David Green Advisors
David Green Advisors is a boutique advisory firm founded by David Green, PhD, CFA, providing Asset Liability Management, Funds Transfer Pricing, and Non-Maturity Deposit modeling advisory and workshops to commercial banks, credit unions, municipal banks, and bank regulators globally.
- Company typePrivate
- Founded2018
- HeadquartersBrentwood, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What David Green Advisors does
David Green Advisors (DGA) is a boutique advisory firm founded in 2018 by David Green, PhD, CFA, headquartered in Nashville, Tennessee and operating as an LLC. The firm specializes in risk and profitability management for financial institutions, with deep expertise in Asset Liability Management (ALM), Funds Transfer Pricing (FTP), and Non-Maturity Deposit (NMD) behavioral modeling. DGA serves commercial banks, credit unions, municipal banks, and bank regulators globally, helping them develop integrated ALM/FTP frameworks, policies, governance structures, and behavioral models for loans and deposits.
The firm's core intellectual property is a proprietary NMD Model with an integrated FTP engine, designed to ensure that behavioral cashflow assumptions remain synchronized across both risk and profitability management exercises. The methodology is engineered to produce FTP spread stability when deposit providers deliver deposits with the behavioral characteristics promised, creating accountability and incentive compatibility between deposit gatherers and risk management. The model is operationalized both as a consulting deliverable and as a standalone product at nmdmodel.com, which produces re-pricing and liquidity cashflow schedules for ALM while simultaneously calculating FTP rates, with monthly calibration and back-testing.
DGA's business model is professional services only, with three revenue streams: (1) workshop and training services delivered globally via partnership with Marcus Evans; (2) advisory and consulting engagements for ALM/FTP framework development at individual institutions; and (3) conference presentations at industry events such as FMS/AMIf and Risk's ALM Conference. Pricing is not publicly disclosed; workshop fees are negotiated through the Marcus Evans channel and advisory services are quote-based. Geographic reach spans North America, Latin America, Europe, and the Caribbean, with over 100 public and in-house workshops delivered in the past five years and hundreds of delegates trained since 2013. Customer logos include Royal Bank of Canada, Scotiabank, Pinnacle Financial Partners, Sagicor Bank, and Alliant Credit Union.
David Green Advisors firmographics
Firmographics- Name
- David Green Advisors
- Legal name
- David Green Advisors, LLC
- Website
- https://davidgreenadvisors.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- David Green Advisors is a boutique advisory firm founded by David Green, PhD, CFA, providing Asset Liability Management, Funds Transfer Pricing, and Non-Maturity Deposit modeling advisory and workshops to commercial banks, credit unions, municipal banks, and bank regulators globally.
- Ownership category
- akta.pro rank
David Green Advisors industry classification
Industry- Product category
- Banking Risk and Profitability Advisory
- NAICS
- Management Consulting Services (54161)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Robo-Advice for Institutional/Treasury (OCIO-lite, Cash & Liquidity) (FSAGAEAJ)
Keywords
Where David Green Advisors is headquartered
LocationHeadquarters
- HQ city
- Brentwood
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
David Green Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Workshop and Training Services: Two-day in-person workshops and webinars on ALM, FTP, and NMD modeling delivered globally. Workshops are open enrollment and also offered as in-house/onsite training for individual institutions.
- Advisory and Consulting Services: Direct advisory engagements for ALM and FTP framework development, including policies, behavioral models, processes and governance structures. Engaging David to help build deposit models for institutions.
- Conference Presentations: General session presentations and pre-conference workshops at industry conferences such as FMS/AMIfs Annual Conference and Risk's ALM Conference.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Workshop fees determined per event through Marcus Evans |
Go-to-market motion2 records
Distribution channels5 records
Marketing channels4 records
David Green Advisors product offering
Product offeringCore offering
David Green Advisors (DGA) is a boutique advisory firm that provides risk and profitability management services to financial institutions, specializing in asset liability management (ALM), funds transfer pricing (FTP), and non-maturity deposit (NMD) behavioral modeling. The firm delivers these through direct consulting engagements and structured executive training workshops held globally in-person and via webcast. The firm also operates a standalone proprietary NMD Model with an integrated FTP engine that synchronizes behavioral cashflow assumptions across risk and profitability management domains.
Product overview
David Green Advisors (DGA) is a boutique advisory firm offering a unified suite of risk and profitability management services for financial institutions. The core offerings include ALM Advisory, Funds Transfer Pricing (FTP) Advisory, and Non-Maturity Deposit (NMD) Modeling services. These services are delivered through consulting engagements and complemented by a structured workshop and training program (ALM Workshop, FTP Workshop, and NMD Modeling Workshop). The firm's proprietary NMD Model is a standalone tool featuring an embedded FTP engine designed to ensure behavioral assumptions are consistent across risk and profitability management exercises. Workshops are offered in-person globally and via webcast.
Differentiator
Problem solved
Functional benefit
Products and services
- Asset Liability Management (ALM) Advisory Comprehensive advisory services covering ALM framework development for banks and credit unions, including policies, behavioral models for loans and non-maturity deposits, processes, and governance structures. Addresses interest rate risk and liquidity risk management at the institutional level.
- Funds Transfer Pricing (FTP) Advisory Advisory services for FTP framework development enabling banks to price and transfer interest rate risk and liquidity risk from lending and deposit gathering business units to a central mismatch center, supporting product-level profitability measurement.
- Non-Maturity Deposit (NMD) Modeling Proprietary behavioral modeling approach for non-maturity deposits with embedded FTP engine designed to ensure consistent treatment of deposits across all risk and profitability management exercises for financial institutions.
- ALM Workshop Two-day intensive workshop covering asset liability management, interest rate risk, liquidity risk management, and integration with FTP frameworks. Delivered in-person at global venues and via webcast for bankers and regulators.
- FTP Workshop Two-day workshop focused on the purpose and practice of funds transfer pricing, including funding curve development, interest rate risk transfer, and mismatch center management. Available in-person and via webcast.
- Non-Maturity Deposit Modeling Workshop Workshop on developing and managing NMD behavioral models with integrated FTP rate calculation for consistent treatment across risk and profitability domains, delivered as 4-part webinar series and in-person sessions.
- NMD Model Stand-alone non-maturity deposit model with integrated FTP engine. Produces re-pricing and liquidity cash flow schedules for ALM modeling while simultaneously calculating FTP rates for historical data and forecast horizons, designed for monthly operation with back-testing capabilities.
Quantifiable outcome
- Hundreds of delegates trained from banks worldwide since 2013
- +1 more outcomes
Companies that use David Green Advisors
Customer profileNamed customers5 records
Segments4 records
Ideal customer profiles3 records
David Green Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
David Green Advisors partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered supporting and core.
- Empyrean SolutionssupportingEmpyrean Solutions provides demonstration of their Deposit Analytics software during DGA NMD workshops. Deposit Analytics is a market-leading, user-managed solution for analyzing historical customer-level data to produce re-pricing and liquidity cash flow schedules for ALM and FTP models.
- Marcus EvanscoreLong-standing partnership with Marcus Evans events organization for workshop delivery. Marcus Evans has been organizing and managing logistics for DGA workshops since 2013, handling venue coordination, registration, and delegate management for workshops worldwide. Contact: Nick Cook, General Manager, [email protected], +44.203.002.3354.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
David Green Advisors competitors and assessment
Company assessmentDirect peers
- Zanders: Specialist consulting firm focused on treasury, ALM, and balance sheet risk management for banks and insurers. Directly comparable to DGA's niche focus on FTP, NMD modeling, and ALM advisory.
- Empyrean Solutions: Provider of Deposit Analytics software for ALM and FTP models, already a DGA technology partner that demonstrates its product in DGA's NMD workshops. Directly comparable as a deposit-modeling specialist serving the same bank buyers.
- Chatham Financial: Independent advisory firm specializing in financial risk management, including debt and derivatives advisory, hedge accounting, and balance sheet risk for financial institutions and corporates. Highly comparable to DGA as a specialist advisory provider serving banks on risk and treasury topics.
Broad incumbents
- Deloitte (Banking & Capital Markets Advisory): Big Four advisory firm with a dedicated banking practice covering treasury, ALM, and risk management. Competes with DGA for bank consulting budgets as part of a broader transformation and technology implementation offering.
- McKinsey & Company (Financial Services Practice): Global management consulting firm with deep banking risk and treasury advisory capabilities. Overlaps with DGA's risk and profitability management value proposition but at much larger scale and broader scope.
- Boston Consulting Group (BCG) - Financial Institutions Practice: Global consulting firm with a large banking practice covering risk, treasury, and balance sheet strategy. Overlaps with DGA's client base of commercial banks and credit unions but offers broader transformation services.
- Quantitative Risk Management (QRM): Long-established provider of ALM and FTP software solutions for financial institutions. Comparable to DGA's NMD Model offering as a specialist vendor in the same deposit/ALM modeling category.
- KPMG Financial Services Advisory: Big Four advisory practice serving banks on treasury, ALM, and risk transformation. Comparable in serving bank clients on FTP and ALM topics but as part of a full-service audit/advisory/consulting portfolio.
- Oliver Wyman: Global management consulting firm with a large financial services practice covering banking risk, treasury, and balance sheet management. Broad incumbent serving many of the same bank clients as DGA but at significantly larger scale and across a wider service portfolio.
Regional players
- Promontory Financial Group (an IBM Business): Financial services advisory and regulatory consulting firm, now part of IBM, with deep bank regulatory and risk expertise. Comparable to DGA's engagements with bank regulators and risk framework advisory, though at substantially larger scale.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
David Green Advisors social profiles
Digital presenceDavid Green Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
David Green Advisors leadership team
Management profileNumber of profiles
Profiles1 record
David Green Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
David Green Advisors 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 David Green Advisors
What does David Green Advisors do?
David Green Advisors (DGA) is a boutique advisory firm that provides risk and profitability management services to financial institutions, specializing in asset liability management (ALM), funds transfer pricing (FTP), and non-maturity deposit (NMD) behavioral modeling. The firm delivers these through direct consulting engagements and structured executive training workshops held globally in-person and via webcast. The firm also operates a standalone proprietary NMD Model with an integrated FTP engine that synchronizes behavioral cashflow assumptions across risk and profitability management domains.
Is David Green Advisors a public or private company?
David Green Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was David Green Advisors founded?
David Green Advisors was founded in 2018. It employs 1 to 10 people.
Where is David Green Advisors based?
David Green Advisors is headquartered in Brentwood, United States, in the North America region.
How does David Green Advisors make money?
Three revenue lines are on record. Workshop and Training Services are the primary driver. The others are advisory and Consulting Services and conference Presentations.
Who are David Green Advisors's main competitors?
Direct peers on record are Zanders, Empyrean Solutions and Chatham Financial. Broad incumbents are Deloitte (Banking & Capital Markets Advisory), McKinsey & Company (Financial Services Practice), Boston Consulting Group (BCG) - Financial Institutions Practice, Quantitative Risk Management (QRM), KPMG Financial Services Advisory and Oliver Wyman. Promontory Financial Group (an IBM Business) is listed as a regional player.
Does David Green Advisors have an API?
No public API is recorded for David Green Advisors.
What industry is David Green Advisors in?
David Green Advisors's product category is Banking Risk and Profitability Advisory. Its primary akta.pro industry code is FSAGAEAJ, Robo-Advice for Institutional/Treasury (OCIO-lite, Cash & Liquidity). Its NAICS code is 54161 and its SIC code is 8742.