Who We Are
Bridging the Expertise Gap
Whether launching a firm, scaling through acquisition, or modernizing legacy systems, we design and build custom unified architectures that empower firms to thrive independently and scale through both organic and M&A-driven growth.
We serve as the outsourced COO/CTO, post-M&A integration lead, and Strategic Advisor to the Board for UHNW-focused RIAs, Family Offices, and PE-backed enterprises seeking to design, scale, and optimize custom enterprise platforms.
With 20+ years of experience across investments, advisory, operations, and technology, we act as the connective thread - translating business goals into platform strategy grounded in scalable infrastructure and powered by high-performing teams.
How We Support Teams at Every Stage
Launch
Succession
Launch
Strategic blueprinting, vendor selection, and platform build.
Scale
Succession
Launch
Optimization of systems, processes, and end-user experience as assets and complexity grow.
M&A
Succession
Succession
Operational due diligence, post-close integration, and alignment across platform and people.
Succession
Succession
Succession
Platform modernization and transition planning to support leadership and ownership handoff.
Our Core Capabilities
Strategic Vision & Roadmap
Operating models aligned to your firm’s growth goals, client expectations, and internal team capabilities – tailored to where you are in your business lifecycle, from launch to scale to succession.
Post M&A Integration Leadership
From pre-close planning through full platform unification, we lead the integration of technology stacks, processes, and teams - ensuring continuity and internal alignment across both sides of the transaction.
Governance-Level Insight
As a Strategic Advisor to the Board, we provide executive-level oversight on enterprise technology, platform strategy, and operational risks - bringing an independent, informed perspective and industry best practices to leadership and governance discussions.
COO-Level Operational Design
Streamlined, end-to-end processes across client service, compliance, reporting & aggregation, billing, trading, advisory, alternative investments, and broader investment workflows – ensuring operational consistency, efficiency, and scale.
CTO-Level Platform Architecture
Evaluation, design, and implementation of best-in-class solutions with a focus on automation and scale.
What Sets Us Apart
Cross-Functional Expertise
Strategic Navigation Through Complexity
Strategic Navigation Through Complexity
With 20+ years across back, middle, and front office, we bring a rare, fully integrated perspective - allowing us to solve problems holistically rather than in silos.
Strategic Navigation Through Complexity
Strategic Navigation Through Complexity
Strategic Navigation Through Complexity
We don’t just implement solutions - we guide enterprises through the entire journey from ambiguity to clarity. Our ability to translate vision into execution is a signature strength.
Executive-Level Credibility
Strategic Navigation Through Complexity
Platform & Process Integration
As a Strategic Advisor to the Board, we provide governance-aligned insights that influence decisions at the highest levels, earning trust with principals and private equity stakeholders alike.
Platform & Process Integration
Strategic Navigation Through Complexity
Platform & Process Integration
We combine COO-level process design with CTO-level systems architecture, building unified, scalable infrastructures that support efficiency, data integrity, and firm-wide alignment.
Experienced Leadership
Joe Kolker - Founder & CEO
Joe is a mission-driven executive and platform architect with over two decades of experience serving UHNW families across advisory, operations, investments, and technology. He partners with RIAs, Family Offices, and PE-backed firms to design scalable operating platforms, lead post-M&A integration, and serve as an outsourced COO/CTO or strategic advisor to the board.
Most recently, Joe served as Partner & CTO at Sapient Capital, where he led the buildout of a proprietary enterprise platform.
A board-level thinker and operator, Joe recently completed the Emerging COO Executive Program at Stanford Graduate School of Business, sharpening his ability to align strategic planning with technical execution. He is known for leading with clarity, fostering high-performing teams, and transforming operational complexity into scalable, client-centric solutions.
Example Engagement
$10B, 35-Person, PE-Backed Advisory Team
- Executed a comprehensive lift-out - relying solely on strategic know-how and a trusted network.
- Recruited, built, and scaled an internal Technology & Product Development team to support a complex, enterprise-grade platform and drive cross-functional innovation.
- Led a phased platform deployment focused on building scalable core architecture and defining foundational processes across reporting, billing, trading, private partnerships, CRM, and compliance - prioritizing stability, integration, and client continuity.
- Successfully transitioned to full independence with zero disruption.