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.
Meet The Team
President
Richard Tweed
Richard is a seasoned leader with extensive experience in the investment management sector. Currently serving as the President of Adeptyx, his primary focus lies in steering our dedicated team toward delivering unparalleled services and innovative solutions to our clients. Richard places paramount importance on nurturing robust customer relationships, recognizing the significance of our clients and their clientele.
Richard has led cross functional teams in the creation of inventive solutions for global enterprises. His expertise encompasses Portfolio Optimization, Order Management, Currency & Cash Management, Data Modeling, and Project & Program Management. Richard adeptly engages with international project stakeholders, team members, and third-party vendors.
Grounded in a rich background of business analysis and process design, Richard boasts a proven track record of successfully delivering business-critical applications. This achievement is attributed to his meticulous approach, involving requirement workshops, task and workflow reviews, process redesign, risk assessment, and fostering effective collaboration. Richard's ultimate goal is to empower clients in achieving their business objectives.
Beyond the realm of professional commitments, Richard finds joy in spending quality time with his family in St. Louis. His diverse interests include motor racing, scuba diving, traveling, and indulging in the art of pyrotechnics.
Partner
Runar Andersen
Runar is a highly motivated Adeptyx Partner who brings decades of best practices and systems experience to his Investment Management and Wealth Management engagements. Runar is known to form close relationships and build trust with project stakeholders from all levels within the client organizations. He is highly organized, detail oriented, and hands-on, and has a record of skillfully leading complex projects through to completion.
Runar is an accomplished and tested consultant with skills in project management, business process analysis and improvement, system selection, implementation, integration, testing and investment systems architecture. Runar has provided leadership and practical direction on system implementations for portfolio management, trade order management, risk management, portfolio/account optimization, data management, compliance, performance measurement, and accounting.
Runar resides in Eden Prairie, Minnesota with his wife Sandy and son Kai (16). His hobbies include skiing, travelling, dining out, craft cocktails, and golfing.
Principal
Rich Hanson
Rich is a passionate implementation leader in the Investment Management industry. With his 30+ years of experience, Rich has deep experience leading large cross functional US and Global teams on a wide array of strategic initiatives including systems implementations, mergers and acquisitions, cyber security readiness, vendor and outsourcing governance, data management, process re-engineering, and numerous other projects.
Rich strives to deliver value using an approach that is proactive, flexible, and inclusive, resulting in high levels of client and staff satisfaction. Some recent project successes include managing the implementation of Charles River Development, IHS Markit, Eagle Star/PACE, Vestmark, Revport billing system, UCITS Fund Mergers, Cyber Security Readiness Assessment, and several Investment Manager acquisitions.
Specializations: Project/Program Management, Strategic Assessment, RFI/RFP execution, systems implementations, Account Master development, and Buy-side Operations and Technology
Founder
Ari Fuad
Ari has more than twenty five years of management and financial systems project and operational experience. His background includes strategic business and technology planning, portfolio management and trading systems implementation, operational design and redesign, and compliance and risk management.
Ari is particularly effective at tackling complex, unstructured problems in these areas. He has managed large and complex multi-year projects leading more than twenty team members in the delivery of technology and operational solutions to multi-national organizations with hundreds of business users.
Partner, Head of Business Development
Lars Ranger
Lars is responsible for increasing revenue while maintaining profitability through effective client acquisition, relationship and retention, and strategic partnerships and diversifying and growing revenue streams as well as building high performing teams that enable Adeptyx to exceed expectations.
A business development, partnership, and marketing leader, who possesses a strategic, creative, collaborative, and growth mindset that helps companies generate long-term revenue and business relationships. He is a visionary in the programs that he leads, and he sparks ideas and enables people to flourish. And over the past 19 years, Lars has established business relationships with some of the world’s leading and most innovative brands.
Lars lives with his wife, Michele Ranger, in Edina, Minnesota. They have two kids, Nolan (18) who plays tennis at Penn State and Elle Ranger (15) who also enjoys tennis. Away from business, Lars enjoys experiencing new destinations with his family and a competitive game of golf, tennis, paddle, and pickleball.
Senior Consultant
Chris Essex
Chris is a highly skilled Data Architect/Engineer with expertise in Financial Services. He has over 30+ years of deep experience woking for a wide variety of firms from startups to large bulge brackets banks to proprietary trading to asset management firms. Common to all of these firms is the need to take advantage of all of their data assets. Chris excels in designing, modeling, architecting and engineering financial data solutions that enable firms to optimize their data resources for enhanced business value.
Even though Chris has "seen a lot" with financial data systems and is rarely surprised with data issues, he is easy going, collaborative and works well with teams or as an individual contributor. Having served in various roles from database administrator to developer to engineer to architect to manager, Chris has a wide range of experiences in the data space and strives to provide leadership using pragmatic but effective approaches to solving client data management challenges on time and within budget.
Chris resides in the Chicago area with his wife and two sons and enjoys traveling, spending time with family and serving as chief infrastructure engineer at his local church
Senior Consultant
Chris Smith
Chris is a highly experienced consultant with 25 years of sell-side expertise, specializing in financial services, global deployments, strategy, and M&A. He is a proven leader with a deep understanding of global equities, cross-functional trading system lifecycles, technologies, operations, compliance, and regulatory reporting. Known for his thought leadership, Chris drives transformative change and consistently delivers impactful results across multiple business lines.
With an extensive background in integrating Order Management Systems (OMS) across Equities, Options, and Convertible Bonds, Chris has successfully leveraged both third-party and proprietary systems. He is particularly skilled in merging technologies during M&A transactions, ensuring a seamless integration that accelerates organizational growth. His analytical acumen, strategic insight, and ability to communicate effectively at all levels have made him a trusted leader in guiding teams toward successful outcomes.
Outside of work, Chris resides in Excelsior, MN, with his wife Kristin, their son Evan, and daughter Elise. He enjoys staying active through CrossFit competitions, supporting his children's sports, and spending time with his Westie, Milton. Chris is passionate about travel, cooking, and exploring the outdoors.
Senior Consultant
Gint Rimas
Gint is a senior quantitative consultant with over 20 years of experience at the intersection of technology, investment management, and workflow automation. He specializes in building and scaling tax-aware transition and overlay solutions, helping asset and wealth managers deliver personalized, multi-account portfolios efficiently at scale.
He has led the design and implementation of portfolio optimization frameworks, ESG and factor overlays, and risk integrations for institutional and wealth clients. With deep expertise in optimizers (Axioma), data engineering (Python, SQL), and process automation, he partners seamlessly with trading, operations, and product teams to deliver scalable, auditable, and tax-efficient portfolio transitions that balance cost, risk, and personalization.
Gint holds a B.A. in Economics from Boston College and an MBA from NYU Stern, where he served as an Economics Teaching Fellow. A Chicago native, he now divides his time between New York and Manizales, Colombia. He enjoys running, travelling with his family, and collecting world currencies. He is fluent in English and Spanish and brings a global perspective to every client engagement.
Senior Consultant
Peter Sealy
Peter is an accomplished Senior Program Manager and management consultant with over 20 years of experience leading cross-functional teams across the global financial services industry. Known for embracing innovative solutions and a results-driven leadership style, Peter is adept at guiding technology transformations and motivating teams to exceed objectives, delivering complex projects on time and within budget constraints.
Peter specializes in project delivery, problem resolution, and applying Agile Scrum methodologies to foster transparency and drive continuous improvement. His expertise spans program and project management, software engineering, vendor management, team training, and reengineering large-scale systems to enhance performance.
Peter is recognized for his innovative thought leadership, proactive approach, and ability to navigate complex technical and operational challenges—all while fostering high-performing, collaborative teams that achieve business-critical goals.
Consultant
James Harris
James is a seasoned professional with a career focused in the FinTech sector specializing in technology-driven solutions for Alternative Investments. Prior to joining Adeptyx, James was an early member of iCapital, where he contributed to the company’s rapid growth and global expansion. He brings extensive experience in leveraging technology to optimize investment platforms, enhance operational efficiency, and drive strategic initiatives across the financial services landscape.
James also has deep expertise in Agile development workflows and database architecture enabling him to translate complex business requirements into scalable, efficient technology solutions. His background includes leading cross-functional teams through project lifecycles, ensuring alignment between engineering, operations, and client objectives to deliver measurable outcomes.
Based in San Diego, California, James enjoys spending time outdoors with his wife and two children. His hobbies include backpacking, surfing, and swimming — pursuits that reflect his love of challenge and exploration both in and outside of work.