Purveu is a consulting and software development company serving the financial services community. Our primary service is to share our well-earned expertise and best-practices in the areas of technology, infrastructure and operations, via a consulting arrangement. Our clients are usually comprised of single-family offices (SFO’s), multi-family offices (MFO’s), wealth management and investment management firms. Our services can be broadly categorized into the following offerings:> Virtual COO/CTO services> Existing workflow and infrastructure evaluations and recommendations> Breakaway advisors new office configurations and oversight> Advisor team lift-outs and expedited advisor on-boardings> Pre and post-merger business process evaluations> Technology vendor evaluation and selection> Vendor contract negotiationsIf you think we could be of service to you, your firm or to your clients, please contact us. We strive to maintain a manageable client list which affords us the ability to meet on relatively short-notice.

Technology consultant to the financial services community.