OUR SUCCESSES
01
Repeat Customers
Over 95% of our clients return to Patpatia & Associates for further engagements
02
Trusted to Implement
We are retained for execution support on nearly 80% of our business strategies
03
Broad Reach
1 out of every 10 financial advisors have benefited from our wealth product and platform business recommendations
OUR QUALIFICATIONS
Leading financial services firms trust us to deliver
As strategic execution consultants, we have provided top firms with comprehensive, actionable plans which sculpt the financial world. For over two decades Patpatia & Associates has been an exclusive provider of strategic guidance for leaders in the financial services industry. We bring a combination of deep business expertise and timely market intelligence to comprehensively address our customers’ challenges, spanning strategic business planning to the deployment of resilient business operations.
An experienced team of operating professionals
Strategic engagements are directly conducted by our team of experienced management professionals, who pride themselves on our market insights and ability to build value at our clients. Our industry expertise stems from over a century of combined experience within wealth management, banking, insurance, retirement, asset management, and real estate markets. With extensive business development, product management, technology transformation, compliance, due diligence, competitive intelligence, and strategic analysis knowledge, our team has created and reengineered businesses for a breadth of global institutions.
OUR Clients
Patpatia & Associates has served top global financial institutions throughout the Americas, Europe, and Asia. The majority of our customers are continuing relationships, forming a vast network of mutual expertise. This combined global market knowledge paired with our ability to craft comprehensive strategic plans and distinct service models greatly benefits our clients.
Wealth Management
Insurance
Asset Management
Strategic Advisory and Partner Relationships:
Patpatia & Associates also serves as a strategic advisor and business
collaborator with several ventures:
