SSG
SpecialSituationsGroup

About SSG

We have been founders, not just employees. We take ownership of outcomes — and that means we will talk you out of a needlessly complex approach before we let you overpay for one. No overengineering, no gold-plating. The right solution at the right scale — it has to generate measurable ROI to justify the engagement.

Why the name

What is a special situation?

In finance, a “special situation” is the deal everyone else passes on — the otherwise-impossible deadline, the initiative that requires deep domain expertise and conviction to execute. That's where we come in.

We work best when the stakes are high and the decision maker is in the room. No layers of middle management, no committee approvals that drag for weeks. Bold leadership paired with mature, elite engineering talent that understands the problem — that's what turns an impossible timeline into a shipped product.

We understand that regulatory deadlines and market opportunities define the real timeline — not a project plan. Our principals come from the intersection of institutional finance and venture-backed startups — we have built trading systems, compliance platforms, and client portals for firms ranging from boutique RIAs to institutional broker-dealers. We know the difference between a deadline that is aggressive and one that is existential, and we staff accordingly.

Our principles

What makes us different

SOC 2 Type II Certified

Measured on results

We don't do time and materials. We prefer results-based pricing where we have skin in the game — because if we're not willing to bet on our own work, why should you? Few consultancies operate this way. We think more should.

Skin in the game

We have been on the equity side of the table — we understand what it means when capital is at risk. That urgency is not performative; it is operational DNA. Our engagement model is built around accountability, not billable hours.

Precision where it counts

In regulated financial services, close enough isn't enough. We engineer compliance systems, portfolio platforms, and data infrastructure to the exact tolerances your operations demand — because we've been on the other side of an audit.

Discretion

Our clients trust us with their most sensitive systems, data, and strategic initiatives. We operate with the same confidentiality standards as the RIA firms and broker-dealers we serve.