THE FOUNDER
Mike Wang, CFA
Founder, DMW FinTel
Fractional CFO. CFA Charterholder. MBA.
I built DMW FinTel because I needed it. Not as a product idea. As a tool to run my own practice.
I built DMW FinTel because I needed it. Not as a product idea. As a tool to run my own practice.
I started my career at Morgan Stanley managing institutional portfolios, then moved to Wells Fargo's investment banking group where I worked on transactions in the Technology Group. After business school at USC Marshall, I went independent as a fractional CFO.
For the last several years I've run DMW Advisory, a fractional CFO practice serving companies in the $5M to $50M revenue range across professional services, eCommerce, education, nonprofit, and media. I manage the full scope: monthly reporting packages, three-statement forecasting, scenario planning, board presentations, debt negotiations, and the inevitable 'can we afford to hire?' calls.
That work is where DMW FinTel came from. Not from a whiteboard. From doing the actual job, every month, for real clients.
Every fractional CFO I know hits the same wall. You're great at the work, but the work doesn't scale. Eight clients is the ceiling for most practitioners because the reporting, the variance analysis, the scenario models, the ad hoc questions from CEOs at 9pm on a Sunday all require you personally.
Hiring an analyst costs $5,000 to $8,000 a month. Enterprise FP&A platforms cost $2,000 to $5,000 per company. Neither option works at the advisory level where you're serving ten companies at $3,000 to $5,000 each.
So I built the tool I wished existed. AI-native from the first line of code. Not a spreadsheet with a chatbot bolted on. Not a dashboard that requires a six-month implementation. A platform that connects to your books, understands your client's business, writes the first draft of your variance narrative, and answers the CEO's question in 15 seconds instead of 15 minutes.
I use DMW FinTel to serve my own clients. Every day. That's not a marketing line. It's the development methodology. When something is slow, I feel it. When a report needs better charts, I need better charts. When the AI gets a forecast wrong, it's my client who gets the wrong number. The product is better because I'm the user.
Chartered Financial Analyst, CFA Institute
University of Southern California, Marshall School of Business
Portfolio Manager, Institutional Asset Management
Investment Banking Associate, Technology Group
Fractional CFO serving $5M to $50M companies across six industries
Founder and lead developer. Built from scratch. Used in production daily.
DMW Advisory clients span professional services, eCommerce, education technology, nonprofit, media, and consumer products. Revenue ranges from $5M to $50M. Some have 10 employees. Some have 100.
What they share: they need CFO-grade financial intelligence but aren't ready (or willing) to pay $250K for a full-time hire. They want someone who's done the work at the institutional level and can translate it to their scale.
Every advisory client is also a live DMW FinTel deployment. The platform is validated against real companies, real books, and real decisions every single month.
DMW FinTel is accepting applications for the Founding 50 beta. Every founding member gets a personal onboarding session with me.
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