Salus GRC
Salus GRC provides governance, risk, and compliance advisory to U.S. investment advisers, private fund managers, broker-dealers, and institutional investors. The firm pairs veteran consultants with two proprietary platforms—Beacon and AI-powered Vela (launching 2026)—and is backed by Charlesbank Capital Partners.
- Company typePrivate
- Founded2021
- HeadquartersNew York, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Salus GRC does
Salus GRC is a U.S.-based governance, risk, and compliance advisory firm serving investment advisers, private fund managers, broker-dealers, and institutional investors. Founded in 2021 by four industry veterans—Bill Mulligan, Chris Lombardy, Alan Binder, and Pete Wilson—and headquartered at 300 Park Avenue in New York City, the firm has built a 350+ client base in under three years, supported by a private equity investment from Charlesbank Capital Partners in May 2023. Salus operates a high-touch enterprise consulting model organized around three core service lines—Regulatory Compliance Services, Cybersecurity Services, and Due Diligence Services—with each engagement led by senior practitioners averaging 20–25 years of experience, many of whom are former CCOs, attorneys, or ex-regulators.
The firm's technology stack centers on two proprietary platforms. Beacon is the existing workflow management system providing customized calendars, activity monitoring, exception tracking, risk assignment, and real-time reporting dashboards. Vela, announced in November 2025 with a planned 2026 launch, is the firm's AI-powered GRC platform that combines white-glove consulting with applied AI, including the SAIL (Salus Applied Intelligence Library) for real-time monitoring of regulatory updates, enforcement actions, and risk releases, plus a connected marketplace integrating partner systems such as Greenboard, StarCompliance, and Hadrius. The human-in-the-loop architecture routes AI-generated insights through Salus consultants before delivery to clients.
Commercially, Salus operates a quote-based B2B model with no publicly disclosed pricing; revenue derives from ongoing regulatory compliance programs, project-based consulting, managed services (electronic communication reviews, marketing material reviews, personal trading reviews), cybersecurity engagements, and M&A / vendor / PE portfolio due diligence. Customer segmentation spans private equity, real estate and venture capital managers, hedge funds, wealth managers, institutional advisors, investment companies, broker-dealers, NFA member firms, and crypto/blockchain firms. The firm reports 99% client retention and 100% consultant retention, and has built distribution entirely through direct enterprise field sales backed by content marketing, a monthly Navigator webinar series, and active participation in industry conferences such as the NSCP Annual Conference.
Salus GRC firmographics
Firmographics- Name
- Salus GRC
- Legal name
- Salus GRC
- Website
- https://salusgrc.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Salus GRC provides governance, risk, and compliance advisory to U.S. investment advisers, private fund managers, broker-dealers, and institutional investors. The firm pairs veteran consultants with two proprietary platforms—Beacon and AI-powered Vela (launching 2026)—and is backed by Charlesbank Capital Partners.
- Ownership category
- akta.pro rank
Salus GRC industry classification
Industry- Product category
- Governance, Risk, and Compliance (GRC) Services
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Risk, Controls & Governance (GRC) Platforms (FSAFAOAG)
- akta.pro secondary industries
- Governance, Risk & Compliance (GRC) Platforms (BPAEAPAA), Regulatory Change, Governance & Compliance Management (GRC) (FSACAJAK), Governance, Risk & Compliance (GRC) Advisory & Assessments (BPAKAHAH), Governance, Risk & Compliance (GRC) Managed Services (BPAEADAJ)
Keywords
Where Salus GRC is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Salus GRC business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Regulatory Compliance Consulting: Ongoing and project-based regulatory compliance consulting services for investment advisers, private fund managers, broker-dealers, and other financial services firms. Services include compliance program management, regulatory filings, annual reviews, training, and examination support.
- Managed Services: Managed services partnership with Regulatory Compliance team including electronic communication reviews, compliance platform management, personal trading reviews, regulatory filings, marketing material reviews, and expert network call monitoring.
- Cybersecurity Services: Cybersecurity assessments, testing, monitoring, training, and program management services including risk assessments, penetration testing, vulnerability scanning, policy development, and incident response planning.
- Due Diligence Services: Due diligence services for mergers and acquisitions, service provider/vendor assessments, and private equity portfolio company assessments across compliance, operations, and cybersecurity domains.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Enterprise advisory services - customized pricing |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
Salus GRC product offering
Product offeringCore offering
Salus GRC provides governance, risk, and compliance (GRC) advisory and managed services to investment advisers, private fund managers, broker-dealers, and other financial services firms. Its core offerings include ongoing and project-based regulatory compliance consulting, cybersecurity assessments and testing, and due diligence for M&A, vendors, and private equity portfolios, supported by its proprietary Beacon workflow platform and the upcoming Vela AI-powered GRC platform.
Product overview
Salus GRC offers a portfolio of governance, risk, and compliance solutions consisting of two technology platforms (Vela and Beacon) complemented by three core service lines (Regulatory Compliance Services, Cybersecurity Services, and Due Diligence Services). Vela is the AI-powered GRC platform launching in 2026 that unifies GRC activities with applied AI through the SAIL intelligence library. Beacon is the existing technology platform providing workflow management tools for compliance and cybersecurity programs. These platforms support the advisory services that include regulatory compliance consulting, cybersecurity assessments and testing, and due diligence for M&A, vendors, and PE portfolios.
Differentiator
Problem solved
Functional benefit
Brands
- Vela: AI-powered GRC platform designed to surface risks in real time, capture program output, and simplify workflows. Launch planned for 2026 with features including SAIL (Salus Applied Intelligence Library) for monitoring regulatory updates, enforcement actions, and technology developments.
- Beacon
- Navigator
Products and services
- Vela AI-powered governance, risk, and compliance platform that combines white-glove consulting with applied AI to give firms and consultants a single, shared view of every GRC activity. Features unified dashboards, a connected marketplace integrating partner systems such as Greenboard, StarCompliance, and Hadrius, human-in-the-loop AI insights reviewed by Salus consultants, and SAIL (Salus Applied Intelligence Library) that monitors regulatory updates, enforcement actions, risk releases, and technology developments in real time.
- Beacon Compliance and cybersecurity workflow management platform providing customized calendars, detailed activity monitoring, exception tracking, risk assignment, and a real-time reporting dashboard showing at-a-glance statistics of active and upcoming tasks for compliance and cybersecurity programs.
- Regulatory Compliance Services Flexible ongoing or managed programs supporting or running compliance functions for investment advisers, private fund managers, and broker-dealers, including regulatory filings (Form ADV, Form 13F, Form PF, Form CRS), annual compliance reviews, marketing material review, employee compliance training, Code of Ethics administration, outsourced CCO services, and consulting projects such as SEC/FINRA/NFA registrations and mock regulatory examinations.
- Cybersecurity Services Proactive cybersecurity solutions including risk assessments, service provider reviews, cloud security assessments, SEC readiness assessments, penetration testing, tabletop exercises, vulnerability scanning, cybersecurity training and phishing simulations, policy development, cyber program reviews, BCP and incident response plans, and regulatory examination support for financial services firms.
- Due Diligence Services Comprehensive due diligence services covering M&A pre- and post-deal assessments for RIAs, sub-advisers, broker-dealers, and RICs; service provider and vendor due diligence across compliance, operations, and cybersecurity; and private equity portfolio company assessments from pre-investment diligence to exit preparation.
Quantifiable outcome
- 350+ clients acquired in under three years
- +2 more outcomes
Companies that use Salus GRC
Customer profileNamed customers3 records
Segments8 records
Ideal customer profiles8 records
Salus GRC technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
AI capability3 records
Feature2 records
Salus GRC partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and strategic.
- SkematiccoreStrategic partnership announced March 2026 where Salus GRC will offer Skematic's Employee Compliance solution to its client base of over 350 investment advisers, private fund managers, and broker-dealers. The partnership enables firms to replace manual, fragmented compliance workflows with a modern, audit-ready system that digitizes personal trade surveillance, employee certifications, conflict disclosures, and preclearance approvals.
- Broad-GaugestrategicStrategic partnership announced December 2025 to provide private equity firms with integrated risk, compliance, and workforce intelligence solutions. The collaboration aims to enhance oversight, decision-making, and value creation for private equity portfolios by combining their respective platforms.
- HadriusstrategicStrategic partnership announced October 2025 to develop AI-powered compliance solutions for financial services, integrating governance, risk management, and compliance automation technologies. The collaboration aims to improve oversight, automate monitoring, and streamline reporting for firms, debuting at the NSCP Annual Conference.
- Roger CarlilestrategicFormer CEO of Ankura Consulting Group serves as Non Executive Chairman of the Board of Salus GRC. Roger has over 20 years in senior leadership positions for publicly-owned and private-partnership businesses, with experience across professional services including bankruptcy, investment banking, valuation, and forensic technology.
Scale indicators5 records
Recent moves6 records
Expansion highlights6 records
Salus GRC competitors and assessment
Company assessmentDirect peers
- Cipperman Compliance Services: Cipperman is a specialist compliance consulting firm serving investment advisers, hedge funds, and private fund managers. It competes head-to-head with Salus on outsourced CCO services, mock regulatory exams, and ongoing compliance program management.
- National Regulatory Services (NRS): NRS provides compliance consulting and regulatory education to broker-dealers, investment advisers, and fintechs. It overlaps directly with Salus on regulatory filings, training, and consulting for small and mid-sized financial services firms.
- Confluence Technologies (formerly Compliance Solutions Strategies): Confluence provides regulatory and compliance solutions to asset managers and financial services firms, including former Ascendant Compliance Management. Multiple Salus Managing Directors previously worked at Confluence/Ascendant, indicating overlapping service offerings and shared talent pool.
- ACA Group: ACA Group is a leading provider of governance, risk, and compliance services to the asset management industry. It acquired Cordium in 2018 (the prior firm of Salus GRC founder Bill Mulligan), making it the closest direct competitor serving the same investment adviser and broker-dealer client base.
- Compliance Risk Concepts: Compliance Risk Concepts is a boutique compliance consulting firm serving investment advisers, private funds, and broker-dealers. It competes with Salus on ongoing compliance program management, regulatory examinations support, and outsourced CCO engagements.
- Kroll (formerly Duff & Phelps Compliance): Kroll's compliance consulting practice serves investment advisers, hedge funds, and private fund managers with regulatory and cybersecurity services. Peter Wilson, Salus's COO, was previously Head of U.S. Compliance Consulting at Kroll/Duff & Phelps, illustrating direct overlap in offerings and target clients.
Emerging players
- Hadrius: Hadrius is an AI-native compliance operating system purpose-built for SEC and FINRA-regulated firms. It is both a Salus technology partner and a potential competitor in automating the manual workflows that Salus consultants currently perform.
- Trusaic: Trusaic provides compliance software for broker-dealers and investment advisers, including personal trade monitoring, marketing review, and regulatory change management. It represents a technology-first competitor targeting the same workflows Salus addresses with its consulting model.
- Greenboard: Greenboard provides an AI-native operating system for SEC and FINRA compliance, covering archiving, marketing reviews, and employee compliance. Integrated through the Vela marketplace, it represents both a partnership channel and a potential technology substitute for some Salus services.
Broad incumbents
- StarCompliance: StarCompliance is a global enterprise compliance technology provider used by financial institutions in more than 100 countries. As a Vela marketplace integration, it competes in the same employee compliance, personal trading, and code-of-ethics workflows that Salus currently delivers via consulting services.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights8 records
Customer concentration
Salus GRC social profiles
Digital presenceSalus GRC financial estimates
Financial estimateRevenue estimate
Valuation estimate
Salus GRC leadership team
Management profileNumber of profiles
Profiles15 records
Salus GRC funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Salus GRC M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Salus GRC
What does Salus GRC do?
Salus GRC provides governance, risk, and compliance (GRC) advisory and managed services to investment advisers, private fund managers, broker-dealers, and other financial services firms. Its core offerings include ongoing and project-based regulatory compliance consulting, cybersecurity assessments and testing, and due diligence for M&A, vendors, and private equity portfolios, supported by its proprietary Beacon workflow platform and the upcoming Vela AI-powered GRC platform.
Is Salus GRC a public or private company?
Salus GRC is a private company. It is classified as private equity controlled and is currently operating.
When was Salus GRC founded?
Salus GRC was founded in 2021. It employs 1 to 10 people.
Where is Salus GRC based?
Salus GRC is headquartered in New York, United States, in the North America region.
How does Salus GRC make money?
Four revenue lines are on record. Regulatory Compliance Consulting is the primary driver. The others are managed Services, cybersecurity Services and due Diligence Services.
Who are Salus GRC's main competitors?
Direct peers on record are Cipperman Compliance Services, National Regulatory Services (NRS), Confluence Technologies (formerly Compliance Solutions Strategies), ACA Group, Compliance Risk Concepts and Kroll (formerly Duff & Phelps Compliance). Emerging players are Hadrius, Trusaic and Greenboard. StarCompliance is listed as a broad incumbent.
Does Salus GRC have an API?
No public API is recorded for Salus GRC.
What industry is Salus GRC in?
Salus GRC's product category is Governance, Risk, and Compliance (GRC) Services. Its primary akta.pro industry code is FSAFAOAG, Risk, Controls & Governance (GRC) Platforms, with a secondary code of BPAEAPAA, Governance, Risk & Compliance (GRC) Platforms. Its SIC code is 8742.