Where strategy meets execution
Empowering Wealth and Wealthtech Firms to Scale, Evolve, and Thrive
We partner with firms shaping the future of wealth management, delivering scalable growth strategies and solutions that drive lasting success.
Aureus Advantage is the Strategic Partner for Growth in Wealth and Wealth Technology
We blend innovation with strategic insight to drive excellence in wealth. Our forward-looking approach empowers firms with the tools and strategies needed to unlock new opportunities and accelerate growth. By aligning our services with your business vision, we deliver transformative results that move you forward with confidence.
What We Do
Our services align with your growth plans
Enterprise Platform Strategy, Design, and Execution
Are you a new aggregator? Do you want to turn your wealth firm into a mega-merger efficient enterprise? We assist in developing effective enterprise platforms tailored to your strategic goals, ensuring seamless design.
M&A Strategy, Planning, and Integration
Navigate the complexities of mergers, acquisitions and liftouts with our expert guidance. From strategy development to integration planning, we offer end-to-end support to optimize firm value.
Wealth Optimization Assessment and Transformation Plan
Our comprehensive assessment delivers a customized transformation strategy, focusing on key elements such as people, processes, and technology. We help you refine your vision, optimize firm performance, and accelerate success.
Our Team
Amy DeTolla
Founder & CEO
Laura Hespe
COO
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