Financial Services

Dan Sheridan, President
Keeping Promises Since 2007

Financial Services Areas Of ExpertiseAreas Of Expertise
  • Alternative Investment Managers:
    • Hedge Funds
    • Private Equity Funds
    • Venture Capital Funds
    • Family Offices
  • Investment Banking
  • Insurance Brokers & Agencies
  • Registered Investment Advisors (RIAs)
  • Specialty Lenders
WHILE YOU MANAGE THE MONEY, WE’LL TAKE CARE OF HR
The financial world is demanding. The markets move at increasing speed, regulatory change is commonplace and competition from firms large and small is always present. Managers of small and growing financial services companies, need more time to focus on the markets and their clients.

Delegating some of the administrative burden of HR to Extensis can help you free up more time and set you up for success. By partnering with the team of experts at Extensis, you can:

Access Fortune 500-level benefits the kind that are offered by the largest financial services firms to help you attract and retain top talent.

Manage complex payroll and taxes including variable pay, bonuses, partner payouts and even K-1 reporting with no minimum salary requirements.

Reduce employer risk by letting our experts manage labor, immigration and workers’ compensation issues and ACA health care compliance.

Get more time back to focus on the task of managing your investments and working with clients by off- loading the administrative tasks associated with HR.

To learn more about how we can help you simplify HR, talk to your benefits broker or contact us at 888.473.6398.
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