Who We Are
IntelligenceX is an innovative consulting firm and intelligence agency, driving strategic growth and transformation for companies in the financial services industry, including on the asset and wealth management spectrum, and beyond. We serve as a launchpad for financial services firms by deploying advanced capabilities, capital solutions, and consulting resources, to unlock new insights, maximize emerging opportunities, and enable supercharged growth.
Our Mission
To drive strategic growth and transformation for businesses by connecting, cultivating, and creating innovative solutions tailored to each client's unique needs.
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Our Vision
To become an indispensable component of intelligence infrastructure within the ecosystem of wealth, revolutionizing the financial services industry.
Our Purpose
To empower firms to thrive and expand with new capabilities, and enrich them with insights previously unknown, for a robust and prosperous wealth ecosystem.
Meet The Founder
Garrett Pena | Founder & Lead Consultant
Builder, Cultivator, Developer
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Garrett Pena is the founder and Lead Consultant of IntelligenceX, combining a wealth of experience in financial services with expertise in leveraging emerging technologies to provide transformative organizational solutions. As Lead Consultant, he directly engages with clients to uncover growth opportunities, optimize business systems, and bridge strategy and operations through his insight-driven methodology that integrates unique analytical models and a proprietary suite of growth tools. Prior to IntelligenceX, Garrett held a variety of consulting and project leadership roles, including at Accenture, where he serviced one of the largest technology firms in the world.
Our Differentiator
One Word: Actionability
We leverage a valuable and rare combination of capabilities to grow, analyze, and support financial services companies with technology, analytic, strategic, and marketing services. We combine the worlds of intelligence, marketing, and consulting in one organizational partner, instead of five. The financial services industry is evolving – we can help you evolve with it.
