About Us
168 Dash is a trusted advisory firm specializing in focused Wealth Management and Asset Management consulting, as well as outsourced CFO services across an array of business services and technology firms. We partner with our clients to optimize the return on their investments and optimize the outcomes for their clients.
Wealth Management and Asset Management Advisory Services
168 Dash specializes in defining and executing transformative strategies in the Wealth Management and Asset Management industries. We help firms navigate an evolving landscape by crafting actionable strategies that drive growth, efficiency, and competitive differentiation.
Our expertise extends beyond strategy development—we design and implement comprehensive operating models, optimize organizational structures, and streamline processes to enhance operational effectiveness. By leveraging data-driven insights, we develop dashboards and key performance indicators (KPIs) that enable informed decision-making and performance tracking.
Technology plays a critical role in modern wealth and asset management, and we guide firms in selecting and implementing the right solutions to enhance client experiences, improve efficiency, and ensure scalability. Our approach to client segmentation allows firms to tailor their offerings, while our product development expertise helps expand market opportunities.
At 168 Dash, we are committed to helping firms unlock their full potential by aligning strategy, technology, and operations for sustained success. Whether you're looking to refine your business model, optimize processes, or launch innovative financial products, we bring the expertise and execution capabilities to drive results.
Office of the CFO Advisory Services
168 Dash provides strategic, on-demand financial leadership to small and mid-sized businesses that need CFO-level insight without the cost or commitment of a full-time hire. We empower business owners and leadership teams with financial clarity, helping them scale, raise capital, and improve profitability through data-driven decisions. We provide the financial clarity and strategic direction along with the accountable execution needed to turn business goals and objectives into reality.
Mission Statement: To deliver high-impact financial strategy and operational excellence that drives sustainable growth and value creation for founder-led and growth-stage companies.
Vision Statement: To become the premier partner for outsourced CFO services, enabling businesses to grow and scale with confidence through accessible, expert financial leadership, analysis and execution.
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