Helping clients define and realize the whys and hows of business & wealth-building since 1999

Since 1999, Growthink has provided strategic advisory, investment banking, and asset & wealth management services to thousands of companies, organizations and individuals.

Growthink Advisory develops strategies, research, plans and innovations to help organizations grow and succeed.

Growthink Capital, our wholly owned FINRA / SIPC broker-dealer investment bank, raises capital and executes upon business sale, merger, and acquisition transactions for emerging and middle market companies.

GT Investment Management, our wholly owned Registered Investment Advisor, provides asset & wealth management services to businesses, individuals and families.

We are proud to have helped thousands of clients big and small achieve their goals.

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See how we’ve helped ambitious clients achieve extraordinary results.

Latest Insights

Raising capital requires a specific approach. Make the right moves and investors may come flocking to you… make the wrong moves and you may scare them off indefinitely. In this video, Growthink’s Antonio Barzagli shares...

A strong financial model is the centerpiece that will serve the business throughout its life. This is especially true when it comes to exiting the business. In this video, Growthink’s Antonio Barzagli and Predrag Milosevic...

The wealth management game is changing — is your advisor changing with the times? In this video, Growthink’s Jeff Jones and Geoff Sokol discuss what the future of wealth advisory looks like, specifically for the...

Media Coverage

For Two Years Running, Recognized as One of America’s Best Management Consulting Firms by Forbes Magazine and Statista.

America’s Best Management Consulting Firms Forbes 2024
Also Seen In 500+ Media Outlets Including:
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Our Founders

Jay has over 25 years of experience in starting, building, advising and investing in high growth firms. Jay has an MBA from the Anderson School of Management at UCLA and earned a Bachelor’s degree with Distinction and with Departmental Honors from Stanford University.

 

Dave is an internationally renowned expert in the fields of business planning, capital raising, and new venture development, and author of the world’s #1 business plan template.  Over the past decade, Dave has guest lectured at top universities and has published hundreds of articles on entrepreneurship, business planning and capital-raising.