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Wise Rhino Group

Incline Village, United States (US) · Finance and Banking

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Data quality

Complete · Accuracy

Last verified

May 2026

Overview

Wise Rhino Group is a US-based M&A Advisory firm specializing in providing strategic guidance to Retirement and Wealth Advisory, Third-Party Administration, and Financial Services Technology firms.

We help these organizations navigate complex mergers, acquisitions, and succession planning processes, leveraging our extensive network and industry expertise.

Wise Rhino Group distinguishes itself through a client-centric approach, prioritizing long-term partnerships and delivering exceptional results. We offer a comprehensive suite of services, including valuations, financial benchmarking, business strategy consulting, and industry analytics, all underpinned by a deep understanding of the unique challenges and opportunities within the financial services landscape.

Founded in 2017, Wise Rhino Group has successfully completed over 120 M&A engagements, representing a combined deal value of $2.5B+, and continues to support a growing network of buying firms.

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Contact Details

+1828.855.5696
peter@wiserhinogroup.com

Incline Village, United States (US)

+3

Founded

2017

Company Type

Partnership

Employees

2-10

Keywords

#mergers & acquisitions

#platform consulting

#p&l analysis

#401k

#succession planning

#business growth

#valuations

#tools & technology consulting

#financial services

#rpa aggregation

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