SStable Rock runs outsourced back-office work for investment and asset managers, growing companies and wealthy individuals. Hedge funds, private equity and venture capital firms and family offices use it for fund accounting, compliance and day-to-day operations, while operating businesses bring it in as their outsourced CFO, accountant or bookkeeper. Individuals and families turn to it for tax planning and filing. Each client gets a dedicated team that can run the entire back office or work alongside internal staff to cover gaps and overflow, with monthly or project-based fees set by scope. Stable Rock was founded in 2022 and is headquartered in New York City.
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Industries
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
New York City, New York
Founded
2022
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Stable Rock Solutions, a professional services platform supporting investment managers and businesses, has acquired Patriotic Insurance Group Brokerage, significantly expanding its Insurance Services Division. Financial terms were not disclosed. Patriotic is a veteran-owned independent brokerage serving over 1,700 clients with customised commercial and personal insurance solutions. The acquisition enhances Stable Rock's ability to deliver risk management services including Errors & Omissions, Directors & Officers, Cyber Liability, and personal coverage such as Home & Auto and Life & Disability insurance. Patriotic's operations will be integrated into Stable Rock Insurance Agency, with the entire team remaining to ensure service continuity. The combined entity will operate alongside Stable Rock's existing accounting, finance, tax, HR advisory, IT, and AI-driven automation services.
Stable Rock Solutions acquires Patriotic Insurance Group Brokerage, significantly expanding Insurance Services Division. Strategic acquisition enhances brokerage capabilities and accelerates growth of Stable Rock's back-office platform NEW YORK, April 9, 2026 (Newswire.com) - Stable Rock Solutions LLC ("Stable Rock"), an integrated professional services platform supporting investment and asset managers, early-stage and mid-sized businesses, portfolio companies, founders, and individuals, today announced its acquisition of Patriotic Insurance Group Brokerage, LLC ("Patriotic"), a full-service insurance brokerage firm. This acquisition expands Stable Rock's Insurance Services Division, enhancing its ability to deliver tailored risk management and insurance solutions as part of its broader service offering. Patriotic is a veteran-owned, independent brokerage specializing in customized commercial and personal insurance solutions. With more than 1,700 clients, the firm is known for its hands-on service model, strong carrier relationships, and technology-enabled approach to delivering efficient, high-quality coverage. Leaders from Stable Rock and Patriotic highlighted the strategic rationale and client benefits of the combination: "Insurance isn't an afterthought, it's the foundation of a truly resilient operational infrastructure. With Patriotic joining Stable Rock, we are redefining what a professional services platform can be. This acquisition signals our commitment to building something transformational: a single destination where investment managers, commercial businesses, their founders, and individuals can protect, manage, and grow everything they've worked hard to build. The future of back-office support is integrated, intelligent, and comprehensive." - Greg Farrington, Co-Founder, Stable Rock Solutions "From day one, Patriotic was built on a simple, but powerful belief: every client deserves to feel genuinely protected and understood. We've spent years earning their trust by sitting across the table from them, listening to their concerns, and crafting coverage that truly fits their lives and businesses. Joining Stable Rock means we can now do even more of that, for even more people, with even greater resources behind us. Our commitment to that personal, caring approach hasn't changed one bit." - Rob Bowen, Founder, Patriotic Insurance Group "Our clients, whether they're investment managers, founders, or growing businesses, face real and evolving risk exposure across every dimension of their professional and personal lives. With Patriotic joining Stable Rock, we can now go much deeper: offering tailored commercial solutions such as Errors & Omissions, Directors & Officers, Cyber Liability, and others, as well as personal coverage such as Home & Auto, Life & Disability, and more. This acquisition strengthens our platform in a meaningful way, allowing us to deliver truly end-to-end support." - Boris Onefater, Co-Founder, Stable Rock Solutions Patriotic's operations will be integrated into Stable Rock's Insurance Services Division, with business conducted under Stable Rock Insurance Agency, LLC's licenses. The entire Patriotic team will remain with Stable Rock, ensuring continuity of service and preserving the trusted relationships they have built with clients, while gaining access to Stable Rock's broader resources, carrier network, and advisory capabilities. Together, the firms enhance Stable Rock's ability to deliver risk management and insurance solutions alongside its existing accounting, finance, tax, HR & PEO advisory, IT, regulatory and compliance, and AI-driven automation services. About Stable Rock Solutions LLC Stable Rock is an integrated professional services platform supporting investment and asset managers, early-stage and mid-sized businesses, portfolio companies, founders, and individuals. The firm provides deep expertise across outsourced and fractional CFO services, accounting and bookkeeping, middle office and operations, regulatory and compliance, tax strategy and planning, IT, HR & PEO advisory, insurance services, and AI-driven automation. Through its technology-enabled approach and experienced team, Stable Rock delivers tailored, end-to-end solutions that enable clients to optimize operations, reduce complexity, and focus on their core objectives while maintaining financial and operational excellence. Stable Rock Insurance Agency, LLC is licensed as an insurance producer (License No. 1967236). About Patriotic Insurance Group Brokerage, LLC Patriotic Insurance Group is a veteran-owned, independent insurance brokerage dedicated to providing comprehensive insurance solutions to individuals, families, and businesses. The firm specializes in delivering customized coverage across both commercial and personal lines, leveraging advanced technology and strong carrier relationships to ensure efficient, high-quality service. With a client base of more than 1,700 individuals and organizations, Patriotic is known for its hands-on, service-driven approach and its commitment to protecting clients through tailored insurance strategies aligned with their unique needs. For media inquiries and further information, please contact:
Stable Rock acquires BMW Management, expands high-value tax services. NEW YORK, UNITED STATES - Stable Rock Solutions, an outsourcing firm specializing in back-office solutions, has acquired New York-based accounting firm BMW Management CPA. The acquisition significantly expands Stable Rock's capabilities in specialized tax, estate planning, and business management services for high-net-worth individuals and corporations, integrating BMW Management's three-decade expertise into its broader operational platform. Expansion into high-value advisory services. It is an expansion move by Stable Rock Solutions, moving beyond its core back-office infrastructure products into high-contact, specialty financial advisory. Through its combination with BMW Management, Stable Rock is now a direct provider of complex tax planning, estate planning, and wealth transfer services, in high demand among high-end consumers and tightly run businesses that BMW Management has operated over the last 30 years. Boris Onefater, Co-Founder of Stable Rock, notes that BMW Management is "delivering sophisticated tax and financial advisory services to businesses and high-net-worth clients with complex needs." "Ben and his team bring deep technical expertise, long-standing client relationships, and a strong commitment to excellence that aligns seamlessly with our values." This action makes Stable Rock a functional collaborator to a holistic strategic advisor who will help manage dynamic personal and corporate finances. The transaction specifically brings under Stable Rock's umbrella a suite of premium services, including corporate structure advisory, FINRA financial and operations principal services for regulated entities, and dedicated family office business management. This is a response to a critical market requirement to integrate solutions, meaning clients can have both scalable operational support from Stable Rock and personalized, high-level financial advice from the former BMW Management team, all within the same partnership. "Joining Stable Rock allows us to expand the resources and capabilities available to our clients while preserving the personalized, high-touch service model they value," said Ben Wetchler, President of BMW Management. Integrating leadership and specialized expertise. Wetchler and the entire BMW Management team will join Stable Rock, continuing to serve their existing client base from Stable Rock's Westchester office in Elmsford, New York. This approach mitigates the common disruption risks associated with mergers and leverages the established trust and long-term relationships BMW Management has cultivated since its founding. The continuity of leadership and personnel is a strategic asset, enabling Stable Rock to absorb and scale BMW Management's specialized capabilities authentically. Wetchler will collaborate with Stable Rock's leadership to integrate his company's advanced tax planning, payroll tax services, and financial reporting expertise into Stable Rock's technology- and AI-driven platform. This acquisition model focuses heavily on human capital and reputational equity. It aims to provide extended service to a combined client base without compromising the personalized service that defined the BMW Management legacy. "This acquisition meaningfully strengthens our ability to support clients across the full spectrum of financial, operational, and tax advisory needs," said Onefater.
Stable Rock Solutions has launched AI & Automation Services, a new service line designed to help organisations modernise operations through artificial intelligence, machine learning and intelligent automation. The offering aims to streamline workflows, improve data accuracy and reduce manual work. The service includes process discovery, automation implementation, AI integration, system connectivity optimisation, governance and performance monitoring. Co-founder Boris Onefater emphasised the focus on practical, measurable solutions that deliver immediate results rather than experimental technology. Co-founder Greg Farrington said the approach combines operational expertise with modern technology to integrate seamlessly into existing workflows whilst maintaining strong controls and clear return on investment. The launch strengthens Stable Rock's position as a partner for organisations modernising back-office operations across finance, accounting, operations and human resources.
Strategic acquisition expands tax advisory, estate planning, and high-net-worth client capabilities NEW YORK CITY, NEW YORK / ACCESS Newswire / February 3, 2026 / Stable Rock Solutions LLC ("Stable Rock"), a leading outsourcing firm specializing in comprehensive back-office solutions today announced its acquisition of BMW Management CPA, P.C., ("BMW Management"), a certified public accounting firm
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We're working on gathering enough insights on this company, check back soon!
Industries
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
New York City, New York
Founded
2022
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