Financial Services news in the US

An overview of news, trends and research in the Financial Services industry in the US:

Metric Point Capital hires Paul Mazurek as principal Metric Point Capital, an Austin-headquartered private capital advisory firm, has hired Paul Mazurek as a principal.
28 July 2026
AI-native modern banks lead with competitive advantage: Bain analysis Building a bank capable of continuous innovation, simplification, and modernization means creating a lasting competitive advantage, according to analysis from Bain & Company that included recent disc
27 July 2026
Several industries face debt wall as lenders take action: Teneo analysis The global credit market is entering a highly volatile phase as more than $1.4 trillion of high-yield debt is set to mature between 2026 and 2027.
05 June 2026
Carissa Robb looks back on first year as SolomonEdwards Financial Services Head This month marks the one-year anniversary of Carissa Robb taking the lead of the Banking and Financial Services (BFS) practice at SolomonEdwards.
07 May 2026
Chatham Financial to acquire Hodes Weill & Associates Chatham Financial, an independent capital markets advisory and technology firm, has agreed to acquire Hodes Weill & Associates, a New York-based capital advisory firm focusing on real estate, infras
23 April 2026
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.
14 April 2026
ACA Group acquires FX Transparency ACA Group, a governance, risk, and compliance (GRC) consultancy focusing on the financial services industry, has acquired FX Transparency, a Boston-based provider of foreign exchange (FX) transaction
12 March 2026
EisnerAmper expands fund solutions practice EisnerAmper, a mid-market accounting and consulting firm, has announced the evolution of its fund solutions practice, as well as the launch of a new EisnerAmper Investor Portal.
10 February 2026
Capco announces partnerships with OpenAI and Enerex Capco, a London-headquartered management and technology consultancy, this month announced strategic partnerships with OpenAI and Enerex, a Houston-based provider of energy management solutions.
19 November 2025
Susan Roth Katzke joins Oliver Wyman as senior advisor Susan Roth Katzke has joined management consultancy Oliver Wyman as a senior advisor to its banking and financial services practice.
23 October 2025
Paul Farfel joins HKA as partner in forensic accounting practice Paul Farfel has joined HKA, a risk and disputes consulting firm, as a partner in the forensic accounting and commercial damages (FACD) practice.
09 September 2025
PwC US acquires financial services IT consultancy Kunai PwC US has agreed to acquire Kunai, a San Francisco Bay Area-based IT consulting firm focusing on the financial services industry.
07 August 2025
Huron acquires financial services consultancy Treliant Huron, a Chicago-headquartered management consulting firm, has acquired Treliant, a Washington, DC-headquartered financial services industry consulting firm.
04 August 2025
Compliance Risk Concepts acquires Oyster Consulting Compliance Risk Concepts (CRC), a New York-based risk and compliance consultancy serving the financial services industry, has acquired Oyster Consulting, a Richmond, VA-based strategy and operations
24 June 2025
Erica Brennan joins FS Vector as managing principal of licensing team Erica Brennan has joined FS Vector (FSV), a Washington, DC-based fintech consulting firm, as managing principal of its licensing team.
23 June 2025
L.E.K. Consulting expands financial services practice L.E.K. Consulting, a Boston-headquartered strategy consulting firm, has “significantly expanded” its global financial services practice.
04 June 2025
TSG hires Jon Lennon as chief revenue officer TSG (The Strawhecker Group), an analytics and consulting firm focusing on the payments industry, has hired Jon Lennon as chief revenue officer.
27 May 2025
Viktor Tsyrennikov joins CRA's financial economics practice as VP Viktor Tsyrennikov, a PhD economist and consultant, has joined Charles River Associates’ financial economics practice as a vice president.
14 May 2025
Crowe hires Gary Kozlowski as partner in financial services consulting Crowe US, a national mid-market accounting and consulting firm, has hired Gary Kozlowski as a partner in its financial services consulting practice.
14 May 2025
FS Vector hires Jackson Mueller as principal in government relations FS Vector (FSV), a Washington, DC-based fintech consulting firm, has hired Jackson Mueller as a principal in its government relations and public policy practice.
30 April 2025
ACA Group acquires Global Trading Analytics ACA Group, a governance, risk, and compliance (GRC) consultancy focusing on the financial services industry, has acquired Global Trading Analytics (GTA), a Rutherford, NJ-based transaction cost analysis services firm.
15 April 2025
KPMG US makes three leadership appointments in asset management sector KPMG US has appointed Yesenia Scheker-Izquierdo as national sector leader for asset management and business line leader for asset management and private equity, David Neuenhaus as tax sector leader f
09 April 2025
Iron Road Partners hires Jennifer Conwell as director Iron Road Partners, a New York-based regulatory consulting firm specializing in investment managers, has hired Jennifer Conwell as a director.
13 March 2025
Baringa hires Greg Gambal as partner in financial services practice Baringa, a London-headquartered management consulting firm, has hired Greg Gambal as a partner in its financial services industry practice.
05 March 2025
SRA Consulting hires Robert Mancini as head of new business consulting unit SRA Consulting, a Glen Allen, VA-based financial services industry risk management consultancy, has hired Robert Mancini as a managing director and leader of its newly launched business consulting pr
12 February 2025
BRG adds three ex-Guidehouse consultants to New York office Berkeley Research Group, an Emeryville, CA-headquartered management consultancy, has added three senior hires from Guidehouse to its financial institution advisory practice in New York: Samantha Welc
04 February 2025
Guidehouse adds three partners to financial services segment Guidehouse, a Tysons, VA-based management consulting firm, has hired three new partners in its financial services segment: Diarmuid O'Casey, Li Zheng, and Skander Kechaou.
18 September 2024
Globant to acquire IT consultancy Blankfactor Globant, a Luxembourg-headquartered IT services firm, has agreed to acquire Blankfactor, a Miami-based financial services sector IT consulting firm.
13 September 2024
North Highland adds Michael Drews as vice president North Highland, an Atlanta-headquartered management consulting firm, has hired Michael Drews as vice president and head of the US financial services industry practice.
26 July 2024
SRM acquires Kenneth J. Sole & Associates SRM (Strategic Resource Management), a Memphis, TN-based financial services consultancy, has acquired Kenneth J. Sole & Associates, a Holbrook, NY-based banking IT consulting firm.
12 July 2024
DOJ selects Forensic Risk Alliance as outside monitor for Binance Holdings The US Department of Justice has chosen Forensic Risk Alliance (FRA), a London-based forensic accounting and regulatory consulting firm, to serve as outside monitor of cryptocurrency exchange Binance
21 May 2024
Marshall & Stevens acquires SBA valuation firm Marshall & Stevens, a Los Angeles-headquartered valuation and dispute consulting firm, has acquired Reliant Business Valuation and Reliant Equipment Appraisals, a Cranbury, NJ-based firm focusing on
08 May 2024

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