Compliance, FINOP and Regulatory Support for Financial Services Firms and Private Funds
For over a decade, Intersource Consulting Group has provided experience and professionalism to help broker-dealers and investment advisers strengthen compliance, financial operations and regulatory readiness.
Intersource Consulting Group provides remote compliance, FINOP, AML, cybersecurity and regulatory consulting services to broker-dealers, registered investment advisers and other financial services firms.
Our core expertise
We deliver tailored advisory solutions designed to drive performance, maximize efficiency, and foster long-term resilience. Whether you are a Broker Dealer, Investment Adviser or Private Equity Fund.
Over Ten years of driving proven results
Founded in the heart of New York and Boston, Intersource Consulting Group has served as a trusted advisor to leading firms across industries. Our multi-disciplinary team brings real-world experience, strategic foresight, and dedication to every client partnership.
Transforming potential into measurable value
We combine deep industry knowledge with innovative analysis to deliver solutions tailored to your firm's specific challenges and culture.
Ready to elevate your organization's performance?
Partner with our team of senior consultants in New York and Boston to accelerate your business goals today.
Connect with our offices
Phone: 888-584-9002
Direct
Don Pollard: 631-721-3541
Ernie Kappotis: 978-335-7015