There is an old consulting idea: give someone a fish and you feed them for a day; teach them to fish and you feed them for a lifetime. It’s a good principle. In WealthTech today, it’s also incomplete. You can teach a firm to fish perfectly and still leave it standing at an empty pond.
The firms we work with rarely lack talent or tools. What they lack is a clear view of their client, one aligned story across the organization, and access to the buyers who need to hear it. That is why our process has three parts, and why the third matters as much as the first two.
Visualize: see the client and beyond
We start by studying the client and the client’s client: their workflow, their pressures, their ecosystem, and the problem the product was built to solve. This is where most messaging gaps become visible, because it is where the firm’s view of itself meets the buyer’s view of their day.
Strategize: align to the problem
Then we design how the firm wins: positioning, segmentation, narrative, sales process, revenue operations and the Empathy Matrix, so Product, Marketing and Sales work from one story.
Realize: take it to market
This is where many engagements stop, and where we believe the work proves itself. Realize means sitting alongside the leadership team to put the strategy in front of the right buyers: targeted outreach, personal introductions, strategic partnerships, and monitoring the sales process until the motion runs on its own.
Why insist on it? Because buyers have changed. Gartner found that B2B buyers spend only about 17% of their buying time with potential suppliers. Most of the decision is shaped by what they read, whom they trust and what their peers say. In a channel as relationship-driven as wealth management, credibility travels through networks. A great narrative that never reaches those networks doesn’t change a single buying decision.
Insight without access is a report on a shelf. Access without insight is a meeting that goes nowhere.
The firms opening doors in WealthTech
We are far from alone in believing this. A growing group of firms helps WealthTech companies reach the market, each in a distinct way. Here are several we respect, and how they differ.
The Wealth Mosaic: the market network
The Wealth Mosaic is, in our view, the most progressive marketing platform in wealth management today. It describes itself as the global market network for wealth managers: a free digital marketplace for wealth managers and a marketing channel for solution providers. Its Technology & Data marketplace lists more than 5,400 solutions from over 2,300 providers, alongside a consulting, research and support directory. Providers get profiles, co-created content, global reach to buyers and insight into what those buyers are looking for. Its events take that into the room, including The Wealth Mosaic Live 2026: US on November 2 at Nasdaq MarketSite in New York, which brings RIAs, private banks and family offices together with the firms that serve them.
The nuance: one-to-many. TWM builds visibility and discovery at scale, so the right buyers can find you, and you can find them.
Advintro: outsourced, human-led sales
Advintro provides outsourced sales for fintech companies serving wealth management, banking and insurance. Its model is relationship-driven and human-led: introductions to decision-makers, building pipeline and handing it off, representing clients at industry conferences, and fractional executive roles across finance, product, marketing and compliance. It acts as an extension of the client’s team until the firm is ready to build its own sales function.
The nuance: one-to-one. Advintro puts experienced people in front of specific buyers on your behalf.
Ascentix Partners: the coordinated alliance
Formerly RLR Strategic Partners, Ascentix Partners rebranded in 2025 and launched the Ascentix Partners Network, an alliance of independent consultancies with nearly 100 professionals across growth strategy, M&A, technology, finance, compliance, brand, marketing and PR. It serves RIAs, aggregators, independent broker-dealers, WealthTech providers and private capital.
The nuance: Ascentix sits close to the firms that buy WealthTech, and offers one coordinated source in a fragmented consulting landscape.
Convergency Partners: from introduction to adoption
Convergency Partners focuses on early- and mid-stage fintech and WealthTech companies. Its work spans strategic positioning, business development from first introduction through close and advisor adoption, industry solution formation, investor relations with financial sponsors, and advisory board development.
The nuance: Convergency follows the deal past the signature into adoption, and connects growth with the capital side of the business.
Also worth knowing: Ezra Group
For firms whose challenge is technology fit, Ezra Group, led by Craig Iskowitz, is a well-known WealthTech consultancy, recognized for its WealthTech Today publication and podcast and its integration scoring of wealth management platforms.
The nuance: the technology lens. Ezra Group helps firms understand how platforms connect, and where a product fits in the advisor’s stack.
Where SBS fits
These firms open doors. What SBS adds is making sure that when a door opens, the story on the other side lands, because it is built on the client’s problem and shared by every team. Then we walk through those doors alongside our clients, drawing on relationships across WealthTech marketplaces, RIA networks and consulting alliances, including the a-Squared Technology Partners network.
The work that moves a WealthTech firm forward does both: it sees the client clearly, and it gets the firm in front of the people who need what it has built.
SBS collaborates with several of the firms named here, including The Wealth Mosaic and Advintro. Descriptions are based on each firm’s public materials.
Sources
- The Wealth Mosaic
- “Join us in November at The Wealth Mosaic Live 2026,” The Wealth Mosaic
- Advintro services
- “Larry Roth Rebrands Wealth Consultancy,” WealthManagement.com (2025)
- Convergency Partners: FinTech & WealthTech services
- “FinTech’s Rapid Evolution and the Ezra Group Integration Score with Craig Iskowitz,” Swift Chats podcast
- Gartner research, as reported in “Buyer Enablement Is the Key to B2B Sales,” destinationCRM (2018)
