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.
Central hub for strategic leadership, research and development, client services coordination, and core administrative functions supporting financial institution clients.
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.
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.
Serves as the nerve center for developing innovative strategies and solutions for banks, credit unions, and fintechs, impacting their operational efficiency and market competitiveness.
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.
15849 N. 77th Street, Suite 100
Scottsdale
AZ
USA
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As of April 2025, Cornerstone Advisors' leadership includes:
Cornerstone Advisors has been backed by several prominent investors over the years, including:
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.
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 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
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Cornerstone Advisors • November 1, 2023
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
PRWeb • February 13, 2024
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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