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Cornerstone Advisors's Overview

Total employees325
HeadquartersScottsdale
Founded2002

Cornerstone Advisors is a specialized management and technology consulting firm that works exclusively with banks, credit unions, and fintech companies. They provide a range of services including strategy development, performance improvement, contract negotiation, technology selection and implementation, and risk management. Their approach is data-driven, leveraging proprietary research and industry benchmarks to help clients achieve their strategic objectives and navigate the evolving financial landscape.

Where is Cornerstone Advisors's Headquarters?

HQ Function

Central hub for strategic leadership, research and development, client services coordination, and core administrative functions supporting financial institution clients.

Notable Features:

Modern office environment in the North Scottsdale area, known for its business parks and accessibility. Facilities are designed to support collaborative work and host client meetings.

Work Culture:

Characterized by a strong emphasis on expertise, data-driven insights, and collaborative problem-solving. Fosters a culture of continuous learning and thought leadership within the financial services industry.

HQ Significance:

Serves as the nerve center for developing innovative strategies and solutions for banks, credit unions, and fintechs, impacting their operational efficiency and market competitiveness.

Values Reflected in HQ: Professionalism, innovation, client-centricity, and thought leadership are reflected in its operations and strategic location within a dynamic business hub.

Location:

Cornerstone Advisors primarily serves financial institutions across North America (United States and Canada). While their physical headquarters is in Scottsdale, AZ, their consultants and engagement teams operate nationally to support clients wherever they are located. They also monitor global fintech trends and may support North American clients with international considerations.

Street Address:

15849 N. 77th Street, Suite 100

City:

Scottsdale

State/Province:

AZ

Country:

USA

Cornerstone Advisors's Global Presence

Buying Intent Signals for Cornerstone Advisors

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of Cornerstone Advisors

As of April 2025, Cornerstone Advisors' leadership includes:

Scott Sommer - President & Chief Executive Officer
Steve Williams - Partner & Co-Founder
Terence Roche - Partner & Co-Founder
Ron Shevlin - Chief Research Officer
Eric Weikart - Managing Director
Sam Kilmer - Managing Director
Quintin Sykes - Managing Director
Mary Anne Keegan - Chief Marketing Officer

Investors of Cornerstone Advisors

Cornerstone Advisors has been backed by several prominent investors over the years, including:

Privately Held/Partner-Owned

Executive New Hires/Exits in the Last 12 Months

Hire0
Exits0

Cornerstone Advisors maintains a stable leadership team. No major widely publicized executive hires or departures have been noted in the last 12 months. The company continues to grow its team of experts to support its expanding client base and service offerings.

Technology (Tech Stack) used by Cornerstone Advisors

Discover the tools Cornerstone Advisors uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Cornerstone Advisors Email Formats and Examples

Cornerstone Advisors likely utilizes common corporate email formats. Based on industry standards and publicly available information, the most probable format is first initial followed by the last name.

flast@cornerstoneadvisors.com

Format

ssommer@cornerstoneadvisors.com

Example

80%

Success rate

News and media

Cornerstone AdvisorsNovember 1, 2023

Cornerstone Advisors Acquires Next Step, Strengthening Its Technology Services and M&A Advisory for Financial Institutions

Cornerstone Advisors announced its acquisition of Next Step, a consulting firm specializing in technology services for community banks and credit unions. This strategic move enhances Cornerstone's capabilities in systems selections, implementations, and M&A technology integration advisory....more

PRWebFebruary 13, 2024

Cornerstone Advisors’ Ron Shevlin Named to The Pundit Power 20 Ranking

Ron Shevlin, Chief Research Officer at Cornerstone Advisors, has been recognized in The Pundit Power 20 ranking by The Financial Brand and an independent panel of judges. This highlights his influence and thought leadership in the financial services industry....more

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