INVENT Elite – Wealth Management Consulting Experts INVENT Elite is a team of prominent business and marketing strategists combined with technology experts who have spent decades disrupting wealth management with new ideas, methodologies and messaging development. Meet the Experts

Engage Elite

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Elite acts as one cohesive team that becomes an extension of your internal resources, solving business challenges and helping you get to market with your new technology solution through product development, strategy, marketing, branding, public relations and marketing services.

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By partnering with INVENT Elite’s subject matter experts, your firm can take advantage of our brainpower, industry connections and customized approach to drive business success.

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INVENT Elite inspires and activates on creative solutions that impact your bottom line. Steeped in the nuances of the wealth management industry, ELITE brings an unprecedented level of expertise, experience and knowledge. Tap into our experts today.

Elite Consulting Services

Business Strategy

  • Market and client segmentation
  • Go-to-market recommendations
  • Competitive landscape analysis
  • Pricing models
  • Distribution partners identification

Business Strategy

  • Market and client segmentation
  • Go-to-market recommendations
  • Competitive landscape analysis
  • Pricing models
  • Distribution partners identification

Technology Strategy

  • Cloud-Native product design
  • Software development
  • Business process and systems optimization
  • Pricing models
  • Integration approaches
  • Cybersecurity – software security review, penetration testing, 3rd party vendor security reviews

Marketing Strategy

  • Brand messaging and design
  • Public Relations
  • Conference strategy
  • Website design and consulting
  • Content Development
  • Lead generation campaigns

Marketing Strategy

  • Brand messaging and design
  • Public Relations
  • Conference strategy
  • Website design and consulting
  • Content Development
  • Lead generation campaigns
Would you like to know more? Then get in touch now!Contact us

INVENT Elite Consultants

Mark Hollingsworth

Mark Hollingsworth – is a passionate and innovative executive who brings over 30 years of experience in financial services. Having worn many hats, Mark is focused on helping advisory firms adopt cutting edge technology and helping technology vendors go-to-market with rapid and large-scale adoption.

Suzanne Siracuse

Suzanne Siracuse Consulting Services – Business strategy, advocacy initiatives and marketing and branding support from the former Publisher and CEO of InvestmentNews, With over 20 years experience in Financial services, Suzanne will be focusing on , for Invent Elite, Helping firms and advisers serve even more clients by effectively leveraging the latest technology to provide the scale they need to grow and improve the client experience.

Gavin Spitzner

Wealth Consulting Partners – Gavin Spitzner brings over 25 years of experience working at the intersection of wealth management business strategy and technology to bear to help organizations design and deploy solutions that drive profitable revenue growth.

Timothy Welsh

Nexus Strategy – Marketing strategy, content development and public relations advice, guidance and implementation from industry veteran, Timothy Welsh, CFP®. With over 25 years experience in the wealth management industry, Nexus Strategy is uniquely positioned to provide end-to-end advice, consulting and guidance.

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