FinOps Co-op®

Our mission at FinOps Co-op® is to bring a new approach to the financial advisory industry by recognizing the importance yet often overlooked role – the Operator. In an industry where job titles such as Lead Advisor, Client Service Specialist, and Junior Advisor are very common, the Operator's role keeps the business running smoothly and results in driving growth efficiently. Our community is made up of emerging and established Operators who carry diverse titles for their day-to-day work.