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Where Fintech
Leaders Turn for Strategy, Capital,
& Execution.

Empowering Fintech Leaders

Business Presentation

We work alongside a select group of founders and investors, delivering tailored guidance across capital strategy, regulatory navigation, and operational execution.

WHY US

We open doors.

Our network spans technology, venture capital, corporate innovation, and global ecosystems.

We connect you with the right people, quickly, intentionally, and with context that makes each introduction meaningful.

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Selectivity & Due Diligence.

We work with companies we can genuinely add value to. Before taking on a client, we run our own due diligence to ensure alignment, readiness, and a shared understanding of goals.
This approach lets us commit real professional effort to every engagement, and represent only the clients we believe in.

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Our Retainer Model

You are paying for actual work: strategic support, operational execution, and introductions backed by real hours and

senior expertise.


Each retainer is customized to the scope, intensity, and stage of your business, no more, no less.

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Listen To our Podcast with Industry Leaders

Rich is a warm friendly insightful professional - and even more compelling is his ability to create
long-term personal bonds with his counterparts. He is a true mentor who has had an immense
impact on my work. He is a true mentor who has had an immense impact on my work.

Tanvir Shah: Banking/RealEstate/Education

Rich is an excellent strategic thinker including new idea generation and concept creation. His deep knowledge of the industry allows him to generate unique opportunities.

Gloria Colgan

Global Payments Executive/FinTech Board Advisor

I have known Rich for several years and can say that he is an insightful leader who is well
connected in both the traditional and digital industries in financial services and the payments
sectors. He is a person with integrity and is also respected for his ability to deliver.

Paul Stefunek:

C Suite Advisor/ Growth and Business Transformation Leader

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