At Reality, we know how to build integration models

our purpose
“We empower investment & financial advisory businesses to thrive in a competitive market and achieve sustainable growth through tailored, forward-looking managed service integration”
Geoff Bruskin
Founder & CEO
Our Values
Innovation
We recognize that each firm we serve has unique goals and clients with specific needs. That's why innovation is at the core of our business—developing tailored solutions that set both firms and their clients up for long-term success and growth.
Customer Focus
We believe that if even one client is dissatisfied, our work isn't complete. Our solution design process centers around a deep understanding of customer needs, creating a structure and process that ensures clients are well-served, with all inquiries addressed proactively.
Continuous Improvement
We're committed to building ever-better solutions. Our focus on continuous improvement drives both internal efficiency and client retention, and our teams are constantly upskilling, enhancing KPI tracking, and implementing new processes to deliver superior service.
Leadership Team
Founder & CEO
Geoff brings extensive leadership experience in the financial advisory and accounting M&A sector, specializing in buy/sell representation, consulting, and solution design for numerous accounting and advisory firms.
Partner – Tax & Advisory
Doug has a background in executive management within investment management and advisory firms, where he has held key roles as a P&L leader and has been instrumental in designing operations and accounting processes.
Founder & Head of Ops.
Jaitee has expertise in CFO services and high-net-worth wealth management advisory. She has helped multiple startups as a strategic advisor and has led the private wealth CCAR stress testing and financial reporting team at JP Morgan.
Founder & Solution Design Head
Dheeraj Pandey
Dheeraj serves as a fractional CMO for multiple accounting, tax, and CFO services firms. He has a background in strategy, planning, and has worked on establishing large-scale service delivery centers for firms like Morgan Stanley.
Let's build the future together
Get on the right track to growth. Drive your firm forward with Reality’s bespoke strategies and managed service model.
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