top of page
Group 1597883526.png

About Us

ABOUT US

Built by Operators. Designed for Results.

about-company.jpg.png

FinOps Partners founder is Kreso Marusic, financial services industry operator with wealth, funds, fintech and banking experience. Kreso has teamed up with operating partners and firms who he has worked with before, who delivered impactful results for him and others. Together, they form an ecosystem of trusted collaborators who have operator experience and expertise in process and controls improvement, data management, AI-assisted workflow build and activations, software development and organizational and performance management.

 

We specialize in working with wealth management clients to optimize M&A integrations.  We help build out financial operations and reporting, work to establish well governed and controlled processes, implement AI-driven workflows, and support finance transformations.  Measurable outcomes span both cost reduction of up to 2x of deal multiple, reduction of time to market on integration of processes of 30%, multiple ICFR financial control material gap closures, and AP and AR processing time and error reduction of up to 50% of baseline rates,

FINOPS PARTNERS FOUNDER

Kreso Marusic founded FinOps Partners after 25+ years running finance functions and programs across wealth management, banking, and hedge funds in senior roles and with high impact, building on the foundational skills he developed in audit and advisory practices at a Big 4 firm.        

The work that shaped this firm came from operating inside complexity at both enterprise and growth firm scale. Most recently, leading M&A operational integrations across US and EMEA for a leading global wealth management firm, integrating multiple acquisitions while dealing with investor demands and building out finance infrastructure from scratch. This validated and tested operating base is what FinOps Partners is built on. Before the turn in wealth management space, foundations on how FinOps Partners operate where shaped through in developing and executing finance transformation roadmap at a hedge fund, building out a large bank stress test platform, running CFO team of the most profitable division of a multi-national bank and advising and auditing capital markets and hedge fund clients.

The FinOps Partners exists because most wealth management finance functions and M&A-focused firms hit the same wall in their expansion: business growth outpaces operational infrastructure, deal execution results in deal value loss and the material gap exists between where the finance function is and where the business needs it to be. FinOps Partners was formed to close that gap — not just advising, although we do that, but by primarily doing the work alongside the clients to deliver on deal synergies and operational cost and capabilities.  Engagements that FinOps Partners team has worked on individually or collectively have delivered 30%+ reduction in operation cost, compressed month-end close cycles from 16 days to 3, reduced AP exception rates by over 30%, improved revenue lifecycle end-to-end processing time by 60%+ and delivered ICFR compliance roadmap plan in 6 weeks.  

Photo KM 2.png
  • LinkedIn

FINOPS PARTNERS ECOSYSTEM

Our Ecosystem Includes Both Specialist Firms And Senior Finance Operators — Assembled Engagement By Engagement Based On What The Client Needs.  Meet some of them:

see6 - AI Activation Partner

see6 is a company whose mission is to help organizations move from AI ambition to real, practical adoption. They do this by bringing teams together to explore AI in a way that is hands-on, collaborative, and focused on real business challenges.  More about what they do https://see6.ai/ and who they are https://see6.ai/our-story

FinOps core team and see6 collaborate to build repeatable “Foundation + Activation” model for a client:

  • FinOps establishes the operational and financial backbone (process, data, systems, roadmap)

  • see6 activates the people layer to ensure those investments actually convert into behavior change and measurable outcomes

This is critical because, while most firms already have tools and even a roadmap — what they typically lack is adoption velocity.  At the portfolio company level, we believe this flow becomes very natural:

  • FinOps diagnostic identifies value leakage and defines the AI roadmap (10/20/70) - use cases are validated and prioritized

  • see6 enters as the activation layer:

    • AI Racer to create urgency, alignment, and belief across leadership and operators

    • Structured follow-on (e.g., NextLap) to embed use cases into day-to-day workflows

    • Champion enablement to sustain adoption beyond initial momentum​

In this model, we’re not “introducing AI” — we’re working together with clients to convert validated opportunity into realized value

1.jpg
2.webp

Devot - Technology Partner

Devot is a company specializing in software development, process automation, AI development and service design. Their team of software developers will turn your idea into an awesome product and always deliver top code an agentic workflow quality to ensure future scalability and extendibility with ease.  More about what they do https://devot.team/ and who they are https://devot.team/about-us

FinOps core team and Devot collaborate seamlessly together and with a clent:

 

  • FinOps Core Team - Finance and operations process, data and technology architecture and requirements definition (stack design, integration specs, data flow mapping, process mapping and updates)

  • Devot Team - Engineering build, integration, and QA execution — portfolio systems, general ledgers, connectors and custom APIs, AI and agentic workflow builds

     

In parallel, FinOps operators draw on their experience in output-driven agile engagement governance and client relationship management throughout the buildout to ensure quality delivery.  Devot at the same time works with client ops and tech team  and delivers AI-assisted development velocity — faster delivery timelines vs. traditional engineering teams, while managing against industry standard security, governance, and integration criteria.

In this model, we’re not building and iterating — FinOps and Devot are working together with clients to understand the build needs to deliver technology that enables teams to work better and deliver more.

Group 1597883530.png

Join us for NYC Fintech Week on 4/29

Wealth Management: M&A Opportunities and Operational Realities

Group 1171274927 (1).png

FinOps Partners — forward-deployed finance operators for wealth management firms

finopspartners.io

Subscribe To Our Updates

Stay informed on relevant wealth management finops topics.

Follow Us On Socials:

  • LinkedIn

Contact Information

150 Greenwich Avenue

New York, NY 10007

1060 Brickell Avenue

Miami, FL 33131

Copyright © 2026 - FinOps Partners LLC. All Rights Reserved.

Contact Us        Terms & Conditions        Privacy Policy

bottom of page