1812 Park, LLC

What 1812 Park, LLC does

1812 Park, LLC is a privately held boutique strategic advisory firm headquartered in Denver, Colorado, founded by Andy Putterman in 2014. The firm provides strategic consulting services to financial services companies across five primary segments: wealth management firms (RIAs), fintech companies, fintech venture capital funds, boutique investment banks, and actively managed ETFs and mutual funds. Services are structured around strategic planning, executive guidance through business transitions, entrepreneurial insights, and accountability-focused execution support. Engagements are project-based or ongoing advisory relationships, with pricing on a quote-based model tailored per client.

The firm has no proprietary technology platform or software product; revenue is generated entirely through professional services fees derived from direct, relationship-driven engagements acquired through personal networks, referrals, and the founder's industry reputation. Distribution is exclusively direct sales at the enterprise level, with no self-service, marketplace, or formal channel presence. Marketing is minimal, relying on earned media in industry publications (RIA Biz, ThinkAdvisor, Envision, Financial Planning), LinkedIn presence, and word-of-mouth.

The firm's competitive position rests on the founder's three-decade wealth management operating track record, including two prior successful company exits (Fortigent sold to LPL; Lydian Wealth Management sold to City National Bank). Putterman simultaneously holds board, advisor, and/or investor positions at 15+ financial services entities — including CAIS Group, Vestigo Ventures, Betterment Institutional, Eaglebrook, WBI Investments, and Bento Engine — creating an embedded ecosystem position. The customer roster spans enterprise logos such as Charles Schwab, Fidelity Investments, Carson Wealth, Evercore Wealth Management, and MarketCounsel alongside growth-stage RIA and fintech clients.

Name

1812 Park, LLC

Legal name

1812 Park, LLC

Website

https://1812park.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

1812 Park is a Denver-based boutique strategic advisory firm founded by Andy Putterman that provides consulting to wealth management firms, fintech companies, venture capital funds, boutique investment banks, and ETFs.

Ownership category

akta.pro rank

Headquarters

HQ city

Denver

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, Others

Revenue model

1. Strategic Advisory Services: Revenue is generated through strategic consulting engagements with financial services companies. The firm provides executive guidance, strategic planning, and advisory services to CEOs, executives, and boards of wealth management firms, fintech companies, investment banks, and fund managers.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

1812 Park is a boutique strategic advisory firm providing consulting services to financial services companies, including wealth management firms (RIAs), fintech companies, fintech venture capital funds, boutique investment banks, and actively managed ETFs and mutual funds. The firm delivers strategic planning, executive guidance through business transitions, entrepreneurial insights, board advisory, and organizational development services as project-based or ongoing engagements.

Product overview

1812 Park is a strategic consulting firm that provides advisory services to financial services companies, including wealth management firms (RIAs), fintech companies, fintech venture capital funds, boutique investment banks, and actively managed ETFs. The firm offers strategic planning, executive guidance, and entrepreneurial insights services to help clients develop tailored business roadmaps, navigate business transitions, and implement growth strategies.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategic Advisory Services Boutique strategic advisory engagement providing strategic planning, tailored business roadmaps, executive guidance, leadership support through business transitions, and entrepreneurial insights to CEOs, executives, and boards of wealth management firms (RIAs), fintech companies, fintech venture capital funds, boutique investment banks, and actively managed ETFs and mutual funds.
• Board Advisory and Governance Services Independent board member, board advisor, and governance advisory services for wealth management firms, fintech companies, fintech venture capital funds, and ETFs/mutual funds. Engagements include board oversight, strategic direction setting, and accountability for execution.

Quantifiable outcome

• Clients described as 'restless' and focused on self-improvement, embracing new technologies to enhance client experience and scale with greater effectiveness.

Named customers11 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Ten partnerships are on record, tiered core, major and minor.

• CAIS GroupcoreStrategic or Co-development PartnerCAIS Group is an alternative investment platform. Andy Putterman serves as Board member, Advisor, and Investor. This is a significant advisory relationship with a leading alternative investments marketplace.
• Betterment InstitutionalmajorStrategic or Co-development PartnerBetterment Institutional is a robo-advisor platform. Andy Putterman serves as Investor and Strategic Advisor, providing guidance on growth strategy and market positioning.
• Peak IndependencemajorStrategic or Co-development PartnerPeak Independence is an independent advisor platform based in Canada. Andy Putterman serves as Board member and Strategic Advisor, providing governance and strategic guidance.
• NorthRock PartnersmajorStrategic or Co-development PartnerNorthRock Partners is a wealth management firm. Andy Putterman serves as Board member and Strategic Advisor, providing executive guidance and strategic oversight.
• WBI InvestmentsmajorStrategic or Co-development PartnerWBI Investments is a family of actively managed ETFs. Andy Putterman serves as Independent Board Member, providing governance and strategic oversight for the ETF family.
• Welch HornsbyminorStrategic or Co-development PartnerWelch Hornsby is a wealth management firm. Andy Putterman serves as Strategic Advisor. The firm was sold to CAPTRUST.
• Lexington Wealth ManagementminorStrategic or Co-development PartnerLexington Wealth Management is a wealth management firm. Andy Putterman serves as Strategic Advisor. The firm was sold to Hightower.
• Silver Lane AdvisorsminorStrategic or Co-development PartnerSilver Lane Advisors is an investment bank. Andy Putterman serves on the Board of Advisors. The firm was sold to Raymond James.
• Traust SollusminorStrategic or Co-development PartnerTraust Sollus is a wealth management firm. Andy Putterman serves as Strategic Advisor. The firm was sold to Mercer.
• LNW AdvisorsmajorStrategic or Co-development PartnerLNW Advisors is a wealth management advisory firm. Andy Putterman serves as Board member and Strategic Advisor, providing governance and strategic guidance.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Echelon Partners: Boutique M&A and consulting firm specializing in the RIA and wealth management industry. Closely comparable to 1812 Park in target market (independent wealth management firms), boutique scale, and strategic advisory focus.
• CEG Worldwide: Business coaching and consulting firm serving financial advisors and wealth management firms. Comparable to 1812 Park in serving the RIA channel with strategic and growth advisory services.
• DeVoe & Company: Consulting and M&A advisory firm dedicated to the RIA industry. Directly comparable in target customer (independent RIAs), boutique scale, and growth/transition advisory positioning.
• Tiburon Strategic Advisors: Financial services research, consulting, and conference firm covering wealth management, investment management, and fintech. Comparable to 1812 Park in targeting executives at financial services and fintech firms with strategic insights.
• Chatham Partners: Boutique consulting firm focused on the wealth management industry, including RIAs, broker-dealers, and custodians. Comparable boutique advisory serving financial services executives on strategy and growth.
• Park Wilshire: Boutique consulting and M&A advisory focused on financial advisors and wealth management firms. Comparable to 1812 Park in serving RIA and fintech clients with strategic and transaction advisory services.

Broad incumbents

• McKinsey & Company (Banking & Securities Practice): Global management consulting firm with a deep financial services practice serving wealth and asset management, fintech, and investment banking clients. Overlaps with 1812 Park's strategic advisory remit at the high end of the market.
• Focus Financial Partners: Large RIA aggregator and wealth management platform supporting independent advisor firms. Adjacent to 1812 Park's advisory thesis around scaling independent wealth management firms, though at much larger scale.
• Mariner Wealth Advisors (Advisor Services): Large national wealth management platform with consulting and advisory services for RIAs. Comparable as a wealth management consultancy but at significantly greater scale and as part of a broader platform offering.

Emerging players

• Rally Point Solutions: Emerging advisory firm providing consulting, M&A support, and succession planning services to RIAs and wealth management firms. Comparable to 1812 Park in serving the same niche with strategic advisory.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/1812-park-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 1812 Park, LLC