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Cli Fi Consulting brings decades of premiere wealth management experience to enterprises and advisors who have ambitious growth and transformation agendas.  Clients engage with us for external perspectives on strategy design and driving success on key initiatives. 

About Us

Services

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Business Partners at Work
At Work

Enterprise

Strategic Planning

Client Experience

M & A Diligence

Change Management

Technology

Digital Transformation

Fintech Strategy

Partnerships & Integrations

Technology Adoption

Product

Product Innovation 

Market Segmentation

Pricing Strategy

Financial Advisors

Building Scale

Optimizing Technology

Marketing and Branding

Meet the Team

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Jennifer Maruca
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Felix Rivera
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Zohar Swaine

Working With the Best Clients and Partners

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©2022 by Cli Fi Consulting, LLC. 

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