Professional services firm solving finance and compliance challenges across industries.
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:
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.
We bridge the gap between strategy, systems and execution, so you can move faster, stay compliant, and do more with less.
On SolomonEdwards, from a family-office user
Built for Advisors / Wealth Advisors (RIA), Finance / Accounting Teams, Fund Managers.
Post-launch support included for one week; ongoing managed services available as add-on
3-4 month structured Salesforce FSC deployment