With over 25 years of experience in financial services and wealth management, Dave Smigielski is a seasoned business architect who helps RIAs integrate technology and strategy to optimize performance and scale with confidence.

As a former Principal at Boston Consulting Group (BCG) Platinion, Dave developed and executed go-to-market strategies for digital transformation, leveraging Salesforce and other platforms to enhance operational efficiency and client experience. His expertise spans CRM optimization, portfolio management systems, data strategy, and process improvement, giving RIAs the tools and insights they need to grow effectively.

A Consultant Who Understands RIAs
Dave’s deep understanding of both the business and technical needs of wealth management firms allows him to bridge the gap between strategy and execution. Whether helping firms reassess their CRM, streamline operations, or implement
scalable technology solutions, he ensures that technology works for advisors—not against them.

A skilled leader, Dave prioritizes integrity, collaboration, and innovation when guiding firms through complex transitions. His approach combines agile methodologies with customer-centric solutions, ensuring that every initiative delivers real, measurable value.

Experience & Background

• • F2 Strategy

• • Boston Consulting Group (BCG) Platinion

• • Springboard Advisory Group

• • SS&C | Advent Software

Based in the San Francisco Bay Area, Dave partners with RIAs nationwide to transform their technology and position them for long-term success.