Accordo is a full-service, solutions-oriented consultancy to broker-dealers, registered investment advisors, banks and asset management firms. We assist clients in the areas of strategy, risk management, regulatory compliance, operations, internal audit, technology and cyber security. Our products and proprietary engagement framework help create business value, streamline support functions, manage regulatory risks and transform operations to drive competitive advantage and profitability. Our diverse team of consultants and industry professionals will advise on industry best practices and provide meaningful insights to help execute on your strategy and transform your business.

Practice Areas

Accordo works with senior leadership across functional areas, applying our expertise and industry knowledge to develop innovative, technology-driven solutions to solve our clients’ business challenges and help them grow and achieve results. This unique hybrid allows us to quickly assess our clients’ business needs and challenges, and promptly respond to them.



Accordo offers technology solutions to complement its advisory services (“OneSuite”) providing financial services firms access to subscription-based services that offer flexibility, standardization and competitive pricing


Advisory Services Suite


Analytics & Data Visualization


Compliance Program Dashboard