Pirker Partners

HQ Address

28 Church St, Ste 14 #1226, Winchester, MA, 01890, United States

Website Address

www.pirkerpartners.com/

Connect with Pirker Partners
Business introduction

Advancing Innovation in Wealth Management through Partnerships

Foster business and technology innovation in wealth management by partnering with executives at Financial Institutions, WealthTech, Startups and Private Equity/Venture Capital firms

Pirker Partners' mission is to foster business and technology innovation in wealth management by partnering with executives at Financial Institutions, WealthTech, Startups and Private Equity/Venture Capital firms.

As a strategic advisory firm, Pirker Partners supports decision makers at these firms with a flexible, ongoing engagement model by delivering focused, strategic advice and thought leadership on current themes relating to business and technology innovation, and to act as a platform for dialogue between the varioys parties involved.

Alois Pirker is the Founder and CEO of Pirker Partners. During Alois’ 25-year tenure in the wealth management industry, he had the opportunity to collaborate, discuss industry trends and provide advice to many of the leading wealth management firms and financial-technology companies around the globe.

Alois is a recognised expert on the wealth management market and its structure as well as many important trends that shape this industry, including financial-advisor processes and platforms, digital transformation in wealth management, the independent advisor market, and portfolio management processes (incl. separately managed accounts and direct indexing) to name a few. Alois has been quoted in various media outlets, including The Wall Street Journal, Bloomberg, Reuters, Dow Jones, Barron's, Investment News, Financial Planning, RIA Biz, Ignites, and FundFire. Alois has been part of the panel of judges for the annual Global Private Banking and Global Wealth Tech Awards, presented by Financial Times’ Professional Wealth Management magazine, since the awards' inception.

 

WealthTech Spotlight: interview with Alois Pirker, CEO and Founder, Pirker Partners

Business Strategy & Advisory, Technology Strategy & Consulting

01/05/2025

Watch as Alois provides a short background on his firm, Pirker Partners, and on his rationale for establishing the firm on the back of an extensive career in research, and......

Customers

Pirker Partners engages in ongoing partnerships with a range of clients made up of financial institutions and WealthTech firms, startups and established firms alike, headquartered in North America, Europe, and Asia. The focus of client engagements frequently revolves around bringing innovation in wealth management to market and/or helping existing businesses innovate.

Pirker Partners can support clients on a broad range of needs including but not limited to:

  • Recurring strategy sessions
  • Advisory board / Steering committee mandates
  • Market landscape scans / vendor evaluation
  • Market entry support
  • Market segmentation
  • Vendor solution evaluation and product roadmap review
  • Partnership strategy evaluation and development
  • Competitive positioning
  • Marketing/sales support (e.g., pitch review, sales training)
  • Due diligence / M&A support  

Partners

Pirker Partners believes in the power of the ecosystem and is open to partner with leading minds and organizations in the industry in support of the firm's mission.

Key Data

Year founded
2023
employees
2-10
offices
1
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Digital Wealth Manager
  • Family Offices
  • Financial Advisors

Pirker Partners Solutions

Partnership

Partnerships, the default engagement model of Pirker Partners, deliver focused, strategic advice and thought leadership on current themes relating to business and technology innovation to decision makers across the wealth management ecosystem. Pirker Partners believes that an ongoing but flexible partnership delivers the greatest value, as it allows for addressing......

business needs
Client type
client geography presence
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