We intend to focus our search for business combination targets in the wealth management industry, including independent financial advisory providers as well as wealth management-focused technology companies (“WealthTech” companies).

Our management team will consist of Adam Dooley, our CEO, and Jacqueline Shoback, our COO, who will both be supported by our non-executive directors and our strategic advisors.

Experience among our founders includes senior executive management positions within the wealth management businesses of leading global banks (e.g., Goldman Sachs Global Private Client and Citigroup Global Private Bank), insurance companies (e.g., The Hartford and MetLife Investment Management), WealthTech companies (e.g., Envestnet | Yodlee), other leading wealth management and financial services firms (e.g., Banamex U.S., Boston Private Financial Holdings, Fidelity Investments, TIAA, and U.S. Trust) and a leading educational institution (Harvard University).

(Everest Consolidator Acquisition Corp. priced its SPAC IPO on Nov. 23, 2021, in sync with the terms in its prospectus: 15 million units at $10 each to raise $150 million.)