# Kroeber Sales Consulting

Kroeber Sales Consulting is an Asset Manager based in Woodcliff Lake, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Woodcliff Lake, United States
- **Region:** North America
- **Address:** 172 Broadway, Woodcliff Lake, NJ 07677
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** kscleads.com
- **LinkedIn:** https://www.linkedin.com/company/kroeber-sales-consulting

## Regulatory record

- **Reports private funds:** No

## About

Kroeber Sales Consulting launched in 2010 when Jonathan Kroeber and long-time friend Robert Rummel — both carrying more than two decades of financial-services sales experience — wrote a business plan on a flight from Denver to New York. The firm emerged from Kroeber's frustration with siloed, opaque sales processes inside private-equity-backed FinTech companies. From its start in the New York metro area, KSC chose to operate as a dedicated outsourced partner rather than a placement agent or advisory firm, targeting a career-length pattern of enterprise sales complexity. The firm sells into segments where long-cycle, relationship-driven prospecting matters most. Its website names digital transformation, data management, process and workflow automation, lifecycle management, custody and clearing, portfolio management and reporting, regulatory and compliance, crypto and blockchain, and risk management as areas of lived experience. KSC runs a four-stage service line — target market research, sales development via cold-call and email, business development that advances sales-qualified leads to accepted-lead status, and ongoing lead nurturing — essentially acting as a full-funnel pipeline function that clients can dial up or down. Publicly named references include foreign-exchange technology provider TraderTools and wealth-management FinTech Scivantage, both of which point to KSC's ability to generate qualified opportunities and improve sales-team effectiveness (per the firm's website, 2024). The firm is run from a single office in Woodcliff Lake, New Jersey. Jonathan Kroeber serves as CEO and Robert Rummel as COO. No additional office locations or headcount figures are published. In May 2024, the firm's publicly visible posture remained unchanged, continuing to cite the same two testimonials that have anchored its site — TraderTools executive John Geraci and Scivantage CMO Dave Hagen — underscoring a client roster built on long-tenure relationships rather than broad-scale marketing. KSC's structural difference is its narrow aperture. It is not a generalist sales-outsourcing shop nor a venture-advisory platform. It was built by operators who sold into banks and asset managers before they sold for them, and it accepts engagement only within financial technology. That domain constraint — combined with a fully-variable outsourced model that replaces or supplements internal business-development hires — creates a cost profile that the firm markets as a way to reduce fixed costs while scaling sales activity. The co-founder partnership between Kroeber and Rummel is now in its second decade, with no indication of outside capital or ownership beyond the two principals.

## Sectors

- FinTech

## People

- Jonathan Kroeber — Founder and CEO
- Robert Rummel — Chief Operating Officer (COO)

## Questions

### What does Kroeber Sales Consulting actually do?

KSC operates as an outsourced pipeline function for FinTech companies, running target market research, cold-call and email-based sales development, and business development that moves leads from sales-qualified to accepted status. It positions itself as a bridge between marketing and sales — not a placement agent or advisory firm — and claims to help clients reduce fixed costs while increasing sales activity. The firm's website lists lived experience across digital transformation, data management, custody and clearing, compliance, and crypto and blockchain.

### Who runs investment decisions at KSC?

Kroeber Sales Consulting does not manage an investment portfolio. The firm's capital-allocation decisions — such as they exist — are internal to the business, run by founder and CEO Jonathan Kroeber and COO Robert Rummel. No outside investors, AUM, or deployment figures are disclosed. The entity's economic model is service-based, charging FinTech companies for outsourced sales development and business development activities.

### What investment stages or deal types does KSC target?

KSC does not invest. The firm's website references contributing to acquisition exits for unnamed FinTech clients — meaning KSC's prospecting and pipeline work positioned those companies for M&A — but KSC itself is not a buyer, seller, or advisor in those transactions. Its stage relevance is indirect: it supports vendors from start-up to enterprise scale in reaching institutional buyers.

### Which sectors does Kroeber Sales Consulting focus on?

KSC focuses exclusively on financial technology. Within FinTech, its named experience spans digital transformation, data and process management, custody and clearing, portfolio management and reporting, regulatory and compliance technology, and crypto and blockchain. The firm does not claim to serve companies outside of financial services.

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Last updated: 2026-08-11T02:43:31.692Z

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