cuttone. TAC

Technology • Advisory • Consulting
cuttone. TAC is a specialized technology, advisory and consulting firm serving U.S. broker-dealers and international firms with U.S. operations. Built by industry veterans with over 100 years of combined experience, we bring firsthand knowledge as builders and operators — not observers. We help clients turn operational and regulatory demands into strategic advantages, because when executed well, compliance isn’t a cost center — it’s a growth driver.
100+
Years Combined Experience
3
Founding Partners
6
Service Disciplines
50+
Client Engagements

What makes us different

We don’t just advise—we work shoulder to shoulder with your team, embedding seamlessly to deliver practical solutions and drive measurable outcomes.

Every broker-dealer has different needs. Some seek strategic assessments, others require hands-on project execution or ongoing advisory support. We offer flexible engagement models including retainers, project-based work, and success fee arrangements.

Founder-Led Engagement

Direct access to senior partners on every engagement. No layers of junior consultants between you and expertise.

Operators Who Advise

We’ve built and run the systems we consult on. Our advice comes from firsthand experience, not textbooks.

Embedded Delivery

We integrate with your team to deliver solutions, not slide decks. Practical execution over theoretical frameworks.

Our Values

Integrity

Trust and transparency in every engagement

Excellence

Uncompromising quality in everything we deliver

Partnership

Shoulder to shoulder with your team

Innovation

Forward-thinking solutions to complex challenges

Results

Measurable outcomes and tangible impact

100%

Mission

To empower broker-dealer firms to navigate regulatory complexity and optimize their operations by providing expert, integrated consulting solutions in compliance, trading, risk, and technology.

100%

Vision

We envision a financial industry where firms of all sizes can confidently meet regulatory obligations while innovating and thriving in a competitive marketplace.

100%

Promise

Unparalleled expertise, holistic service offering, and tangible impact on clients’ success. Enhanced compliance confidence, operational efficiency, and business growth.

Meet the Partners

100+ Years of Experience - at your service.

Donato J. Cuttone

Donato J. Cuttone

Founding Partner

Decades of experience in brokerage operations, compliance leadership, and strategic advisory for broker-dealer firms across the U.S.

Joseph C. Cuttone

Joseph C. Cuttone

Founding Partner

Deep expertise across trading operations, financial engineering, risk management, and regulatory frameworks for leading firms.

William

William Beatty

Managing Partner

Extensive background in audit, financial controls, technology strategy, and large-scale operational transformation programs.

Wen Ge

Wen Ge

Partner, Chief AI & Product Officer

Leads product vision and technical architecture, translating complex regulatory requirements into elegant, AI-native software solutions. Spearheads the development of the horizontal agentic automation platform, bringing deep expertise in applying advanced AI to solve intricate compliance and operational challenges.

AB

Alex Bach, MBA

Partner, Head of Business Strategy & Growth

Expert in FinTech go-to-market strategy, corporate development, and strategic investing. Brings extensive experience from Goldman Sachs in Investment Banking, and from DriveWealth where he led M&A and strategic investing. Specializes in business case development, go-to-market strategies for new products, and negotiating strategic partnerships.

Ready to get started?

Contact us to schedule a consultation with our team. Whatever the format, you get senior-level expertise, practical solutions, and measurable results.

Schedule a Consultation