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Compass CFO Solutions

About Compass CFO Solutions

Compass CFO Solutions, LLC is a financial services firm based in New York City, specializing in outsourced CFO and accounting solutions for Registered Investment Advisors (RIA) and wealth management firms. Founded in 2016, the company focuses on enhancing financial operations, allowing clients to dedicate more resources to strategic growth.

Min project size

50,000+

Hourly rate

50 / hr

Employees

13

Locations

United States

Year founded

Founded 2016

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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