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Phone: 1.646.379.0980



Creo Associates is a consulting and financing company focused on the financial data and technology industries.


The Principles of Creo Associates have many years of operational experience in large public companies and small VC backed firms.


Subject matter experience covers financial data, risk management, financial software, credit ratings, data management, and both buy and sell side customer segments.


Functional experience covers partnership development, corporate development, strategic planning, M&A, capital raising, product development, marketing, and pricing. 





  • Strategic Planning

  • Business & Product Plan Development
  • Partnership Development
  • Strategic Marketing

  • Market Analysis

  • Competitive Analysis

  • Pricing Optimization

  • Geographic Expansion

  • Business Model Optimization




In addition to the Principles, Creo Associates provides access to an extensive network of experts and solution providers in the financial data and technology industries.


We are developing a technology solution to view and engage with our experts.  In the meantime, please contact us if you would like to be added to our financial data and technology expert network.