Financial Management Services
Financial Management Services, Inc. (FMSI) is a privately-held consulting firm providing asset/liability management, investment portfolio management, and liquidity advisory services to U.S. community banks, credit unions, savings and loans, and non-depository institutions ranging from $10M to $7B in assets.
- Company typePrivate
- Founded2012
- HeadquartersOverland Park, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
Financial Management Services firmographics
Firmographics- Name
- Financial Management Services
- Legal name
- Financial Management Services, Inc.
- Website
- https://fmsiconsulting.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Financial Management Services, Inc. (FMSI) is a privately-held consulting firm providing asset/liability management, investment portfolio management, and liquidity advisory services to U.S. community banks, credit unions, savings and loans, and non-depository institutions ranging from $10M to $7B in assets.
- Ownership category
- akta.pro rank
Where Financial Management Services is headquartered
LocationHeadquarters
- HQ city
- Overland Park
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Financial Management Services business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Travel
Revenue model
- Financial Consulting and Advisory Services: Professional consulting and advisory services provided to financial institutions including asset/liability management consulting, investment portfolio management, liquidity management, and regulatory compliance support. Services delivered through ongoing client relationships with monthly analysis and reporting.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Financial Management Services product offering
Product offeringCore offering
Financial Management Services, Inc. (FMSI) is a financial consulting firm that provides asset-liability management, investment portfolio management, and strategic advisory services to community financial institutions. The firm specializes in assisting banks, credit unions, savings and loans, and non-depository financial institutions with ALCO facilitation, funding strategies, liquidity management, core deposit analysis, and on-site board workshops.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Portfolio Management Advisory service that helps community financial institutions design, manage, and optimize their investment portfolios. Targeted at banks, credit unions, savings and loans, and non-depository financial institutions.
- Asset/Liability Management (ALM) Consulting service that analyzes and manages the interest rate risk, balance sheet structure, and liquidity profile of financial institutions. Targeted at banks and credit unions.
- Core Deposit Analysis Analytical service that evaluates the stability, behavior, and value of core deposits held by community financial institutions. Used to inform funding strategies and ALM decisions.
- ALCO and Board of Directors Meetings Facilitation service for Asset/Liability Committee and Board of Directors meetings, providing expert guidance, agenda preparation, and strategic recommendations. Targeted at community banks and credit unions.
- Funding Strategies Strategic advisory service that helps financial institutions develop and execute funding strategies to optimize their liability mix and cost of funds.
- Liquidity Management Consulting service that assists financial institutions in monitoring and managing their liquidity position, including contingency funding planning.
- On-site Workshops Customized in-person training workshops delivered at client locations to educate boards, ALCOs, and management teams on financial management topics such as ALM, investments, and balance sheet strategy.
Quantifiable outcome
- Serves financial institutions ranging from $10 million to $7 billion in asset size
- +2 more outcomes
Companies that use Financial Management Services
Customer profileSegments4 records
Ideal customer profiles3 records
Financial Management Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Financial Management Services partnerships and signals
Strategic signalScale indicators4 records
Financial Management Services competitors and assessment
Company assessmentDirect peers
- QRM (Quantitative Risk Management): QRM delivers enterprise ALM and interest rate risk analytics software used by banks of all sizes, including community institutions. Comparable to FMSI in IRR modeling, forward curve construction, and balance sheet scenario analysis — though sold primarily as software rather than consulting.
- Abrigo: Abrigo provides ALM, credit risk, and regulatory compliance software plus advisory services for community banks and credit unions. It overlaps directly with FMSI in ALM analytics, core deposit modeling, and serving sub-$10B depository institutions.
- Darling Consulting Group: Darling Consulting Group is a closely-held financial advisory firm specializing in asset/liability management, balance sheet strategy, and investment portfolio advisory for community banks — virtually the same buyer segment, service modules, and proprietary analytics orientation as FMSI.
- Invictus Consulting Group: Invictus Consulting Group provides asset/liability management and investment advisory services for credit unions and community banks, closely mirroring FMSI's six-module service suite and target buyer profile.
Others
- Capital Economics: Capital Economics produces macroeconomic and financial sector research used by banks, credit unions, and trade associations. It is thematically adjacent to FMSI — providing economic inputs (GDPNow, Fed commentary, rate forecasts) that FMSI references in its Insights page and uses within its ALM modeling.
Emerging players
- Curinos: Curinos provides retail banking analytics, including deposit pricing and loan benchmarking used by community and mid-size banks. It overlaps with FMSI's core deposit and funding strategy modules but as a data/analytics platform rather than a full-service advisory.
Broad incumbents
- FIS (BancWare): FIS's BancWare product is an enterprise ALM, funds transfer pricing, and profitability platform widely used by mid-size and large banks. Overlaps with FMSI on IRR modeling and balance sheet analytics but as part of FIS's full-stack banking technology suite.
- Finastra: Finastra provides core banking, lending, and treasury/ALM solutions to financial institutions worldwide, including ALM and liquidity analytics comparable to FMSI's offering — embedded within a much broader banking software portfolio.
- Jack Henry (Profitstar): Jack Henry's Profitstar / SilverLake solutions include ALM, funds transfer pricing, and profitability analytics for community and mid-size banks. Direct overlap with FMSI on ALM and core deposit analytics, particularly for community banks.
- Wolters Kluwer (OneSumX for ALM): Wolters Kluwer offers OneSumX for ALM, a regulatory and balance sheet risk management solution used by banks globally. It competes with FMSI on IRR and liquidity analytics, though as part of a much broader regulatory/compliance portfolio aimed at institutions of all sizes.
Market position
Customer concentration
Financial Management Services social profiles
Digital presenceFinancial Management Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Financial Management Services leadership team
Management profileNumber of profiles
Profiles5 records
Financial Management Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Financial Management Services 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 Financial Management Services
What does Financial Management Services do?
Financial Management Services, Inc. (FMSI) is a financial consulting firm that provides asset-liability management, investment portfolio management, and strategic advisory services to community financial institutions. The firm specializes in assisting banks, credit unions, savings and loans, and non-depository financial institutions with ALCO facilitation, funding strategies, liquidity management, core deposit analysis, and on-site board workshops.
Is Financial Management Services a public or private company?
Financial Management Services is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Financial Management Services founded?
Financial Management Services was founded in 2012. It employs 1 to 10 people.
Where is Financial Management Services based?
Financial Management Services is headquartered in Overland Park, United States, in the North America region.
How does Financial Management Services make money?
One revenue line is on record: financial Consulting and Advisory Services.
Who are Financial Management Services's main competitors?
Direct peers on record are QRM (Quantitative Risk Management), Abrigo, Darling Consulting Group and Invictus Consulting Group. Capital Economics is listed as an others. Curinos is listed as an emerging player. Broad incumbents are FIS (BancWare), Finastra, Jack Henry (Profitstar) and Wolters Kluwer (OneSumX for ALM).
Does Financial Management Services have an API?
No public API is recorded for Financial Management Services.