Acerta Consulting offers personalized advisory and back-office support for investment firms, funds, and family offices. We bring insight and execution, so you can grow with confidence.
Our leadership team includes professionals with Big Four and buy-side experience. We deliver institutional-grade finance, accounting, and operations support, with trust at the core, tailored for scale.
Our mission is to bring trust and clarity to investment operations, allowing clients to focus on growth while we ensure accuracy and governance.
With more than 35 years of combined experience, our mission is to enable investment managers to deploy capital confidently, knowing their reporting, processes, and filings are timely and accurate, supported by a long-term trusted partner.
Become one of the most trusted and reliable operating partners for the asset and wealth management ecosystem, scaling platforms that make governance stronger, reporting sharper, and growth easier across jurisdictions.
We design financial solutions and deliver the ongoing reporting and treasury support our clients rely on.
We run your books and month-end close with precision, delivering reliable, audit-ready statements.
We streamline processes and handle the day-to-day workflows that keep funds and companies running smoothly.
Service workflow that compounds.
Understand → Develop → Implement → Monitor continuously, so our clients grow with confidence through every cycle.
Integrated expertise, single team.
Fund accounting, treasury, and tax and regulatory compliance support, so nothing falls between providers.
Senior access, real accountability.
You work directly with experienced partners and leads.
Cross-border coverage.
Presence in the US, PR, DR, Colombia and India, supporting clients across time zones in English, Spanish and Portuguese.
Value-driven, transparent model.
Clear scope and predictable fees vs. fragmented providers.
Compliance support
We coordinate and operationalize filings and workflows alongside jurisdictional advisors.
To build trust into investment operations.
We empower investment managers to focus on capital deployment with confidence, knowing their reporting, processes, and regulatory filings are accurate, reliable, and consistently delivered.
