Building Tomorrow's Financial Success,Today!
Empowering FinTechs and Financial Services Firms to Sustainable Growth!
At B Squared Partners, we empower fintechs and financial services firms to thrive in today's dynamic marketplace.
Values
At B Squared Partners, our mission is to empower fintech companies and financial services firms to thrive in an ever-evolving marketplace. Through tailored solutions, deep industry expertise, and a relentless commitment to our clients' success, we strive to drive growth, efficiency, and innovation, ensuring our clients are equipped to navigate and excel in today's dynamic landscape.
We embrace creativity and forward-thinking to drive continuous improvement and deliver cutting-edge solutions that anticipate and exceed the evolving needs of our clients and the industry. Together, these values define who we are and how we operate, empowering us to make a positive impact on the success and growth of fintech companies and financial services firms worldwide
Challenges Facing Fintechs & Financial Services in the ever evolving Landscape
- Fintechs face financial constraints post-development, hindering team establishment.
- B Squared Partners offers cost-effective industry expertise, accelerating Fintech growth.
- Leveraging extensive experience, we provide credibility and access to investment sources.
- We empower Fintech's to overcome hurdles and thrive in financial services.
Expertise & Specialization
B Squared Partners is a leading professional services firm specializing in assisting both fintech companies and financial services firms. Our tailored services cater to the specific needs of our clients, offering a range of solutions aimed at driving growth, efficiency, and success.
For Fintechs, we provide comprehensive outsourced sales programs designed to maximize their market reach and revenue potential. Leveraging our extensive experience and expertise in working with financial services firms, we offer a dedicated team of sales professionals equipped with the insights and connections necessary to navigate this complex industry landscape. Whether it's opening new doors, forging strategic partnerships, or securing crucial deals, our seasoned sales team is committed to delivering results that exceed expectations.
For Financial Services Firms, we offer a meticulously selected portfolio of innovative companies that play crucial roles in comprehensive wealth management strategies. Think of us as a small supermarket of pioneering fintech businesses, where financial services firms can discover cutting-edge products and services to assist them in staying current, creative, and competitive.
Expertise & Specialization
We offer fractional executive services in key roles such as Chief Operating Officer (COO) and Chief Marketing Officer (CMO). Our fractional executive model allows clients to access top-tier talent on a flexible basis, providing fintechs and financial services firms alike with the strategic leadership and expertise needed to drive their business forward without the commitment of a full-time hire. At B Squared Partners, we pride ourselves on delivering exceptional value and outcomes for our clients. By combining deep industry knowledge with a client-centric approach, we empower fintechs and financial services firms alike to achieve their goals and thrive in today's competitive marketplace.
About Us
Patrick G. Burke
With over 35 years in the financial services industry, my multicultural background and global upbringing have shaped my unique perspective. From Paris to London to New York, I've cultivated a deep understanding of diverse cultures and traditions, complemented by extensive experience in financial services. Throughout much of my career, I've been dedicated to serving RIAs and broker-dealers, navigating industry changes and evolving client needs. What sets me apart is my proactive approach, unwavering commitment, and strong leadership capabilities, driving initiatives forward and delivering tangible results. On a personal level, I'm a big soccer fan with my support of Manchester United and Watford. I'm also a proud father of 2 daughters. I bring a multifaceted approach and cultural insights to every endeavor, excited to continue making meaningful contributions to the industry.
About Us
Sebastian J. Burtone
With over 30 years of experience in the financial services industry, I am a seasoned professional renowned for my strategic leadership, innovative mindset, and extensive expertise. Throughout my career, I have held pivotal roles including COO of a fintech firm, Senior Director of Strategic Partnerships at a leading digital clearing firm, and Business Development focusing on RIA’s/IBD’s. I have successfully expanded market reach and fostered key relationships with Fortune 500 clients, driving growth and creating value through strategic partnerships and acquisitions. A trailblazer in technological advancements, I have led global technology teams in implementing cutting-edge solutions, ensuring organizations stay ahead of industry trends. My active involvement in shaping the industry's future through committee participation and thought leadership reflects my passion for continuous improvement and staying at the forefront of industry developments
Services
- Outsource Sales Organization
- Fractional C-Suite
- Marketing Solutions
- Operations Support
- Compliance Solutions
- Business Consulting
- Technology Transformation
- M&A
- RFP Solutions
Services Description
Outsource Sales Organization
An outsourced sales organization to manage various sales functions providing expertise, scalability, and cost-effectiveness in driving revenue growth.
Fractional C-Suite
Fractional C-Suite expertise offers businesses access to high-level executive leadership on a part-time or as-needed basis, providing strategic guidance and operational support without the full-time commitment
Marketing Solutions
Outsourced marketing solutions provide businesses with external expertise and resources to effectively manage and execute marketing strategies, campaigns, and initiatives.
Operational Support
Financial services outsourced operational support offers businesses specialized assistance in managing day-to-day operational tasks, ensuring efficiency, compliance, and scalability in their financial operations.
Compliance Solutions
Compliance solutions for financial services provide comprehensive regulatory guidance and risk management strategies to ensure adherence to industry regulations and standards.
Business Consulting
Business consulting for financial services offers tailored strategic advice and solutions to optimize operations, drive growth, and navigate industry challenges within the financial sector.
Technology Transformation
Technology transformation within financial services involves leveraging innovative solutions to modernize infrastructure, enhance operational efficiency, and improve customer experiences in the digital era.
RFP Solutions
RFP solutions streamline the request for proposal process, facilitating efficient vendor selection through automated management, customization, and evaluation of proposals.