About Us
Streamline Your Operations with Expert Consultation & Support
WHO WE ARE
Streamline Your Operations with Expert Consultation & Support
At ConsultVisory, we specialize in navigating the intricate landscape of Regulatory Compliance, Finance & Accounting Services, Strategic Marketing, Information & Technology Support, and Statistic & Administrative Consulting. With a dedicated team of experts, we empower businesses to operate with precision and confidence, ensuring optimal performance in today’s dynamic market environment.
Why Choose Us
We support your local or international growth.
Leveraging our deep-rooted expertise in securities law and shared services, we deliver unparalleled support, whether through one-time projects, turnkey solutions, or ongoing retainer services.
We understand that every business is unique. That's why we offer customized solutions designed to address your specific needs and challenges.
Minimize risk and ensure compliance with industry regulations through our comprehensive risk management strategies.
Enhance your operational efficiency and streamline workflows with our strategic guidance and support.
Fuel your organization's growth trajectory with our strategic marketing initiatives and unparalleled support.
Benefit from the expertise of our seasoned professionals who bring years of experience in securities law, shared services, and strategic consulting.
Our Values
Where Creativity Meets Digital Strategy
Trust ConsultVisory for your Global Accounting, Compliance, Marketing, Technology, and Other Important Consulting, and Professional Services Needs.
To be the trusted partner empowering corporations and Registered Investment Advisory (RIA) firms worldwide to thrive amidst regulatory complexities, through tailored solutions and unwavering support.
By leveraging our deep-rooted expertise in securities law and shared services, we deliver unparalleled support through customized solutions, one-time projects, turnkey offerings, and ongoing retainer services.
Meet our team
Get to know our fearless leaders
Managing Member
Mr. Smith is a highly-experienced securities lawyer, chief compliance officer, and business attorney with over 23 years of experience strengthening the legal and compliance functions of investment advisers, broker-dealers, and investment vehicles. He has also represented companies at all stages of maturity with their capital and debt raising efforts via private offerings and public offerings. He has also served as Chief Legal Officer and Chief Compliance Officer in numerous firms.
Director of Compliance
Ms Bermann specializes in corporate law and compliance. She has extensive experience in mergers, acquisitions, governance, and regulatory compliance involving SEC and FINRA. Additionally, she is a Data Protection Officer with experience in privacy law, including GDPR and CCPA. Bermann has extensive experience at top-tier legal firms, coordinating lawyers and providing legal advice globally,including at Nicholson & Cano as a senior lawyer and IQVIA Solutions
Chief Marketing Officer
Ms. Britz is a seasoned marketing strategist and the current Chief Marketing Officer at a leading business consultancy renowned for driving customer growth through innovation. With a rich history in developing cutting-edge marketing solutions, she has been pivotal in emphasizing the role of marketing automation as a cornerstone for agile lead generation. Her expertise lies in crafting integrated digital marketing strategies that harness the power of technology to streamline processes and enhance engagement.
Chief Technology Officer
Mr. Ramsamy is a seasoned IT professional with a rich history of facilitating growth and innovation in the technology sector. As the Chief Technical Officer at an innovative business consultancy, he leverages his extensive experience to help clients build robust IT infrastructures that drive efficiency and agility. His strategic approach ensures that businesses are well-equipped to navigate the dynamic landscape of modern commerce, fostering environments where technology serves as the backbone for sustainable growth and competitive advantage.
Business Administration Consultant
Miss Vazquez is an experienced Business Management Consultant at ConsultVisory, I understand the challenges entrepreneurs and business management professionals face in maintaining efficient operations while fostering growth. Whether it’s optimizing workflow efficiency or implementing cutting-edge solutions for better decision-making, she is committed to empowering businesses to thrive in a competitive environment. By partnering with ConsultVisory, you gain access to tailored consultancy services aimed at resolving your pain points and unlocking your organization’s full potential. Let’s embark on a journey towards transformative change together.
Chief Financial Officer
Olorato Matlhatsi is a result driven and dynamic Chartered Accountant with over 10 years working experience in the Education Services, Telecommunications, Media and Technology. Her experience includes driving diverse teams through the development and implementation of strategic financial procedures and systems while establishing effective operational processes to drive business success and control costs as a business partner. Her background includes driving operations within finance, sales, marketing, business development, IT, HR, logistics, and other management areas within a multinational environment.
Get Started Today
Whether you’re in need of one-time projects, turnkey solutions, or ongoing retainer services, ConsultVisory is here to serve as your strategic partner in achieving compliance excellence and unlocking the full potential of your organization. Contact us today to learn more about how we can help you succeed in today’s competitive market landscape.