About Smith Consulting Group
Smith Consulting Group is a Financial Services company based in Lake Mary (United States) founded in 2009, and was acquired by Fiserv in September 2025. It provides consulting, staffing, and project management for banks and credit unions worldwide. It operates on a B2B model in Financial Services and Business Services sectors. Smith Consulting Group offers products and services including Conversion Services, Staffing Services, Training and Testing, Project Management, and Data Management. Its focus areas include FinTech, Banking Services, Consulting and Core Conversions. Its competitors include Mercer, DeWinter Group and Patina Solutions; 1 of its 3 listed competitors has raised funding.
Company details
Smith Consulting Group specializes in assisting financial institutions with core transformations, mergers, acquisitions, and data management. They offer services like staffing, training, testing, and project management to minimize risks and costs. Operating in the US, they work with banks and credit unions on implementations and conversions. Their team of experts ensures smooth transitions and regulatory compliance through tailored strategies.
- Headquarters Lake Mary, United States
- Stage Acquired
- SectorsFinancial ServicesBusiness Services
- Email••••••••
- Phone•••• ••••
- Website smithconsultinggrp.com
- Acquired by Fiserv (Sep 2025)
Products & Services of Smith Consulting Group
Smith Consulting Group offers a comprehensive portfolio of products and services, including Conversion Services, Staffing Services, Training and Testing, Project Management, and Data Management.
Assists with bank core conversions and mergers to ensure smooth transitions
Provides elite talent for banking specialties and positions as needed
Offers training on banking systems and risk management for teams
Manages timelines and vendor coordination for financial projects
Helps protect and analyze data for revenue generation in banking
Investors in Smith Consulting Group
Smith Consulting Group has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Fiserv.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Diversified financial solutions for business processing and management are provided. | 1984 | fiserv.com | United States |
Investor details for Smith Consulting Group
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Timeline of Smith Consulting Group
2 dated milestones of Smith Consulting Group across 16 years, from founding to its latest funding, stage changes and deals.
- Founded Smith Consulting Group is founded.
- Exit Acquired by Fiserv.
Competitors of Smith Consulting Group
Smith Consulting Group has 3 listed competitors in our database, 1 of them funded. They include Mercer, DeWinter Group and Patina Solutions.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| mercer.com | 1945 | New York, United States | 23 | Consulting and investment services are provided to organizations across sectors. | ||
| dewintergroup.com | 2000 | San Francisco, United States | 450 | Recruitment services are provided to multiple industries. | ||
| patinasolutions.com | 2008 | Brookfield, United States | $10.87M | 123 | Senior-level interim executive and professional staffing solutions are provided. |
Detailed competitors of Smith Consulting Group
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Top companies in Banking & FinTech Platforms
3 companies that operate in the same segment as Smith Consulting Group (Banking & FinTech Platforms) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Online business banking and financial workflow tools are provided. | 2010 | San Francisco, California, United States | USD 546 M | USD 2.71 M | 1,807 | |
Digital banking services are offered to individuals via mobile apps. | 2012 | San Francisco, California, United States | USD 3.15 B | USD 1.96 B | 2,516 | |
Digital sustainable banking services are offered to consumers. | 2013 | Los Angeles, California, United States | USD 865 M | 237 |
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Related news about Smith Consulting Group
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Frequently Asked Questions about Smith Consulting Group
Smith Consulting Group was founded in 2009.
Smith Consulting Group is headquartered in Lake Mary, United States. It is registered at Lake Mary, Florida, United States.
Smith Consulting Group specializes in assisting financial institutions with core transformations, mergers, acquisitions, and data management. They offer services like staffing, training, testing, and project management to minimize risks and costs. Operating in the US, they work with banks and credit unions on implementations and conversions. Their team of experts ensures smooth transitions and regulatory compliance through tailored strategies.
Smith Consulting Group's top competitors include Mercer, Patina Solutions and DeWinter Group.
Smith Consulting Group offers Conversion Services, Staffing Services, Training and Testing, Project Management, and Data Management.
Smith Consulting Group has 1 investor. Key investors include Fiserv.
Yes. Smith Consulting Group was acquired by Fiserv in September 2025.