Toronto-based boutique firm promises flexible, on-demand strategy and advisory services for wealth and fintech firms
Epok Advice launched today as a boutique consulting firm founded by Kendra Thompson.
The Toronto-based firm promises to offer strategy and executive advisory support to wealth management, investment management, Fintech, and private equity firms, particularly those investing in fintech. Their services are designed to be flexible and on-demand.
With 25 years of experience in the wealth management and management consulting sectors, Thompson has worked with large global firms, focusing on the future of investing.
Recognizing the need for tailored consulting, she observed that many boards and leadership teams require specialized guidance beyond generic approaches.
Epok Advice promises to meet this demand by offering advisory services aimed at helping clients navigate an increasingly technology-driven market.
According to Kendra Thompson, the firm observed a gap in the market for flexible, tailored support in strategy and transformation, particularly for wealth management firms, wealthtech companies, and private equity firms heavily invested in fintech.
She stated that Epok Advice’s objective is to provide expert advice, fractional executive leadership, and hands-on facilitation, so clients can quickly adapt, seize opportunities, and optimize investments.
According to the firm, their consulting services include strategic growth planning, board and executive team facilitation, leadership team guidance, strategy design, operational transformation, process improvement, and digital solutions to enhance client experience.
By helping organizations align strategies with market opportunities, Epok Advice serves as a facilitator to keep leadership informed on emerging trends and technologies.
