Your Sales Process Is Costing You Deals. We Fix That.
Your buyer is a Chief Compliance Officer. Your sales process was not built for one.
Cornerstone builds the commercial systems that RegTech and FinTech companies need to win deals inside financial institutions, where compliance, risk, legal and procurement all get a vote.
30 minutes · No obligation
We confirm within one business day, and send an agenda plus what to prepare beforehand.
25 years selling compliance technology into US financial institutions
A network of 3,500+ relationships across compliance and risk leadership at RIAs, wealth and asset managers
Advising RegTech, FinTech firms from stealth stage to established platforms
Tailored growth strategies for complex markets
We bridge the gap between strategy and execution. Whether you’re an RIA scaling revenue, a RegTech navigating compliance-heavy sales cycles, or a fintech refining your go-to-market, Cornerstone delivers clarity, structure, and measurable impact.
Sales & Revenue Strategy
Design predictable pipelines and high-leverage processes that scale across teams and segments.
- Territories, ICPs, & coverage models
- Pipeline design & forecast hygiene
Go-to-Market & Positioning
Align product, pricing, and messaging to win complex deals faster.
- Value propositions & competitive angles
- Pricing, packaging, and enablement
Training
Bridging the gap between ambitious sales targets and compliance standards for RIAs, RegTech, and FinTech.
- Bespoke sales training & “choose your sales path” tracks
- Bespoke sales playbooks
Why Cornerstone
Our difference: boutique expertise. enterprise impact.
We don’t just advise—we implement, and grow alongside your team.
Client-Centered
Tailored to your model, constraints, and goals.
Scalable Structure
Embed proven processes—without full-time headcount.
Democratized Excellence
Enterprise-grade deliverables.
Transformative Results
Bridge strategy & execution to unlock predictable growth.
Compliance-First Partner
We work in partnership with Compliance – Compliance-approved. Every time.
Why Cornerstone
Our difference: boutique expertise. enterprise impact.
We don’t just advise—we implement, and grow alongside your team.
Client-Centered
Tailored to your model, constraints, and goals.
Scalable Structure
Embed proven processes—without full-time headcount.
Democratized Excellence
Enterprise-grade deliverables.
Transformative Results
Bridge strategy & execution to unlock predictable growth.
Compliance-First Partner
We work in partnership with Compliance – Compliance-approved. Every time.
Easy process to embed predictable growth
Collaborate with leadership to achieve outcomes, including delivering sales training as appropriate.1) Diagnose the Gap
Identify barriers across ICP, motion, tooling, and talent.
2) Design the Strategy
Build a practical roadmap aligned to goals and realities.
3) Deploy the Team
Execute with deliverables and training.
4) Drive Results
Instrument KPIs, iterate, and land sustainable outcomes.
Get the Cornerstone Growth Assessment Checklist
A concise diagnostic for your GTM, pipeline, and sales strategy.
A reliable choice for tailored growth solutions
Proven experience you can count on.
Quick Bio
- 25+ years driving revenue for financial services, RegTech, and compliance-focused firms
- Helps startups & SMBs build repeatable, scalable sales strategies
- Hands-on partner for executives navigating regulated environments
Key Achievements
🎯 120%+ of quota | 💰 $50M+ in sales | 🌍 50% global AMs, 40% PE/HF | 📈 40%+ YoY growth | 🤝 C-Level trusted advisor | 🗣️ Italian | French | English | 🏅 Certified: Solution Selling, Negotiation, Sales Strategy
Connect now
Connect for custom growth support
Reach out today for tailored revenue strategy, enablement, and compliance-aligned execution.
Not sure what you need?
Fill out the form and we’ll get back to you as soon as possible.
