We are a boutique strategy, management and technology consulting firm focused on delivering impactful solutions for the financial services industry.

Our Story

Where We Began

Reference Point was established in 2002 by former banking executives looking to help clients manage complex operational challenges and changes.

Where We Are

More recently, we've grown our team and expanded our service offerings to deliver comprehensive solutions for financial services firms.

Where We're Going

We're excited to capitalize on this growth and continue to build a leading professional services firm of top industry talent.

One Team,
One Vision.

It's the right talent that enables financial services firms to drive performance. We pair senior industry practitioners with accomplished consultants to give clients unmatched service quality and value.

Meet Our Leadership

Our Values

We live, hire, and work by values that make us who we are.


We work to understand each challenge within the context of a client’s mission and operating model. Rather than imposing pre-defined solutions, we develop client-tailored solutions informed by our experience and expertise.


We embrace challenges and thrive under pressure to continually deliver high-quality solutions for complex projects. Our leadership and consultants are highly motivated team players who are passionate about the work we perform.


We believe that earning and maintaining the trust of our clients is essential to our joint success. To ensure continued success and client satisfaction, we are upfront and honest about our work ethic and project delivery throughout each engagement.