Helias Consulting

What Helias Consulting does

Helias Consulting is a woman-owned, Portland, Oregon-based information governance (IG) and records management (RM) consulting firm founded in 2020 and led by CEO and Principal Consultant Donda L. Young. The company sells six core professional-services offerings: Information Governance Program Wellness Checks, Records Retention Schedule Development and Modernization, Data Stewardship Program Development and Revitalization, Records Management Program Design and Implementation, Education and Training, and On-Tap/Fractional IG/RM Consultation. Services are delivered as bespoke consulting engagements rather than software products, with no proprietary platforms, APIs, or technology stack disclosed; the underlying technology is the consultant's expertise, supported by content assets (blog articles, downloadable guides, infographics) hosted on a Wix-based website. The firm relies on a direct sales motion anchored by a free-consultation contact form, content marketing via blog and LinkedIn, and a free resource library covering AI governance topics.

Helias Consulting targets a horizontally segmented buyer base spanning small-to-mid-market organizations, Fortune 500 companies, law firms, local and state government entities, and non-profits, with stated geographic reach across North America and beyond despite a Maine-based phone number and a single principal-led delivery model. The revenue model is pure fee-for-service professional services with custom-quoted engagements and no published pricing tiers, rate cards, or recurring subscription component. Differentiators cited by the company are Young's 25+ years of practitioner/vendor/consultant experience, her Certified Information Professional and AIIM International Fellow designations, the woman-owned business certification, and a stated co-creation methodology rather than a one-size-fits-all delivery model.

The firm shows no disclosed funding, no external investors, no parent company, no acquisitions, no app products, and no technology integrations. Operating capacity is concentrated in a single principal consultant with 1-10 reported employees, and credibility is sustained through credentialed thought leadership and a focused service catalog rather than scale, software, or partnerships. The business is functionally a solo-to-micro consultancy monetizing deep domain expertise in information governance and records management.

Name

Helias Consulting

Legal name

Helias Consulting

Website

https://heliasconsulting.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Helias Consulting is a woman-owned, Portland-based information governance and records management consulting firm offering six professional-services engagements — program wellness checks, retention schedules, data stewardship, program design, training, and fractional IG/RM support — to SMB, Fortune 500, law firm, government, and non-profit clients.

Ownership category

akta.pro rank

Product category

Management Consulting Services

NAICS

Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Risk, Compliance & Internal Controls Consulting (BPAHACAJ)

akta.pro secondary industry

Risk Management Consulting (Enterprise & Operational Risk) (FSAEADAG)

Keywords

• Information governance consulting
• Records management services
• Data stewardship programs
• Records retention schedules
• Compliance training services

Headquarters

HQ city

Portland

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, Technology or R&D

Revenue model

1. Information Governance Consulting Services: Fee-for-service consulting model providing tailored solutions for information management challenges. Services include program wellness checks, records retention schedule development, data stewardship programs, records management program design, education and training, and on-tap/fractional IG/RM consultation. Revenue generated through professional consulting engagements.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Helias Consulting is a woman-owned consulting firm that delivers information governance and records management advisory engagements, including program wellness checks, records retention schedule development, data stewardship program design, records management program implementation, customized education and training, and on-demand fractional IG/RM consultation. Services are sold as custom-scoped professional consulting engagements to organizations across North America and globally.

Product overview

Helias Consulting is a woman-owned consulting firm that offers a unified portfolio of information governance and records management consulting services. The company provides six core service offerings: Information Governance Program Wellness Check (assessment and evaluation), Records Retention Schedule Development and Modernization (framework creation), Data Stewardship Program Development & Revitalization (community building), Records Management Program Design & Implementation (program establishment), Education & Training (workforce enablement), and On-Tap IG/RM Consultation (on-demand expertise). These services are delivered as consulting engagements rather than software products, designed to help organizations develop robust and resilient information governance programs through tailored solutions.

Differentiator

Problem solved

Functional benefit

Products and services

• Information Governance Program Wellness Check An assessment service that evaluates the effectiveness of an organization's information governance framework by identifying strengths, gaps, risks, and improvement opportunities to optimize the IG program for compliance and alignment with business objectives. Intended for clients seeking an independent review of existing information governance practices.
• Records Retention Schedule Development and Modernization A service to create robust, compliant, and executable records management frameworks through comprehensive records inventory, legal and regulatory compliance review, and functional retention schedule design. Simplifies and standardizes retention schedules for ease of application and use.
• Data Stewardship Program Development and Revitalization A service designed to build and strengthen sustainable communities of practice, empowering designated stewards within business units to support data and information governance, records management, and compliance initiatives through best practices.
• Records Management Program Design and Implementation A service to help organizations establish or enhance a comprehensive, sustainable records management program by identifying key drivers and building high-visibility programs that secure resources for long-term success.
• Education and Training A customized training service that equips workforces with knowledge and skills to effectively implement Information Governance and Records Management practices, including role-based training, flexible delivery options, and ongoing support for specific IG/RM business processes.
• On-Tap IG/RM Consultation A flexible, on-demand consultation service providing fractional IG/RM professionals on a part-time or project-specific basis to fill temporary staffing gaps or provide expert advice for specific information governance challenges.

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Access Corporation: Large records and information management services provider offering physical records storage, digital services, and IG consulting. Overlaps with Helias on retention, program design, and information governance advisory across mid-market and enterprise clients.
• Iron Mountain: Global records and information management incumbent offering records storage plus advisory services (Records Management, IG consulting, digital transformation). Competes with Helias on IG/RM advisory but operates at vastly larger scale with bundled physical storage and software.
• Consilio: Global eDiscovery and legal consulting firm with information governance and records management advisory practices. Competes for enterprise and law firm IG engagements and offers a more integrated, scaled delivery model.
• Epiq: Provider of legal and corporate services including information governance, eDiscovery, and records management consulting. Competes with Helias for legal and enterprise clients seeking IG/RM advisory at much greater scale.

Emerging players

• Everteam: Enterprise information management software and services provider with records management, retention, and governance capabilities. Overlaps with Helias in regulated industries where IG program design and tooling decisions are made together.
• Zapproved: Legal hold and information governance software platform focused on defensible disposition, retention, and legal hold automation. Adjacent to Helias's services and often evaluated by the same legal/compliance buyers.
• Record Point: Cloud-based records management and information governance software vendor. Represents the productized, software-led alternative to Helias's advisory approach and increasingly competes for the same compliance and retention buyers.

Direct peers

• Cohasset Associates: Specialized records management and information governance consulting firm focused on retention schedules, program assessments, and RIM policy advisory for regulated enterprises — a near-identical service model to Helias.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/helias-consulting

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 Helias Consulting