Adeptyx Consulting is a business and technology consulting firm serving the world’s leading investment management organizations. For more than 15 years, we’ve helped asset and wealth managers address their most complex challenges, design scalable solutions, and achieve meaningful business outcomes.
Our firm brings decades of experience in investment management, technology strategy, and large-scale transformation. Adeptyx has partnered with industry leaders including Vanguard, Edward Jones, Morningstar, Manulife, Bridgewater, William Blair, the State of Wisconsin Investment Board, Fisher Investments, and others. The investment management industry is undergoing rapid change — with expanding assets under management, advancing technologies, and increasingly complex investment products redefining the landscape. These shifts demand new ways of thinking and executing.
Adeptyx helps clients stay ahead by focusing on what matters most:
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Unstructured Problem Solving: Tackling operational and technology challenges where no playbook exists.
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Scalable Solutions: Designing and implementing platforms that grow with your business.
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Tax-Efficient Capabilities: Enabling portfolio strategies that optimize after-tax outcomes at scale.
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Complex Investment Products: Building data and technology architectures purpose-built for alts, options, uma/sma, PM optimizations and more.
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End-to-End Investment Management Technology: Integrating vendor solutions seamlessly across the front, middle, and back office.
What sets Adeptyx apart is the depth of our expertise and the pragmatism of our approach. Every consultant brings a rare blend of investment management lifecycle knowledge and technical acumen — along with a proven record of working side by side with clients to deliver measurable results. We don’t just know what works — we know why it works. And we help our clients apply that insight to build lasting advantage in an industry that never stands still.
