Wise Rhino Group
Wise Rhino Group is a U.S.-based M&A advisory firm representing wealth advisors, retirement consultants, TPAs, insurance brokerages, and accounting firms through sale, merger, or acquisition, using a senior-partner-led, success-based fee model.
- Company typePrivate
- Founded2024
- HeadquartersMount Pleasant, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Wise Rhino Group does
Wise Rhino Group is a privately-held, U.S.-based M&A advisory firm that represents financial-services businesses through sale, merger, or acquisition transactions. The firm serves a vertical-specific client base consisting of wealth advisors, retirement plan consultants, third-party administrators (TPAs), insurance brokerages, and accounting practices, with claimed scale of 120+ M&A engagements completed and $2.5B+ in cumulative deal value represented. Its core product suite comprises three service lines: M&A Advisory (sell-side and buy-side representation), Valuations & Financial Benchmarking (market-based business valuations with diagnostic insights), and Business Strategy & Planning (performance improvement and enterprise value positioning).
The business model is professional services with a success-based fee structure: no retainer is required, no fees are charged on earnouts, and the firm is paid only on deal close. The firm positions its pricing at approximately half the cost of competitors, supported by a lean seven-person operating model without a large-city office footprint. Distribution is entirely direct, with senior partners engaged throughout every engagement, and demand generation is driven by thought leadership in industry publications (Wealth Management Magazine, Plan Advisor, Pensions & Investments, NAPA, 401(k) Specialist) and niche podcasts. The senior team is drawn from institutional asset management (BlackRock, Putnam, Eaton Vance, Calamos, MFS) and Big Four accounting (PwC, Deloitte), and the firm has formalized a strategic partnership with Bloodgood Consulting to extend coverage into regional TPA practices. There is no proprietary technology platform, and the firm's competitive moat rests on human expertise, a tracked network of 100+ financial-services acquirers, and a relationship-driven engagement model.
Wise Rhino Group firmographics
Firmographics- Name
- Wise Rhino Group
- Legal name
- Wise Rhino Group
- Website
- https://wiserhinogroup.com
- Company type
- Private
- Founded year
- 2024
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Wise Rhino Group is a U.S.-based M&A advisory firm representing wealth advisors, retirement consultants, TPAs, insurance brokerages, and accounting firms through sale, merger, or acquisition, using a senior-partner-led, success-based fee model.
- Ownership category
- akta.pro rank
Wise Rhino Group industry classification
Industry- Product category
- Financial Services M&A Advisory
- NAICS
- Management Consulting Services (54161)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Sell-Side M&A Advisory (FSAEAGAA)
Keywords
Where Wise Rhino Group is headquartered
LocationHeadquarters
- HQ city
- Mount Pleasant
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Wise Rhino Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- M&A Advisory Fees: Success-based fee structure where the firm does not charge fees on earnouts, does not require a retainer, and only gets paid if the client does. The firm claims to charge approximately half the cost of competitors. This is a contingent/professional services revenue model.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Outcome Based/ Performance | Pay-as-you-go | Success-based M&A advisory with no upfront costs |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels7 records
Wise Rhino Group product offering
Product offeringCore offering
Wise Rhino Group provides M&A advisory, business valuations, and strategic planning services to financial services firms, including wealth advisors, retirement consultants, third-party administrators, insurance firms, and accounting practices. Engagements center on representing clients through sales, mergers, or acquisitions, and the firm is paid only on a successful close, with no retainer and no fees on earnouts.
Product overview
Wise Rhino Group is a financial services M&A advisory firm offering a unified suite of services including M&A Advisory (representing firms through sales, mergers, or acquisitions), Valuations & Financial Benchmarking (providing market-based business valuations with data insights), and Business Strategy & Planning (helping improve performance and increase enterprise value). The firm specializes in serving Wealth Advisors, Retirement Consultants, and TPA, Insurance, and Accounting Firms. Key operational metrics include 120+ M&A engagements completed, $2.5B+ deal value represented, and 100+ buying firms actively tracked.
Differentiator
Problem solved
Functional benefit
Products and services
- M&A Advisory Represents financial services firms — wealth advisors, retirement consultants, TPAs, insurance firms, and accounting practices — through sale, merger, or acquisition transactions, including deal sourcing, buyer matching from a network of 100+ active buyers, negotiation, and guidance through close and beyond.
- Valuations & Financial Benchmarking Provides financial services firm owners with a current market-based valuation of their business, paired with data and insights on strengths, weaknesses, and opportunities to inform sale, merger, or growth decisions.
- Business Strategy & Planning Brings market understanding and know-how to help financial services firms improve performance, position for competitive advantage, and increase long-term enterprise value ahead of or independent from a transaction.
Companies that use Wise Rhino Group
Customer profileNamed customers10 records
Segments5 records
Ideal customer profiles3 records
Wise Rhino Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Wise Rhino Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Bloodgood ConsultingcoreBloodgood Consulting, led by Fred Bloodgood, is a strategic partner that Wise Rhino collaborates with on special projects. The firm specializes in working with regional TPA (Third Party Administrator) practices to provide M&A, valuation, and practice management services. Fred Bloodgood serves as Strategic Partner at Wise Rhino Group while maintaining his role as President of Bloodgood Consulting.
Scale indicators3 records
Recent moves5 records
Expansion highlights5 records
Wise Rhino Group competitors and assessment
Company assessmentDirect peers
- Peak Capital Partners: M&A advisor to insurance brokerages, wealth managers, and employee benefit firms. Direct peer competing for the same mid-market financial services sellers.
- Berkshire Capital Securities: Investment bank focused exclusively on the asset and wealth management industry, providing M&A advisory and capital raising. Comparable to Wise Rhino in serving mutual fund, RIA, and retirement plan consulting firms on transactions.
- PMA Group / Business Forensics: M&A advisory and practice consulting firm for financial advisors, RIAs, and insurance producers. Overlaps with Wise Rhino on seller-side representation in the wealth and insurance verticals.
- DeVoe & Company: M&A and strategic consulting firm exclusively serving the wealth management industry. Direct peer to Wise Rhino in advising RIAs and wealth managers on sales, mergers, and succession.
- Kosh Companies: M&A advisory firm dedicated to the financial services industry, including insurance brokerages, wealth managers, and employee benefits firms. Direct peer across several of Wise Rhino's core verticals.
- Echelon Partners: Independent M&A and strategic advisory firm focused on wealth management, RIA, and retirement plan firms. Direct competitor to Wise Rhino in the financial services M&A advisory space, serving many of the same buyer and seller segments.
- FP Transitions: M&A advisory, practice consulting, and valuation services for financial advisors and wealth management firms. Direct competitor in the advisor/wealth management M&A segment.
- Meridian Capital Group: Independent investment bank providing M&A advisory to insurance brokerages, wealth management, and employee benefits firms. Strong overlap with Wise Rhino's insurance and benefits client base.
- Acanthus Capital Partners: M&A advisory firm focused on wealth management, RIA, and financial services firms. Comparable mid-market sell-side advisor competing for similar founder-led practice transactions.
Broad incumbents
- Piper Sandler (Financial Services M&A): Diversified middle-market investment bank with a dedicated financial services M&A practice. A larger incumbent that competes for many of the same wealth, retirement, and insurance brokerage transactions, but as part of a broader full-service platform.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Wise Rhino Group social profiles
Digital presenceWise Rhino Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Wise Rhino Group leadership team
Management profileNumber of profiles
Profiles6 records
Wise Rhino Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Wise Rhino Group 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 Wise Rhino Group
What does Wise Rhino Group do?
Wise Rhino Group provides M&A advisory, business valuations, and strategic planning services to financial services firms, including wealth advisors, retirement consultants, third-party administrators, insurance firms, and accounting practices. Engagements center on representing clients through sales, mergers, or acquisitions, and the firm is paid only on a successful close, with no retainer and no fees on earnouts.
Is Wise Rhino Group a public or private company?
Wise Rhino Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Wise Rhino Group founded?
Wise Rhino Group was founded in 2024. It employs 1 to 10 people.
Where is Wise Rhino Group based?
Wise Rhino Group is headquartered in Mount Pleasant, United States, in the North America region.
How does Wise Rhino Group make money?
One revenue line is on record: M&A Advisory Fees.
Who are Wise Rhino Group's main competitors?
Direct peers on record are Peak Capital Partners, Berkshire Capital Securities, PMA Group / Business Forensics, DeVoe & Company, Kosh Companies, Echelon Partners, FP Transitions, Meridian Capital Group and Acanthus Capital Partners. Piper Sandler (Financial Services M&A) is listed as a broad incumbent.
Does Wise Rhino Group have an API?
No public API is recorded for Wise Rhino Group.
What industry is Wise Rhino Group in?
Wise Rhino Group's product category is Financial Services M&A Advisory. Its primary akta.pro industry code is FSAEAGAA, Sell-Side M&A Advisory. Its NAICS code is 54161 and its SIC code is 8742.