Founded to Solve
a Clear Problem.
Investment, M&A, finance, portfolio management and FP&A teams at financial services firms and corporates need fast, high‑quality analysis and business support. But scaling in‑house resources consumes management attention and demands a long-term commitment.
We deliver high-quality, AI-enabled investment research, analytics, and transaction support through high-performance turnkey teams with consistent points of contact. Our clients – from investment funds and wealth advisors to corporates and investment banks – achieve superior outcomes with faster turnaround on their most critical priorities while scaling flexibly with us.
Work as an Extension of Our Clients’ Teams.
Quality is Non-Negotiable.
We take pride in our selective hiring and rigorous training program, through which new hires undergo immersive, case‑driven onboarding – designed by professionals who have sat on the client’s side of the table. Our teams comprise multiple levels of seniority and are mentored by leaders with experience at blue-chip financial institutions.
FOUNDER & MANAGING PARTNER
SENIOR STRATEGIC ADVISOR
At Tristone, our mission is to be the most trusted and unbiased provider of insights and analytics to the investment community and corporates globally.