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Who We Are

The financial team that’s always by your side

The financial team that’s always by your side

The financial team that’s always by your side

Because your business deserves a financial team that matches what you're building.

Because your business deserves a financial team that matches what you're building.

  • 300+

    Companies advised across the U.S. and Latin America

  • 4 Offices

    Orlando, Miami, Bogotá, Barranquilla.

  • Bilingual

    Full-service support in English and Spanish.

  • 10+ Years

    10+ years of experience in institutional finance and consulting.

  • 300+

    Companies advised across the U.S. and Latin America

  • 4 Offices

    Orlando, Miami, Bogotá, Barranquilla.

  • Bilingual

    Full-service support in English and Spanish.

  • 10+ Years

    10+ years of experience in institutional finance and consulting.

Trusted by 10+ companies

We

We

We

bring institutional

bring institutional

bring institutional

financial discipline to your business with the ccessibility and support of a team that’s always there.

financial discipline to your business with the ccessibility and support of a team that’s always there.

financial discipline to your business with the ccessibility and support of a team that’s always there.

A man wearing glasses and a blazer working at a desk, writing in a notebook beside a computer monitor in a modern office.

Focus on growth.
We bring the financial expertise to support it.

VentumFi is part of VenQuest Group, a financial services organization with expertise in investment banking, asset management, and strategic consulting. The group has advised more than 300 companies.


Through years of working with investors, business owners, and growing companies, we recognized a common challenge: entrepreneurs often lack access to the caliber of financial guidance available to larger organizations.


VentumFi was created to close that gap—delivering strategic financial leadership, operational insight, and practical execution support tailored to the needs of ambitious businesses.

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What drives us

What drives us

Our Mission

To empower business owners with the financial clarity, discipline, and guidance they need to make confident decisions and build stronger companies.

Our Vision

To become the most trusted source of financial leadership for growing businesses, helping entrepreneurs build stronger, more resilient companies.

These aren't just values we believe in. They are standards our clients can expect from us every day.

These aren't just values we believe in. They are standards our clients can expect from us every day.

  • Trust

  • Execution

  • Partnership

  • Responsibility

  • Clarity

  • Accountability

  • Dedicated Support

  • Clarity

  • Structure and Discipline

  • Trust

  • Execution

  • Discipline

  • Proactivity

  • Closeness

  • Responsibility

The people behind your numbers.

The people behind your numbers.

The people behind your numbers.

A team with decades of experience in asset management, consulting, investment funds, corporate finance, investment banking, and entrepreneurship, working together to give your business the financial structure it deserves.

Daniel Morgan
Pablo Cuervo

Financial Consulting

Sophia Bennett
Ana Lucia Obando

SME Relations & Insurance Services

Daniel Carter
Maria Chamorro

Bookkeeper

Rachel Nguyen
Salomón Cure

Investment Management

Why VentumFi

Your business deserves more than an accountant

Your business deserves more than an accountant

Reliability

Your financial records stay organized, up to date, and ready before problems arise.

Financial Clarity

We turn financial data into decisions that help your business grow.

Always Engaged

Work with a team that understands your business and stays engaged year-round.

Built to grow with you

Beyond bookkeeping and taxes, we help you plan for what's next.

Tell us a bit about you and your business

This helps us tailor your session to your business and make the conversation as valuable as possible.

Tell us a bit about you and your business

This helps us tailor your session to your business and make the conversation as valuable as possible.

Tell us a bit about you and your business

This helps us tailor your session to your business and make the conversation as valuable as possible.