Recommended Service Partners

Our clients’ needs often extend beyond compliance. 

ACC works with a trusted network of partners that provide specialized services and solutions across the financial services industry. If you need additional expertise, we recommend the following organizations.

Acuity Fund Solutions

Service
Website
Fund Administration
acuityfundsolutions.com
For more than 23 years, Acuity has been a trusted provider of comprehensive fund administration and financial services, with locations worldwide. They are experts in workflow, domain and AI transformation. Acuity’s expertise and client-focused approach make them a valuable partner for firms seeking reliable, scalable solutions for their fund operations.

Bressler Amery & Ross, P.C.

Service
Website
Legal
bressler.com
Bressler, Amery & Ross is a preeminent, national law firm committed to raising the bar. Through their network of more than 125 attorneys across offices in New Jersey, New York, Florida, Alabama, North Carolina, Oklahoma and Texas, they have a comprehensive geographic footprint to represent clients on a local, regional, national and cross-border basis. They provide personalized, responsive and hands-on legal services to businesses and individuals.

Cascade Investment Compliance & Verification

Service
Website
Compliance & Verification
cascadecompliance.com

Cascade Investment Compliance & Verification is passionate about connecting people to best practices, whether it’s practical solutions for the SEC Marketing Rule or Global Investment Performance Standards (GIPS). The Cascade team has decades of experience, and is passionate about providing exceptional client service, promoting industry best practices, and offering expert guidance and education to their clients.

Elteni

Service
Website
Cybersecurity
elteni.com


Elteni helps businesses defend against cyber threats, protect data and reduce security risks. They provide high-touch cybersecurity services to various verticals, with a specific focus in the financial services industry. Elteni’s services are backed by a team of experienced technologists, security experts, ethical hackers, and privacy and compliance professionals who are deeply experienced with technology and cybersecurity governance, risk and compliance. 

Greenboard

Service
Website
Compliance Technology
greenboard.com
Greenboard is a compliance software platform for financial service firms that connects key compliance functions including archiving, attestations, employee records, and more into one easy-to-use platform. Continuously evolving, Greenboard’s platform is powered by its AI-native automation, GreenboardGo, which builds into workflows and incorporates decades of research for maximum usability and efficiency for all employees.

IdealCFO

Service
Website
Outsourced CFO
idealcfo.net

IdealCFO provides outsourced CFO services designed to assist growing businesses and strengthen their financial operations. Navigating the current market requires expertise to optimize performance. With IdealCFO, clients gain access to financial expertise and strategic support without hiring a full-time CFO, providing a more flexible solution.

Mischa Communications

Service
Website
Marketing
mischacommunications.com
Mischa Communications is an award-winning, independent marketing agency headquartered in Cleveland, Ohio. Since 2011, they have been providing full-service marketing support to firms in the financial, legal and cybersecurity sectors. The team acts as both an external marketing department and a strategic marketing advisor, shifting between execution and leadership as needs evolve. Mischa supports clients in every major city across the U.S., as well as 27 other countries and territories. Their deep well of expertise in the financial sphere allows them to provide a comprehensive suite of bespoke marketing services that address the unique opportunities, complexities and demands of the wealth management and investor services communities.

PFIX Solutions

Service
Website
Security
pfixsolutions.com
PFIX Solutions is a managed security services provider focused on aligning IT with compliance demands. Made up of former CTOs and CISOs with extensive backgrounds both in the U.S. and internationally, they are experts in the crossover between regulatory and online security fields. Currently, the company has offices in San Francisco, as well as remote teams worldwide. Their focus is on small to midsize firms in financial services and other highly regulated industries, with a commitment to responsive service and tailored solutions.

RegVerse

Service
Website
Technology
regverse.com

RegVerse offers end-to-end technology solutions designed to streamline regulatory compliance processes, save time and reduce risks for wealth management firms, RIAs, broker dealers and fund managers. Their Avery technology includes a variety of features to manage regulatory compliance, track changes and provide real-time monitoring. RegVerse’s Fusion1 is a comprehensive suite of compliance and surveillance tools that automates audits, advertising reviews, attestations, code of ethics and more.

Shustak Reynolds & Partners, P.C.

Service
Website
Legal
shufirm.com
Shustak Reynolds & Partners, P.C. is a specialty law firm with a national practice focused on securities and business law, financial services law, FINRA matters and business and securities litigation and arbitration. Their offices in San Diego, Irvine, Los Angeles, San Francisco and New York City allow them to represent clients locally and throughout the country. For more than 43 years, they have provided the high quality, results-oriented advice and legal representation while ensuring their clients receive the highest level of personal attention and service. They represent financial institutions, broker-dealers, registered investment advisory firms, advisors, brokers, hedge funds, private equity, venture capital, corporations and individuals.

Starkweather & Sheplay Financial Institutions Practice

Service
Website
Insurance
starshep.com

Starkweather & Shepley Financial Institutions provides hands-on service to ensure high quality and competitively priced insurance options to address your firm’s individual risk management needs. Dedicated to growth and knowledge of the industry and current trends, their nationally renowned staff offers independent, tailored and unbiased insurance advice to give clients peace of mind. They have more than 3,000 clients across the country and relationships with hundreds of attorneys, compliance firms and custodians.

Strut Consulting

Service
Website
Consulting
strutconsulting.com
Founded in 2016, Strut Consulting is the premier partner for venture capital firms worldwide, delivering specialized expertise across operations, finance and investor relations. Since 2016, they’ve empowered VCs of every stage, from first-time fund managers to multi-billion-dollar legacy firms, to build resilient foundations, optimize critical processes and unlock sustainable growth. Their dedicated team of VC experts understands that exceptional operations infrastructure is the true competitive advantage for great fund managers, allowing them to focus on what they do best: identifying and backing the founders who will shape the future.

Weaver

Service
Website
Accounting
weaver.com
Founded in 1950, Weaver is a national accounting and advisory firm that provides assurance, tax and consulting services to businesses, investment firms and individuals. Ranked 28 in the Top 100 Firms by INSIDE Public Accounting and Accounting Today, Weaver takes a collaborative approach to deliver expert strategic advice to clients.

Xantrion

Service
Website
IT & Cybersecurity
xantrion.com
Xantrion was founded in the Bay Area in 2000 to provide managed IT and cybersecurity services that proactively protect businesses, strengthen their IT ecosystems and address the rapidly changing cyberthreat landscape. Xantrion performs all IT services in-house, and their U.S.-based team is available 24/7. Their industry focused solutions, cybersecurity expertise and superior service made them one of the top 200 managed security service providers, according to MSSP Alert.