SolomonEdwards
SolomonEdwards is a US national professional services firm providing financial, operational, and technology consulting to enterprise clients across the Office of the CFO and Banking & Financial Services markets, supplemented by a Professional Search practice and a proprietary AI-enabled call center platform (IntelliTox™).
- Company typePrivate
- Founded1999
- HeadquartersWayne, United States
- Headcount1,001–5,000
- GTM typeB2B
- OfferingServices
What SolomonEdwards does
SolomonEdwards is a US national professional services firm founded in 1999 and headquartered in Wayne, Pennsylvania, operating under Renovus Capital Partners ownership since 2022. The firm delivers financial, operational, and technology consulting through three primary practices: Office of the CFO (ten service modules covering accounting, corporate tax, data, enterprise applications, finance transformation, GRC, M&A lifecycle, private equity services, program/project management, and technology innovation/AI), Banking & Financial Services (regulatory compliance, financial crimes, enterprise risk, M&A integration, software selection, and AI/ML), and Professional Search (permanent placement of finance, accounting, and business operations talent).
The firm's core proprietary technology is IntelliTox™, a registered call center management platform developed in partnership with the Poison Control Center at Children's Hospital of Philadelphia and built on Salesforce infrastructure. IntelliTox provides HIPAA-compliant data management, enterprise-grade automation, and AI-enabled capabilities including automated case documentation, audio transcription, and near real-time surveillance for poison control and telehealth organizations. The firm's technology stack otherwise depends on standard third-party tools (Google Analytics, Salesforce Marketing Cloud/Pardot, ZoomInfo) for marketing and lead generation.
Revenue is generated through quote-based professional services engagements, with delivery primarily direct to enterprise clients via senior practitioners—former bankers, regulators, controllers, tax leaders, and technology operators. SolomonEdwards targets the Office of the CFO and Banking & Financial Services markets nationally through a field/enterprise sales motion. The firm has pursued an active buy-and-build strategy under Renovus, completing at least six acquisitions since 2023 (OpenGate Consulting, Dominion Advisory Group, Steele Consulting, Pencek Advisors, and CFO's Domain), establishing a multi-brand platform with approximately 1,001–5,000 employees across multiple US offices.
SolomonEdwards firmographics
Firmographics- Name
- SolomonEdwards
- Legal name
- SolomonEdwardsGroup, LLC
- Website
- https://solomonedwards.com
- Company type
- Private
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 1,001–5,000 employees
- Short description
- SolomonEdwards is a US national professional services firm providing financial, operational, and technology consulting to enterprise clients across the Office of the CFO and Banking & Financial Services markets, supplemented by a Professional Search practice and a proprietary AI-enabled call center platform (IntelliTox™).
- Ownership category
- akta.pro rank
SolomonEdwards industry classification
Industry- Product category
- Management & Financial Consulting Services
- NAICS
- Management Consulting Services (54161), Other Scientific and Technical Consulting Services (54169), Offices of Certified Public Accountants (541211), Custom Computer Programming Services (541511)
- SIC
- Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Outsourced Finance & CFO Services (BPAHABAE)
- akta.pro secondary industries
- Fraud Risk Management & Anti-Bribery/Anti-Corruption (ABAC) (BPAHAFAL), Financial Planning & Analysis (FP&A) & BI (HDAEAMAG)
Keywords
Where SolomonEdwards is headquartered
LocationHeadquarters
- HQ city
- Wayne
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
SolomonEdwards business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Others
Revenue model
- Financial & Operational Consulting: Professional services consulting delivered by senior practitioners including former bankers, regulators, controllers, tax leaders, and technology operators. Services span accounting solutions, corporate tax, data solutions, enterprise applications, finance transformation, governance risk & compliance, M&A lifecycle solutions, private equity services, program & project management, and technology innovation & AI.
- Professional Search: Strategic professional search practice connecting top-tier finance, accounting and business operations talent with leading employers. The firm places permanent talent through a consultative process and deep network.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
SolomonEdwards product offering
Product offeringCore offering
SolomonEdwards is a national professional services firm delivering financial, operational, and technology consulting through its Office of the CFO practice (10 service modules), Banking & Financial Services industry specialization, and a Professional Search practice for permanent finance and accounting talent. The firm supplements consulting engagements with IntelliTox™, a proprietary Salesforce-based call center management platform for poison control and telehealth organizations that provides AI-enabled documentation, transcription, and near real-time surveillance.
Product overview
SolomonEdwards is a national professional services firm offering financial, operational and technology consulting. Its product portfolio includes one proprietary technology platform — IntelliTox™ — a Salesforce-based call center management platform for poison control and telehealth organizations providing AI-enabled automation, documentation, transcription, and near real-time surveillance. The core consulting portfolio centers on Office of the CFO solutions organized as 10 distinct service modules: Accounting Solutions, Corporate Tax Solutions, Data Solutions, Enterprise Applications, Finance Transformation, Governance Risk & Compliance, M&A Lifecycle Solutions, Private Equity Services, Program & Project Management, and Technology Innovation & AI — all supported by a Professional Search division. Two acquired brands operate as subsidiaries: CFO's Domain (CFO advisory and recruiting, acquired February 2026, adding West Coast presence) and Pencek Advisors (PE portfolio company transformation, acquired June 2025). Banking & Financial Services and Cryptocurrency Readiness are industry-focused solution areas spanning multiple service modules.
Differentiator
Problem solved
Functional benefit
Brands
- IntelliTox™: A call center management platform for poison control and telehealth organizations, developed in partnership with the Poison Control Center at Children's Hospital of Philadelphia, built on Salesforce's always-on infrastructure. Provides HIPAA-compliant data management, enterprise-grade automation, and AI-enabled capabilities including automated case documentation, transcription, and near real-time surveillance.
Products and services
- Office of the CFO Consulting A flagship consulting practice combining strategic advisory, technical insight, and executional support for CFOs and finance leaders. Spans 10 service modules: Accounting Solutions, Corporate Tax Solutions, Data Solutions, Enterprise Applications, Finance Transformation, Governance Risk & Compliance, M&A Lifecycle Solutions, Private Equity Services, Program & Project Management, and Technology Innovation & AI. For enterprise and mid-market CFOs seeking to streamline operations, strengthen compliance, and deliver measurable cost and integrity outcomes.
- Banking & Financial Services Consulting Industry-specialized consulting for financial institutions spanning Data Solutions, Enterprise Risk, Financial Crimes, Governance Risk & Controls, M&A Integration Services, Product Development & UAT, Program & Project Management, Regulatory Compliance, Software Selection & Integration, and Tech Innovation & AI/ML. Delivered by former regulators and industry veterans who act as an extension of the client's team to strengthen compliance, modernize operations, and move critical initiatives forward.
- Professional Search Strategic professional search practice connecting top-tier finance, accounting, and business operations talent with leading employers for permanent placement. Uses a consultative process and deep network to deliver high-impact, lasting hires aligned to business culture, goals, and long-term vision.
- Accounting Solutions Flexible accounting services supporting growth and scale, from day-to-day support to technical accounting and year-end preparation. Part of the Office of the CFO practice.
- Corporate Tax Solutions On-demand tax talent, compliance support, and strategic tax advisory to solve tax complexity and enable scaling, including international tax compliance, transfer pricing, tax accounting, IRS audit defense, and tax technology implementation.
- Finance Transformation Process redesign, technology enablement, and cross-functional optimization across Order-to-Cash, Procure-to-Pay, and Record-to-Report cycles for finance organizations.
- Enterprise Applications (ERP) ERP selection, implementation, optimization, and finance-focused enhancements to maximize technology investments for finance and operations teams.
- Data Solutions Master data governance, reporting readiness, and integrated architecture to enable better finance decisions across the enterprise.
- Governance, Risk & Compliance Integrated controls, monitoring, and aligned governance to build and mature enterprise risk and compliance programs, including SOX compliance, internal audit, and regulatory readiness.
- M&A Lifecycle Solutions Value-driving services across the M&A deal lifecycle, from readiness and diligence to integration and finance optimization.
- Private Equity Services CFO office support for PE-backed companies through periods of transition, transformation, and growth, including finance transformation, M&A execution, and technology enablement for portfolio companies.
- Program & Project Management PMO leadership, execution discipline, and transformation planning to help organizations move faster and with confidence on strategic initiatives.
- Technology Innovation & AI Data and AI-driven finance performance capabilities, from automation and forecasting to reporting and controls.
- Financial Crimes Advisory AML, sanctions, and financial crimes compliance advisory for financial institutions, including alert backlog remediation, BSA framework evaluation, and crypto-related client onboarding compliance. Capabilities expanded through the 2024 acquisition of Dominion Advisory Group.
- IntelliTox™ Platform A proprietary call center management platform developed in partnership with the Poison Control Center at Children's Hospital of Philadelphia. Built on Salesforce's always-on infrastructure, it provides HIPAA-compliant data management, enterprise-grade automation, and AI-enabled capabilities including automated case documentation, transcription, and near real-time surveillance for poison control and telehealth organizations.
Quantifiable outcome
- Cleared over 45,000 historical alerts and 30,000 backlogged BAU alerts for a financial institution
- +3 more outcomes
Companies that use SolomonEdwards
Customer profileNamed customers7 records
Segments4 records
Ideal customer profiles4 records
SolomonEdwards technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
AI capability5 records
Feature1 record
SolomonEdwards partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- Children's Hospital of Philadelphia - Poison Control CentercoreDevelopment partnership for the IntelliTox™ call center management platform, providing HIPAA-compliant data management, enterprise-grade automation, and AI-enabled capabilities for poison control and telehealth organizations.
- SalesforcecorePlatform infrastructure provider for the IntelliTox™ platform, built on Salesforce's always-on infrastructure.
- NextcontinentminorSolomonEdwards joined Nextcontinent, a global consultancy network, expanding its international reach and capabilities.
Scale indicators2 records
Expansion highlights5 records
SolomonEdwards competitors and assessment
Company assessmentDirect peers
- Protiviti: Protiviti is a global consulting firm specializing in risk, compliance, finance transformation, and internal audit, with strong Banking & Financial Services exposure. Directly comparable to SolomonEdwards' Banking & Financial Services practice, GRC offerings, and Finance Transformation modules.
- Capco: Capco is a global consulting firm focused exclusively on financial services, covering banking, capital markets, risk and compliance, and finance transformation. Direct overlap with SolomonEdwards' Banking & Financial Services practice and Financial Crimes Advisory.
- Resources Connection (RGP): RGP is a global consulting firm providing finance, accounting, risk, and technology advisory with a project-based, practitioner-led delivery model. Closely aligned with SolomonEdwards' on-demand consulting model and Office of the CFO service modules.
- MorganFranklin Consulting: MorganFranklin is a direct Office of the CFO and finance transformation consultancy. Highly comparable on service mix (finance transformation, M&A, ERP, GRC) and target buyer (CFO and finance leaders). Notably, SolomonEdwards' PE Services partner Matt Pencek is a former Director at MorganFranklin, evidencing direct competitive and talent overlap.
Broad incumbents
- FTI Consulting: FTI Consulting is a large, established advisory firm with strong finance transformation, M&A, risk, and disputes practices. Comparable in service breadth and large-enterprise finance buyer alignment, though significantly larger and broader in scope than SolomonEdwards.
- Cherry Bekaert: Cherry Bekaert is a Top-25 US accounting and advisory firm offering tax, audit, GRC, and finance transformation services. Comparable in targeting middle-market to enterprise CFO buyers with a mix of compliance and advisory offerings.
- Plante Moran: Plante Moran is a large US accounting, tax, and consulting firm serving middle-market and enterprise clients. Overlaps with SolomonEdwards on accounting solutions, corporate tax, and finance transformation offerings targeting CFO buyers.
- Alvarez & Marsal: Alvarez & Marsal is a global professional services firm with deep finance transformation, restructuring, and operations practices. Overlaps directly with SolomonEdwards' Office of the CFO and M&A Lifecycle offerings, especially for finance organization redesign and performance improvement.
- BDO USA: BDO USA provides accounting, tax, and advisory services including finance transformation and risk advisory. Comparable in serving CFO buyers with a mix of accounting and consulting, though at significantly greater scale and broader geographic reach.
- Robert Half: Robert Half is the largest US specialist in finance, accounting, and technology staffing and consulting. Directly comparable to SolomonEdwards' Professional Search practice and adjacent to its consulting delivery model, though at much larger scale and broader scope.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Customer concentration
SolomonEdwards social profiles
Digital presenceSolomonEdwards compliance and trust
Trust signalCompliance2 records
SolomonEdwards financial estimates
Financial estimateRevenue estimate
Valuation estimate
SolomonEdwards leadership team
Management profileNumber of profiles
Profiles15 records
SolomonEdwards subsidiaries and ownership
Company hierarchySubsidiaries3 records
SolomonEdwards funding detail
Funding detailFunding overview
Funding rounds1 record
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SolomonEdwards M&A and investment
M&A and investmentM&A6 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SolomonEdwards
What does SolomonEdwards do?
SolomonEdwards is a national professional services firm delivering financial, operational, and technology consulting through its Office of the CFO practice (10 service modules), Banking & Financial Services industry specialization, and a Professional Search practice for permanent finance and accounting talent. The firm supplements consulting engagements with IntelliTox™, a proprietary Salesforce-based call center management platform for poison control and telehealth organizations that provides AI-enabled documentation, transcription, and near real-time surveillance.
Is SolomonEdwards a public or private company?
SolomonEdwards is a private company. It is classified as private equity controlled and is currently operating.
When was SolomonEdwards founded?
SolomonEdwards was founded in 1999. It employs 1,001 to 5,000 people.
Where is SolomonEdwards based?
SolomonEdwards is headquartered in Wayne, United States, in the North America region.
How does SolomonEdwards make money?
Two revenue lines are on record. Financial & Operational Consulting is the primary driver. The others are professional Search.
Who are SolomonEdwards's main competitors?
Direct peers on record are Protiviti, Capco, Resources Connection (RGP) and MorganFranklin Consulting. Broad incumbents are FTI Consulting, Cherry Bekaert, Plante Moran, Alvarez & Marsal, BDO USA and Robert Half.
Does SolomonEdwards have an API?
No public API is recorded for SolomonEdwards.
What industry is SolomonEdwards in?
SolomonEdwards's product category is Management & Financial Consulting Services. Its primary akta.pro industry code is BPAHABAE, Outsourced Finance & CFO Services, with a secondary code of BPAHAFAL, Fraud Risk Management & Anti-Bribery/Anti-Corruption (ABAC). Its NAICS code is 54161 and its SIC code is 8742.