Provaliant

What Provaliant does

Provaliant Retirement, LLC is a Scottsdale, Arizona-based project management and oversight consulting firm founded in 2001 that serves exclusively US public pension and benefit organizations. The firm was established by Jay Masci (President) and Bob Solheim (CEO) and operates two divisions: Provaliant Retirement, focused on pension system modernization oversight, and Provaliant Business Solutions, which extends the firm's capabilities into broader IT modernization, business architecture, and integration services.

The firm's core offering is a portfolio of consulting services covering the full lifecycle of a pension system replacement project, including system assessment, business case development, RFP development, vendor selection, program management, project management, project oversight (including Independent Verification and Validation), business process modeling, and project risk assessment. These services are delivered through a proprietary methodology called Total Project Management (TPM™), which has been expanded with organizational change management content specific to the pension industry. The firm positions itself as combining this methodology with "AI-enabled insights" and presents a consultant bench drawn heavily from former CIOs, CTOs, CAOs, and program managers at named state retirement systems.

Provaliant generates revenue exclusively through professional services engagements on a project-by-project basis with public retirement organizations; pricing is not publicly disclosed and engagements are quote-driven. Go-to-market relies on direct engagement, industry conference presence (PRISM, CEM, NPEA), the firm website, LinkedIn, professional referrals within the public pension community, and a free full-day virtual consultation offering. The firm is privately held by its founders, reports no external institutional or private equity backing, and serves a customer base of approximately 29 named state and local public retirement systems including Texas TRS, Illinois Municipal, Nevada PERS, Oregon PERS, Arizona SRS, and Texas ERS.

Name

Provaliant

Legal name

Provaliant Retirement, LLC

Website

https://provaliant.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

51–100 employees

Short description

Provaliant Retirement is a US consulting firm founded in 2001 that provides project management and oversight services exclusively to public pension organizations, delivering TPM methodology-driven support across RFP development, vendor selection, implementation oversight, and organizational change management.

Ownership category

akta.pro rank

Product category

Public Pension Consulting

NAICS

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

SIC

Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)

akta.pro industry

PRIMARYBPAHACAB

Operations & Process Improvement Consulting

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

SECONDARYFSAEABAE

Employer Retirement Plan Advisory (401(k)/Pension)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

SECONDARYHDAEAHAF

Digital Process Automation (DPA) & Orchestration Suites

Hardware, Technology & Telecom/Enterprise Platforms & Databases/Business Process Management (BPM), Workflow & Automation Platforms

Keywords

• Pension consulting services
• Project management consulting
• Public retirement consulting
• Pension system modernization
• RFP development services

Headquarters

HQ city

Scottsdale

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, Others

Revenue model

1. Consulting Services: Professional consulting services providing highly skilled, experienced consultants for project management, oversight, and implementation support to public pension organizations. Revenue is generated through consulting engagements on a project-by-project basis, with clients including individual public retirement systems and statewide pension funds.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Provaliant provides nine named consulting services — System Assessment, Business Case development, RFP Development, Vendor Selection, Program Management, Project Management, Project Oversight, Business Process Modeling, and Project Risk Assessment — exclusively to U.S. public pension and benefit organizations, guiding clients across the full lifecycle of pension system modernization projects from RFP development through implementation oversight. The firm delivers these services through its proprietary Total Project Management (TPM) methodology, Organizational Change Management content specific to the pension industry, and AI-enabled insights applied to disciplined project governance.

Product overview

Provaliant is a consulting services company, not a software product vendor. The company provides a portfolio of project management and oversight consulting services for public retirement organizations. The core offerings include System Assessment, Business Case development, RFP Development, Vendor Selection, Program Management, Project Management, Project Oversight, Business Process Modeling, and Project Risk Assessment services. These services are delivered through the proprietary Total Project Management (TPM™) methodology framework, enhanced with organizational change management (OCM) content specific to the pension industry. The company positions itself as using 'AI-enabled insight' alongside proven delivery methods, but does not offer a distinct software product platform.

Differentiator

Problem solved

Functional benefit

Products and services

• System Assessment Analysis of an organization's current systems by business and technical public retirement system experts, providing information about leading technologies and guidance toward a technology roadmap to achieve strategic objectives. Targeted at public retirement organizations evaluating legacy modernization.
• Business Case Project feasibility analysis that helps public retirement organizations assess the viability of starting a major project or implementing a strategic plan, developing a solid business case to justify new initiatives by placing business needs before technology.
• RFP Development Full lifecycle RFP development services for pension system replacements, data cleansing/migration, financial/accounting systems, imaging, and website development/redesign, incorporating captured best practices from all phases of past engagements.
• Vendor Selection Pension industry-specific processes and templates providing guidance during vendor selection, including RFP scoring methods, vendor demonstrations, bidder conferences, reference checks, proposal review, and contract negotiation support for public retirement organizations.
• Program Management Oversight and coordination of multiple concurrent pension system replacement projects including data cleansing/migration, employer reporting outreach, business rule development, business procedures and training, legacy system decommissioning, organizational change, website enhancements, and financial system replacement.
• Project Management Disciplined approach to planning, executing, controlling, and closing IT and agency projects for public retirement organizations, managing schedules, risks, and issues, reducing cycle time and delivery costs while improving deliverable quality.
• Project Oversight Independent assessment, review, and analysis of project performance and risk for public retirement organizations, providing executives and stakeholders with project status, functionality verification, and schedule/cost tracking, including IV&V.
• Business Process Modeling Detailed approach for modeling and implementing business process improvements tailored to public retirement organizations, supporting process redesign alongside technology modernization programs.
• Project Risk Assessment Risk management assessment services ensuring early detection and mitigation of risks for public retirement organizations, helping clients assess project risks and decide on appropriate actions during pension system modernization efforts.
• Total Project Management (TPM) Provaliant's proprietary pension-specific project management methodology covering the full project lifecycle from RFP development through implementation oversight, expanded with Organizational Change Management content specific to the public pension industry and delivered to public retirement organizations.

Quantifiable outcome

• Consultants with 20-37 years of public pension and information systems experience available for client engagements
• +1 more outcomes

Named customers10 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Sagitec Solutions: Sagitec provides pension and benefits administration software alongside implementation, migration, and project management services for public and corporate plans. It is the closest direct competitor to Provaliant, often serving as both the system vendor and the implementation partner on the very RFPs Provaliant oversees as IV&V.
• Vitech Systems Group: Vitech delivers pension administration software (V3) and implementation services to public retirement systems, frequently co-bidding on the same modernization engagements Provaliant supports. Its combination of software and implementation is structurally similar to Sagitec and a natural counterpart to Provaliant's oversight role.
• PBI Research Services: PBI provides research, benefits calculations, audit, and consulting services to U.S. public pension systems, including death audit and data services. It competes with Provaliant for pension-system consulting and data-related project work, particularly in member-data cleansing and migration engagements.
• Morley Companies (Morley Benefit Services): Morley provides pension and benefits administration outsourcing, member services, and IT modernization support to public-sector clients. It competes with Provaliant for back-office and modernization project work, especially on implementations involving call centers and member correspondence.

Broad incumbents

• Wolters Kluwer (OneSource): Wolters Kluwer sells the OneSource pension administration platform and related compliance products to corporate and public plans. As an established software incumbent it is often the existing system being replaced, but its professional services arm occasionally competes for modernization advisory work.
• DXC Technology: DXC (formed from CSC/HPE) is a large IT services firm with a dedicated U.S. public-sector practice that delivers pension system modernization, IV&V, and managed services. It competes with Provaliant on larger statewide engagements and is frequently the systems integrator on the projects Provaliant oversees.
• CGI Federal: CGI's U.S. federal/state practice delivers IT modernization, business process services, and pension-related systems work for state governments. It competes with Provaliant for program management and modernization work in the public retirement space, particularly on multi-year state-level contracts.
• Deloitte Consulting (Public Sector): Deloitte's Government & Public Services practice delivers large-scale pension modernization, ERP, and oversight engagements. It is a frequent competitor to Provaliant for marquee statewide engagements and brings scale and procurement leverage that Provaliant does not.

Emerging players

• Slalom Consulting: Slalom is a mid-sized consulting firm with a public-sector practice that increasingly bids on state-government and pension-administration modernization work. It overlaps with Provaliant in PMO/strategy work but lacks Provaliant's depth in pension-specific methodology.

Others

• KPMG (Public Sector): KPMG's public-sector advisory practice performs pension modernization, project risk assurance, and IV&V work for state retirement systems. It is one of the largest Big-Four competitors bidding on the same oversight mandates Provaliant targets.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/provaliant

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 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 Provaliant