Stephanie Dannebaum Consulting

Stephanie Dannebaum Consulting provides consulting services for financial advisors and financial planners. The job it does: managing your IT, from help desk to infrastructure, as an outside partner.

It makes the most sense for small and mid-sized companies. Related areas on their profile: Consulting, CRM, Finance and Financial Services. As a very small company team themselves (1 to 10 people), they tend to serve customers of a similar scale best. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

Stephanie Dannebaum Consulting is based in Pleasant Hill, California. Their site is stephaniedannebaum.com.

Before you commit, look at response SLAs, onboarding, and what is billed per hour. A short pilot with your real data tells you more than any demo.

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