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About Us

Platform Growth Partners is a combination of entrepreneurial partners with deep expertise in legacy CPA firms and the systems being developed to establish the next generation of advisory firms. Our passion is using best in class tools / infrastructure to revolutionize a slow-to-react industry.

CEO - Anne

  • Partner and National Practice Leader at top 25 accounting firm

  • CPA

  • Member of AICPA, NJCPA

CFO / President - Brian

  • Investor and capital markets professional with experience underwriting and growing financial services growth platforms

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