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BRIO

who we are

EMPOWERING COMPANIES WITH
EXPERT FINANCIAL GUIDANCE

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

our team

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

our story

what sets us apart?

Our story

Trusted Financial Leadership Since 2010

Since our founding in 2010, Brio Financial Group has partnered with more than two hundred companies—from early-stage ventures to public entities—as well as banks, hedge funds, venture capital firms, and private equity groups. Through this work, we have built a reputation for responsiveness, precision, and technical excellence, establishing Brio as one of the most respected outsourced CFO and financial reporting firms in the country.

Our strength lies in the depth of our leadership and the rigor of our execution. Brio’s team includes senior finance executives with extensive experience in public accounting, corporate finance, and complex transactions. They are supported by a highly skilled in-house technical team, allowing us to tackle sophisticated financial challenges and meet demanding deadlines with confidence.

This combined expertise enables us to support clients across every stage of growth—from startup incubation and capital raises to IPOs, SPACs, complex tax matters, valuation, and SEC reporting. Whether preparing for a transaction or operating as a public company, our clients benefit from the experience, structure, and agility required to succeed in today’s dynamic financial environment.

We deliver all of this through a fixed-fee model that provides cost certainty and transparency from day one. Clients receive exactly the level of support they need, without surprise charges or unnecessary overhead—just focused, high-impact financial expertise when and where it matters most.

Clients Served

Years of Executive Experience

what sets us apart?

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.

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.

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

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

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News & Updates

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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