Your fintech solution is ready to go – now you need help reaching the right prospects to gain traction.
Ascendi has the inside track to enable you to stand out and move fast. Take advantage of our deep deep domain knowledge of the ecosystem that underpins how your ideal clients operate.
We work with you to pinpoint the specific needs, pain points, and decision-makers of your ideal client(s), enabling you to build profitable connections. Our strategic insights streamline the process, focusing your resources on the highest-value prospects, so your fintech solution gains traction quickly and meaningfully.
Fintech business development services to help you navigate the wealth management landscape to identify the right prospects for your solution.
AI-based Analytics startup
Managed GTM and business development to launch into RIA and asset management channels, targeting firms with $1B+ AUM. Supported messaging, pitch decks, developed sales pipeline, consultant introductions and integration with other data providers. Initiated and managed strategic partnerships that are a major referral source.
Financial planning tech firm
Supported firm to penetrate wealth management market positioning with solo advisors and small teams with innovative tool and planning strategies. Developed messaging, pipeline management and partnership introductions.
Analytics fintech scaling business to enterprise firms
Provided fractional business development and product-market fit to target firms with 100+ advisors. Developed and implemented retention strategy to successfully augment referral rates.
