LeverageWe don't advise from the sidelines.
We sit in your operating committee until the numbers move.
AUM Growth Unlocked
Across RIA, bank & insurance mandates
Engagements Across 22 States
Active operating committee placements
Avg. Revenue Lift in 18 Months
Measured at fee revenue per household
Serving CEOs of mid-market RIAs, regional bank presidents, and PE-backed insurance platforms across the United States.
Diana Walsh
Senior Partner, RIA Growth Practice
Diana spent 14 years at Goldman Sachs Private Wealth before joining Leverage. She has restructured advisory tier models for 31 RIAs — her focus is converting AUM plateaus into net new asset velocity through advisor team redesign and fee architecture.
Representative Engagement
A $2.1B RIA in Charlotte, NC had seen flat net new assets for three consecutive years. Advisor productivity had stalled at 94 households per advisor. Diana restructured the advisory tier model, repriced the $500K–$2M segment, and rebuilt the referral engine.
* Metrics reflect median outcomes across comparable engagements. Individual results vary.
Marcus Okafor
Senior Partner, Banking & Deposits Practice
Marcus served as a State Banking Commissioner before a decade at McKinsey's financial services practice. He has led deposit strategy overhauls at 19 regional banks, most recently turning a $4.8B bank's neobank attrition problem into a digital retention advantage.
Representative Engagement
A $4.8B regional bank in the Midwest was losing $340M in deposits annually to neobanks. Marcus restructured the digital channel strategy, repriced the checking tier, and built a compliance-compliant rate-matching protocol that the bank now runs independently.
* Metrics reflect median outcomes across comparable engagements. Individual results vary.
Ready to see which partner is the right fit for your firm?
Priya Narayan
Senior Partner, Insurance & PE Practice
Priya was Chief Risk Officer at Pacific Life before leading insurance portfolio work at Blackstone. She specializes in PE-backed platforms under board pressure — turning compliance infrastructure into a pricing advantage and readying the revenue story for exit.
Representative Engagement
A PE-backed specialty insurance platform needed to demonstrate 30% revenue growth before a Series C board meeting. Compliance was blocking two new product lines. Priya restructured the compliance workflow, unlocked the product approvals, and rebuilt the distribution channel model.
* Metrics reflect median outcomes across comparable engagements. Individual results vary.
James Callahan
Senior Partner, Fintech & Payments Practice
James built growth infrastructure at Stripe and Visa before joining Leverage. He works with fintech founders and PE-backed payments platforms on revenue architecture — pipeline redesign, pricing model restructuring, and the enterprise sales motion that most fintechs build too late.
Representative Engagement
A B2B payments fintech at $28M ARR was growing at 18% YoY — well below investor expectations. The enterprise pipeline was stalled and the SMB segment was churning. James rebuilt the enterprise sales motion, restructured pricing tiers, and reduced SMB churn by fixing onboarding.
* Metrics reflect median outcomes across comparable engagements. Individual results vary.
No engagement without alignment
By the end of the first call, you'll know exactly which partner would sit in your operating committee — and what the 90-day plan looks like.
No obligation · Strictly confidential
Schedule a Confidential Review
A senior partner will review your firm's profile before the call. We come prepared — you won't be repeating your P&L from scratch.
The 2024 Mid-Market Growth Benchmark
Leverage analyzed 89 mid-market financial firms between 2022–2024. The report benchmarks net new asset rates, advisor productivity ratios, fee revenue per household, and client retention across RIAs, regional banks, and insurance platforms — segmented by AUM tier.
89
Firms Analyzed
3 yrs
Data Span
12
Key Metrics
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