Combined Years of Expertise
50+
Workflows Tailored to Engagement & Risk
100%
AI Integrated Into Our Delivery
Built-In
Every Recommendation Human-Reviewed
100%
Risk and compliance consulting has long forced a tradeoff between consistency and adaptability, often at the expense of client outcomes. We've taken a different path. Our configurable platform delivers orchestration aligned to engagement type, scope, and risk. AI accelerates and structures the work so our experts can focus on delivering meaningful insights, advice, and actions. Our focus remains where it matters—our clients' needs.
elevate.brc

Built by practitioners who've done the work themselves

Our team includes former Chief Compliance Officers, General Counsels, fintech operators, and risk executives who understand the pressures you face. AI organizes and accelerates the work, but every assessment, piece of advice, and recommendation is human-led by practitioners who've done the work themselves.
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Compliance solutions for financial institutions

We partner with banks, sponsor banks, and fintechs—delivering configurable workflows tailored to your engagement. Consistent methodology. Adaptable execution. Human-led judgment that strengthens risk and compliance programs and builds defensible frameworks.
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people working at the table

Configurable orchestration. Tailored to your engagement.

Every engagement is different—scope, risk profile, regulatory context. Our platform configures workflows to match. AI organizes and accelerates document collection, analysis, and drafting. Practitioners apply judgment at every decision point. The methodology stays consistent; the execution adapts.
Learn Our Approach
Step 1

Workflow Configuration

We tailor the engagement to your situation—scope, risk profile, regulatory context. The methodology is standardized. The execution path adapts to what you need.
Step 2

AI-Accelerated Delivery

AI is integrated into how we work—organizing documents, accelerating analysis, surfacing what matters. It supports our consultants, not a separate system you interact with.
Step 3

Human-Led Recommendations

AI organizes and accelerates. Practitioners assess and advise. Every finding and recommendation is owned by an expert who understands the stakes.

Practitioners who've done the work themselves

Brendan Mulvey
Brendan Mulvey, J.D.
LinkedIn
Risk and Compliance Expert
John Sun
John Sun
LinkedIn
Fintech Technology Expert
Anna Fridman
Anna Fridman, J.D.
LinkedIn
Fintech Legal & Compliance Expert
Nate Schmitt
Nate Schmitt
LinkedIn
Corporate Legal Expert
Daniel Chang
Daniel Chang
LinkedIn
Special Advisor
Brendan Mulvey
Brendan Mulvey, J.D.
LinkedIn
Risk and Compliance Expert
John Sun
John Sun
LinkedIn
Fintech Technology Expert
Anna Fridman
Anna Fridman, J.D.
LinkedIn
Fintech Legal & Compliance Expert
Nate Schmitt
Nate Schmitt
LinkedIn
Corporate Legal Expert
Daniel Chang
Daniel Chang
LinkedIn
Special Advisor
Brendan Mulvey
Brendan Mulvey, J.D.
LinkedIn
Risk and Compliance Expert
John Sun
John Sun
LinkedIn
Fintech Technology Expert
Anna Fridman
Anna Fridman, J.D.
LinkedIn
Fintech Legal & Compliance Expert
Nate Schmitt
Nate Schmitt
LinkedIn
Corporate Legal Expert
Daniel Chang
Daniel Chang
LinkedIn
Special Advisor

Our Methodology. Your Confidence.

Configurable Orchestration
Workflows tailored to engagement type, scope, and risk. The same rigorous methodology, adapted to your specific situation.
Tailored
Integrated AI
Built into delivery
AI supports how we work—organizing, accelerating, surfacing insights. Not a separate client-facing system.
100%
Every recommendation owned by a practitioner.
Human-Led Judgment
Practitioners decide
AI organizes and accelerates. Consultants assess and advise. The judgment that matters is always human.
50+
Years combined compliance leadership
Consistent Rigor
Flexible execution
Standardized quality methodology with adaptable pathways. The rigor is consistent; the path fits your needs.
Proven
Methodology that withstands scrutiny.

Frequently asked
questions

What types of institutions do you work with?
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We specialize in working with banks, sponsor banks, and fintechs. Whether you're a traditional financial institution modernizing your compliance program, a sponsor bank managing fintech partnerships, or a fintech seeking sponsor bank relationships, we have the expertise to help.
How does AI factor into your services?
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AI is integrated into how we deliver—it organizes documents, accelerates analysis, and surfaces what matters. But it's not a separate client-facing system. Our practitioners use AI to work more effectively while owning every assessment, risk identification, and recommendation. AI accelerates; humans decide.
What's a typical engagement timeline?
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Timelines depend on engagement type, scope, and risk profile—which is why we configure workflows accordingly. Fintech onboarding assessments typically take 2-4 weeks. Periodic reviews and audits can often be completed in 2-3 weeks. We'll scope your specific engagement during our initial consultation.
How do you ensure regulatory defensibility?
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Consistent rigor with flexible execution. Our methodology is standardized and documented, but workflows adapt to your engagement type, scope, and risk profile. Our team—former regulators, CCOs, and General Counsels—applies the judgment examiners expect. Every recommendation is traceable and defensible.
Is our information kept confidential?
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Absolutely. We understand the sensitivity of compliance documentation and client data. All information is protected under strict confidentiality protocols, and we're happy to sign NDAs before any engagement begins.