Wagner-Weber Associates has had the pleasure to work with numerous dynamic and respected financial services firms located throughout the world. In fact, we focus our consulting practice exclusively on financial services firms including Register Investment Advisors (RIA’s), Hedge Funds, Private Equity, Broker Dealers and other companies associated with capital markets-related activities.

Our alternative investment and buy side clients have Assets under Management ranging from $250M to $15B. For these clients, we most often provide complete hands-on assistance in the design, implementation and ongoing support of their entire technology infrastructure including their disaster recovery systems.


Our larger clients are global banking, insurance and securities firms with billions of dollars in assets, thousands of employees and a highly complex technology infrastructure. As such, we often provide strategic project management services and technical resources to manage the design and implementation of new server or networking technologies typically related to the deployment of new business applications. Similarly, Wagner-Weber is frequently engaged to oversee strategic and/or disaster recovery technology planning, major technology relocation efforts or data center build-outs.

Given our unique understanding of the applications and operations of financial services companies, coupled with our substantial expertise in information security technology, Wagner-Weber is regularly retained to evaluate the overall security of a firm’s technology infrastructure, recommend enhancements to the existing security model, and providing resources to make the necessary changes.

Regardless of the engagement, Wagner-Weber strives to provide our clients with the necessary senior-level technical and project management personnel to deliver the results dictated by the demanding requirements of the financial services market.

Wagner-Weber is committed to the privacy of our clients and does not publish our client list online. For a current list of Wagner-Weber clients, and/or reference accounts, please contact us directly.


Learn more about the Services and Technology we provide for our clients.