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8020 Consulting Expands to Dallas with Kellen Smith as CEO

PRIVATEMay 13, 2025

Position

Chief Executive Officer

Company

8020 Consulting

Kellen Smith
ksmith@8020consulting.com
Los AngelesFinancial ServicesFinanceConsultingAccounting

Description

8020 Consulting is expanding its operations to Dallas, Texas, under the leadership of CEO Kellen Smith. This strategic expansion aims to help local businesses navigate critical finance and accounting challenges.

Quick answer

8020 Consulting Expands to Dallas with Kellen Smith as CEO (May 13, 2025). 8020 Consulting is based in Los Angeles, California, United States.

Who is the new Chief Executive Officer at 8020 Consulting?
8020 Consulting named Kellen Smith Chief Executive Officer, announced May 13, 2025.
What did 8020 Consulting announce on May 13, 2025?
8020 Consulting is expanding its operations to Dallas, Texas, under the leadership of CEO Kellen Smith. This strategic expansion aims to help local businesses navigate critical finance and accounting challenges.
What does 8020 Consulting do?
8020 Consulting is a leading finance and accounting consulting firm that provides expert solutions to businesses facing leadership transition or critical financial challenges.
Where is 8020 Consulting based?
8020 Consulting is based in Los Angeles, California, United States.
Which similar companies made leadership changes around the same time?
M&G Investments Southern Africa (May 21, 2025), Marex Group plc (May 5, 2025), Arthur J. Gallagher & Co. (June 3, 2025) and House of Doge (June 11, 2025) also announced leadership changes within 45 days of 8020 Consulting.

Source: Fundz verified event record.

Other recent leadership changes in Financial Services and Finance

Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.

Who to call at 8020 Consulting, and when

A new leader at 8020 Consulting brings new priorities and often new vendors. The first weeks are when they listen.

  • An alert the day 8020 Consulting raises, hires an executive or expands, scored against what you sell
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Company Information

Company

8020 Consulting

Location

Los Angeles, California, United States

About

8020 Consulting is a leading finance and accounting consulting firm that provides expert solutions to businesses facing leadership transition or critical financial challenges. With a team of 100 highly experienced full-time consultants, 8020 focuses on delivering measurable results quickly by concentrating on the most impactful areas of a client's operations. The firm is committed to building lasting partnerships based on trust, transparency, and mutual success.

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Related People

Kellen
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Kate
Senior decision-maker at this company
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Craig
Senior decision-maker at this company
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8020 Consulting changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.