Deviate Consulting: Detailed Company Information & Corporate Profile
Summary
Deviate Consulting is a business consultancy headquartered in Indianapolis, founded in 2015. The firm specializes in wealth management software, guiding family offices and fund administrators through every phase of the technology journey—from software selection to implementation and training.
With a team of 10‑50 professionals, leadership includes technology consultant Wendy McCoy, consulting partner Bob Shepro, implementation project manager Sarah Soukup, founder Jeremy Williams, accounting consultant Saloni Shah, director of operations Anne Beal, and accountant Emily Peusch. Their combined expertise ensures clients receive customized solutions that align with operational goals and compliance requirements.
Operating within a revenue range of $1‑10 million, Deviate Consulting leverages its focused industry knowledge to deliver streamlined processes and effective technology adoption for high‑net‑worth institutions.
| Deviate Consulting Website | deviateconsult.com |
| Social Links |  |
| Phone Number | +1 317 508 7538 |
| Industries | |
| Deviate Consulting Headquarters Address | Indianapolis, IN, 46220 US |
| Company Size | 10-50 employees |
| Specialities & Services | Wealth Management Software, Software Selection, Implementation, Training, Family Offices, Fund Administrators |
| Founded | 2015 |
| Estimated Annual Revenue | $1 - 10M |
| Updated: | 2026-10-11 |
Estimated Website Traffic
The chart shows a decline in traffic to the deviateconsult.com website. In September, traffic decreased to 21, compared to 22 in the previous month. The highest traffic in 2026 was recorded in January, reaching 697 visits.
Workforce Turnover
Length of Employment
Deviate Consulting's workforce includes employees across a wide range of tenure levels.
33% have been with the company for 1 to 2 years33% have been with the company for 3 to 4 years33% have been with the company for 8 to 10 years
Companies Similar to Deviate Consulting
Deviate Consulting Corporate Information: FAQ
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.
