ABOUT US

Leverage is the leading provider of marketing and communications services for innovative financial companies throughout the globe. We have a firm foundation and decades of experience in both traditional and innovative financial services solutions across multiple asset classes, from growth-stage to Fortune 500 firms. We not only understand our clients businesses but are able to impact their bottom lines through insights and intelligence.

The firm’s founder, partners and senior staff come from leading financial services and technology firms, representing a wide range of distribution channels and asset classes, including hedge funds, private equity, real estate and mutual funds on the finance side and from startups to Fortune 500 companies on the technology side.  We have nearly 70 years of combined experience reaching a variety of investors (retail, financial advisors and institutional) through traditional and cutting-edge platforms, such as peer-to-peer (P2P) lending and Regulation D/investment crowdfunding.

Leverage is a world-recognized expert on JOBS Act financial regulations.  Our clients range from traditional financial services and technology companies and world class organizations to some of the most innovative financial companies in the world, launching Regulation D and crowdfunding platforms, peer-to-peer, social chatter hedge funds, banking software, investment marketing software, real estate hedge funds, health care investment banks, investment associations, innovative financial conferences and many other financial technology firms. Our experience and domain expertise gives us a solid foundation, while our passion and drive give us an ambition to continuously strive towards results that impact our clients’ bottom line.  Leverage is the intersection of finance and tech. 

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