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Finally Fund Admin

Finally Fund Admin is an investment administration platform built by fund managers to streamline the creation, operation, and scaling of investment vehicles across venture capital, private equity, real estate, and direct company financings. Serving fund managers, syndicates, family offices, institutional LPs, and startups from pre-seed through later stages, Finally centralizes legal entity formation, investor onboarding, deal execution, banking setup, and ongoing fund operations within a private-labeled investor portal. The platform supports Single-Asset SPVs under a customizable Master Series LLC, Multi-Asset SPVs, and LP fund entities, enabling deal-by-deal or portfolio strategies with flexible management fees and carry terms. Clients benefit from built-in KYC/AML workflows, Form D and Blue Sky filings, document templates, and a dedicated Client Manager who coordinates end-to-end processes and ensures on-time execution of signatures, wires, distributions, and investor support. Comprehensive accounting spans SPVs, LP funds, GP and management entities, as well as operating companies, with tax preparation and investor K-1s seamlessly shared in the portal; services extend to corporate returns (1041, 1065, 1120, 1120-S, 990 series), personal tax filings (1040), ITIN facilitation, and transparent rate cards for bookkeeping and advisory. For companies raising capital, Finally provides digital workflows to collect commitments and funds for SAFEs, convertible notes, and preferred rounds, while value-add offerings like 409A valuation guidance and an outbound investor marketing engine help accelerate readiness and investor engagement. Transfer services make it straightforward to migrate from other administrators, with calculators to estimate costs based on capital closed, investor count, and assets per vehicle. Built sustainably with dynamic, cost-plus pricing and designed to scale as portfolios grow, Finally focuses on reliability, compliance, and client experienceso managers can focus on investing while the back office is de-risked and delivered with precision. Expansion to Canada (Jan 2026) and the Cayman Islands (2026) is planned, further extending international fund administration capabilities.

MSPSOW/ProjectsPayrolling/EORBankingInsuranceInvestment ManagementCybersecurityData ScienceIT Infrastructure

HQAustin, United States

Wexford Executive Search

Wexford Executive Search is a Spanish headhunting and recruitment consultancy dedicated to helping organizations identify and secure the right talent to elevate their teams to the next level. Operating nationally and internationally from offices in Madrid (Paseo de la Castellana, 200) and Valencia (Mart�z Cubells, 10), the firm brings more than a decade of market experience to every engagement and manages each search with sensitivity, confidentiality, and professionalism. Executive Search is the essence of its activity, with the team specializing in the appointment of experts, executives, and directors while accompanying both client and candidate throughout the process to ensure expectations are met on all sides. Beyond search, Wexford Consulting delivers integrated HR consulting projects spanning talent assessment and management, training, and reward and compensation, designed to strengthen organizational performance and support people development. The firm serves a broad range of sectors, including Finance & Insurance, Information Technologies, Human Resources, Hospitality & Tourism, Engineering & Logistics, Digital & Ecommerce, Healthcare & Life Sciences, Retail & Luxury, FMCG, and Tax & Legal, matching specialized profiles to roles in leading companies and incorporating qualified professionals into its talent pool to proactively connect them with suitable opportunities. Wexford is guided by clear valuesethics, trust, confidentiality, excellence, and passionand is committed to a rigorous, detail-oriented approach rooted in honesty, commitment, and respect for clients and candidates alike. Its mission, Nuestro compromiso, la b�ueda de la perfecciz reflects a continuous pursuit of quality and impact in every assignment. Working fluently in Spanish and English and deeply familiar with the dynamics of the Spanish labor market, Wexford builds leadership teams and critical functions for organizations across growth stages, combining sector knowledge with a hands-on, partner-led methodology to deliver reliable, long-term results for both employers and professionals.

Exec Search & Interim MgmtPermanent RecruitmentSOW/ProjectsBankingInsuranceInvestment ManagementTelecomFashion & ApparelFood & Beverage

HQMadrid, Spain

Kassen Recruitment

Kassen Recruitment is a Toronto-based boutique search firm dedicated exclusively to accounting and finance talent, trusted by employers and professionals for its focused market expertise and practical, data-driven approach. Operating from 130 Queens Quay E, Unit 1302 in downtown Toronto, the firm connects organizations with high-caliber finance professionals across permanent, contract, and executive mandates, from core roles such as Financial Reporting, FP&A, Controllership, Treasury, and Audit to specialized areas like Tax, M&A, and Corporate Development. Kassen offers three core hiring solutionsPermanent Search, Contract Consultants, and Executive Searchsupplemented by Sourcing & Market Mapping to deliver real-time talent intelligence, competitor benchmarking, and proactive pipeline building. Clients span financial services and professional services environments, including banks, insurers, investment managers, fintechs, and public accounting firms, as well as corporate finance teams in growth-focused companies seeking leaders who can scale processes, drive performance, and support strategic decision-making. Candidates benefit from a transparent, relationship-led experience that includes access to market insights and practical tools such as the 2025 Canada Finance & Accounting Salary Guide, the 2025 Guide to Careers in Tax, and resources for crafting ATS-ready resumes and navigating interviews. With an emphasis on speed without sacrificing rigor, Kassen combines targeted headhunting, structured assessment, and cultural alignment to shorten time-to-hire while improving long-term fit. The teams deep local network across the Greater Toronto Area and broader Canadian market enables rapid delivery on urgent backfills, project-based needs, and confidential leadership searches. Guided by the ethos of discovering hidden talent, Kassen Recruitment partners with clients as an extension of their brand and champions candidates through each step of the hiring journey, ensuring every engagement results in lasting impact for both sides.

Permanent RecruitmentContract StaffingExec Search & Interim MgmtBankingInsuranceInvestment ManagementAccounting (Audit, Tax)Human ResourcesTechnical Writing

HQToronto, Canada

DSS Global Inc.

Founded in 2001, DSS Global, Inc. is a Chicago-headquartered executive search firm that partners with global Fortune 100 companies and large nonprofit organizations to identify top-tier, fast-track leadership talent across corporate and field functions worldwide. Created as a faster, more flexible alternative to traditional retained search, the firm applies a repeatable, corporate strategic approach and leverages a global database of 38 million potential candidates to deliver highly qualified shortlists in 1 to 2 weeks rather than typical 4 to 6 week timelines. DSS Global embeds a Six Sigma-inspired quality discipline and guarantees satisfaction, positioning its team as executive recruitment detectives capable of locating niche talent in both metropolitan and rural markets. As Diversity & Inclusion specialists, the firm ensures multicultural, inclusive candidate slates and focuses on high achievers who contribute diverse perspectives across thought, gender, race, and ethnicity, aligning inclusion with clients core business strategies. Operating from offices in Chicago, New York, Houston, and Puerto Rico, DSS Global conducts international searches across finance, accounting, audit and tax, treasury, banking officers and investment banking, operations, facilities and real estate, corporate affairs and public relations, marketing and media production, information technology and engineering, R&D and scientific PhDs, chemists, clinical and ambulatory care, medical directors and physicians, and management consulting. The companys industry coverage spans consumer products, oil and gas, energy, healthcare, pharmaceuticals, medical devices, chemicals and specialty chemicals, heavy manufacturing, insurance, financial services and banking, technology, agriculture and scientific research, entertainment and media, aviation, and automotive. Originating as an executive search sourcing firm in Chicagos Civic Opera House and expanding its footprint over time, DSS Globals mission is to provide exceptional service so clients can focus on core operations, offering consulting and planning through to managed services where appropriate, while helping organizations make tough decisions, capitalize on market opportunities, and implement realistic action plans that achieve measurable results.

Exec Search & Interim MgmtPermanent RecruitmentSOW/ProjectsSoftware DevelopmentCybersecurityData ScienceHospital & Health Care (Nursing)PhysiciansPharmaceuticals

HQChicago, United States

Movement Search & Delivery

Movement Search & Delivery is a professional executive search and recruitment firm with a global reach and a strong U.S. footprint, headquartered in Clarkston, Michigan, with additional offices across Michigan (Grand Rapids, Royal Oak, Traverse City), Florida (Sarasota/Lakewood Ranch and Ft. Myers), Massachusetts (Boston), and South Carolina (Charleston). The firm delivers retained and contingency executive recruitment alongside staff-level direct hire, contract and contract-to-hire, and project-based recruitment services. Its specialty practices span Engineering & Manufacturing, Accounting & Finance, Human Resources, Sales & Marketing, Legal, Supply Chain/Purchasing, Information Technology, and Quality Control, enabling clients to address critical hiring needs across functions. Movements industry coverage reflects deep strength in industrial and technical markets, including Energy, Automotive, Capital Equipment, Packaging, Consumer Products, Building Supplies & Construction, Life Science & Health Care, and broader services. Known for a headhunting-first methodology, Movements teams proactively identify and recruit passive talent by combining advanced internet spidering and database tools with rigorous market mapping, cold-calling into competitors, and disciplined candidate assessment focused on both technical capability and behavioral fit. The firm emphasizes defined search plans, large-team collaboration on complex assignments, and accountability from kickoff through signed offer, a model that has earned trust to expand from an initial technical or leadership search into multi-department hiring programs. Testimonials highlight successful deliveries ranging from national law firms to Fortune 500 automotive suppliers and multinational industrial groups, as well as rapid contract solutions for on-site quality and technical programs. Whether scaling fast-growing companies or upgrading leadership benches, Movement brings a pragmatic, data-enabled approach to sourcing, vetting, and closing hard-to-find talent, helping clients accelerate hiring outcomes while reducing risk through a consistent, high-touch search process.

Exec Search & Interim MgmtPermanent RecruitmentContract StaffingAutomotiveAerospaceDefenseUtilitiesHospital & Health Care (Nursing)Physicians

HQClarkston, United States

Morgan & Banks

The provided materials and LinkedIn snippet clearly refer to Morgan Stanley, a global financial services firm founded in 1935 with approximately 81,000 employees, rather than a recruitment agency named Morgan & Banks. Morgan Stanley helps individuals, institutions, and governments raise, manage, and distribute capital through a diversified suite of businesses that include Wealth Management, Investment Banking & Capital Markets, Sales & Trading, Research, and Investment Management, alongside workplace financial solutions delivered through Morgan Stanley at Work. The firm positions clients first and is known for publishing extensive thought leadership via its Insights hub, covering market trends, personal finance, technology and disruption, sustainability, and diversity and inclusion, complemented by newsletters and podcasts such as Thoughts on the Market. Its platform spans advisory and capital-raising services, market-making, and active investment strategies across public and private markets, supported by integrated global research that informs critical client decisions. Morgan Stanley emphasizes technological innovation, relying on a worldwide team of technologists to build secure, leadingedge platforms, and it underscores a strong cultural foundation through core valuesdoing the right thing, putting clients first, leading with exceptional ideas, committing to diversity and inclusion, and giving back. The firms initiatives include Inclusive & Sustainable Ventures and the Institute for Sustainable Investing, reflecting a broad sustainability agenda across operations, governance, risk management, philanthropy, and research. For talent, Morgan Stanley offers career pathways for students, graduates, and experienced professionals, highlighting mentorship, collaboration, and inclusion, while E*TRADE from Morgan Stanley and a Financial Advisor matching tool extend access to personalized wealth solutions. No recruitment or staffing services, phone numbers, or email addresses are presented in the supplied content, and as such, staffing-related classifications and direct contact details cannot be inferred or fabricated.

BankingInsuranceInvestment ManagementIT InfrastructureTelecommunicationsCloud Computing

HQNew York, United States

The Bravedale Group

The Bravedale Group is an elite full-service executive and professional search, recruiting, and staffing partner committed to delivering a premier customer experience for employers and a high-touch, career-advancing journey for candidates. Based in Bridgewater, New Jersey, the firm focuses on building strong, responsive relationships and begins every engagement by analyzing each clients request, role requirements, and organizational context to ensure a precise understanding of needs. Its recruiters rigorously vet candidates for core competencies and behavioral attributes while also prioritizing culture compatibility and personality fit, resulting in concise, tailored shortlists that save time and maximize hiring outcomes. Bravedale serves a wide spectrum of disciplines, supporting executive and professional roles across Information Technology, Engineering, Supply Chain, Procurement, Pharmaceutical, Financial Services, Accounting, Clerical, and Energy Services. For employers, the teams process-driven, results-oriented approach emphasizes reliability, responsiveness, and measurable value, helping organizations move quickly from search to successful deployment of talent. For job seekers, Bravedale focuses on more than the initial fit, guiding professionals toward opportunities that offer ongoing growth, skill development, and long-term career advantage, complemented by practical insights on resumes and interviewing. Whether identifying senior leaders through executive search or staffing professional and clerical roles, The Bravedale Group adapts its approach to each unique mandate, consistently going the extra mile to align the best talent with the best employers. Its ability to set high expectations and reliably deliver on them underpins its reputation as a trusted, results-driven recruitment partner for complex and competitive markets.

Exec Search & Interim MgmtPermanent RecruitmentTemporary StaffingSoftware DevelopmentCybersecurityData ScienceMedical DevicesHealthcare AdministrationMental Health Care

HQBridgewater, United States

Daniel Roberts

Founded in 1968, Daniel Roberts is a Boston-based staffing agency that specializes in placing administrative, accounting and finance, and human resources professionals across permanent, temporary, and temp-to-hire engagements. Headquartered at 184 High Street, 6th Floor, Boston, Massachusetts 02110, the firm has earned a reputation as one of Bostons premier staffing partners by building long-standing relationships with employers and job seekers and delivering results that drive a remarkable referral network70% of placements come from satisfied candidates and clients. Daniel Roberts supports organizations across a broad cross-section of industries, including financial services, advertising, consulting, publishing, legal, real estate, insurance, and prestigious universities, bringing deep local market knowledge and a consultative, high-touch approach to every search. Clients rely on the firm for critical office support, finance, and HR roles such as Receptionist, Administrative Assistant, Executive Assistant, Office Manager, Legal Secretary, Sales Assistant, Marketing Assistant, Mail Room/File Clerk, Desktop Publisher, and Customer Service Representative; core accounting and finance positions including Accounts Payable and Receivable Clerk, Bookkeeper, Accounting Manager, Payroll Specialist, Staff Accountant, Controller, Assistant Controller, Fund Accountant, Credit/Collections Clerk, and Custody/Operations Analyst; and human resources talent spanning HR Assistant, Benefits Administrator, Compensation/Benefits Manager, HR Manager, Recruiter, Payroll Administrator, and HR Generalist. Whether a company needs a full-time hire, interim coverage, or an evaluation-to-hire option, the Daniel Roberts team focuses on understanding role requirements, cultural fit, and timelines to deliver vetted candidates quickly and efficiently. Job seekers benefit from access to a steady stream of opportunities via the firms job listings portal and from guidance provided by experienced recruiters who know the Boston market. With an enduring commitment to service quality and responsiveness, Daniel Roberts continues to help organizations and professionals move forwardcaptured succinctly in its promise: Depend On Us.

Permanent RecruitmentTemporary StaffingContract StaffingManagement ConsultingLegalAccounting (Audit, Tax)Investment ManagementFinTechHigher Education (Faculty, Administration)

HQBoston, United States

KIP Search

KIP Search is a boutique executive search firm purpose-built to help growth-focused organizations elevate their leadership. The firm delivers retained executive search with a sharp emphasis on alignment of skills, culture, and future potential, using proprietary leadership assessments, structured scorecards, and a tightly run, high-touch process. KIP Search connects private equity firms and their portfolio companies with proven C-suite and senior leaders while also serving law firms, family offices, and industrial and life sciences businesses. Its performance metrics reflect an execution-led model: on average, candidates are presented within three weeks, typical time to placement is six weeks, and the firm reports a 99% completion rate and 99% stick rate, with 97% of placements remaining beyond a year. Beyond search, KIP Search provides leadership development through tailored courses and executive coaching designed to strengthen decision-making, communication, and change leadership in situ. For select executives in transition, the firm offers bespoke career elevation support, including interview preparation and professional branding. To meet dynamic and project-based needs, KIP Search curates the Fractional & Vetted (FAV) Network, a rigorously screened bench of fractional and interim executives available to bridge gaps or accelerate transformation. The team intentionally limits engagements to preserve focus and quality, partnering closely with stakeholders to refine role requirements, calibrate cultural fit, and manage offers with discretion. Testimonials highlight successful CFO, finance, legal, and HR placements across medical devices, biopolymers, family offices, and Am Law firms, underscoring the firms cross-industry expertise in complex, high-impact roles. KIP Searchs valuesauthenticity, integrity, excellence, and a growth mindsetguide every search, resulting in a strategic, data-informed approach that moves fast without sacrificing rigor. Whether building out leadership teams for private equity platforms or securing pivotal functional heads for manufacturing and life sciences companies, KIP Search delivers leaders who create lasting business impact.

Exec Search & Interim MgmtPermanent RecruitmentContract StaffingBankingInsuranceInvestment ManagementAutomotiveAerospaceDefense

HQEdina, United States

The Wilton Group

Founded in 2003 and based in New Canaan, Connecticut, The Wilton Group is a boutique executive search firm dedicated to helping clients navigate the unique challenges of hiring in todays global financial markets. The team is comprised of professionals who began their careers inside leading financial institutions, bringing first-hand experience from private banking, institutional sales, marketing, and relationship management to every search. TWG specializes in high-level placements across Private Banking and Wealth Management, Asset Management and Alternative Investments, FinTech and WealthTech, and Legal and Compliance, serving global financial services firms, RIAs, Latin American private banks, hedge funds, funds of funds, private equity and venture capital firms, and single- and multi-family offices. Known for a high-quality, low-volume model, the firm runs a limited number of mandates, sources exclusively through personal networks and referrals, and never posts jobs, enabling a discreet and highly curated process that typically presents an average of five candidates per search and has delivered more than 500 completed searches. The firm supports clients through every stage of the lifecyclefrom scoping and cultural-fit calibration to rigorous screening, interviews, and negotiationensuring only the most qualified candidates are submitted for consideration. TWGs functional coverage spans C-suite leadership, portfolio and investment management, relationship management, business development and marketing, operations and administration, and legal and compliance, including General Counsel and Chief Compliance Officer roles. With deep expertise in the U.S. and Latin American private banking markets, strengthened through longstanding relationships in Miami and across the region, the firm is also a trusted partner to mission-oriented fintechs focused on democratizing finance for underrepresented communities. Diversity is central to the firms ethos, and more than half of historical placements have been women. Led by Founder and Managing Partner Joshua Crandall, and senior leaders with backgrounds at institutions such as BlackRock, Citi, J.P. Morgan, and HSBC, The Wilton Group brings unparalleled market insight, responsiveness, and discretion to each engagement.

Exec Search & Interim MgmtPermanent RecruitmentSOW/ProjectsBankingInsuranceInvestment ManagementIT InfrastructureTelecommunicationsCloud Computing

HQNew York, United States

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