FORM YOUR RIA
FORM YOUR RIA

Executive Consulting to Drive Growth

Our seasoned Financial Services Executives can lay out out a clear roadmap to drive strategic initiatives with lasting growth and consistent results.

deep expertise

Let us do the heavy lifting.

Our Services

Strategic Consulting

Succession Planning
Succession planning is a critical element of all new Independent RIAs, and is quite often the most overlooked and neglected. We can provide the needed experience to finally put in a Succession Plan that works for everyone.
M&A
The advantage of an Independent RIA is the ability to scale and grow inorganically at a rapid scale. Whether it is through acquisition or advisor recruitment, let our team layout the right plan for strong growth.
Strategic Planning
Strategic plans are key for sustainable growth. It is imperative that the new RIA has a clear, and attainable, 1 - 3 - 5 year plan. Our consulting team will ensure that the vision of the RIA is captured and put into action.
a critical partnership

Ascendia’s Shared Services

Compliance
Our CCO team will oversee every element of your new RIA formation while interfacing directly with local governments and the SEC. We lead the process from beginning to end.
Accounting & Finance
Our finance team can provide every detailed element of running your RIA from billing, payment systems, payroll processing, reporting, and financial statement reporting.
Human Resources
Our HR experts will set up the new RIA to run like a business including policies, procedures, annual reviews, employee onboarding, recruiting, and hiring initiatives.
Technology Services
Our technology team has a deep expertise in the financial services space, keeping you up to speed on the rapidly changing landscape of the industry. Need a modern tech stack?
Business Analytics
We will supply business intelligence and analytics to ensure that critical business KPIs are on track. Our experts will dive deep to maintain visibility on what matters most.
Strategic Consulting
Our C-Suite will provide the guidance on strategic business initiatives such as M&A, succession planning, process improvement, or any unique initiative that drives growth.

Collaborate with Us!

Ascendia Partners will drive strategic business growth while ensuring your independence.
We have the track record to prove it. Let us prove it again.

Let's Grow Together