Fisolve
Fisolve is a private, founder-led professional services firm that provides outsourced COO, General Counsel, and Chief Compliance Officer support to investment advisers, hedge funds, mutual funds, broker-dealers, banks, and other financial services firms across the U.S.
- Company typePrivate
- Founded2021
- HeadquartersNew York, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Fisolve does
Fisolve LLC is a privately held professional services firm founded in 2021 that provides outsourced C-suite support to financial services firms, operating from a Roslyn, New York headquarters with regional coverage in the San Francisco Bay Area. Its offering is built around three integrated service lines: Outsourced Chief Operations Officer (COO) services covering vendor diligence, technology oversight, business development and operational support; Outsourced General Counsel/Legal Services delivered partly through affiliated Yadegari Law, Pllc, covering contracts, regulatory advice, fund formation, ESG, dispute resolution and HR; and Outsourced Compliance/CCO Services spanning annual compliance reviews under SEC Rule 206(4)-7 and Investment Company Act Rule 38a-1, SEC exam preparation, compliance manuals, training, cybersecurity compliance and regulatory filings. FiSolve sells these services via a direct, senior-led sales motion to investment advisers, hedge funds, mutual funds and ETFs, broker-dealers, banks, private equity and venture firms, wealth managers, UCITS and Series Trust structures, and others.
The firm has no proprietary technology platform — its underlying "product" is the bench of approximately 16 named senior professionals, most of whom are former CCOs, GCs, COOs, SEC enforcement attorneys and Big Law alumni from institutions including BNY Mellon, Stifel, Morgan Stanley, Point72, Permanens Capital, Ally Financial, MetLife, LPL Financial, Virtu Financial, Ultimus Fund Solutions, Columbia Management, K&L Gates, and Fried Frank. Revenue is generated through bespoke, quote-based professional services engagements rather than recurring SaaS subscriptions or standardized pricing, with no publicly disclosed rates or contract minimums. FiSolve has not raised institutional funding, is founder-led (Steven Yadegari, with Debi Yadegari as Governor), and grows primarily through inbound demand driven by webinars, regulatory calendars, thought-leadership articles, and direct outreach from senior practitioners.
Fisolve firmographics
Firmographics- Name
- Fisolve
- Legal name
- FiSolve LLC
- Website
- https://fisolve.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Fisolve is a private, founder-led professional services firm that provides outsourced COO, General Counsel, and Chief Compliance Officer support to investment advisers, hedge funds, mutual funds, broker-dealers, banks, and other financial services firms across the U.S.
- Ownership category
- akta.pro rank
Fisolve industry classification
Industry- Product category
- Financial Services Compliance & Legal Consulting
- NAICS
- Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Finance Services (6199), Short-Term Business Credit Institutions (6153)
- akta.pro primary industry
- Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)
- akta.pro secondary industry
- Financial Planning–Led RIAs (FSAAACAB)
Keywords
Where Fisolve is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Fisolve business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Outsourced Professional Services: FiSolve generates revenue by providing outsourced professional services including Chief Operations Officer support, General Counsel/legal services, and Chief Compliance Officer and compliance services to financial services firms. Services are tailored to each client's needs and provided by C-Suite and senior Wall Street professionals.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Fisolve product offering
Product offeringCore offering
FiSolve is a professional services firm that provides outsourced Chief Operations Officer, General Counsel, and Chief Compliance Officer services to financial services firms including investment advisers, hedge funds, mutual funds, broker-dealers, banks, private equity firms and wealth managers. Services are delivered by senior Wall Street professionals and former C-Suite executives, functioning as a cost-effective fractional executive alternative to full-time in-house hires, supported by an affiliated law firm (Yadegari Law, PLLC) for legal work.
Product overview
FiSolve offers a unified suite of outsourced executive services for financial services firms, combining COO, General Counsel (GC), and Chief Compliance Officer (CCO) capabilities into an integrated support model. The core service triad consists of Outsourced COO Services (covering vendor oversight, technology, HR, risk management, and business development), Outsourced Legal/GC Services (providing comprehensive in-house legal capabilities including contracts, regulatory compliance, fund formation, and HR support), and Outsourced Compliance/CCO Services (delivering regulatory compliance program management, annual reviews, exam preparation, and ongoing compliance administration). The company also provides supplementary resources including regulatory calendars, webinars on compliance topics, and best-practice guidance. FiSolve positions itself as a cost-effective alternative to hiring full-time executives, enabling asset managers and financial services firms to access C-suite expertise without the overhead of permanent headcount.
Differentiator
Problem solved
Functional benefit
Products and services
- Outsourced Chief Operations Officer (COO) Services
Companies that use Fisolve
Customer profileNamed customers2 records
Segments7 records
Ideal customer profiles6 records
Fisolve technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Fisolve partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Yadegari Law, PllcminorYadegari Law, Pllc is an affiliated law firm that provides legal services referenced on the FiSolve website. Steven Yadegari is the founder of both FiSolve and Yadegari Law, Pllc, indicating a common founder rather than a formal business partnership.
Scale indicators1 record
Recent moves6 records
Expansion highlights5 records
Fisolve competitors and assessment
Company assessmentBroad incumbents
- ACA Compliance Group: Large-scale provider of compliance, risk, and technology solutions to the asset management industry. Overlaps directly with FiSolve's outsourced CCO and compliance services but operates at much greater scale with a broader advisory, technology and global services portfolio.
- Foreside Financial Group: Provider of compliance, distribution and operational services to investment advisers, broker-dealers and fund complexes. Broader, more established competitor that overlaps with FiSolve's broker-dealer and fund compliance services.
- Confluence Technologies: Provider of regulatory reporting, analytics and operational solutions for asset managers. Adjacent to FiSolve's operations and compliance support, though Confluence leads with technology rather than outsourced senior advisers.
Direct peers
- National Regulatory Services (NRS): Long-standing provider of compliance consulting, licensing and education services to investment advisers, broker-dealers and funds. Direct peer to FiSolve on outsourced CCO and compliance program work for small and mid-sized advisers.
- Cipperman Compliance Services: Specialist outsourced CCO and compliance consultancy serving investment advisers and hedge funds (now part of ACA Group). Highly comparable boutique-style service offering with similar client profile to FiSolve.
- Vigilant Compliance: Outsourced compliance services firm focused on investment advisers, broker-dealers and private funds. Provides CCO support, mock SEC exams and compliance program buildouts — direct competitor for FiSolve's outsourced compliance offering.
- Beacon Compliance: Boutique compliance consulting firm providing outsourced CCO services, regulatory examinations support and ongoing compliance program management to investment advisers and private fund managers. Closely comparable in size and service mix.
- Core Compliance: Outsourced compliance services provider for investment advisers, broker-dealers and hedge funds (now operating under Vigilant Compliance). Direct overlap with FiSolve's CCO-as-a-service engagements.
Emerging players
- Strategic Compliance Solutions: Boutique compliance consultancy offering outsourced CCO and risk services to investment advisers and private funds. Comparable in scale and service depth to FiSolve, serving a similar segment of small-to-mid asset managers.
Others
- Resources Global Professionals (RGP): Large professional services firm placing interim and project-based senior professionals (CFOs, COOs, GCs) into client organizations. Overlaps with FiSolve's fractional executive model but from a generalist, larger-firm perspective rather than financial-services-only focus.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Fisolve social profiles
Digital presenceFisolve financial estimates
Financial estimateRevenue estimate
Valuation estimate
Fisolve leadership team
Management profileNumber of profiles
Profiles19 records
Fisolve funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Fisolve 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 Fisolve
What does Fisolve do?
FiSolve is a professional services firm that provides outsourced Chief Operations Officer, General Counsel, and Chief Compliance Officer services to financial services firms including investment advisers, hedge funds, mutual funds, broker-dealers, banks, private equity firms and wealth managers. Services are delivered by senior Wall Street professionals and former C-Suite executives, functioning as a cost-effective fractional executive alternative to full-time in-house hires, supported by an affiliated law firm (Yadegari Law, PLLC) for legal work.
Is Fisolve a public or private company?
Fisolve is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Fisolve founded?
Fisolve was founded in 2021. It employs 1 to 10 people.
Where is Fisolve based?
Fisolve is headquartered in New York, United States, in the North America region.
How does Fisolve make money?
One revenue line is on record: outsourced Professional Services.
Who are Fisolve's main competitors?
Broad incumbents on record are ACA Compliance Group, Foreside Financial Group and Confluence Technologies. Direct peers are National Regulatory Services (NRS), Cipperman Compliance Services, Vigilant Compliance, Beacon Compliance and Core Compliance. Strategic Compliance Solutions is listed as an emerging player. Resources Global Professionals (RGP) is listed as an others.
Does Fisolve have an API?
No public API is recorded for Fisolve.
What industry is Fisolve in?
Fisolve's product category is Financial Services Compliance & Legal Consulting. Its primary akta.pro industry code is FSAAACAC, Portfolio Management–Led RIAs (Discretionary/Model-Based), with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523991 and its SIC code is 6199.