About Our Versatile Firm
Assemble Financial stands at the intersection of innovation, service, and strategic growth. Our mission is to empower financial institutions with cutting-edge technology, deep industry insights, and the agility to adapt to an ever-evolving market landscape. We're a melting pot of ideas, where creativity meets expertise to deliver solutions that are as robust as they are revolutionary.
Join a team that's forging the future of finance. Embrace our core values that champion integrity, collaboration, and continuous improvement. With us, your work is not just about facing challenges; it's about setting benchmarks.
We started everything because we wanted to revolutionize digital banking systems
From local credit unions to national banking chains, Assemble Financial offers a partnership that transcends traditional consulting. We provide dynamic staff and technology augmentation with a core focus on transparency and trust, allowing financial institutions to confidently embrace innovation. Our integrity and passion for mutual growth are what make us the premier choice for banks and credit unions aiming to lead in a tech-driven financial era.
"I started our company because I noticed that the traditional ways of HR, staffing, and recruiting hadn't changed in decades and felt outdated. I wanted to bring a fresh approach to this industry, one that's built on genuine transparency and honesty. Doing right by the customer is at the heart of everything we do. It's not just a motto—it's our way of working at every level of our business. By sticking to these values, I aim to make a meaningful difference for everyone we work with."
The story about how our company was founded
Join our team
Core Values at the Heart of Assemble Financial
At Assemble Financial, our ethos is the foundation upon which we build our services and relationships. Our commitment to accountability ensures that we hold ourselves to the highest standards of excellence and integrity. We pledge to be responsible stewards of our clients' trust, providing consistent, measurable results.
Honesty
Honesty isn’t just a policy, it’s our language of business at Assemble Financial. We communicate with candor and authenticity, offering genuine insights that foster deep trust and informed decision-making. Our honest advice is the compass that guides businesses to their desired outcomes.
Teamwork
Teamwork is at the core of everything we do at Assemble Financial. We believe that the best results are achieved through collaborative efforts, where diverse ideas and perspectives converge.
Innovation
Innovation is the driving force behind Assemble Financial's pursuit of excellence in the financial sector. We are committed to redefining the standards of banking and credit union consulting by integrating cutting-edge technologies and forward-thinking strategies.
Integrity
At the core of Assemble Financial is an unwavering commitment to integrity. Our actions are guided by a moral compass that doesn't waver in the face of challenges. We’re dedicated to upholding the highest ethical standards, ensuring that our practices are as sound as our advice.
Transparency
In a complex financial landscape, Assemble Financial stands as a beacon of clarity. We demystify the intricacies of financial technology with transparent processes that illuminate the path forward for our clients. Our open-book policy ensures you’re always in the know, every step of the way.
Ownership
Ownership is fundamental to our culture at Assemble Financial. We instill a sense of personal responsibility in every team member, encouraging them to take charge of both successes and challenges. This mindset ensures that each individual is fully invested in the outcomes of their work, driving them to deliver the highest quality solutions to our banking and credit union clients.
Meet the great team Assemble Financial
Our founders
Matthew McKee
One of my deepest passions is understanding people's aspirations and purposes, and aiding them in realizing the immense potential they possess. Whether through casual conversations, mentoring sessions, or transforming virtual meetings into moments of warmth and empowerment, my primary goal is to ensure you recognize your own brilliance and are inspired to pursue your dreams.
Aldo Ortiz
I'm dedicated to helping people and companies crush their financial goals through creative solutions. And hey, maybe we have a little fun in the process. I believe in the power of teamwork — when we collaborate, we can achieve amazing things! Based in San Antonio, I love blending my local roots with a big-picture mindset to make sure we’re not just making deals, but creating real, long-lasting connections.
Seth Miller
Your growth is our growth — I'm just here to help guide it. My background is in sales and marketing, but at the core, my main focus is on building meaningful relationships — without concern for the transaction. I’m from San Antonio, so naturally, I’m a die-hard Spurs fan, and I carry that “beautiful game” mentality with me in every area of my life: team first, always. It’s all about the collective over the individual.