About SparkPath Consulting

SparkPath Consulting is a strategic technology and project leadership firm specializing in wealth management and RIA firms. We help firms navigate complex technology decisions, optimize CRM strategy, and execute large-scale initiatives—so they can focus on serving clients and growing their business.

The Challenge? Many RIAs have outgrown their technology but aren’t sure where to start. Systems don’t talk to each other. Manual processes eat up time. And upgrading feels overwhelming. SparkPath brings clarity, leadership, and execution—ensuring firms make the right choices and see results.

We guide RIAs through every step of their technology transformation:

• Define the Right Strategy – We assess what’s working, what’s not, and where to focus first.
• Get the Right People Aligned – We bring stakeholders together, ensuring smooth execution and adoption.
• Lead Execution With Confidence – From CRM overhauls to tech stack upgrades, we turn plans into action.
• Simplify the Complex – We make even the most challenging technology transitions feel seamless.

At SparkPath, strategic planning is in our DNA. We bring a fresh perspective, clear direction, and a hands-on approach to help RIAs streamline operations, enhance client experiences, and scale efficiently.

We don’t just advise—we lead. SparkPath is the ambassador of your ideas and the champion of your projects. Through clear communication and centralized goals, we ensure teams are in lockstep, initiatives stay on track, and technology investments actually deliver results.

Yes, complex projects come with challenges—and with the right leadership, technology can become a powerful asset instead of a roadblock.