DFP Partners, formerly known as The SDDco Group, is a trusted brand with over 40 years of experience in financial accounting and compliance for Broker-Dealers and Registered Investment Advisers. They offer a comprehensive range of services to meet the needs of their clients. For Broker-Dealers, DFP Partners specializes in providing outsourced FinOp, PFO & POO services, allowing them to focus on their core business.

They also offer Broker-Dealer membership and compliance solutions, whether it's outsourcing the entire CCO role or providing consulting support. Registered Investment Advisers can benefit from DFP Partners' SEC registration services, outsourced CCO, and ongoing compliance support. DFP Partners also provides independent testing of Anti-Money Laundering (AML) programs for FINRA member broker-dealers and other financial institutions.

They understand the importance of cybersecurity and can help firms prepare for evaluations on cybersecurity risk management and data protection practices. Additionally, DFP Partners is a recognized CPA firm known for its accuracy and professionalism in outsourced Client Accounting Services. Their clients speak highly of their profound knowledge, reliability, and professionalism, making them a trusted partner in accounting and compliance.

DFP Partners proudly serves a diverse range of financial services companies, including broker-dealers, RIAs, and start-ups in the FinTech sector. To learn more or discuss how they can help your business, get in touch with a DFP Partners consultant today