• TechCrunch
• CrunchBase
• More
  • TechCrunch Europe
  • TechCrunch France
  • TechCrunch Japan

Patpatia and Associates, Inc.

edit

Patpatia and Associates, Inc. is one of the premier strategic consultancy firms serving the financial services industry in the country today. The company is based in Berkeley, CA, and is presently led by its President and CEO, Sunny Patpatia.

Dedicated to enabling leading financial firms to maintain competitive advantage and capitalize on evolving market trends and dynamics, Patpatia & Associates offers a full range of consulting services that provide strategic planning and clear, executable tactics designed to to address the dynamic and challenging issues facing the financial services industry today.

Patpatia & Associates delivers unique solutions across three principal practice areas:

Wealth Management

Insurance

Asset Management

Some of the firm’s clients are:

• UBS Financial Services
• Wells Fargo
• Metropolitan Life Insurance Company
• TD Ameritrade
• The Capital Group
• Ameriprise Financial
• Prudential Financial
• The Dreyfus Corporation
• New York Life Insurance Company
• AIG Advisor Group
• Fidelity Investments
• John Hancock
• Allstate
• Royal Bank of Canada
• The Guardian Life Insurance Company
• Allianz Life
• Nationwide Financial
• McGraw-Hill/ Standard & Poor’s
• Fortis Investments
• ING Investment Management
• Manulife Financial
• Payden & Rygel
• American Equity Investment Life
• Broadridge
• American Century Investments
• Charles Schwab & Co.

Milestones

edit

Videos

Screenshots

edit

Sources