SolomonEdwards

SolomonEdwards is a national professional services firm with over 25 years of experience helping finance leaders execute critical programs across accounting, compliance, technology, and transactions. Its most relevant offering for wealth and asset management firms is the Wealth and Asset Management (WAM) Accelerator, a fixed-fee Salesforce Financial Services Cloud implementation built specifically for RIAs, broker-dealers, and insurance providers. The firm is also a Salesforce partner, with dedicated technology enablement staff who combine regulatory and financial services expertise rather than generic CRM implementation skills.

The WAM Accelerator is structured as a 3-to-4 month deployment that addresses several operational gaps common in smaller wealth management firms:

• Portfolio management integrations with Envestnet, Tamarac, Orion, and eMoney
• Automated KYC, AML, and RMD compliance workflows ahead of the 2028 BSA/AML requirements for RIAs
• Advisor workflow tools for householding, relationship management, and engagement tracking
• Email integration with Outlook and Gmail out of the box
• Add-on support for AI-driven alerts, Power BI, client portals, and ongoing managed services post-launch

Beyond the WAM Accelerator, SolomonEdwards serves PE-backed companies and corporate finance teams through its broader Office of the CFO practice, covering finance transformation, M&A lifecycle support, governance and controls, and ERP implementation. A dedicated Private Equity Services platform was launched in 2025 following the acquisition of Pencek Advisors, targeting lower to middle-market PE firms and their portfolio companies. Pricing for the WAM Accelerator is fixed-fee, but specific amounts are not disclosed publicly. Family offices seeking a long-term technology partner or software product rather than a project-based implementation firm may find the engagement model a constraint.