Financial Services

We Help Your Company Succeed

Industry Overview

Pro Business Plans has extensive experience working with companies in the financial services industry from FinTech companies to investment funds and service professionals.

It has helped them to increase assets under management, raise capital for clients, and acquire partners through the preparation of professional business plans and financial models

your success is our passion

Sector Experience

Commercial Banking

Experience working with commercial banking institutions including digital banks, wallets, and bulge bracket banks to prepare internal business plans and plans for syndicate investors.

Hedge Funds

Prior experience with hedge funds trading derivatives and equities, digital currencies, and other securities in foreign and domestic markets to acquire investors and structure new desks.


Companies in the insurance industry including P&C, health and life, and a variety of disaster verticals for both business and consumer clients.

Investment Banking

Experience working with a variety of boutique and middle-market investment banks across M&A advisory, financing, and restructuring.


Expertise in a variety of real estate investment trusts and individual private equity deals across opportunistic, conversion, and distressed commercial and residential properties.

Alternative Lending

Experience working with a variety of alternative lenders across business and consumer in hard money, merchant cash advance, auto, and a variety of other areas.

Speak with an Advisor

Pro Business Plans is a team of professional researchers, writers, designers, and financial
analysts. Speak with an advisor today.


Speak with Sales (646) 866-7619