FOR RIA OPERATIONS PROFESSIONALS
Connect with RIA operators who've Already Solved the challenges you're facing.
Who This Is For
Revolutionizing Your Role
FinOps Co-op Is for You If You...
- Are the go-to person for operations questions at your firm
- Are building better systems — not just maintaining them
- Are tired of reinventing solutions someone else has already figured out
- Want trusted peers who understand the realities of RIA operations
You'll Learn Alongside Professionals Who...
- Lead operations at independent RIAs
- Build scalable systems, workflows, and client service models
- Share practical solutions — not theory
- Believe the best operational ideas are shared, not reinvented
Members include Directors of Operations, Operations Managers, Client Service & Operations Leaders, VPs of Operations, and other professionals responsible for improving how their firms operate.
Who This Is For
Revolutionizing Your Role
Whether you’re building, running, or growing operations at your firm, you’re often doing it without someone else in the same seat to learn from. That’s exactly the gap FinOps Co-op exists to close.
Our mission is to give operations leaders what advisors have long had: a trusted network of peers, ongoing professional development, and access to operators who’ve already solved the challenges you’re facing.
Together, we’re helping operations leaders build stronger firms while raising the standard for operations across the advisory industry.
Inside The Co-op
What You Get Every Month Inside
FinOps Co-op
2nd Wed · 12PM CST
Live Guest Speaker
Member-Led Mastermind Groups
Peer & Mentor Matching
Member Tech Directory
See what fintech tools other RIA ops leaders actually run.
Replay Library & Resources
24/7 Community Forum
From Our Members
Trusted by RIA Operations Leaders
Gretchen R. Eames
Director of Operations
Before joining the FinOps Co-op, our firm faced the challenge of navigating the complex and varied needs of our clients with equally complex systems. I was looking for open-ended, collaborative brainstorming that was more nuanced than “Product A” or “Workflow B”; I wanted to really grapple with challenges where a checklist isn’t enough.
What sets FinOps Co-op apart for me is it offers multiple ways to brainstorm with or pose questions to others in the community, so we get the benefit of varying perspectives along with industry-specific expertise.
Having a particular space that supports operational thinking has helped me explore more creative solutions for my team. If I ask “X, but what then?”, I’m looking for more possibilities than “Y.” Co-op members will jump in with “H” or “7” or “purple.” There are plenty of canned solutions out there, but I want to find the best solutions for my team’s particular needs, and the creativity around me helps me do that better.
I highly recommend FinOps Co-op to anyone who tends to find themselves fixing things and defining processes around them, even if they’re technically in a different role. There’s a strong impulse to learn, improve, and create efficiency around us. Anyone who identifies with this impulse, or who is curious about building systems and processes, will find valuable ideas.
Isabel Leong
Director of Operations
Being part of Fin-Ops Co-op has allowed me to make great connections and grow professionally. Charesse Spiller and her team have provided terrific learning opportunities and created a space to seek and give advice and support within our industry. Any financial operations professional who is interested in peer to peer connection and advancing their career would benefit from joining!
Jeff Rutter
Chief Compliance Officer,
I joined FinOps Co-op without facing any specific issues, but being part of this community has been instrumental in navigating the ever-changing landscape of financial planning and technology innovations. The feature I appreciate most about my membership is the weekly webinars. They offer great content along with excellent discussion and networking opportunities.
Since joining, I have continued to learn new and effective ways to communicate with clients and coworkers. Our firm’s processes have become more efficient as a result.
I would recommend FinOps Co-op to any young, up-and-coming member of a small financial planning firm who is exploring opportunities in non-advisor roles. The Co-op provides a safe place to ask questions and gain knowledge.
Kaitlyn Hartman
FPQP®
As an Operations Professional at Integrated Wealth Management, LLC, my journey with FinOps Co-op has been transformative. Due to the size of our firm, I initially struggled with limited opportunities for collaboration and staying updated on industry advancements. Joining FinOps Co-op changed everything.
The community became my go-to resource for insights and strategies. What I appreciate most is the ability to engage with fellow members, bouncing ideas off each other and gaining fresh perspectives. Through this interaction, I’ve been able to implement new strategies that have streamlined our workflows and processes.
I’d highly recommend FinOps Co-op to anyone looking to expand their network and gain insights into what’s working in the industry. It’s been a fantastic resource for me, and I’m grateful for the opportunity to be part of it.
Membership Investment
A Smarter Investment in Your Operations Team
When you become a member, you’ll receive:
- Live guest speaker sessions from experts, consultants, and leading RIA operators
- Member-led mastermind groups
- Peer & mentor matching
- Member tech directory
- Full replay library & resources
- 24/7 community forum
Need your firm’s approval? Download our one-page guide to help make the business case for membership.
A typical RIA industry conference costs $1,750–$3,000 for just a few days of learning each year. FinOps Co-op gives your operations team year-round access to experienced operators, practical resources, and ongoing professional development — for $375 per quarter.
Membership Investment
Quarterly Subscription
$375/quarter
Billed quarterly · Cancel anytime · Full access to the community, day one
The Private Community for RIA Operations Leaders
Meet Charesse
I’m Charesse Spiller, creator of FinOps Co-op.
Through my consulting work at Level Best, I partner with founders, partners, and CEOs to build and strengthen their firm’s operations. At the end of almost every engagement, I’d hear some version of the same thing:
So firms started hiring Operations Managers, Directors of Operations, and COOs — and they’d ask me to help get the new person up to speed.
That’s when I realized something. A consultant can only take a firm so far. The day-to-day decisions, conversations, and operational judgment that make someone successful aren’t learned from a consultant dropping in once a month — they’re learned from people sitting in the same seat, solving the same problems every day.
So I built FinOps Co-op. Not to replace consulting — but to give operations leaders something they’ve never really had: a trusted network of peers who understand the role because they’re living it too.