We help financial institutions grow faster, stronger and smarter.
Fortress Balance Sheet™
An innovative suite of business intelligence and strategic planning solutions for banks and credit unions.
BankMark
A powerful new business acquisition and relationship deepening platform for financial service providers.
Fortress Bank Index
Proprietary market intelligence for investment advisors looking to maintain alpha in the U.S. Financials sector.
You can miss your earnings targets and survive, but you can only run out of cash once.
Edward Liebert
Former Chair, National Association of Corporate Treasurers
In a post-pandemic, post-subprime world, where the next financial disruption may be lurking around the corner, it’s never been more important to turn the Fortress Balance Sheet™ mentality into a strategic and measurable framework.
ABOUT US
We combine proven Wall Street methodologies with a Main Street mindset. Our goal is to foster and promote a thriving community banking system in the U.S. We have the depth of banking expertise and breadth of Fortune 500 experience to ensure our clients, both large and small, prosper.
MEDIA COVERAGE
Our insights on the banking industry and the economy have been prominently featured on CNBC, Bloomberg, Fox Business, The Wall Street Journal, Time Magazine, National Public Radio and dozens of local media outlets around the country. We’ve also been leveraged to inform and influence policymaking on Capitol Hill.
