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About Brio

ABOUT

about us

about brio
financial group

Brio Financial Group is a boutique financial advisory firm offering customized outsourced CFO services, SEC and IPO readiness, SPAC consulting, and technical accounting services. We help growing companies unlock clarity and control in all critical financial functions.

Since 2010, Brio has supported over seventy-five private and public companies across a broad range of industries, providing executive-level financial leadership without the cost or commitment of a full-time team. Our professionals bring deep experience in US GAAP and IFRS reporting, complex transactions, valuation, tax strategy, and financial forecasting-empowering companies to scale efficiently and meet the demands of regulatory and investor scrutiny. We tailor every engagement to match the urgency, scale, and complexity of your financial needs. Whether you are a high-growth private company, an emerging public filer, or simply requires expert support to hit a critical deadline, Brio brings the precision and leadership to deliver—on time and on point.

our leaders

A senior team of CFOs, controllers, and technical experts — each with decades of public accounting and corporate finance experience.

our story

Trusted Financial Leadership Since 2010

what sets us apart?

Our story

Trusted Financial Leadership Since 2010

Since our founding in 2010, Brio Financial Group has supported more than seventy-five companies — from early-stage ventures to public entities — as well as banks, hedge funds, venture capital firms, and private equity groups. Our commitment to responsiveness, precision, and technical excellence has earned us a reputation as one of the most respected outsourced CFO and financial reporting firms in the country.

Our leadership team includes six seasoned CFOs and senior finance executives, each with deep experience in public accounting, corporate finance, and transaction execution. They are backed by a skilled in-house technical team, ensuring that no financial challenge is too complex — and no deadline too tight.

With proven expertise in startup incubation, IPO and SPAC readiness, alternative public offerings, complex taxation, valuation, and SEC reporting, we offer clients the experience and agility needed to succeed in today’s fast-moving financial environment.

We operate on a fixed-fee model, giving our clients cost certainty and transparency from day one. You only pay for the services you need — no surprises, no overages, just high-impact financial support when and where it matters most.

Clients Served

Years of Executive Experience

what sets us apart?

Seasoned Leadership
A senior team of CFOs, controllers, and technical experts — each with decades of public accounting and corporate finance experience.

Custom-Tailored Engagements
Whether you need IPO support, help navigating a de-SPAC transaction, or a fully outsourced finance function, we tailor every engagement to fit your business stage, timeline, and complexity.

Predictable Pricing
Our fixed-fee cost structure gives clients clarity and control — no surprises, just high-impact financial support where you need it most.

Global Reach, Industry Agnostic
Based in the New York City tri-state area, we serve clients across the U.S. and internationally, supporting industries ranging from technology and biotech to consumer products, manufacturing, and financial services.

recent transactions

Congratulations to our client, Texas Ventures Acquisition III Corp.

Congratulations to our client, Texas Ventures Acquisition III Corp.

May 10, 2025

Congratulations to our client, Texas Ventures Acquisition III Corp, on the successful completion of its $225 million initial public offering on Nasdaq under the ticker TVACU. The IPO included 22.5 million units, reflecting strong momentum behind their focus on...

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