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About Us

20+ years delivering bespoke business strategies to the financial services industry

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

  • Ameriprise-logo
  • Charles-logo
  • Wells-Fargo-logo
  • USB-logo
  • Bloomberg-logo
  • TD-logo
  • blucora
  • hilltop-securities

Insurance

  • NM-logo
  • TIAA-logo
  • Allstate-logo
  • Brighthouse-logo
  • Lincoln-logo
  • FG-Life-logo
  • nationwide
  • metlife

Asset Management

  • FTI-logo
  • Capital-Group-logo
  • LEGG-MASON-logo
  • Nuveen-logo
  • BNP-logo
  • EP-logo
  • hamilton-lane
  • brandes

Strategic Advisory and Partner Relationships:

Patpatia & Associates also serves as a strategic advisor and business
collaborator with several ventures:

Learn how we can HELP YOU
ACHIEVE YOUR BUSINESS OBJECTIVES
WITH OUR CUSTOM STRATEGIES AND
SOLUTIONS

Contact Us

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125 uNIVERSITY aVENUE,
sUITE 202
bERKELEY, ca 94710

INFO@PATPATIA.COM
(510) 559-7140

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