Patomak Global Partners

What Patomak Global Partners does

Patomak Global Partners, LLC is a privately held financial services consultancy founded in 2009 by former SEC Commissioner Paul S. Atkins and headquartered in Washington, D.C., with additional offices in New York, Chicago, and Tokyo. The firm advises banks, broker-dealers, fintech and digital asset companies, and derivatives market participants on regulatory strategy, risk management and compliance, and litigation support and enforcement matters. Core service lines are organized into three practice areas: Strategy & Advisory, Risk Management & Compliance, and Litigation Support & Enforcement, with sector expertise spanning banking, consumer finance, securities, derivatives, digital assets, AML/sanctions/CFIUS, and fintech. The firm operates a sales-led, direct-engagement model targeting enterprise clients, reaching them through senior partner relationships, thought leadership content (blog, industry publications, podcasts), and a presence on LinkedIn.

The firm's competitive positioning is anchored in a talent roster that includes former SEC Chairman Richard C. Breeden (chair of the supervisory board), former Federal Reserve Vice Chairman Randal K. Quarles, former CFTC Chairman J. Christopher Giancarlo (joined April 2026), and additional senior advisors drawn from the SEC, CFTC, OCC, FDIC, Federal Reserve, Treasury, and senior private-sector roles (J.P. Morgan, McKinsey, BCG, Davis Polk, PwC). Following Atkins' April 2025 departure to chair the SEC, the firm transitioned to a partnership governance model with a non-executive supervisory board and a seven-partner executive committee. The firm has no disclosed funding, no parent company, no subsidiaries, and no proprietary technology products, deriving revenue entirely from professional services fees on consulting mandates. The firm has been recognized for the second consecutive year in the Chambers FinTech Guide (2026) as a top U.S. fintech consultancy.

Name

Patomak Global Partners

Legal name

Patomak Global Partners, LLC

Website

https://patomak.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Patomak Global Partners is a Washington, D.C.-based financial services consultancy advising banks, broker-dealers, fintechs, and digital asset firms on regulatory strategy, risk management and compliance, and litigation support, leveraging a bench of former senior U.S. regulators.

Ownership category

akta.pro rank

Product category

Financial Regulatory Consulting

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Other Management Consulting Services (541618)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Public Sector & Policy Consulting (BPAHACAN)

akta.pro secondary industries

Strategic Partnerships, Alliances & JVs Advisory (BPAHADAI), Trust, Safety & Risk Support (Fraud, Abuse, Policy Enforcement) (BPAAABAI)

Keywords

• Financial regulatory consulting
• Compliance advisory services
• Risk management consulting
• Securities regulatory strategy
• Banking supervision advisory

Headquarters

HQ city

Washington

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Consulting and Advisory Services: Patomak generates revenue through providing expert consulting services on regulatory compliance, risk management, strategy advisory, and litigation support to financial services firms including banks, broker-dealers, fintechs, and digital asset companies.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Patomak Global Partners is a financial services consultancy delivering three core service lines: Strategy & Advisory (regulatory and business strategy across securities, derivatives, banking, and digital assets), Risk Management & Compliance (compliance frameworks, risk assessment, and regulatory examination support), and Litigation Support & Enforcement (expert witness and enforcement defense services). The firm serves banks, broker-dealers, fintechs, digital asset companies, and derivatives market participants via direct partner-led engagement.

Product overview

Patomak Global Partners is a strategy, risk management, and compliance consultancy providing advisory services to financial services firms. The firm operates three core service offerings: Strategy & Advisory (helping clients navigate regulatory challenges and business strategy), Risk Management & Compliance (compliance frameworks, risk assessment, and regulatory examination support), and Litigation Support & Enforcement (expert witness and enforcement defense services). The firm has expertise across banking, consumer finance, securities, derivatives, digital assets, anti-money laundering/sanctions, and fintech sectors.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategy & Advisory Consulting services helping financial services clients identify and navigate regulatory challenges, develop business strategies, and maximize opportunities across securities, derivatives, banking, digital assets, and fintech sectors. Targeted at financial institutions, fintech firms, and digital asset companies seeking regulatory and business strategy guidance.
• Risk Management & Compliance Advisory services focused on compliance frameworks, risk assessment, regulatory examinations, and risk management practices for financial institutions navigating complex regulatory requirements. Includes AML/sanctions, derivatives reporting, and trade surveillance programs. Targeted at banks, broker-dealers, asset managers, and derivatives market participants.
• Litigation Support & Enforcement Expert witness services and advisory support for litigation matters involving bank regulatory and supervisory issues, including enforcement defense and conflict resolution. Targeted at financial institutions, their counsel, and litigants in matters involving regulatory enforcement, supervisory actions, and bank regulatory disputes.

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Oliver Wyman: Global financial services consulting arm of Marsh McLennan with deep regulatory, risk, and compliance practices serving banks, insurers, and capital markets participants — overlapping with Patomak on banking supervision and risk management but at significantly greater scale and breadth.
• Alvarez & Marsal: Global professional services firm with a sizeable financial services advisory practice spanning risk, regulatory, and litigation support — overlapping with Patomak on bank regulatory matters, broker-dealer issues, and complex investigations work.
• Boston Consulting Group (BCG) Financial Institutions Practice: Global strategy consultancy with a major financial services practice, frequently advising on regulatory response, risk transformation, and digital strategy for global banks — competing with Patomak at the strategic / board level.
• EY-Parthenon Financial Services: Strategy and transactions arm of EY with a strong financial services practice covering regulatory strategy, risk, and operational transformation — competing with Patomak on cross-functional advisory mandates that combine regulatory and operational dimensions.
• PwC Financial Services Advisory: Big 4 firm with established bank regulatory, securities, and risk practices (and prior leadership in the OCC's bank regulatory practice). Competes with Patomak across regulatory compliance, risk management, and examination support for large financial institutions.
• McKinsey & Company Financial Services Practice: Top-tier strategy consultancy with a dedicated banking and securities practice advising CEOs and boards on regulatory strategy, risk, and transformation — competes with Patomak on high-end strategy and risk advisory for the largest financial institutions.
• KPMG Financial Services Advisory: Big 4 advisory practice providing regulatory, risk, and compliance services to banks, insurers, and capital markets firms. Competes with Patomak on regulatory remediation, compliance program design, and supervisory support for mid-to-large financial institutions.
• Deloitte Risk & Financial Advisory: Big 4 advisory practice with large-scale regulatory, risk, and compliance capabilities for banks, broker-dealers, and fintechs. Competes with Patomak on large multi-workstream regulatory transformation programs where scale and breadth matter.

Direct peers

• Berkeley Research Group (BRG): Expert-driven consulting firm with a strong financial services regulatory, compliance, and litigation support practice. BRG competes directly with Patomak in expert witness, enforcement defense, and bank regulatory advisory, especially in Washington D.C.
• Promontory Financial Group: Now an IBM subsidiary, Promontory is the closest direct peer — a premier regulatory and risk advisory firm serving banks, broker-dealers, and fintechs with former senior regulators on staff, competing head-to-head with Patomak on banking, securities, and digital assets mandates.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks4 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/patomakglobalpartners

Revenue estimate

Valuation estimate

Number of profiles

Profiles18 records

Funding overview

Funding rounds

Investors

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

M&A

Investments1 record

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

Frequently asked questions about Patomak Global Partners