Evolving wealth tech from legacy to leading edge Financial Services > Wealth Management Curate Partners helps firms transition outdated systems to agile platforms that boost efficiency, insight, and client trust. We help firms transition outdated systems to agile platforms—boosting efficiency, insight, and client trust along the way.

Consulting services

Modernizing legacy systems

Replace patchwork tools with scalable, integrated platforms.

Accelerating advisor enablement

Empower advisors with intuitive, data-rich workflows.

Streamlining compliance operations

Simplify SEC & FINRA readiness with automated solutions.

Unifying the client experience

Build trust with seamless onboarding and personalization.

Vendors

Real Payer Work. Real Member Value.

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Why it matters

Legacy tech limits growth

Clients expect seamless onboarding, personalized insights, and digital access. And they want it all quickly. Outdated systems slow you down. We help streamline tech stacks to meet the demands of clients and advisors without starting from scratch.

Rising regulatory pressure

Scrutiny from SEC and FINRA is intensifying. To keep up, compliance teams need more than manual processes. We partner with firms to embed compliance into operations, from CRM workflows to audit-ready reporting.

Disconnected tools hurt productivity

Advisors lose time and trust when CRMs, planning tools, and analytics platforms don’t talk. We specialize in systems integration that aligns data, teams, and processes without the drag of traditional consulting.

Delivering ROI with leaner teams

Firms are being asked to do more with less. That means investments in scalable operations need to be smarter. We bring right-sized talent to drive real outcomes.

Looking to accelerate?

AD to Promote Something

The Intelligent Data Accelerator helps leaders quickly align tech with strategy. In just 6–8 weeks, we identify inefficiencies, reveals predictive insights, and drives smarter decisions—without long-term commitments or disruption.

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Our work, by the numbers

average time-to-value acceleration vs. traditional firms
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of our clients re-engage for additional work
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consultants with financial expertise
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Let's connect

Connect with our experts

Vijay kukreja | chief consulting officer, Curate partners

Vijay Kukreja

Chief Consulting Officer

ChrisPetty2025

Chris Petty

Sr. Finance Consultant/SME