Company intelligence
Actualize Consulting
Our Commitment - Driving Your Success
About Actualize Consulting
Founded in 2003 by Chad Wekelo, Actualize Consulting emerged from a vision to create a niche firm where every team member is valued as a collaborator, not just an employee. Drawing from his Big Four experience, Chad, alongside partners Matt Seu and COO Kerry Wekelo, built a company specializing in Capital Markets, Mortgage and Fixed Income, and Treasury Operations. Their leadership fostered a culture rooted in gratitude, trust, and growth. At Actualize Consulting, our mission is to be an industry leader in the management and automation of financial functions and corporate financial events. Our consultants have extensive experience and are accustomed to the challenges involved in working in demanding atmospheres. We focus on serving mortgage firms, banks, corporations, insurance companies, and other financial institutions, and Federal and State Governments. 📧Connect with our Leadership •Capital Markets & Treasury: Chad Wekelo - cwekelo@actualizeconsulting.com •Mortgage & Fixed Income: Matt Seu - mseu@actualizeconsulting.com •Culture & Gratitude Infusion: Kerry Wekelo - kelam@actualizeconsulting.com 🔗Visit our website to see our current openings and descriptions of each position. https://www.actualizeconsulting.com/current-openings.html
Verified activity
Signals from Actualize Consulting
9 published signals
People
Actualize Consulting hired Karan Shukla as a Co-Op in Canada to work alongside the global team of trusted advisors.
Reported by Actualize Consulting
Presence & Recognition
Actualize Consulting Principal Partner Chad Wekelo, CPA, CFA, joined Dennis Black on The Principal Podcast to discuss company evolution and global expansion.
Reported by Actualize Consulting
Presence & Recognition
Actualize Consulting team members rolled up their sleeves for a reforestation event at the LATAM team, working side by side and making lasting memories.
Reported by Actualize Consulting
Presence & Recognition
Actualize Consulting celebrated its M&FI team by bringing everyone together for an off-site retreat.
Reported by Actualize Consulting
People
Actualize Consulting celebrated its M&FI team by recognizing Theresa Santoro and Matt Seu on reaching the milestone of 20 remarkable years.
Reported by Actualize Consulting
People
Actualize Consulting celebrated its M&FI team by recognizing Geran Combs, Ashley Wells, CBAP, AMSP, Certified Practitioner CMMI, Linda Graham, and Jacqueline Bayer, PHR, GPHR.
Reported by Actualize Consulting
People
Actualize Consulting welcomed two new Senior Consultants, Daniela Balacianu from Canada and Rubeni Mahentharan from the US, to the Treasury and Capital Markets practice group.
Reported by Actualize Consulting
Presence & Recognition
Actualize Consulting celebrated the 20-year anniversary of its founding with a team gathering at the M&FI retreat.
Reported by Kerry Wekelo
Presence & Recognition
Actualize Consulting is a silver sponsor for the Esker All Access 2026 event in Chicago from September 9–10.
Reported by Actualize Consulting