Our Mission

Brillivest empowers financial professionals and firms by providing strategic technology leadership and cutting-edge software solutions that drive growth, operational excellence, and innovation. Through our unique blend of OCTO (Outsourced Chief Technology Officer) services and custom development, we transform ideas into impactful, scalable technologies, helping clients stay ahead in a rapidly evolving financial landscape.   

At Brillivest, we know that modern financial firms need more than just off-the-shelf technology solutions—they need a trusted partner with a deep understanding of the industry’s complexities and the technical acumen to bring transformative ideas to life.  

 A collective of skilled technology and finance professionals with deep industry expertise, our team is committed to empowering financial firms through innovative technology solutions. With experience in data science, fintech strategy, product development, and operational leadership, we help RIAs, wealth managers, and fintech startups achieve their strategic goals. 

Our background in data-driven decision-making, advanced analytics, and scalable software design enables us to address today’s challenges and lay the groundwork for future growth. We’re dedicated to turning ambitious ideas into impactful technologies that help financial professionals thrive in a rapidly changing landscape. 

 Brillivest provides financial organizations with strategic, flexible technology leadership through our Outsourced CTO (OCTO) services and custom software development. Our OCTO service offers expert guidance, creating tailored roadmaps for growth, compliance, and innovation, empowering firms like RIAs, breakaway brokers, and PE-backed aggregators to scale efficiently. For clients with unique tech needs, our custom software development delivers high-performance, secure, and user-friendly financial tools, from investment analysis platforms to data visualization applications.