TorreBlanc

What TorreBlanc does

TorreBlanc is a privately held management consulting firm founded in 2017 by Mark Aguilera, headquartered in Chicago with a stated global reach across North America, EMEA, and APAC. The firm specializes exclusively in investment management transformation, serving asset managers (institutional mandates, insurers, pensions, mutual funds, hedge funds, ETF sponsors) and wealth managers (private wealth, bank and trust, RIAs, brokerages, family offices), with a secondary practice serving asset servicers. Its offering is organized into three engagement modes: strategic advisory (vendor selection, target operating model design, technology and data architecture, program mobilization), execution consulting (sourcing experienced consultants into project roles), and business-vertical expertise spanning front, middle, and back office functions with platforms such as Charles River IMS, Aladdin, Bloomberg, and SimCorp.

The firm does not develop proprietary software products; its intellectual property consists of assessment frameworks—notably the CRIMS On-Prem Assessment for Charles River SaaS migrations—and a curated global bench of consultants averaging 20+ years of industry experience. Revenue is generated through project-based professional services engagements, with multi-year contracts and contact-based quoting; no public pricing or rate cards are disclosed. The go-to-market is sales-led and event-driven, anchored by CEO and CGO-led participation in industry conferences (InvestOps USA, CFA Society chapters, Women Investment Professionals, British-American Business Council, FIX Trading Community), supplemented by thought leadership content, case studies, and vendor profiles on the company website.

TorreBlanc is a founder-owned, MBE-certified business with no disclosed venture capital or private equity backing. Leadership includes founder Mark Aguilera (24 years at UBS, Invesco, Northern Trust, Perficient) and Chief Growth Officer Joanna Herrick (18 years across technology-driven businesses). The firm occupies a niche as a vendor-neutral, domain-specialized boutique serving a transformation agenda that is structurally durable as long as legacy investment management platforms continue to require migration and modernization.

Name

TorreBlanc

Legal name

TorreBlanc

Website

https://torreblanc.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

TorreBlanc is a Chicago-based management consulting firm founded in 2017 that provides advisory and execution services exclusively to investment management clients, including asset managers, wealth managers, and asset servicers, leveraging a global bench of consultants with 20+ years of average industry experience.

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

Business Process & Digital Transformation Consulting (BPAEAAAD)

Keywords

• Investment management consulting
• Capital markets advisory
• Transformation consulting services
• Asset management consulting
• Wealth management advisory

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations

Revenue model

1. Advisory Services: Strategic consulting engagements providing roadmaps for transformation initiatives including vendor selection, target operating model design, technology and data architecture, and program mobilization.
2. Execution Consulting: Sourcing and deploying experienced consultants with deep domain expertise to execute transformation initiatives. Consultants are assigned to specific project roles based on client needs.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels8 records

Core offering

TorreBlanc is a management consulting firm that partners with investment managers on their transformation journeys, providing advisory services (vendor selection, target operating model design, technology and data architecture, and program mobilization) and execution consulting (sourcing and deploying experienced consultants to deliver transformation initiatives). The firm specializes in serving asset managers and wealth managers across front, middle, and back office functional areas.

Product overview

TorreBlanc is a management consulting firm, not a software product company. Their offering consists of advisory services, execution services, and business verticals consulting across the investment management industry. They do not offer a software product, platform, or module — instead they provide consulting engagements including transformation advisory, program/project mobilization, vendor selection, target operating model design, technology and data architecture planning, and execution support through specialized consultants. Their services span asset management, wealth management, and asset servicing verticals, with expertise in platforms such as Charles River IMS, Aladdin, Bloomberg, SimCorp, and other industry systems.

Differentiator

Problem solved

Functional benefit

Products and services

• Advisory Services
• Execution Consulting
• Business Verticals Consulting
• Charles River IMS On-Prem Assessment

Quantifiable outcome

• Consultants average 20+ years of industry experience for immediate impact
• +1 more outcomes

Named customers3 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

Partnerships

Eight partnerships are on record, tiered core and minor.

• Women Investment Professionals (WIP) ChicagocoreStrategic or Co-development Partner · 1 April 2026TorreBlanc is a proud sponsor of Women Investment Professionals, a nonprofit focused on empowering women in investment management. CGO Joanna Herrick was elected to the WIP Chicago Board in April 2026, and has been an active member since 2021, previously serving as Co-Chair of the Programming Committee.
• InvestOps USAcoreGTM or Marketing Partner · 1 January 2026TorreBlanc sponsored InvestOps USA 2026 in Orlando, led a featured COO panel, and engaged buy-side leaders on scaling, de-risking, and modernizing investment operations. The firm also sponsored InvestOps 2025.
• CFA Society ChicagocoreGTM or Marketing Partner · 1 January 2026TorreBlanc sponsored CFA Society Chicago's 38th Annual Dinner celebrating 100 years of the organization, with over 900 industry leaders in attendance.
• CFA Society New MexicominorGTM or Marketing Partner · 1 January 2026TorreBlanc sponsored CFA Society New Mexico's 25th Annual Forecast Dinner in Santa Fe, supporting regional investment leaders and discussions on the 2026 market outlook.
• British-American Business CouncilminorStrategic or Co-development Partner · 1 January 2025TorreBlanc joined the British-American Business Council to strengthen transatlantic ties and advance global investment management leadership through strategic partnership and networking.
• Out in Finance / 1871 / BMOminorGTM or Marketing Partner · 1 January 2025Founder and CEO Mark Aguilera participated in a fintech industry overview panel sponsored by Out in Finance, 1871, and BMO.
• FIX Trading CommunityminorGTM or Marketing Partner · 1 January 2025CEO Mark Aguilera joined an AI panel sponsored by FIX Trading Community on redefining financial markets and driving strategic decision-making in investment management.
• State StreetminorGTM or Marketing Partner · 1 January 2025TorreBlanc attended State Street's Americas Consultant Conference 2025, engaging with one of the major global asset servicers.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Genpact:
• Capco: Capco is a global financial services management and technology consultancy serving banks, asset managers, and insurers. It competes with TorreBlanc on large investment management transformation programs but operates at much greater scale and across broader financial services verticals.
• Baringa Partners: Baringa Partners is a specialist financial services consultancy covering banking, capital markets, and asset management. It competes for advisory mandates on operating model and risk transformation at investment managers, with a broader portfolio than TorreBlanc.
• Synechron: Synechron is a digital transformation consulting firm with deep financial services practices covering asset management, capital markets, and banking. It overlaps with TorreBlanc on technology modernization, platform migrations, and AI/data initiatives for investment managers, but at materially larger scale.
• Accenture (Financial Services): Accenture is one of the largest consulting and technology services firms globally with a dedicated asset and wealth management practice. It competes with TorreBlanc on enterprise-scale transformation programs but offers scale, delivery capacity, and proprietary platforms TorreBlanc cannot match.

Direct peers

• Alpha FMC: Alpha FMC is a specialist consulting firm focused on asset and wealth management transformation. It is the closest direct competitor to TorreBlanc, operating globally with advisory and execution offerings across the same Charles River, Aladdin, and SimCorp platform migrations.
• Cordium: Cordium is a financial services consultancy focused on asset and wealth management, offering advisory and resourcing services. Like TorreBlanc, it targets boutique-scale engagements on platform and operating model transformation, often competing on similar RFPs.

Regional players

• Novigi: Novigi is an asset and wealth management consultancy headquartered in Australia serving APAC clients. It is comparable to TorreBlanc in vertical specialization and boutique size, though its primary market is Australia rather than North America.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/torreblanc

Compliance1 record

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 TorreBlanc