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 is a premier outsourced CFO advisory firm specializing in providing financial leadership and strategic guidance to services and technology companies. We help businesses navigate complex financial challenges, optimize cash flow, improve profitability, and scale efficiently with expert financial oversight.

Our services go beyond traditional accounting—we act as a strategic partner, offering financial planning and analysis, budgeting and forecasting, capital management, and performance optimization. Whether you're a growing startup or an established enterprise, we provide tailored CFO solutions that drive informed decision-making and long-term success.

With deep expertise in the services and technology sectors, we understand the unique financial dynamics these industries face. We assist in optimizing pricing models, managing recurring revenue, improving financial reporting, streamlining operations, and preparing for fundraising or M&A opportunities.

At 168 Dash, we provide the financial clarity and strategic direction needed to turn business goals into reality. Whether you need interim CFO support, outsourced bookkeeping, ongoing financial leadership, or advisory on scaling your operations, we deliver the expertise to help your company thrive.