and opting to sell their businesses to much larger competitors with the size and scale. Those continuing to press on are finding it more difficult to deliver an excellent client experience backed by a strong regulatory program.


“Steven Yadegari and the FiSolve team have brought tremendous support to our team as we embark on a major technology upgrade designed to enhance our client experience.”

Scot Draeger, President, R.M. Davis

Maintain your competitive advantage.

FiSolve infographic

Without the need to take on additional headcount with its associated costs, clients will leverage the experience and expertise of FiSolve professionals to provide needed support to internal departments across all non-investment areas, including operations, finance, legal
and compliance.

FiSolve will allow firms to maintain their competitive advantage, deliver the best client experience through technology and operational excellence and tout regulatory compliance programs that rival much larger firms.

Expert, Timely Advice

Our services are provided by C-Suite and senior Wall Street professionals with decades of experience advising financial industry firms from an inhouse and outside perspective. This includes former Chief Operating Officers, Chief Financial Officers, General Counsel, Chief Compliance Officers, traders and operations staff. FiSolve provides tailored solutions to financial industry firms that will take into account all relevant considerations, including operations, technology, legal, compliance and advance an overall strategy for growth and scale.


Steven Yadegari

Chief Executive Officer

Our Founder and CEO, Steven Yadegari  created FiSolve to help financial services firms feeling the crunch of rising costs, pressure on fees and heightened competition.

FiSolve’s team will assist financial services firms maintain their edge by delivering the best client experience, enhancing technology, achieving operational excellence, and touting robust legal, regulatory and compliance programs that rival much larger firms, all at a reasonable cost.

“Steve Yadegari is a bright, thoughtful legal and compassionate mind working at the intersection of business ideas and regulatory and legal efficacy.  He is patient, kind and a pleasure to work with and anyone would be fortunate to have him working with you.”

Jonathan Satovsky, CEO and Chief Behavioral Coach, Satovsky Asset Management

Contact Us Today

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