Austin-based Dimensional Fund Advisors is an investment advisor that was established in 1981. The firm offers a full range of equity and fixed-income strategies designed to target higher expected returns. Dimensional provides its services to investment companies, high-net-worth individuals, corporations, and state or municipal government entities.

Dimensional was in the process of upgrading and re-platforming several of their client-facing products both from a functional and a technology perspective. Dimensional engaged Yoh’s Fintech team to acquire resources to manage and complete the development of their client-facing products. Yoh’s goal was to help Dimensional maintain their competitive advantage.

Dimensional turned to Yoh’s Fintech team because of Yoh’s proven track record of providing resources with an intimate knowledge of the Wealth, Advisor, and Asset Management business. They knew the value Yoh’s Fintech team could provide and tasked us to scale a team of 8 contract and full-time resources. Yoh successfully assembled and onboarded a high-quality team that allowed Dimensional to stay ahead of their anticipated timeline.

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