Looking Glass Consulting

What Looking Glass Consulting does

Looking Glass Consulting (LGC) is a privately held, founder-owned professional services firm founded in 2018 by Belinda Caillouet, a former COO/CIO of a credit union with 31+ years of operating experience. The firm exclusively serves US credit unions, offering four integrated service lines: Strategy Design (strategic planning for membership growth, digital and branch delivery, payments modernization, and mergers), PMO Services (maturity assessment, governance setup, training, and ongoing support using a Gartner-based framework), Project Leadership (embedded experienced project managers to execute strategic initiatives), and Interim Executive placement (temporary CEO, COO, CIO, VP, and PMO Leader roles). Services are delivered on a custom engagement basis, typically structured as multi-year contracts, via direct relationship-based sales to credit union boards, C-suites, and divisional leaders.

The company operates as a small consultancy of approximately 5 professionals with no proprietary technology platform; its core delivery asset is the deep credit union domain expertise of its team. Underlying technical work is augmented through collaborations with unnamed top-tier technology partners and FinTechs that provide data-driven solution components, but LGC does not build or own software products. There is no disclosed revenue, no external funding, and no subsidiary or parent entity; the firm is bootstrapped and independently operated, with ownership concentrated with its founder.

The business model is straightforward professional services revenue: clients are quoted fees based on engagement scope and duration, with services delivered either on a project or retainer basis. GTM is exclusively enterprise field sales targeting credit union executives and boards, supported by a content marketing presence through the company website and blog. The addressable market is intentionally narrow (US credit unions), and the firm's value proposition rests on combining strategy advisory with hands-on execution support — including fractional executive placement — that larger generalist consultancies are typically not structured to deliver at the credit union scale.

Name

Looking Glass Consulting

Legal name

Looking Glass Consulting LLC

Website

https://lookingglass.consulting

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Looking Glass Consulting is a privately held, founder-owned professional services firm that provides strategy design, PMO setup and maturity, project leadership, and interim executive placement exclusively to US credit unions. The firm is bootstrapped and operates with a small team of credit union industry veterans.

Ownership category

akta.pro rank

Product category

Credit Union Management Consulting

NAICS

Management Consulting Services (54161), Administrative Management and General Management Consulting Services (541611)

SIC

Services-Management Consulting Services (8742)

akta.pro industry

PRIMARYBPAHACAA

Strategy & Corporate Development Consulting

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Management Consulting

SECONDARYBPAHACAB

Operations & Process Improvement Consulting

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Management Consulting

Keywords

• Credit union consulting
• Strategic planning services
• Project management office
• Interim executive placement
• Digital transformation advisory

Headquarters

HQ city

Nampa

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Consulting and Professional Services: Revenue generated from strategy design engagements, PMO setup and governance services, project leadership/project management services, and interim executive placements at credit unions. Services are delivered on a project or retainer basis tailored to client needs.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Looking Glass Consulting is a credit-union-focused strategy and execution consultancy that delivers four integrated professional services: Strategy Design (strategic planning across membership/asset growth, digital and branch delivery, payments, and mergers), PMO Services (establishing and maturing Project Management Offices with governance, training, and ongoing support), Project Leadership (assigning experienced project managers to execute strategic initiatives), and Interim Executive Services (placing interim CEO, COO, CIO, VP, or PMO leaders during leadership transitions).

Product overview

Looking Glass Consulting (LGC) is a strategy and execution consulting firm serving credit unions. The company offers four integrated professional services: Strategy Design (strategic planning for membership growth, digital transformation, payments, and mergers), PMO Services (establishing and maturing Project Management Offices), Project Leadership (experienced project managers to execute initiatives), and Interim Executive placement (filling C-suite and VP leadership gaps). These services work together to help credit unions develop and execute member-centric strategies with improved project success rates.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategy Design Strategic planning services for credit unions focused on membership and asset growth, digital and branch delivery, payments, and mergers. Includes strategy sessions with the board and leadership, environmental scanning, competitive analysis, SWOT analysis, and creation of execution plans. For credit union executives, boards, and leadership teams.
• Project Management Office (PMO) Services Establishment and maturation of Project Management Offices for credit unions. Services include maturity assessment, governance setup, process flow development, tool implementation, training, and ongoing support to improve project success rates and reduce inefficiencies. Uses a maturity model based on Gartner research.
• Project Leadership Services Experienced project managers assigned to credit unions to execute strategic initiatives. Includes project charter development, plan management, vendor relationship negotiation, and reporting on roadblocks, timelines, and budget variance.
• Interim Executive Services Placement of interim executive leaders (CEO, COO, CIO, VP, PMO Leader) with extensive experience working with Boards of Directors, C-Suite, and divisional leaders to fill leadership gaps during transitions.

Quantifiable outcome

• Greater project success rates through standardized PMO governance
• +3 more outcomes

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves5 records

Expansion highlights3 records

Broad incumbents

• Accenture: Global professional services firm with a banking practice delivering large-scale technology, consulting, and outsourcing services to financial institutions including credit unions. Competes for transformation and operating model engagements.
• Bain & Company: Global management consultancy with a financial services practice advising retail banks and credit unions on strategy, operations, and digital transformation. Comparable at the high end of the strategy advisory continuum.
• Kearney: Global management consultancy with a dedicated financial services practice serving retail and commercial banks, including credit unions. Competes for large-scale strategy, operations, and transformation mandates in the same buyer organizations.
• McKinsey & Company: Global management consulting firm with a banking and securities practice serving large financial institutions including credit unions. Represents the upper bound on strategy advisory competition in the same client set.

Direct peers

• Cornerstone Advisors: Management and technology consulting firm focused on credit unions and community banks, offering strategic planning, performance improvement, and technology advisory. Closely comparable in vertical specialization and service mix to Looking Glass Consulting.
• Raddon: Financial services research and consulting organization (now part of Fiserv/PSCUs ecosystem) serving credit unions and community banks with strategy, growth, and benchmarking services. Comparable in vertical focus and advisory scope.
• StrategyCorps: Credit union consulting firm specializing in membership growth, digital strategy, and product/pricing analytics. Directly comparable as a specialist advisory firm serving the same credit union buyer.
• Capital Edge Consulting: Regulatory compliance and consulting firm serving credit unions and community banks, with adjacent advisory offerings on strategy, M&A, and operational improvement. Competes for similar credit union consulting budgets.

Others

• The Clearing House: Banking association and payments operator that supports strategy and modernization initiatives for its member banks and adjacent credit unions. Adjacent ecosystem participant that influences the strategic agenda LGC serves.

Emerging players

• Filene Research Institute: Credit union industry research and incubation organization that conducts research and provides advisory on innovation, strategy, and member experience. Overlaps with LGC's strategy and member-centric work but is research-led rather than engagement-led.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/looking-glass-consulting

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Looking Glass Consulting