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Helix Financial Group is a privately owned and operated financial services company. We provide business process outsourcing, technology solutions, and consulting services to the global real estate, structured finance and investment management industries.

The company was founded in early 2004 with a vision to provide superior offshore labor solutions with a highly skilled and focused domestic management team. Helix Financial has since expanded to over 180 individuals globally. The company is headquartered in Charlotte, NC and has offices in Atlanta, GA ,and Gurgaon, India with a strong business presence in UK and Europe as well.

Our strategy is to become a permanent extension of our client’s business by adding value in three key areas:
  • Expertise – We are focused on the capital markets. Together, the management team has over 75 years of experience in structured finance and real estate capital markets with such firms as Banc of America Securities, Inc. Salomon Brothers, Wachovia, Key Bank, Nomura, KPMG, and Price Waterhouse.

  • Technology – We utilize a broad range of modeling and processing tools. We are the only services firm in the structured finance industry with analytical tools for every phase of the origination/securitization process.

  • Talent – Over 72% of our associates hold advanced business degrees (MBA/MBE) or CPA/Chartered Accountant designations. We are aggressively growing our talent pool in response to the increasing demand of our clients.