Investment Science

What Investment Science does

Investment Science LLC is a privately held boutique consulting firm headquartered at 99 Wall Street in New York City, operating as a sole-practitioner consultancy led by Michael Kelly. The firm delivers professional services to financial institutions (banks, hedge funds, private equity groups, asset managers such as Citigroup, Morgan Stanley, KKR, Blackstone, UBS, Mizuho, and Deutsche Bank), NGO/ESG initiatives, and technology service firms across stages from startups to Fortune 500. Services span business consulting (visualization, organizational planning, product/project management, change management), strategic growth (financial modeling, M&A advisory, capital raising, sales forecasting), and technology enablement (Agile coaching, Jira/Confluence administration, Python/SQL programming, cloud migrations, data science projects).

The firm's technology stack centers on standard data and analytics tooling — Python with NumPy, Pandas, SciPy, StatsModels, Matplotlib, Seaborn, Scikit-learn, and TensorFlow; SQL for database work; Jira and Confluence for project management; and Agile methodologies (Scrum, Spotify Model, SAFe). Internal assets include the Investment Lab tool for trading research and backtesting, and SageFusion as a related branded platform. Content properties include an insights blog, podcast, and The Wealth Almanac book authored by the principal consultant.

The business model is hourly professional services billing at $80–$200 per hour, quote-based by engagement, with direct client acquisition via Calendly scheduling and content-driven top-of-funnel marketing. The firm has no external funding, no disclosed institutional ownership, and operates as a single consultant engagement entity, which structurally caps revenue at a low single-digit millions range and creates key-person and customer concentration risk inherent to the solo-practitioner model.

Name

Investment Science

Legal name

Investment Science LLC

Website

https://investmentscy.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

Investment Science LLC is a New York-based boutique consulting firm led by Michael Kelly, providing objective business, strategic growth, and technology enablement services to financial institutions, NGOs, and technology firms on hourly engagements.

Ownership category

akta.pro rank

Product category

Management Consulting

NAICS

Management Consulting Services (54161), Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

Corporate Strategy Advisory (BPAHADAA), Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG), Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)

Keywords

• Management consulting services
• Financial services consulting
• Technology enablement advisory
• Capital raising advisory
• Data science consulting

Headquarters

HQ city

Long Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Professional Consulting Services: Hourly-based consulting engagements across business consulting, strategic growth, and technology enablement. Services include business analysis, financial modeling, capital raising advisory, Agile coaching, Python/SQL programming, and data science projects.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Investment Science is a boutique NYC consulting firm that delivers hourly-based professional consulting services across business visualization and transformation, organizational planning, capital raising advisory, financial modeling, mergers and acquisitions, Agile coaching, Python and SQL programming, data science projects, and cloud migrations. The firm serves financial services organizations, NGO/ESG initiatives, and technology service firms through senior-led, project-based engagements.

Product overview

Investment Science is a boutique NYC consulting firm providing objective consulting services without compromise. The company operates as a single unified service offering rather than a platform-plus-modules architecture. Their core offerings include Business Consulting Services (business visualization, organizational planning, product/project management), Strategic Growth Services (financial modeling, M&A, capital raising), and Technology Enablement Services (Agile coaching, Jira/Confluence administration, Python/SQL programming, data science projects, cloud migrations). They also offer specialized services including Educational Training and publish The Wealth Almanac. Related products include SageFusion (a separate brand/platform) and Investment Lab (an internal research tool used for trading analysis and backtesting). The company specializes in serving financial services, NGO/ESG initiatives, and technology service firms across stages from startups to Fortune 500 companies.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Consulting Services Consulting services covering business visualization and transformation, organizational planning and strategy, business analysis, change management, product management, project management, workflow analysis, capital raising, and expert witness services for enterprises and organizations.
• Strategic Growth Services Services including executive strategy, financial modeling, financial analysis, current and future state analysis, sales and financial trading, budget optimization, sales forecasting, mergers and acquisitions, LinkedIn marketing, email marketing, strategic deal matching, and Medium Term Notes.
• Technology Enablement Services Services encompassing Agile coaching (Spotify Model, SAFe), Jira administration, Confluence administration, automation, big data architecture, enterprise solutions, cloud migrations, data science projects, Python programming, SQL programming, and educational training.
• Python Programming Services Python programming expertise for financial analysis and modeling, including NumPy, Pandas, SciPy, StatsModels, Matplotlib, Seaborn, Scikit-learn, and TensorFlow libraries for data analysis, machine learning, and financial modeling for financial services and analytics clients.
• SQL Programming Services SQL programming for efficient data management, handling large volumes of financial data, complex queries for insights, robust database development, data integration, and combining SQL with data visualization and machine learning.
• Data Science Projects End-to-end data science project services including data collection via SQL and APIs, data cleaning with Python/pandas, exploratory data analysis, machine learning modeling with scikit-learn/TensorFlow/PyTorch, evaluation with backtesting, deployment, and ongoing monitoring and maintenance.
• Educational Training Training on Atlassian tools (Jira, Confluence), programming languages (Python, SQL), and Agile methodologies including Scrum, covering project management, data analysis, machine learning, and financial modeling.

Quantifiable outcome

• Boosted productivity by 50% through project management automation
• +2 more outcomes

Named customers14 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Partnerships

One partnership is on record.

• SageFusionminorOthersRelated brand/product company that appears on Investment Science's website navigation. SageFusion appears to be a separate software or service offering from the same leadership.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Capco: Global management and technology consultancy exclusively focused on financial services (banking, capital markets, insurance, wealth). Closely comparable to Investment Science's FS-only consulting + technology enablement model, though at much larger scale.
• Baringa Partners: Boutique consultancy specializing in energy and financial services with deep risk, trading, and capital-markets expertise. Comparable as a senior-led boutique competing against Big 4 on FS advisory mandates.
• Slalom: Mid-sized consultancy with a strong financial-services practice spanning strategy, technology, Agile, and data. Comparable for its boutique-style regional model combined with FS domain and technology enablement capabilities.
• West Monroe: Boutique management and technology consultancy with significant banking and capital-markets engagements. Comparable as a senior-led, multi-disciplinary firm combining business consulting with technology implementation.
• Triage Consulting Group: Boutique healthcare-focused consulting firm known for senior-only staffing and project-based engagements. Comparable as a small, senior-only boutique competing on expertise rather than scale.
• Analysis Group: Boutique economics and financial consulting firm providing expert analysis for legal, regulatory, and corporate matters. Comparable for senior-led, expertise-driven boutique consulting serving FS and corporate clients.
• Cornerstone Research: Specialist economic and financial consulting firm focused on litigation support and expert testimony. Comparable as a senior-staffed boutique offering deep financial-services expertise on a project basis.
• Tiger Analytics: Data science and AI consulting firm serving financial services with Python/ML-led engagements. Comparable for its data-science, ML, and Python-led delivery model targeting FS clients.

Broad incumbents

• EY-Parthenon: Strategy and transactions consulting arm of EY, with deep FS, M&A, and capital-markets advisory practices. Comparable as a larger competitor offering overlapping corporate strategy, capital raising, and transaction advisory.
• Deloitte Consulting: Largest global consultancy with extensive financial-services, technology, and human-capital practices. Comparable as a broad incumbent competitor against which Investment Science explicitly positions its boutique alternative.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/in/michael-kelly-b955a79
• Xx.com/InvestmentScie3
• Facebookfacebook.com/investmentsciencellc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Investment Science