Nexus Strategy marks 20 years in business
Nexus Strategy, a Larkspur, CA-based go-to-market (GTM) strategy firm for the wealth management industry, is celebrating its 20th anniversary this year.
Founded on April 11, 2006 by Timothy Welsh, Nexus has advised more than 100 organizations – including technology companies, custodians, wealth management platforms, investment product suppliers, broker-dealers, and financial institutions.
“Twenty years ago, I believed that the independent advisor movement was going to reshape financial services, and that the firms serving those advisors deserved a dedicated, knowledgeable partner to help them navigate it,” said Welsh. “Two decades later, the independent RIA channel has become the dominant force in wealth management, and Nexus Strategy has had the extraordinary privilege of helping to build many of the platforms, programs, and narratives that define it. I am deeply grateful to every client, partner, and colleague who has been part of this journey.”
The boutique firm has worked with every segment of the registered investment advisor (RIA) ecosystem, completing GTM engagements across market strategy development, messaging and positioning, media relations, distribution channel strategy, and tactical execution in every relevant industry channel.
Nexus has also contributed a high output of thought leadership, including more than 200 articles, white papers, issue briefs, advisor profiles, and case studies published in leading industry publications.
Welsh is a frequent speaker at industry events, appearing at over two dozen industry conferences and events annually.
Nexus also played a key role in founding the “Wealthies,” wealthmanagement.com’s annual industry awards program.
“The RIA industry is at a genuine inflection point, with AI, consolidation, generational wealth transfer, and evolving client expectations that are reshaping every dimension of the business,” Welsh said. “Nexus Strategy is as energized and relevant today as at any point in our 20-year history. The firms that understand how to build trust, demonstrate expertise, and reach the advisor community authentically will define the next chapter of this industry. We look forward to helping them do it.”
Nexus will be celebrating its two-decade milestone with a series of thought leadership initiatives, advisory community events, and a retrospective on the wealth management industry’s evolution.
