Leading Financial Services Companies Trust Us to Deliver

Patpatia & Associates has been retained by leading firms in the financial services industry to provide strategic planning and implement new and reshaped financial services and products. We primarily work with financial services firms throughout the Americas, Europe, and Asia.

Our clients benefit directly from our strategic outlook and comprehensive knowledge of domestic and international markets and from the long-term relationships we have developed with vendors and consultants who assist in delivering on the solutions we shape.

Among our clients are preeminent firms in the financial services industry. We are proud to have worked with the following companies and have had long-term and repeat engagements with many of them.

Representative Client List

UBS Financial Services
Wells Fargo
Metropolitan Life Insurance Company
TD Ameritrade
The Capital Group
Ameriprise Financial
Prudential Financial
The Dreyfus Corporation
New York Life Insurance Company
AIG Advisor Group
Fidelity Investments
John Hancock
Allstate
Royal Bank of Canada
The Guardian Life Insurance Company
Allianz Life
Nationwide Financial
McGraw-Hill/ Standard & Poor's
BNP Paribas Investment Partners
ING Investment Management
Manulife Financial
Payden & Rygel
American Equity Investment Life
Broadridge
American Century Investments
Charles Schwab & Co.
Lincoln Financial Group
Brandes Investment Partners

Please see our case studies for further details on representative Patpatia & Associates' engagements.