Growth for firms that won't cut corners to get it.
Growth for firms that won't cut corners to get it.
Growth for firms that won't cut corners to get it.
We figure out what's holding you back. Then we fix it.
We figure out what's holding you back. Then we fix it.
We Find What's Holding You Back.
Then We Fix It.
You've built real expertise, real client relationships, and real results…but growth hasn't kept pace. We find the gaps, build the system, and run it - inside your requirements, not around them.
You've built real expertise, real client relationships, and real results…but growth hasn't kept pace. We find the gaps, build the system, and run it - inside your requirements, not around them.
You've built real expertise, real client relationships, and real results…but growth hasn't kept pace. We find the gaps, build the system, and run it - inside your requirements, not around them.
"We recieved 28-accreddited investor introductions within 30-days." James L. - Managing Director (Alt Fund)
"We recieved 28-accreddited investor introductions within 30-days." James L. - Managing Director (Alt Fund)
"We recieved 28-accreddited investor introductions within 30-days." James L. - Managing Director (Alt Fund)
Growth systems for 100+ companies:
Growth systems for 100+ companies:
"CGA brought a phenomenal team to the table. Their operational process is ahead of its time and their tech is mind blowing. Worth every penny - and then some!"
Josh Suhr - QOF & REIC Manager
You already know
something isn't working.
SEO, referrals, ads, webinars, ebooks…it's like they all just stopped working. Every quarter without a better system is another quarter where firms with
worse service and better visibility have your conversations. And the agencies you've tried didn't understand what's at stake when a message goes out under your name.
You don't need more tactics.
You need someone who sees the whole picture.
You already know
something isn't working.
SEO, referrals, ads, webinars, ebooks…it's like they all just stopped working. Every quarter without a better system is another quarter where firms with
worse service and better visibility have your conversations. And the agencies you've tried didn't understand what's at stake when a message goes out under your name.
You don't need more tactics.
You need someone who sees the whole picture.
You already know
something isn't working.
SEO, referrals, ads, webinars, ebooks…it's like they all just stopped working. Every quarter without a better system is another quarter where firms with
worse service and better visibility have your conversations. And the agencies you've tried didn't understand what's at stake when a message goes out under your name.
You don't need more tactics.
You need someone who sees the whole picture.
m+
m+
Defensible pipeline growth
k+
Direct client connections
+
+
Over-engineered funnels delivered
min
To assess our fit on a call
"I have witnessed these systems being developed, iterated, and constantly being improved. The results are incredible (high percentage of investors connecting and engaging in conversations). CGA is a game changer in the AI-based acquisition and funneling process."
Jan von Rosenstiel - Former Head of Marketing (Bosch Building Technology - China)
Three steps to less complexity - on your side.
1 - Diagnose
We take an honest look at your growth. Where opportunities are, where they're leaking, and what's blocking qualified conversations.
2 - Build
We design & develop a growth system around your firm, your market, and your compliance environment. Not a template. Not a campaign.
3 - Run
We operate it daily. Qualified conversations show up on your calendar (with sourcing & attribution). Your people stay focused on clients.
Don't take our word for it.
“They brought a phenomenal team to the table. Their operational process is ahead of its time and their tech is mind blowing. Worth every penny - and then some!”
Josh Suhr
QOF & REIC Manager
“I have witnessed their processes being developed, iterated, and constantly being improved. The results are incredible (high percentage of investors connecting and engaging in conversations). This team is a gamechanger in the acquisition and funneling process of clients. ”
Jan von Rosenstiel
Former Head of Marketing - BOSCH
"We recieved 28 accredited investor introductions in the first 30-days."
Managing Director
Alt Fund
“CGA gave me back 10-hours per week to spend with my girls, instead of chasing money - priceless!”
Luis Y.
Next-Gen Principal
“They brought a phenomenal team to the table. Their operational process is ahead of its time and their tech is mind blowing. Worth every penny - and then some!”
Josh Suhr
QOF & REIC Manager
“I have witnessed their processes being developed, iterated, and constantly being improved. The results are incredible (high percentage of investors connecting and engaging in conversations). This team is a gamechanger in the acquisition and funneling process of clients. ”
Jan von Rosenstiel
Former Head of Marketing - BOSCH
"We recieved 28 accredited investor introductions in the first 30-days."
Managing Director
Alt Fund
“CGA gave me back 10-hours per week to spend with my girls, instead of chasing money - priceless!”
Luis Y.
Next-Gen Principal
“They brought a phenomenal team to the table. Their operational process is ahead of its time and their tech is mind blowing. Worth every penny - and then some!”
Josh Suhr
QOF & REIC Manager
“I have witnessed their processes being developed, iterated, and constantly being improved. The results are incredible (high percentage of investors connecting and engaging in conversations). This team is a gamechanger in the acquisition and funneling process of clients. ”
Jan von Rosenstiel
Former Head of Marketing - BOSCH
"We recieved 28 accredited investor introductions in the first 30-days."
Managing Director
Alt Fund
“CGA gave me back 10-hours per week to spend with my girls, instead of chasing money - priceless!”
Luis Y.
Next-Gen Principal
“They brought a phenomenal team to the table. Their operational process is ahead of its time and their tech is mind blowing. Worth every penny - and then some!”
Josh Suhr
QOF & REIC Manager
“I have witnessed their processes being developed, iterated, and constantly being improved. The results are incredible (high percentage of investors connecting and engaging in conversations). This team is a gamechanger in the acquisition and funneling process of clients. ”
Jan von Rosenstiel
Former Head of Marketing - BOSCH
"We recieved 28 accredited investor introductions in the first 30-days."
Managing Director
Alt Fund
“CGA gave me back 10-hours per week to spend with my girls, instead of chasing money - priceless!”
Luis Y.
Next-Gen Principal
“They brought a phenomenal team to the table. Their operational process is ahead of its time and their tech is mind blowing. Worth every penny - and then some!”
Josh Suhr
QOF & REIC Manager
“I have witnessed their processes being developed, iterated, and constantly being improved. The results are incredible (high percentage of investors connecting and engaging in conversations). This team is a gamechanger in the acquisition and funneling process of clients. ”
Jan von Rosenstiel
Former Head of Marketing - BOSCH
“They brought a phenomenal team to the table. Their operational process is ahead of its time and their tech is mind blowing. Worth every penny - and then some!”
Josh Suhr
QOF & REIC Manager
“I have witnessed their processes being developed, iterated, and constantly being improved. The results are incredible (high percentage of investors connecting and engaging in conversations). This team is a gamechanger in the acquisition and funneling process of clients. ”
Jan von Rosenstiel
Former Head of Marketing - BOSCH
“They brought a phenomenal team to the table. Their operational process is ahead of its time and their tech is mind blowing. Worth every penny - and then some!”
Josh Suhr
QOF & REIC Manager
“I have witnessed their processes being developed, iterated, and constantly being improved. The results are incredible (high percentage of investors connecting and engaging in conversations). This team is a gamechanger in the acquisition and funneling process of clients. ”
Jan von Rosenstiel
Former Head of Marketing - BOSCH
“They brought a phenomenal team to the table. Their operational process is ahead of its time and their tech is mind blowing. Worth every penny - and then some!”
Josh Suhr
QOF & REIC Manager
“I have witnessed their processes being developed, iterated, and constantly being improved. The results are incredible (high percentage of investors connecting and engaging in conversations). This team is a gamechanger in the acquisition and funneling process of clients. ”
Jan von Rosenstiel
Former Head of Marketing - BOSCH
“They brought a phenomenal team to the table. Their operational process is ahead of its time and their tech is mind blowing. Worth every penny - and then some!”
Josh Suhr
QOF & REIC Manager
“I have witnessed their processes being developed, iterated, and constantly being improved. The results are incredible (high percentage of investors connecting and engaging in conversations). This team is a gamechanger in the acquisition and funneling process of clients. ”
Jan von Rosenstiel
Former Head of Marketing - BOSCH
“They brought a phenomenal team to the table. Their operational process is ahead of its time and their tech is mind blowing. Worth every penny - and then some!”
Josh Suhr
QOF & REIC Manager
“I have witnessed their processes being developed, iterated, and constantly being improved. The results are incredible (high percentage of investors connecting and engaging in conversations). This team is a gamechanger in the acquisition and funneling process of clients. ”
Jan von Rosenstiel
Former Head of Marketing - BOSCH
“They brought a phenomenal team to the table. Their operational process is ahead of its time and their tech is mind blowing. Worth every penny - and then some!”
Josh Suhr
QOF & REIC Manager
“I have witnessed their processes being developed, iterated, and constantly being improved. The results are incredible (high percentage of investors connecting and engaging in conversations). This team is a gamechanger in the acquisition and funneling process of clients. ”
Jan von Rosenstiel
Former Head of Marketing - BOSCH
“They brought a phenomenal team to the table. Their operational process is ahead of its time and their tech is mind blowing. Worth every penny - and then some!”
Josh Suhr
QOF & REIC Manager
“I have witnessed their processes being developed, iterated, and constantly being improved. The results are incredible (high percentage of investors connecting and engaging in conversations). This team is a gamechanger in the acquisition and funneling process of clients. ”
Jan von Rosenstiel
Former Head of Marketing - BOSCH
“They brought a phenomenal team to the table. Their operational process is ahead of its time and their tech is mind blowing. Worth every penny - and then some!”
Josh Suhr
QOF & REIC Manager
“I have witnessed their processes being developed, iterated, and constantly being improved. The results are incredible (high percentage of investors connecting and engaging in conversations). This team is a gamechanger in the acquisition and funneling process of clients. ”
Jan von Rosenstiel
Former Head of Marketing - BOSCH
“They brought a phenomenal team to the table. Their operational process is ahead of its time and their tech is mind blowing. Worth every penny - and then some!”
Josh Suhr
QOF & REIC Manager
“I have witnessed their processes being developed, iterated, and constantly being improved. The results are incredible (high percentage of investors connecting and engaging in conversations). This team is a gamechanger in the acquisition and funneling process of clients. ”
Jan von Rosenstiel
Former Head of Marketing - BOSCH
“They brought a phenomenal team to the table. Their operational process is ahead of its time and their tech is mind blowing. Worth every penny - and then some!”
Josh Suhr
QOF & REIC Manager
“I have witnessed their processes being developed, iterated, and constantly being improved. The results are incredible (high percentage of investors connecting and engaging in conversations). This team is a gamechanger in the acquisition and funneling process of clients. ”
Jan von Rosenstiel
Former Head of Marketing - BOSCH
“They brought a phenomenal team to the table. Their operational process is ahead of its time and their tech is mind blowing. Worth every penny - and then some!”
Josh Suhr
QOF & REIC Manager
“I have witnessed their processes being developed, iterated, and constantly being improved. The results are incredible (high percentage of investors connecting and engaging in conversations). This team is a gamechanger in the acquisition and funneling process of clients. ”
Jan von Rosenstiel
Former Head of Marketing - BOSCH
Wealth-tech, data architecture, and digital communication strategy expertise.
Wealth-tech, data architecture, and digital communication strategy expertise.
Wealth-tech, data architecture, and digital communication strategy expertise. With a focus on RPA/ML/AI since 2012.
20+ Years
20+ Years
We connect you with the people no one else can find, using systems no one else can build.
We connect you with the people no one else can find, using systems no one else can build.
“CGA gave me back 10-hours per week to spend with my girls, instead of chasing money - priceless!”
“CGA gave me back 10-hours per week to spend with my girls, instead of chasing money - priceless!”
Luis Y. - Next-Gen Principal
Compliant growth can feel complex.
Whether you're leading a BD or RIA, an emerging alts fund, or oversee a highly-regulated team, it's normal to have questions before committing to a new approach.
This section is here to clarify what we do, how we do it, and whether it fits your goals - to help inform your decision.
What types of firms do you serve?
We specialize in regulated financial services. That includes RIAs, Broker-Dealers, Multi-Family Offices, Fund Managers, Private Equity GPs, Legacy Law Firms, and Fund Admins navigating FINRA, SEC, or internal oversight. If compliance matters, we’re probably your people.
What problems do you actually solve?
What’s the difference between the Audit, Sprint, Retainer, and Engine?
Are your services SEC/FINRA compliant?
Can we use our existing CRM and tools?
What if we’re just getting started?
How soon can you start?
Who is on your team?
How do you price?
Do you work with founders and startups?
135k+
Client Connections